(704) 547-5600


(704) 547-0225


8640 University Executive Park Drive, Suite A
Charlotte, NC 28262


Allen Tate Mortgage is a full-service mortgage banker representing a variety of respected lenders. Allen Tate Mortgage offers a choice of conventional and government loan programs, including fixed-rate and adjustable rate products and VA, FHA and USDA loans. 

As part of the Allen Tate Family of Companies, Allen Tate Mortgage helps streamline the journey to homeownership. With an experienced staff of professional mortgage consultants and an operations team of loan processors, underwriters and closers, Allen Tate Mortgage processes loans as quickly, efficiently and completely as possible in today’s busy mortgage environment. 

Chris Cope, president of Allen Tate Mortgage, joined the company in 2007 and leads the mortgage banking team in locations throughout the Carolinas. He has more than 20 years of experience in the residential mortgage industry and currently serves as vice president of the Mortgage Bankers Association of the Carolinas, Inc. 


Chris Cope

President, Allen Tate Mortgage

Our Associates

Jeff Pearce

Senior Mortgage Consultant

(704) 252-3246

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Lyle Penley

Senior Mortgage Consultant

(864) 760-8852

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Liz Ramzy

Client Relations Mortgage Consultant

(336) 406-3749

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John Restucci

Senior Mortgage Consultant

(704) 576-9834

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Jan Rodgers

Vice President of Operations

(704) 547-5611

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Bonnie Servatius

Mortgage Consultant

(704) 492-4427

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Lisa P. Stanley

Licensed Assistant