Bob and Seth are an all star team!…read more They were able to fund my home and close in record time. Extremely friendly and professional. I would HIGHLY recommend them!!!

We used Bob Hoff with MSFG as recommended by a friend of ours to re-finance our home. Bob and his…read morestaff were amazing! They made everything so simple for us plus, (I even told him this) When I had a question about the process, what else he needed from us, etc. Bob always picked up the phone. No answering service, just Bob and he always had the answer I was looking for! I had talked to 4 different lenders before & they were all about the same, but sitting down with my wife & Bob so we were all on the same page, it just made sense to pull the trigger on the re-fi. His staff also did all of the leg work for the lenders so when we closed, it took about 30-40 minutes and we were done. I am telling my co-workers and neighbors, that you can go to any mortgage co. to get a loan, but if you want a simple, easy, Let the Pros handle this. I highly recommend MSFG and Bob Hoff. They are truly great & very professional. Douglas Muff

Mitch Friedman with Citywide Home Loans is a tremendous asset to have in your court! Ironically, we…read moreweren't able to use Citywide as our official lender due to stipulations and incentives that our builder had, however, I can still recommend Mitch and Citywide with confidence. On several occasions when we were dealing with our builder's lender, we were still able to reach out to Mitch. Instead of him telling us to "buzz off" or figure things out on our own, he continued to provide empathic and helpful advice on loan lock products. The caliber of his customer service is out of this world. Mitch is truly a rare and wonderful find in this industry. He's responsive and smart and he has your best interests in mind!

As a first time homebuyer, I appreciated all that Maria helped me with. Together we got my loan…read moreready to go quickly and with minimal hiccups. We did so much electronically I only had to stop and her office once ( she actually came to my job to get paperwork that needed a 'wet' signature) ... and I didn't even meet her face to face until closing... which is nice for me as I am always super busy at work. We did talk on the phone ... a lot. She kept me informed several times a week as things progressed. Great job. Definitely recommend.

Don and Terri are great people. We've consulted with them as we've purchased a new house and…read morethey've been an invaluable resource in helping us understand how to evaluate our mortgage.

From the owner: Orion Mortgage, Inc. provides education for both potential borrowers and professionals. Don Opeka,…read moreCSA has two Reverse Mortgage seminars that lay out the facts, dispel the myths and provide actionable steps for how to use your home to stay in your home. His seminars, "Reverse Mortgage Myths - Real Stories Behind the Loans" and "What Your Heirs Should Know If You Have A Reverse Mortgage" are not only important for seniors and their families, but have both been approved as 1 hour of continuing ed for both Real Estate Professionals and Certified Senior Advisors. For information on upcoming seminars or to book Don as a speaker for your small group, office or clientele, please visit our Events page.

Big thanks to Chae and his team at PMS! I was moving from CA…read moreto CO and I am self employed. The entire process from start to finish was simple and smooth. Anytime I had any questions Chae was always available to take my call and answer them. I was purchasing a home from a builder who had very specific dates for appraisal and closing. Chae and his team met there dates and had docs to title days before the deadline. Chae is very knowledgeable and rates are very competitive! I will definitely recommend Chae to anyone I know and I will be using him again.

Super responsive and best customer service around. Can't beat low rate and fees that we got!read more

They work very hard, are detail oriented, push through hiccups.... and do it all at good interest…read morerates and pricing. They are so good that I want to go and lower stars on my other yelp reviews. Really, really, great people to work with.

Worked with Ian's team in April of 2020…read more Biggest thing that stuck out to me was how effortless the process felt! The team did an awesome job of keeping things simple while keeping me informed. Looking forward to continuing to work with them in the future.

*UPDATE, WELLS FARGO RESPONDED TO ME BY EMAIL AND TOLD ME TO OPEN AN INVESTIGATION AGAIN AND CALL…read moreTHEIR CLAIMS NUMBER. AFTER TELLING THEM I DID THAT 6 TIMES LOL. WHAT A CROCK OF SHI** *NOTE MY ISSUE IS STILL NOT RESOLVED* Wells fargo is the worst bank in the world. Wells fargo's customer makes me sick to my stomach. I made a transaction for $1000+ and canceled it the same day. Seconds after doing it. I gave Wells Fargo the transaction number and reference number of cancelation from the company. I opened 6 different 'investigations' over 8 months and gave them this information over and over. Wells fargo proceeded to call me a liar and closed every case without giving me my money back. Everytime I went into a bank location, zero help from the managers/employees. *Arms up in the air* "sorry, call the number." ??? I canceled a transaction, the money goes back to my account. It says that on the screen of whatever you're on "money will go back within 7-10 business days." An air-headed manager at wells fargo told me that because wells fargo doesn't have a relationship with a certain company I should use companies wells fargo had a relationship with...? Wells Fargo deals with any company, it's money. The way I've been turned away in their locations, and on their special phone number is complete garbage. Not one person I've spoken to on the phone or in their banks has any brains or customer service skills. I'm still out $1000+ that's mine; I have the reference number of cancelation. It's such an easy fix. A transaction was canceled, give the money back to the customer. Wells fargo continues to hold my money hostage and call me a liar. We are in a 'pandemic', they make you wear masks in their store. But for my situation, while many are struggling, they're robbing me of my money and offering ZERO help. Worst bank ever.

I have been a Wells Fargo customer for many years. I seldom go into the branch, I do most of my…read morebanking online. However, this review is about the Home Equity Loan process I recently experienced. I had a very positive experience working with Belinda in getting the process started. I was able to make a same-day appointment and sat with Belinda and she explained my options. What is extremely unfortunate is that Wells Fargo, the corporation, will not allow you to work with a personal banker at the branch for the whole process. I did not understand this. My paperwork was sent to some facility down in Colorado Springs and I was forced to play phone-tag with someone down there for the majority of the process. And, they won't give you a direct number for the person you are working with, you constantly have to dial in to this obnoxious automated system. Not once did it get me to the correct person on the first attempt. The only way you can submit documents is by fax, which is ridiculous. I did my closing with Belinda at the branch, and that went well. I shared my frustration about the rest of the process and she let me know that the personal bankers used to be able to handle the whole process, but it has now been force-centrallized. Very frustrating. When my loan came through, I asked for it to be accessible online and was given yet another phone number to call. So, even though I had a positive experience in the branch, this business of being passed off and forced to spend my time on hold and dealing with various automated phone systems and making the simple submission of documents so difficult will be the reason that I will never go back to Wells Fargo for this kind of service, ever again.

Eddie Lederman is the best!!! A quality good guy who genuinely cares about his clients. He also…read morehas the wisdom and motivation/energy to get you into a home you love. Eddie was so patient & kind with our family, including 2 little kids. He helped us get a home we love in an insane market. I highly, highly recommend Eddie. He is definitely our guy for any and all future buying needs.

We had the pleasure of working with Cassidy to find our new home. In speaking with him, he…read moreimmediately came across as warm, kind and knowledgeable. As soon as we reached out with some homes that we were interested in, he quickly set up showings for the following day. We ended up seeing 11 homes, and falling in love with one of them. The whole process was easy and Cassidy was constantly a joy to work with. He went to bat for us and was able to negotiate a lower purchase price, and money back for concessions after the inspection. He truly is a gem and we were so lucky to find him!

We just bought our house with Daphne's help and couldn't recommend her more! After losing two…read morebidding wars using a real estate website's service, we decided to go with a local realtor with more experience. From our initial discussion where she really took the time to understand what we were looking for, to the excellent communication throughout the buying process, to the kindness upon closing-it was an entirely different and impressive experience. Daphne is extremely well-versed in every aspect of the Boulder real estate market and her wealth of knowledge was invaluable to us in buying our home. She was not only able to advise us on neighborhoods, history of the area, value, bidding, etc, she knew so much about what to look for that may be of concern inside the houses. In addition, she gave us the most wonderful recommendations of others to work with, from our local lender, to inspector to sewer guy-all did an exceptional job. We couldn't be happier with our experience and would highly recommend her to anyone looking for a real expert who is also a pleasure to work with.

Daphne is just fantastic & fabulous! Words cannot describe how lucky we were to find and work with…read moreher. I would highly recommend her to everyone. We were so pleased with her attitude and dedication. We are first time buyers and were guided the whole way through this hefty process with such care, professionalism and a good sense of humor. On top of that ,we just moved from New York City to Boulder and had little knowledge about the housing in Colorado. Daphne was sure to keep us informed. Daphne is very knowledgeable within Boulder County (We bought our house in Erie, CO. I am not sure if she is specialized in other counties in Colorado as well). She knows the home values for all neighborhoods. She told us where to find information about school districts, shopping and things to do online. She listened to what we want from our first home. The first time she took us to look at some real estates, she showed us different type of homes that we can afford in--different areas. We thought that was a brilliant strategy because it provided us a way to see variety of homes in various areas. She made the process seem like a piece of cake. She kept us informed, educated us on the process, and continues to follow up with us. She is extremely responsive to all our inquiries whether they are through emailing or text messaging. Once we made our decision, Daphne is quick to make sure we get it! She made things happen! Daphne was honest, real and selective. She would steer us away from properties she didn't think were up to snuff and would point out flaws we didn't even see. Kudos! If you want to be part of a winning team, you can with Daphne.

We can't say enough good things about Anoma Perera and all of Team Lassen. Almost everyone we…read moretalked to about buying a house had horror stories about their realtor experience, and we felt SO grateful to have nothing but a positive experience the entire way through! We started out renting a property managed by Team Lassen, and they dealt with all our rental issues promptly and fairly, so we decided to give them a try when we were ready to buy our first home. Anoma is a GIFT. She is so experienced and showed a real knack for listening and learning what was really important to us​ in a home (even when we weren't quite sure ourselves). In the tight 2024 market, we looked at dozens of homes, and she wasn't shy about pointing out costly flaws in various homes as well as issues we could face down the road (e.g. a home that felt right at the moment ​w​ould feel too small in 5 years as our daughter grows). She answered our many, many questions and really felt like our advocate the whole way through. Even when we felt discouraged after several months of searching and she could have closed a deal on a "just OK" house, she urged us not to settle on our most important priorities but to keep looking until we found the home that was just right for us. She would highlight listings that had the most potential and ​steer us away from ones ​w​ith major dealbreakers so we could make the most of our weekend tours. ​When our perfect listing finally hit the market, we were out of town. However, we trusted Anoma enough to walk us through the home on video chat, and we made our offer​ without having set foot in the house ourselves! ​The bidding process was competitive, but she helped us design an offer that gave us an edge without overextending our budget or compromising on important items. Even after we were under contract, she continued to communicate with us frequently and openly, helping us manage our expectations and maintain a clear idea of what would happen when. By the time we closed on the home, Anoma felt more like family than our realtor! The positive experience runs all the way through Team Lassen, by the way! We also ended up using their mortgage broker, Tim, to help us with the loan end of things. Though we had concerns about conflicts of interest working with the same firm as our realtor, Tim was nothing but fair with us and even helped us choose the best time to lock in our rate based on his experienced observations of the market. We had also been warned never to use the home inspector recommended by a realtor, but in the absence of other good choices, we decided to go for it. Team Lassen's recommended inspector did a terrific job, even when cross-checked against the inspection performed for the previous owners. He was thorough, and his detailed report helped us prioritize our most important repair projects as we moved into the home. We've now lived in our new home for 6 months, and we only love it more as time goes on. We hope to stay here forever and never buy another house, but if we ever needed to, we'd instantly choos​e Anoma and Team Lassen again. You don't find this kind of honesty, communication, and kindness every day. They're the whole package!

Charlie was awesome and extremely efficient. He followed up on everything to make sure our closing…read morewent well. Charlie's knowledge of the real estate business gave me peace of mind that all of our transactions were correct and fair. He also helped us sell a house quickly when the market was tough. I would strongly recommend Charlie and Team Lassen to anyone buying or selling a home. He will get the job done!