I wanted to say thank you Kelly for the help you gave my Mom and I on her refinance. It was super…read moreeasy and everything worked out perfectly and QUICK. Even through the holidays! She was kind of stuck in limbo with her situation before I called you. Now she has some cash in the bank, one monthly payment with everything included, and you even saved her money. And as a long time retiree on a fixed income, that is HUGE. Add to it, she has the Cornerstone app on her tablet and bank account linked and she's all set to make her first payment! Easy Peasy! You are the greatest and I appreciate all the umpteen times you have handled things for me in the past with my own mortgage. You and the entire team are truly a pleasure to deal with, and I can't recommend you enough.

Kelly and her team (Dawn is amazing) helped us secure our home in San Diego. This is the second…read moretime we have worked with Kelly and there's just no one else we would choose to work with than the Kelly Marsh team. Kelly was ALWAYS available and answered every question we had. Her advice and wise counsel helped us finance our new home in Oceanside, CA. Thank you Kelly for your patience, your availability, and also to your wonderfully kind team! We couldn't have done it without you!!

Julie was fantastic and we couldn't be happier with the service she provided! She is very easy to…read morework with, extremely knowledgeable, and made the process of buying our home very easy. She even went above and beyond by keeping tabs on everything during her vacation. We highly recommend her!

From the owner: Trinity Financial Services maintains close working relationships with major wholesale lending…read moresources. Company Licenses: CA Bur of Real Estate-Real Estate Broker #01308080 NMLS #240525 Loan Officer Licenses: CA Bur of Real Estate-Real Estate Broker #01175903 NMLS #273328

Getting loans for a house is a slow process, lots of paperwork and there's always a feeling of…read more"what if?" and if you're not on top of it the whole deal can fall apart in 2 minutes. That's why I go with Michelle, she's always on the ball! Sometimes escrow people "lose" files or banks try busting your chops, you need someone who knows their business and will fight for you until the deal closes. Michelle is that person!! She is great on returning calls and emails and will follow up with the others involved. She saved me a lot of time and most importantly a lot of money!

We cannot recommend Michele highly enough! From the purchase of our very first condo to its…read moreeventual sale and the recent purchase of our first house, she was with us every step of the way--and truly went above and beyond in every possible sense. She helped us deal with a complicated insurance issue and was very responsive the entire time. Michele and her colleagues took the time to walk us through every step of the mortgage process, explained all our options clearly, and always made sure we felt comfortable and confident in our decisions. Thanks to Michele, we are now closing on our first home--and we couldn't be more grateful. If you're looking for someone who's knowledgeable, trustworthy, and truly committed to your success, pick Michele!

I just completed my second home purchase in 5 years with Leah, Jennifer and team. I've also…read morecompleted two refis with them. They are out of this world! The options they provide go way outside the 'bulk' mortgage market, and provide a solution for every need. They work tirelessly to make things work, are available around the clock, respond immediately and have deep, deep knowledge about the industry. They also work with local lenders who put win-win solutions ahead of volume. I really couldn't be happier with the service and solutions they provide. They're #1...by a mile!!!

Oh my word! I have been SO remiss in not writing this review for Jennifer Ellison sooner! We just…read morecelebrated ownership of our first rental property purchase in Ojai this past August. It's been 6 years and we couldn't have done it without Jennifer's kind help. She and her team are TOP TIER! Her professionalism, experience, communication, business savvy and her attention to detail made for a SEAMLESS transaction. We have referred Jennifer and her team to so many friends. It feels good to offer the contact information of someone we trust so very much. On occasion we have the great pleasure of running into Jennifer on the hiking trail, and it's just a delight. If we ever purchase another home Jennifer will be the mortgage broker that we reach out to without question. Her integrity in the workplace is so true to who she is as a person. Not to mention that she got us an interest rate that we are incredibly grateful for every single day. Jennifer...I'm so sorry it took me 6 years to leave this review. Thank you SO MUCH for your kind help. You are an absolute GEM!

I don't know where to begin to say how great Ruben Lopez has been in obtaining our re-fi. We tried…read moreat least 4 other times & were always denied. Ruben manages to use creative ways that no one else does nor do they want to take the time. As complicated as our situation was, Ruben made the process painless and easy. We had so much confidence & trust in him we really felt it would happen & it did! He has saved us hundreds of dollars a month with the new loan.

Here we are a few years later and it was time to refinance our mortgage because rates are so low. I…read morewent back to Ruben and his team and it was a duplicate experience. Top notch communication, clear expectations, and awesome followup. They just make the process so easy to understand and get completed. Their expertise makes the process very smooth and gives me a lot of confidence.

My wife and I have had the pleasure of working with Babak at B Squared Funding for our first home…read morepurchase and now on our first home refinance and the experience was fantastic. His communication was excellent--he kept us informed every step of the way and was always quick to respond. Babak was very transparent, clearly explaining our options and making sure we understood the process. Most importantly, he truly worked to get us the best rate possible and had our best interests in mind throughout. I Highly recommend Babak if you're looking for a knowledgeable and trustworthy mortgage broker. We love working with Babak and look forward to continue working with him in the future.

Babak was great, and extremely patient with all the questions a first time home buyer has…read more Highly recommend.

Equity Reach is exceptional to work with! Mark and Aymee were there every step of the way when my…read morewife and I needed to execute on a quick and challenging transaction. They got everything ready ahead of schedule which lead to a smooth closing. All transactions we have done with them have been a wonderful experience.

A most professional and competent company. They guided us through our options and and assisted us…read moreat every turn. we would highly recommend them.

Jon McCuskey is quick to answer your call. As a first time home buyer, I didn't' know what I was…read moredoing. He explained things in simple terms, and helped my wife Dora and 9 kids find the home of our dreams. I would recommend Jon to anyone looking to buy a home. I would give him 6 out of 5 stars.

We moved from New Jersey and bought a home in Santa Barbara recently. Our financial situation was…read morecomplicated and most banks could not give us a reasonable mortgage if they could give us one at all. A popular local boutique mortgage company offered us a "conventional " 30 year mortgage with 25% down payment and what sounded like a slightly higher interest rate than the going rate. It turned out that our monthly payment would be the same as the standard mortgage rate but we would have paid over 125K more upfront. Jon gave us a real conventional mortgage and saved us more than the 125k in the upfront payment with same monthly payment. We also had an extremely short deadline to close,which Jon made easily Jon is extremely patient ,professional, responsive and effective. After interviewing about 10 other lenders we can safely say that Jon is the best lender . We highly recommend Jon! for anyone who wants the best mortgage !

Peter is from a family of trustworthy mortgage brokers. Helpful, patient service is the old…read morefashioned kind of service that probably is hard to find these days. Over the years have kept in occasional contact with Peter and one can depend on his being there to help without further hidden agendas, as what happened with one of my friends who had a negative experience at a local bank. Home town guy who upholds a tradition of professional helpfulness. Recommended highly, especially over slick banks who are beholden to their bosses far away or overseas.

I was very pleased to have partnered with Peter Trent for my home mortgage financing. He's an…read moreexpert who works hard to find the best rate with reputable lenders. His communication skills are top notch, he's very clear in explaining the process, necessary documents required and providing timelines. He is patient and will answer any questions (I had a lot!) at any point in the process. There are a lot of choices when searching for a loan provider and I wasn't comfortable using an online service. I wanted a real person to be my guide. Peter delivered and found a great financing program for me. I highly recommend contacting him to discuss your loan.

If you haven't applied for a mortgage loan lately, you're in for a big surprise -- on the heels of…read morethe last banking crisis, it's a grueling process and you need a strong professional to get you through mounds of options, paperwork, and lender requirements. McAdams Financial Services just secured a fantastic loan for us, and I can't say enough about the their efforts on our behalf. They are thoroughly knowledgeable, responsive, service oriented, and highly respected in the industry, which I believe is how they get the best rates and lenders eager to acquire their clients. Gail McAdams keeps a close watch on the prevailing economic indicators and has an uncanny sense of knowing which mortgage companies to pursue and when to lock. This is the third loan we have gotten through Gail McAdams, and each experience resulted in securing terms that beat any of the other offerings out there at the time. I have referred multiple friends to McAdams in the past who have had equally successful experiences.

From the owner: Family owned mortgage brokerage serving Santa Barbara for over 40 years.read more