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    Jason Chan - Rocket Mortgage

    5.0 (7 reviews)
    Closed 9:00 am - 5:00 pm

    Services - Jason Chan - Rocket Mortgage

    Mortgage services

    Mortgage refinancing

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    California Real Estate Finance

    California Real Estate Finance

    (75 reviews)

    Richard is the best! He's super knowledgeable, friendly and fast…read more We ran into some issues as first time home buyers due to the property, but we were able get the problem resolved with Richard's research and helpful advice. We were able to close in about a month and couldn't have done it without him! Richard runs the basics down for us lay people, highly recommend! A+++

    My first home buying experience:…read more My boyfriend and I were first time home buyers and we honestly didn't know where to start. I listened to a bunch of podcasts to familiarize myself with the home buying process, and all the information pointed to having a great mortgage broker and real estate agent. Sure, it's possible to do it on your own without a mortgage broker, but I am so glad I didn't and found Rick on yelp! I looked at his amazing reviews and reached out to him the same day. He was quick to respond and after talking to Rick, I realized there were so many things that I didn't know about the loan process. He has over 40 years of experience and knowledge to impart on us and made sure we understood each process before proceeding with any type of action. Not only was he knowledgeable, he was also very patient with us and broke down jargon to educate us in a way that we understood. So then we got pre-approved and were ready to go house hunting. We were set to leave for a month's vacation in Asia and ended up winning a bid for a house on the day of our flight! Talk about terrible timing, but Rick worked with us every step of the way. He gave us reassurance and a piece of mind that everything was going to work out. As a first time home buyer, we needed his calming presence and confidence since we were very anxious about our first huge financial investment. His communication skills even with the different time zones were top notch! Rick went above and beyond to communicate to us the change in interest rates and made sure that all of us (him, me, my boyfriend, real estate agent, and escrow officer) were all on the same page. His ability to prioritize time sensitive materials and emphasize on what required immediate attention really highlights his time management skills. Rick was also very honest and realistic with us. He made sure we understood all the fees that went with each transaction so that we were able to calculate our finances accordingly and had no surprise fees at the end. Overall, I cannot express how thankful I am to have him as my mortgage broker. This whole process went smoothly and stress-free with Rick on our team and I will most certainly use him again in the future. This type of top notch customer service is the reason why we search on yelp for hours on end. He is simply the best out there and you won't regret having him in your corner!

    Wells Fargo Home Mortgage

    Wells Fargo Home Mortgage

    (2 reviews)

    My husband and I were looking to buy a home so we decided to go through Wells Fargo home mortgage!…read more We called and were very pleased that we actually didn't have to go to the store we could do everything online. Unfortunately I don't remember the lady who helped us at the moment but she was so sweet and so very helpful. Once she sent over the packet to fill out it was nice and easy! She waked is through each step and we were approved with a home loan in a matter of hours! Thank you so much Wells Fargo if we ever decide to buy a house in the future we will be back!

    I am only speaking of my experience in this branch today. I arrived with 6 people in front of me. I…read morewas on my lunch hour and had limited time. I set my alarm for 30 mins, if nothing happened by then I'd have to leave. Flash forward ten mins no movement, 20 mins in I hear music and a cheering crowd I look over and one of the employee's was at his desk watching his phone, I'm guessing some YouTube music blah blah blah... As soon as he noticed me watching him, the phone was put away and he walked over to the people that were waiting for him. Yeah busted!! 30mins goes by and I'm still in the same spot from when I arrived. Soooooo good luck when you go to this location. I don't know what I was thinking... the branch at Marina Village is way more efficient! Update! I went to the Marina Village location after work today, Arthur jumped up and helped me as soon as he saw me walk in. I was in and out in less than 5 mins with excellent customer service. Five stars for you guys!

    Jason Chan - Rocket Mortgage - mortgagebrokers - Updated May 2026

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