I'm leaving this review for Yanelly Rochin, our lender. She is truly amazing and a complete…read moreprofessional at what she does. My husband and I were so impressed by how responsive she was at all hours of the day whenever we texted her with even our most random questions. Yanelly always took the time to break everything down for us in detail so we could fully understand each step of the process. She made complex information feel simple and manageable, which meant so much to us as first-time homebuyers. She was also incredibly willing to go above and beyond to help with paperwork--even when it wasn't directly part of her side of the home buying process. She even met with us in person at a coffee shop to help us fill out forms properly. That kind of dedication and personal care is rare these days, and we truly appreciated it. As visual learners, my husband and I especially valued how clearly she explained things both in person and through her detailed, easy-to-understand emails. She was patient, supportive, and genuinely committed to making sure we understood everything. Since this was our first home buying experience, having Yanelly guide us through every issue that came up made all the difference. Another lender we spoke with didn't even attempt to provide that level of support. We will absolutely be recommending Yanelly to anyone in need of a lender. She is professional, knowledgeable, and one of the kindest people we've had the pleasure of working with and now I can say we became friends! She is definitely invited to the carne asadas for life!

Marty and his team are a great combination to help you through all of your financial services. We…read morehave used them three times and every time Marty has been honest and forthcoming about the process and outcome of all of our selections. Even through the pandemic, Marty and his team managed to help us refinance at a great rate and saved us tons of money per month on our mortgage. I would recommend CMS to anyone looking for financial services in the VC. I am looking forward to using them again very soon. Thanks Marty and Team!

My family recently purchased a new home, and we were directed to Greg Abrams at American Pacific…read moreMortgage. I could not be more pleased with the service that we received from Greg. Greg was very patient and explained everything to us so that we were fully aware of what was going on during our transaction. Greg also took the time to explain what we needed to do to qualify for different rates and payment options. The entire process was smooth, and we were able to close our loan on time and at a competitive rate. Thanks Greg!

100% Greg at America Pacific Mortgage is outstanding. He's knowledgeable, responsive, and truly…read morecommitted to helping his clients succeed. The entire process was smooth and stress-free thanks to his expertise. Highly recommend him !!!!

We had a seamless loan process with Castle Funding. Alyssa was with us during the process and…read morehelped us the entire way. It was stress free for us and that meant alot. We would highly recommend Castle Funding .

I highly recommend Castle Funding for their exceptional service and support through a generally…read morestressful process! Alyssa made the loan process seamless from start to finish. We were nervous about a 21-day escrow, but she was in lockstep with us the whole way. I especially appreciated the automated emails with To-Do lists highlighting what documents were needed and when and her live video walkthroughs of our closing costs so our questions were answered before it was time to sign. You cannot get this type of personal touch and genuine care from a bank. Thanks Alyssa!!

I haven't yelped in years (okay maybe one year), I had to resurrect the good old yelp account for…read morethis one. I seriously wish I had found Chad a month ago. Unhappy with our current lender, I reached out to him regarding a transaction that my husband and I are in on a home purchase set to close in 2 weeks. He gave me honest advice, offered to help in the future if and even suggested that I stay with my current lender. I felt like he gave me much more insight regarding loan options than my current lender. Although he didn't write our loan, I will be referring him to anyone that is in search of a good, honest lender. If you came to yelp looking for one, your search should stop here!

Chad is a stand up guy a family man and really cares about his clients, his clients become his…read morefriends. I trust Chad and he has done 3 loans for me and I also referred him to my clients and he has done loans for them too. He is worth it! 5 stars - A+ for Chad.

The Quinn Team helped us when we bought our house and then again when we refinanced it. They were…read moreso wonderful to work with. They are patient and explain everything. They make it easy and fun. We would definitely recommend them.

Michael was highly recommended to us when we began our home buying journey. Despite the distance,…read moreMike and his team were with us every step of the way and were so patient with all of our questions. Both Mike and Ani were very responsive, informative and always so willing to help. As first time home buyers, we were very overwhelmed by the process and working with the Quinn team made everything feel like a breeze. From the initial consultation call to closing escrow, we felt so supported and were treated like family throughout the whole process. We even had a card from Mike waiting for us in the mail at our new home after we closed. We couldn't have asked for a better team to work with in buying our first home. Thank you to the Quinn team, you were all so awesome!

First, I have to say thank you to Lori for making this loan process an easy and great experience…read morebeing my fist time. I was referred to Lori by a family member and I am so happy I worked with her. From the first conversation I had over the phone with Lori I knew how knowledgeable she is and made me feel super comfortable. She was super honest with us and gave us different options on how we could move forward. She will tell you right off the bat the honest truth and won't give you the run around. Process was very easy and Lori was always available at any time of day to answer any of my questions. We are truly happy with her services but most of all her honesty, loyalty and hard work. I am looking forward to working with her again in the near future and will definitely vouch for her when referring her to our friends and family. I am a very happy client and this process just changed our lives for the best! Thank you again Lori!

As soon as she knew both our goals and current situation, Lori was very helpful to Adriana & I both…read moreconfirming steps we were planning as well as suggesting others we had not even considered. She stressed the concepts moving assets, timing, and looking at different types of lending institutions, which could go a long way in helping with DTI and qualifying for all types of loans. Steve in Oxnard

Thank you to Keith, Kenny and the team for getting our refi loan done. Given our self employment…read morestatus, we didn't think it would be possible, so we are grateful for the successful outcome. Even better, we got the new loan at a terrific rate! Since my wife & I are both self employed, we just assumed we wouldn't qualify for a new loan but thankfully, we were wrong. We could have done this much sooner had we consulted with Keith instead of thinking I knew best. I can absolutely recommend Keith and his team to anyone considering a home mortgage loan or refinancing an existing loan. Keith will tell you up front if it will be possible and once you get started, you'll receive clear direction and guidance from start to finish. Also, even if you can't qualify for a home loan now, Keith will let you know what you need to do to make it happen. This way you can at least set some viable goals for the future. Thanks again!

This is the second time working with Keith and Laurie, and, just like the first time around, things…read morecould not have gone better or smoother. This time he helped our son buy his first house, and we cosigned. Our son shopped around, and, although Keith did not have the lowest interest rate, his superb service won our son over. The communication from Keith and Laurie is top notch, and they are transparent and upfront about everything. At no point were we pressured, nor did we ever feel like we were jumping through hoops. If something was needed by underwriting, Laurie explained exactly why it was needed. From start to finish the level of service never diminished. It was truly a pleasure working with Keith and Laurie again! We have 3 other children, and will not hesitate to reach out to them when the time comes.

i have to say, I had the best experience ever with Roy@ Dignified…read more Not only was he following up every wk he would also call to make sure I understood everything along the way... he was very communicative, and guided me through these steps seamlessly... Roy understands how to explain things very clearly and simply, my transaction was a 1031 and alot of moving parts and tricky. hands down Roy and his team are the best i have ever worked with. Roy was quick to respond back to and always made sure he returned my calls or texts in a very timely manner. he truely is amazing at his job try him... Thanks for being so good at your job. I appreciate you and your team for making this process so seemless. Best Jh

As first-time homebuyers, the idea of navigating the homebuying process was daunting. We found Roy,…read moreMaritza and Taran through a friend's recommendation. Roy and his team made the loan process seamless! They were quick to respond, answered all of our questions, and kept us updated the entire time. We are so appreciative of their hard work, guidance, and kindness. We couldn't have asked for a better team! Thank you so much!

We've gotten a home mortgage and a refinance here, and they are the best! Frank is so helpful and…read moreresponsive. All of the loan processors and assistants are so helpful. Emails are answered within minutes. The process is so easy. Their office is beautiful. Highly recommend!

Thank you for your exceptional expertise in helping me buy my second home. I appreciate your…read morewillingness to always be honest, professional and trustworthy. I am forever grateful to you, Frank, and your staff. The communication throughout the process was efficient and I appreciate you and your staffs availability to always answer my last minute questions.