I have worked with Michael Santich at Preferred Financial for 20 years. He has handled many…read moretransactions for me personally. Michael is very knowledgeable, quick to respond to questions you have and helping you every step of the way through the loan process. He makes the loan process very smooth for his clients. Michael is respectful, responsible and takes pride in his work. You are in good hands with him and can relax and know you have someone looking out for you. Matt & Des

Lauren and team are amazing. Twice they reworked my loan to decrease my interest rate and lower my…read morepayments. All with no fees!! Just incredible work. I highly recommend them.

We are closing on a house this week and had to share our fantastic experience working with Chris!…read moreFrom start to finish, he made the entire process feel easy and seamless. Chris was always responsive, communicative, and proactive about keeping us informed at every step. He answered all of our questions quickly and clearly, which gave us so much peace of mind during what can be a stressful process. Beyond that, he's just a genuinely personable and kind person, just an absolute pleasure to work with. We're so grateful for his expertise and support, and wouldn't hesitate to recommend him to anyone looking for a smooth, efficient home loan experience!

Chris is an extremely detail-oriented and professional. He carefully reviews every document you…read moreprovide to ensure it fully meets the requirements before submitting it to the underwriter. Because of his thoroughness, the underwriting process moves very efficiently, with little to no additional documentation requested. He explains each step of the loan process clearly and patiently, making sure you understand what is needed and why. His communication is transparent and organized, which makes the entire experience much less stressful. Thanks to his careful preparation and proactive approach, my loan was approved very quickly and smoothly. I truly appreciate his professionalism, efficiency, and dedication. I would highly recommend Chris to anyone looking for a knowledgeable and reliable loan officer.

First home buyer here! Jay has been absolutely helpful in our journey in home ownership, not just…read morethe securing mortgage part. He was my go to person for all things financial related to home ownership and he knew i could count on his honest advice. He always delivered the honest feedback regardless whether or not we'll end up with his services or not. He also did fair price and rates comparison with other providers and was always available to answer any questions or take those lengthy calls if needed. But not just that, he also offered the best rates in the town which always helps financially. 10/10 from us. I'd highly recommend working with him and his team!

Great job with our initial loan and refinances. Clear, proactive, professional, and helped educate…read moreus along the way.

I feel so fortunate to have found Scott Wise and Reliance financial…read more Reliance Financial had the best rates for a refinance, that I was able to find anywhere. Scott was so patient and available, through the whole process, helping me navigate different rate and lender credit options, answering paperwork questions, and walking me through each step of the process. In my opinion, the only thing more important than a good rate, is a broker that you can trust, who prioritizes relationship building and doing what is best for the homeowner. I plan to use Reliance for every refinance or home loan I might ever need in the future, which is a great peace of mind. Thanks again Scott!

We got loans done for our business and for our homes. for over 20 years the team here has worked…read moretirelessly to find the best rates all while being incredibly kind, supportive, and attentive to all our needs. Highly recommend. Lucky and Scott have also helped many friends of ours. They will take care of you.

People ask me what I am most grateful for in 2020 and I find myself usually saying, Jennifer Mize…read more Yes, Yelpers!! I am a success story of Jennifer helping me when I was at my lowest of my lows and being the blessing to helping me find my first house. GOD IS GOOD! TLDR: Jennifer is the BEST lender I ever met that helped me with the process. When in doubt, reach out to her! Jennifer is an Angel that helped me through the emotional rollercoaster that I experienced last year, which led to me being a successful first-time homeowner! I was referred to Jennifer 2 years ago by my best friend who had bought a house in Las Vegas. After a year of back-and-forth on deciding if I was ready to buy a home, the Pandemic pushed me over the edge to make the decision much quicker than I wanted to. I called Jennifer last year in February 2020 to inform her I was put in a serious situation where it now forces me to move. Jennifer and I worked together the whole year of 2020 when going through the loan process. Jennifer was honest, realistic, and was so supportive (even when I had my mood swings). For me, I went through a lot of emotions and uncertainty, but Jennifer was there every step of the way. In less than 3 months, I was getting my documentation prepared, my loan application completed, credit checked, and employment verification. Then we moved forward in pre-approval and house shopping, and in little as 5 months, we were doing the underwriting and I was in my home before my 30th birthday! Jennifer was honest about what I was able to afford and what my mortgage would be. She also helped me manage my money during the time I was going through the process to ensure that I wasn't putting too much attention on my accounts. The loan application was easy. She was available all hours of the day and night and is STILL willing to speak to me about the miscellaneous mail I receive now and then. Jennifer is such a blessing and has helped me ease my anxiety when purchasing a house. I am so happy to finally be a homeowner and to say that my year has been such an easy process. THANK YOU, JENNIFER, you have changed my life for the best! I recommend Jennifer to anyone! If I can rate 10+ stars, I definitely would!

The team at MasonMac are absolutely top notch. Very quick responses and phenomenal rates! Very…read moretransparent team

Short Story: They bounced (returned) a check for $370k after being told in person that it was…read morelegitimate and there was plenty of funds to cover it. Long Story: I am the trustee for a trust. I went into the San Ramon branch on 11/7, the day after the final deposit (wire) into the trust checking account. The money was already in the account and ready to be distributed. I told the staff that there would be 2 checks (debits) coming in to that account for ~$370k each. I told them who they were for and, since there would be no more income for the trust, to close the account when both checks cleared and the balance was zero. I told them that I was heading out of the country in 2 days and wouldn't be available for a week. I asked if they needed anything more and was told they put the notes into the account and all was set. I was then called the next day to approve one of the checks. I told them I already did that and there would be one more check and make sure it is processed. Then, while I was out of the country and no phone access, I received an email from my office saying that Fremont Bank needed to talk to me. I had to pay $30 for a phone connection. It was after hours and they don't have an answering machine or service. So, called again the next morning and was told they bounced (returned) the check already because I wasn't immediately available to confirm the check. These people are incompetent. While I had phone service I called the corporate headquarters and filed a complaint. I was promised someone from HQ and San Ramon would call me back. No one ever did. When I returned, I spent another $30 to wire the money to the beneficiary (they didn't want me to do that but now had no choice). I used the Danville branch this time. It took about 30 minutes to get the wire handled and was assured that they would close the account as soon as the wire went through. Today, I received a call from the San Ramon branch demanding that I make a deposit or they would close the account. I would use a stronger word than incompetent but Yelp would likely not allow my review. Don't use Fremont Bank unless you want to waste your time.

I went in to this branch on October 18 2024 to close a cd, open another 1 and get cashier checks…read more Bijal, Grace, Natalie, Mona and Gabe were all fast efficient and friendly and made all the transactions very smoothly. They Also were very patient as well. Thank you to the staff and I would recommend this place.

I reached out to Mark as the branch manager for help with an issue with my closing. Mark was…read moreunresponsive to emails and calls. My closing was delayed on the admitted part of the lender. Mark and his team did not take steps to make things right. Instead I was forced to pay additional fees for an extended rate lock as his team needed more time to finalize the loan.

Mark makes things happen. He is competent, diligent, and demonstrates great customer service in…read moreeach step. I highly recommend Mark as a reliable partner when financing real estate in this competitive market.

I am a repeated customer of Venstar Financials. The company has helped me completed 6 refi…read moresuccessfully. I do not have to pay anything out of pocket. All refi were completed at the comfort of my own home. The process was taken either online or on the phone, even the notary came to my home for signing. I also bought a new home using them as my buying agent. I am 100% satisfied with their service.

We worked with Chris Jiang a couple of times and he is very knowledgeable and reliable. He is quite…read moreresponsive and strives to get the best loan option (term,rate,monthly payment) based on our requirements. He also takes the time to go over any questions we have in good detail. For our first mortgage he worked and coordinated efficiently with all parties to have the closing done on time.

Worked with Hal through the home buying process in getting a loan. Hal is super knowledgeable and…read morewas able to guide us step by step in terms of what is needed and expectations. I highly recommend working with Hal!!!

As a first time homeowner, there's a lot of new information to learn during the process of closing…read moreon a home. I was connected with Hal over a year ago when I started looking for my first home. Hal and his team have been great with making the process of closing on a loan as seamless as possible. Hal has made me personalized videos to explain each step of the loan approval process and has always been responsive during anytime of the day when I had questions. I highly recommend working with Hal for any of your mortgage needs.