Yelp Review…read more Jackie Cuneo at Exception Lending is a gem to connect with--even before any formal business is done, she treats you with care and respect. Her advice is incredibly professional yet warm, and it gave me real clarity during a stressful home financing journey. If you're looking for someone who listens and truly supports your long-term goals, Jackie is that person. I'm excited to continue this path with her. -- Rohit Behera

Working with Jackie has been an absolute pleasure from start to finish. As a first-time homebuyer,…read moreI had a lot of questions and uncertainties, but Jackie was incredibly patient, informative, and extremely knowledgeable throughout the entire process. She took the time to explain everything in clear, understandable terms and always made sure I felt comfortable and confident with each decision. What really stood out was her ability to break down complex mortgage details and guide me through each step without ever making me feel rushed or overwhelmed. Jackie's calm and professional approach turned what could have been a stressful experience into a smooth and even enjoyable one. When I was looking into buying a second property, there was no question in my mind about who to turn to. Jackie continued to be just as responsive, insightful, and supportive as she was the first time around. It's clear she genuinely cares about her clients and wants the best outcome for them. I can't recommend Jackie enough to anyone in need of a trustworthy, experienced mortgage broker who goes above and beyond.

I would give more than 5 stars if I could!…read more Scott Lawson is an incredible mortgage broker. As a first time home buyer, he made the process so seamless. I had absolutely no idea what the home buying process entailed, and Scott did an amazing job helping me through the entire thing and answering the dozens of questions I would call and ask him almost every day. He was extremely communicative and kept me in the loop which helped ease my nerves, and was always willing to explain everything in an easy way for me to understand. I would highly recommend working with Scott to anyone looking to purchase a home. It was an incredible experience and I feel so lucky to have had him to help through the whole process!

If anyone is looking for a straight killer in the feilds of home loans Scott is your guy!…read more This man worked day and night for me. Met with me at my home at 8 o'clock at night twice. Worked around my schegual. He went to offices of poeple he needed my info from. This man is best described as a Robot working non-stop to get you your loan hitting all targets with precision and accuracy. Thank you for everything Scott

Wesley at JVM Lending was amazing to work with! He helped us secure the mortgage for our home and…read morewas incredibly communicative, responsive, and always available to answer our questions. He worked hard to get us the best rate--better than every other lender we reached out to--and moved quickly to keep everything on track. We felt supported throughout the entire process and couldn't have asked for a better experience. We'll definitely work with Wesley again and highly recommend him!

JVM was great to work with during our longgg house search. Victor was our main POC and was always…read moresuper quick and helpful any time I reached out with questions. Thank you Victor and JVM team!

Scott is amazing. He is great to work with, he is friendly, efficient, knowledgeable, and gets the…read morejob done in a timely manner. I really appreciate the regular communication through the loan process. Working with Scott really takes the pain out of the mortgage loan experience. I've worked with other brokers that have needled you for more information repeatedly, Scott asks for what he needs up front. I was able to close on an FHA loan in 3 weeks. If you want to feel like you have someone on your side to get a loan for your new home, work with Scott Lawson.

When I have questions I come to AHL. Scott is one of the most knowledgeable people in the biz. He…read morehas no problem telling you everything you need to know in a very no-pressure kind of way. They are always finding new ways to improve their business, stay on top of the market and know exactly whats going on the the real estate business. Whether you are looking to refinance or purchase a new home, talk to these guys first!

We had such a wonderful experience working with the JJ Mack Team on the loan for our new home! As…read morefirst-time homebuyers, we were a little intimidated by the whole process at first. There were definitely a lot of questions and a lot to learn, but Lindsay and the entire team made us feel comfortable every step of the way. They were incredibly kind, patient, and always made sure our questions were answered. Thanks to their guidance and support, the process was so much smoother and honestly, much less stressful than we ever imagined! Buying our first home is such a huge milestone for us, and we're so grateful to the JJ Mack Team for helping us navigate it all and making the experience such a positive one. We highly recommend Lindsay and the JJ Mack Team to anyone looking for a knowledgeable, supportive, and truly wonderful team to help make their home-buying dreams a reality!

Working with JJ Mack was a pleasure. From the start, Lindsay made it very easy. She worked with me,…read moregoing through all my numbers. The whole team was very on top of everything, letting me know what was needed and making sure all documents were in on time. Thank you all for such a smooth transition to a new home. Danny

Best mortgage person in the Bay…read more Jay was incredible to work with, helped us close lightning fast, answered all my questions as a first-time home buyer, and helped me get rates and terms that surprised my realtor and impressed my knowledgeable friends. Buying a house is a major thing, with lots of stress. Working with Jay was like having a lighthouse in a storm, he was incredible. 28 out of 5 stars, can't recommend highly enough. This is your guy.

My experience has been mediocre with this loan agent and US Bank. I have done at least a dozen of…read morereal estate refinancings with different loan agents over the years, so I am familiar with the process. 1. The refinancing process was a little chaotic, and some departments in the bank were slow to move files despite borrower's multiple warnings of deadlines to the loan agent, so the loan did not close on time, which caused significant complications and expenses due to borrower's upcoming overseas traveling. 2. The loan agent promised a processing fee refund after loan closing, but he refused to honor it later. The borrower had to escalate the issue with his supervisor to get the fee refund. 3. Several months after loan closing, the title company told me they are still missing various signatures and notary acknowledgment pages for loan closing and they had to make an appointment with me to redo these pages. There seem to be many gaps in their refiancing operations.

Simply put....working with Rob and his team on a refi has been the smoothest mortgage transaction…read moreEVER! He knows his stuff and responds within 45 minutes. 6 stars.

I wanted to buy a place and went thru several lenders and none could make my scenario work. Then…read moremy cousin referred me to Rob, and he actually found the perfect loan for me. Again: NO ONE could do anything remotely close to what he found for me. I ended up not getting the house since someone bid higher, but I told him I will call him for any deals that come my way, and tell all my friends and family. EXCEPTIONAL service. THANK UU ROB shaida

Once again, we have used Avenir Mortgage Planners for our mortgage needs. They have been able to…read morehelp us out every time. They continue to make the process easy and smooth and in a timely manner. They are friendly and courteous at all times. We highly recommend them.

My husband and I have worked with Greg three times now for our refinances, and we wouldn't go…read moreanywhere else. Greg is a top-tier professional whose communication is always sharp and timely. Even when challenges arise that might stop other lenders, Greg consistently gets the job done. We trust him implicitly and will only refer our friends and family to him. If you want a seamless experience, Greg is your guy

I worked with Mike and Andrew on a complex refinance that allowed me to become the sole owner of…read morethe San Francisco home I've loved for more than 15 years. The transaction involved a number of moving parts, including a co-owner buyout and my transition from salaried employment to self-employment. Mike and Andrew were excellent throughout the process. They were responsive, patient, thorough, and calm, even when there were tight deadlines and a lot of documents and logistics to coordinate. They understood that this was more than a standard refinance and treated the transaction with real care. I always felt that they were working hard behind the scenes to keep everything moving and make sure the loan closed on time. They made a complicated and emotional process feel manageable. I'm extremely grateful to both of them and wouldn't hesitate to recommend their team to anyone looking for a lender who can handle a more complex situation with professionalism, persistence, and genuine care.

5 stars all the way! I don't normally write reviews, but the awesome experience with Mike, Andrew,…read moreand the rest of the PRMI team inspired me to share this. I had a ton of questions going into my mortgage and they explained everything in plain English. The team made sure I actually understood what was going on throughout the lending process. Mike and his team are super responsive and thoughtful. They truly went above and beyond, and made it possible to even close a week ahead of schedule, which was great for me and the sellers. Truly impressive. I highly recommend Mike and his team and very much look forward to working with them for my other mortgage needs.

Having seen 3 financial advisors meeting Autumn was a joy and a privilege…read more Financial Advisor: #1 is a highly rated SF independent consultant that wanted $4k for a full life plan. I respected her but didn't want a full on $4k plan (really?) or did she respect my concern about the current market? No. I'm glad I left her because I still have my savings. #2 was a firm in downtown Berkeley who DIDN'T TELL ME they we're actually NOT independent (if you don't understand that last sentence go Google that before proceeding with any investments). #3 was a lovely women owned firm that ran the many tens of thousands of scenereros and said 'invest here.' Well, I don't want to, yet. And yes, thank you now please pay our $2k fee. Then I met Autumn. She's like an old friend who has your back, could care less about anything other than your well being, or thinking she has all the answers ... but what answers she has she's clear what apply to me and my situation. And she charges hourly (and I'm sure will quote you if you want X done). Since financial projecting is a math-guessing-game I like that I have a moderate, smart, kind, advisor who respects my concerns, watches out for me, and is fun to talk to. Plus she was referred to me by people smarter than me that I respect! There are a lot of people in finance who are full of themselves and it feels like you're going to the principal's office ... with Autumn I really feel like I'm with my really smart friend who cares about me not cooking my own a** when it comes to where I invest (and has given me GREAT advice so far).

Autumn made time to listen to my concerns about my current investments and make some concrete…read morerecommendations that I could act on. I liked that she works on an hourly basis and doesn't sell investments products or take any percentage. She was kind, very open, and transparent about what her investing orientation was. She even suggested that she might be too conservative for my style. So depending on what you needs are, I think Autumn might be just the perfect advisor.