Have worked with over a dozen mortgage brokers over the years and Shelly is, by far, the best…read more Shelly and her team are knowledgeable, professional, and friendly. Rates and fees are the best around.

Shelly Roark is badass and everything you need in a Mortgage Lending pro. She was available,…read morecommunicative, clear, and intelligent regarding all my dumb questions. This is who you want to work with when buying a home.

Lana and her team is amazing. She is very knowledgeable and does her homework and research…read morethoroughly. She was able to get me the best rate in such competitive market, but that was not the best thing. Our seller had so many reservations about the VA loan (wanted to sell to someone with conventional loan) but when seller and their agent talked to Lana and asked so many questions, Lana was extremely patient and addressed all their concerns and finally we got our offer accepted just because of Lana Jern. She remains so busy but she or her team-member always found time to respond to any of my questions. 100% would work with her again. Summary: Extremely knowledgeable, puts clients interest at the top, result driven, courteous and friendly

Barb is a wonder woman! She helped us for 3 years to build our credit and prepare ourselves for the…read morehome buying process here in Austin. Shes amazing with communication, she's amazing with helping you understand verbiage that's confusing, and she holds your hand all the way through to the end, but also beyond. Barb also hooked us up with the perfect realtor to fit our style/needs. 10000% recommend using Uptown Mortgage for your home buying needs. It'll be the best decision you make!

Sadly like other users have experienced, the service for this loan servicer has gone downhill since…read moreI went through them when I closed on my first loan in 2021. Since then with the mortgaging switch and portal change, it is now virtually impossible get a hold of a human to resolve any issue. Mind you they also had a hick-up last year where they over-drew on customer's accounts. Unprofessional and disappointing experience. I have been trying to get them to respond to my request to remove PMI (which has met the loan term conditions) and I am still dealing with this since 3 months ago. Avoid this company at all costs

Extremely disappointed with CMG's refusal to support my 97-year-old father, who acquired multiple…read morelate fees due to confusion around the portal and the fact that he was the repeated victim of fraud. He had thousands of dollars stolen from him by scammers, so I had to close several accounts and block his phone. We therefore missed communication from CGM, and late fees continued to accumulate. When this came to my attention, I spent hours on the phone with them and they refused to waive more than one fee, despite extreme circumstances. Apparently if they supported my dad, he might tell someone else, who would feel that THEIR late fees should be waived. Can't have that! Look elsewhere for lending options.

Austin First Mortgage usually directly provides the lowest interest rate on the market. They are…read morevery motivated to get things done in time BUT they tends to put everything they requested from the customer's (loan applicant) end on extreme rush. They once sent me a document of more than 30 pages and ask me to sign within 2 hours. They also sent me a list of requested 7 or 8 documents (e.g. copy of ID, bank statements, etc.) and expect me to get all of them ready within the same day. Every time if you do not provide what they need in time, they will "remind" you that the delay from your end might DELAY CLOSING. It was a thrilling experience, but once passed this phase (and got used to their style and pace), it went smoothly. The front desk lady who will be processing your "lock rate" documents sounds grumpy and very impatient. All the other people I have worked with from Austin First Mortgage were pretty nice and helpful (except that they put everything on rush). I do recommend the management at Austin First Mortgage to consider training their employees to be more courteous to the clients. I am really glad that they were able to get the loan ready to close the transaction on time. From what I have heard, some big banks does not push you (or not even follow up with you regularly) for the documents but it usually ends up delaying closing. To sum up, I would recommend Austin First Mortgage to people who want to get their loan ready in time. But it does take a while to get used to their "pushy" style. However, if you cannot stand being "bossed" around at all, my suggestion is to get a quote from Austin First Mortgage (as they usually directly provide the lowest rate on the market) and then go to your bank and ask them to match the rate.

First off, their rate is very competitive…read more But be ready with bad service and lack of communication. We closed in almost 90 days. First 60 days, we uploaded Loan application and many documents. Locked in rate. Didn't hear for 60 days. Kept trying to reach them. Their main phone number - a receptionist who doesn't know anything got unfriendly and just transferred me to a voicemail. Nobody ever called me back. I called direct phone number of the person sssigned to me. Her phone said "this mailbox is full. Goodbye". Could never leave a voicemail on her phone. When I emailed them, there was hardly any responses once I paid them $500 to start the process. I prayed they really processed our refi. Otherwise I lost $500 The last 15 -20 days the person kept emailing us wanting this, that, although many documents we already uploaded in their system. And always hurrying us up.. .. I need this ASAP.. ..need that ASAP.... First she said would close in 2 weeks. Then suddenly on Thursday night emailed me saying wanna close on Saturday morning. Well, I didn't open my email till Friday afternoon and I wanna review the numbers she put together to make sure nothing was wrong. We are not talking small amount when it comes to refi house. I emailed her saying "can we close on Monday?" She said nope .. rate gonna expire. Well, if they didn't drag their feet the first 60 days, rate wouldn't have expired. Until Friday night, I still didn't know where the title office is. We normally go title office to close. It turned out Saturday morning the person from title company called to setup closing time at our house. Even after closing, we still got an email from this mortgage company, asking my Company HR was I still employed ? Then they emailed asking if my house was damaged in Feb winter storm, sent them pictures of our house and signed declaration our house wasn't damaged. They stay true to their quoted numbers but the pain , lack of communications and disorganization make me hesitate to use them again. Only go if you are ok with very little communication

Great on the front end of the deal but if you want you escrow funds released to buy your next home…read morebe prepared to wait and be run around! I called the escrow number they gave and got run around for over 25 minutes!! Entering my acct number and other ID numbers over and over. Talking to half dozen people who can do nothing but offer polite excuses and then transferring you around in an endless loop. Sent emails, made additional calls but got no where! Still haven't got our funds and I'm going to have to use some retirement funds to complete my transaction. Nice people but worthless when you need help.

Tyler and Brooke are absolutely fantastic. Even in Austin's crazy market, they got us a fantastic…read morerate and closed on a super tight timeline. They were amazingly communicative and made closing so smooth. They were also so friendly, providing us with great advice before we had even applied for a loan. We ended up choosing them over our old lender because of that personal service, and we are so glad that we did. We highly recommend them.

What an amazing and professional experience we had!. She was extremely helpful and clarified all…read morethe questions before they were even asked. Everything was handled in a timely matter and communication was at a 100%. Immensely satisfied and grateful to have them as part of our team! 100% RECOMMENDED!!! THANK YOU!

From the owner: I'm here to help you in every step of the home finance process and will work hard to make this as…read moresmooth and as trouble free as possible. NMLS# 232843

E. Lee and his team team at Canopy mortgage were exceptional, and made the process of buying our…read morefirst home smooth and stress free for my wife and I. E. Lee was part of our journey from beginning to end - he was very generous with his time in explaining how mortgages work and how much we could afford, answered our many questions and helped figure out the right strategy, and made calls of support to selling agents whenever we made an offer. We were able to make the winning offer on our dream home thanks to E. Lee offering quick closing on our loan. The rates offered were great, he helped us rate lock at the perfect time in turbulent conditions, and the underwriting process couldn't have gone any smoother. We also ended up getting the best quote for homeowner's insurance from one of the brokers recommended by E. Lee's team. I won't hesitate to reach out to E. Lee for my future mortgage needs. I highly recommend having a conversation with him if you're trying to buy a house in this competitive market.

E. Lee is an outstanding mortgage broker. He listened to my goals and objectives, made suggestions…read moreand did not try to sell me on anything I didn't want. Very helpful and I love his videos showing and talking through options. Definitely the least pain I have endured in getting a mortgage in my experience.

Shad Marshall truly lives up to his word. Vying against some heavy-hitter competition in the…read moremortgage industry, Shad and Efinity Mortgage were, nevertheless, the ones who knocked it out of the park. I got a great rate and the sweet delivery of everything Shad had promised me upfront. Personalized service all the way! Working with Shad and Kelsie Gibson made this the easiest lending experience I've ever had. They both exude warmth, integrity, and genuine caring, and I LOVED how they got things done!

Great experience top to bottom. Excellent communication and very down to earth in explaining a…read morecomplicated process. Could not recommend more!