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Pleasanton, CA

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Diversified Mortgage Group

4.6 (35 reviews)

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Ask the Community - Diversified Mortgage Group

Review Highlights - Diversified Mortgage Group

“We worked with Debi Zenter to buy our first home, and she expertly guided us every step of the way.”

Mentioned in 13 reviews

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Fremont Bank - Fremont Bank

Fremont Bank

(27 reviews)

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.

Very friendly and courteous. Extremely helpful. I owned a small business and Manger Dominique and…read moreMatt helped me with my county paperwork and submit. They offered personal and business banking services with dedication. They even went to the county to file. Going way above and beyond when comes to helping customers. All other staff Mona, Rachel, and Natalie, as well as new staff members, are Bijal and Grace also provide very professional customer service. I am extremely lucky to have them as my banker.

KeyPoint Credit Union - KeyPoint entrance

KeyPoint Credit Union

(287 reviews)

I am totally late in writing this review, but I definitely wanted to take the time to share my…read moreexperience! I've been working with Leo & Sam at KeyPoint, and I am so happy I made the decision to bank with them. I used to bank with Bank of America and Chase, and not to be rude, but they honestly don't compare to the experience I've had with KeyPoint. I haven't had any issues at all. Leo is always checking in with me to make sure everything is going well and that I don't need help with anything. His customer service is truly 10/10 he goes above and beyond and makes you feel like you're being taken care of, not just treated like another customer. And it's not only me! My parents and grandparents also opened accounts with Sam & Leo, and they absolutely love working with them too. I will definitely continue recommending KeyPoint to my family and friends. If you're looking for a bank that will treat you like family and actually help you with checking accounts, debit cards, credit cards, loans, or anything else you may need, go see Sam & Leo! They will do everything they can to help you and make the process easy. Thank you so much, Sam & Leo, for always taking such great care of me and my family! I truly appreciate you both and couldn't be happier with KeyPoint!

I have been a keypoint member for 15 years. Went almost at closing time to open 2 teenage bank…read moreaccounts for my daughters. Zeina Alame and rest of the bank team were so helpful. Zeina patiently worked with us well beyond closing time to open the accounts. Thank you so much.

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.

Diversified Mortgage Group - mortgagelenders - Updated October 2026

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