1. Dane Moler - Primary Residential Mortgage

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San Rafael, CA

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Dane Moler - Primary Residential Mortgage

5.0 (24 reviews)
Open • 8:00 am - 6:00 pm

Services - Dane Moler - Primary Residential Mortgage

Mortgage refinancing

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9 years ago

Dane is just the person you want for a new mortgage project. He's helpful, professional, and always willing to answer questions.

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Review Highlights - Dane Moler - Primary Residential Mortgage

“He is so great explaining the process and financing options for my first time home buyers.”

Mentioned in 2 reviews

Read more highlights

ProMortgage

ProMortgage

(30 reviews)

This review is long overdue! We started working with David Rubinstein in spring 2021 and finally…read moregot into contract on a home the following January as rates were beginning to increase. David and his associates helped us secure the best rate available to us just as all that started. We had some issues with our contract that make it all a bit tricky to navigate. The sellers' market and awkward timing with a long holiday weekend created enormous pressure in our case to enable what turned into an 18 day close, which we were told by others was basically impossible. But against all odds, David made it happen! In addition, he carefully walked us through all the ins and outs of the deal, which we really appreciated as this was our first time purchasing a home and we badly needed the guidance. Even though not all lenders could work within our truncated timeline, David was up for the challenge, and he got us an amazing rate! The contract went through without a hitch. He definitely put in plenty of long days to help make this happen, which we really appreciated as the sellers' market had tied our hands and forced us to move very quickly throughout the whole process, which we otherwise would not have done. We'd absolutely recommend David Rubinstein at Promortgage to anyone out there looking to secure a mortgage in these crazy times. Would definitely work with him and his team again!

This is the second time I have worked with David Rubinstein, and I am so pleased to report that it…read morewas even better than the first. David always anticipates the next step and has me prepared for whatever it is I need to do next. It is a pleasure to work with such a talented, smart Broker. He is certainly the most patient and intelligent Man I have had the good fortune to work with.

California Mortgage Advisors

California Mortgage Advisors

(81 reviews)

If you're looking for an experienced apartment loan broker or multifamily financing expert, I…read morehighly recommend Jack Terrell at California Mortgage Advisors. Jack recently helped us secure financing for two apartment properties--a 56-unit building and a 54-unit building--with total loan amounts exceeding $12 million. These were sophisticated multifamily financing transactions that required extensive lender knowledge, strategic thinking, and exceptional execution. Jack's expertise in apartment building loans, multifamily financing, commercial real estate lending, refinancing, and agency and bank loan programs was evident throughout the process. He was proactive, responsive, and consistently found solutions to challenges that could have delayed or jeopardized the transactions. What impressed us most was his ability to navigate complex financing scenarios while keeping us informed every step of the way. His experience, professionalism, and commitment to his clients are truly exceptional. For anyone seeking financing for an apartment building, multifamily property, or commercial real estate investment, we highly recommend Jack Terrell and California Mortgage Advisors. If you want a knowledgeable mortgage broker who delivers results, Jack is the person to call.

I did a reverse mortgage with Scott Baer at CMA. My situation was unique and other mortgage brokers…read morecould not do the deal. Not only could Scott understand the situation, he was able to get me a reverse mortgage at a competitive rate. Scott was able to close the deal really quickly. I would highly recommend him!

Jay Sondhi, Fifth Third Bank

Jay Sondhi, Fifth Third Bank

(140 reviews)

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.

Dane Moler - Primary Residential Mortgage - mortgagebrokers - Updated October 2026

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