Our Mission, Values & Vision

Our Mission

Our mission is to be an innovative, secure and responsible financial services provider to REALTORS®. Through unique understanding and real partnership, we guide members to securing their financial independence, while supporting NAR’s mission and benefiting the greater community.

We’re dedicated to serving the financial need of REALTORS® and we’re committed to:
  • Meeting the financial needs of members in a cost effective way that recognizes the unique savings, lending and credit needs of people in the real estate profession including REALTORS® who are self-employed;
  • Protecting the information and assets of our members by maintaining a strong and stable institution;
  • Educating members on financial fitness and providing consumer information and resources to help members make sound financial decisions; and
  • Promoting the credit union philosophy of “people helping people” in a democratically controlled, cooperative structure.

We Value:

  • Unique understanding, common goals, real partnership.
  • Financial independence through partnership
  • Building your financial future together
  • Helping you achieve your American dream
  • Secure foundations to build stable futures
  • Being a trusted financial partner to trusted real estate professionals

What We Believe In:

  • Unique understanding. Common Goals. Real partnership.
  • Financial independence through partnership
  • Secure foundations to build stable futures
  • Building your financial future together
  • Helping you achieve your American dream
  • Being a trusted financial partner to trusted real estate professionals
  • Keeping things simple and straightforward
  • Listening to you while understanding that you are a unique individual, and responding to your needs with patience, honesty and trustworthy advice
  • Helping you secure financial independence through a consultative philosophy based on responsible lending and money management
  • Maintaining policies and procedures that ensure the security and privacy of member information
  • Ensuring that everything we do benefits our members and the environment

Our Vision

Our vision is to become an integral partner in the financial success of our members by delivering value, and providing an innovative and secure financial service experience that meets evolving needs through expertise, integrity, passion and dedication.