Resource Guide

Buying a home in a new area can be challenging, but finding the right people to help you with your purchase and locating resources to help transition in your move doesn’t have to be a daunting task. This is why we’ve provided you with some resources that could help you move, get settled, and get involved in the community.

The appraisal and mortgage resources are solely provided as general references by Cal Poly Partners. Some of these service providers have previously provided support to purchases or sales related to the Bella Moñtana housing development.

Appraisal Representatives

Lisa Brems

Certified RE Appraiser
(949) 433-2424

Steven T. Cody

Atlas Appraisal, Inc.
(805) 453-0323

Monica Lopez

Lopez Appraisal
(805) 618-0002

Mortgage Loan Representatives

Guaranteed Rate

Donna Lewis
1065 Higuera St Suite 100
San Luis Obispo, CA  93401
Phone: (805) 335-8743
Team Donna and Ermina at Guaranteed Rate

Certainty Home Lending

Bill Mott
Branch Manager, NMLS #341086
895 Pismo St
San Luis Obispo, CA 93401
Phone: (805) 234-5081


3855 Broad Street, San Luis Obispo, CA 93401

Cherise Long
Phone: (805) 623–1071
Cell: (805) 540-8904

Natasha Boyack
Phone: (805) 540-7722
Cell: (805) 550-8707

Isaura Moran
Hablo Español
Phone: (805) 623-1064
Cell: (805) 503-2356

Local Schools

SLO Coastal Unified School District

Address: 1500 Lizzie St, San Luis Obispo, CA 93401
Phone: (805) 549-1200

Local Opportunities

Volunteer SLO/United Way of San Luis Obispo
1288 Morro Street #10, San Luis Obispo, CA 93401
(805) 541-1234

Local Solar Options


4700 El Camino Real, Atascadero, CA 93422

Todd Burnett
Phone: (805) 245-2405

Cal Poly

Ground Sublease

Note: This ground sublease PDF is for sample purposes only. All purchasers will have to execute the then current version of this Ground Sublease.
Download the Ground Sublease (pdf)

*No endorsement is intended or made of any product, service or information either by its inclusion or exclusion from this page or the Cal Poly Partners site. Cal Poly Partners and its employees do not: (a) make any warranty or representation, expressed or implied, with respect to the accuracy, completeness, suitability or usefulness of the information presented, referenced or implied; or (b) assume any liabilities with respect to the use of or for damages resulting from any information contained in these materials. Mention of trade names or commercial services does not constitute endorsement or recommendation of use.

Interested Buyers

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