Opes Advisors saved my offer to our dream house in the sizzling hot Silicon Valley housing market and we are moving in next month. Yay! When our previous loan broker messed up and we were two weeks into escrow with little progress, Dan Lawson's Opes took over my case. With speedy response, friendly dialogues, very focused team and 30 years financial service experience, we regained our confidence and secured our house offer within a couple of days!
My husband and I are very satisfied with Opes Advisor's home loan services and many other client skills and feel compelled to spread the words. On day one, I was impressed that, while many local agent still stuck with the old fashioned sending files via email and paper envelopes, Opes has a Web portal on which customers can create their own account and use it for all file uploading and eSign. It may not seems a big deal for some people but in occasions like ours -- with our former agent, we were out of town when our offer was accepted and we had to ask Super8 to print 40 pages of loan applications, ink sign it and fax it back at the cost of $1 per page. We also recognized another advantage of using business web application is that, when our former loan agent was on vacation and she asked other loan processor to look at our documents, she have to painstakingly forward my files to other staff and they ended up blame me not providing the papers. Therefore, understanding and using technology gives customers superb feeling of efficiency, timeliness, and accuracy. I give Opes two thumbs up for that.
Another noteworthy quality of Opes Advisors is that they continuous treat me, a customer with small asset, like VIP. They don't make me feel like being one of their customers. Instead, I felt like being one of their most important client with urgent need. I was updated with every progress with personal phone calls and warm conversation to say the least. Moreover, Mr. Dan Lawson has good long term relationships with other local businesses. Items like insurance and property were accomplished smoothly with best deals. On Dan's advise, I impounded my home insurance plus property tax and received credit which led to a 'no point no fee' loan transaction cost.
I would highly recommend Opes Advisor! For those who consider buying a home in the Silicon Valley, call Opes Advisors for best service, best rates, and peace of mind! read more