I had the worst experience with Mike and his team at Capstone direct. As a younger couple buying…read moreour second home we felt in the dark through the whole process. Mike and his team were never on the same page and we had to send the same paperwork over multiple times. Mikes emails always came a day late from what his team was asking. As a woman when ever Mike would speak to me it was unprofessional and rude. Speaking down to me, cussing during conversations, and sighing as if questions I was asking were beneath him. Mike spoke more with my realtor about my personal information then with me. If I could have backed out of processing my loan with Mike I would have. I do NOT recommend Capstone Direct to anyone looking to buy a home or refinance.

Exceptional! My loan was a 55+ tax transfer loan property purchase. The agent effectively handled…read moreall the complex issues and his great communication abilities made it all go smoothly on my end. Andre the Loan Officer elimenated stress of home purchase. My loan closed in 21 days due to effective processing. This company known for its transparency, professionalism and meeting customer financial goals exceeded my journey going into this.

We've done business with Mark from Lower Mortgage for the last 15-20 years. With Mark, you get…read morebusiness expertise of highest quality with touch of human love and care. We will always recommend Mark and his services.

We just got to step into our new home for the first time--still can't believe it all came together!…read moreBecause we owned a second home out of state and the conforming loan limits in our new area were lower, this wasn't a straightforward mortgage. Several lenders made the process feel overly complicated, but Mark was incredibly resourceful and got it done smoothly. He went above and beyond to find solutions, secure a great rate, and guide us through each step. His responsiveness and clear communication made a big difference throughout the process. We're truly grateful for his help and will definitely reach out again when the rate environment improves. Thanks again, Mark!

A Great Experience Every Time! Dan O'Brien has to be the…read moremost patient person I've ever met. He always calls me back. He always answers ALL of my loan questions. He always makes sure the bank gets just what they want and gives it to them just the way they want it. I've used Landmark Financial twice and will use them again when the need arises. ...I wish my bank was this easy to work with!

Landmark Financial has been instrumental in consolidating my first and second mortgages - a feat…read moreother brokers were unable or unwilling to do - and obtained a lower fixed rate loan. Dan O'Brien is professional, knowledgeable, and will do his very best to find the most attractive loan options for you. I would not trust my business to any other. Five stars!

My wife and I had to come here to get a cashiers check for our new apartment and we were met with…read morethe utmost kindness from Danielle, Jeff, Melinda, and Stephanie! They walked us through the process and helped every step of the way, making an anxious task extremely easy and stress-free. This is the nearest branch to Ventura and although the drive is long, I have no problem driving it for the service they provided!

Customer service is awful!!…read more I am writing to formally complain about my recent experience at your branch involving a check from Chicago Title. Better than a cashiers check!!! I went to the branch, that i opened the account, they knew who I was... The branch manager, Jeff Chen tried to place a week hold on my check. And when i said that i wanted my fund available, He then had the audacity to ask me what I intended to use my own money for and what I planned to buy. I didnt know I had to beg for my money!! At no point should a customer be required to justify how they plan to spend their legally earned funds. I did not realize I was expected to beg for access to my own money. Because of this unacceptable interaction, I stopped the transaction immediately and took the same check to Wells Fargo, not the branch where i opened my account, where it was accepted without any hold or unnecessary questioning. and treated me like a real customer!! Afterward, I contacted your credit union and requested a call back from a manager to discuss this matter, as the situation was completely inappropriate. To date, I have received no return phone call, which only compounds the issue. This experience reflects poor judgment, a lack of professionalism, and a failure in basic customer service. I expect an explanation, accountability, and assurance that this type of behavior will not happen again.

I cannot speak highly enough about my experience with Mayen at CSMC mortgage. WOW. He was the best…read moreand he made the process so easy for us. We are first time home buyers and he explained each step of the process, so we knew exactly what to expect. He got things done in such a timely manner and helped us secure our dream house. I am forever grateful. He taught us so much about the process that we were unfamiliar with. I've rented for 10 years, so all of this was new to me, but Mayen was available to answer any questions we had and even anticipated most and got us the information ahead of time. Unmatched service. Highly recommend!

Alan did a great job in helping me through this whole process. Always ready to answer my calls and…read morequestions. Thanks again Alan!

Yes they provide the best service and helping me to continue with my business to grow helping me…read morewith financial advice and help me to obtaining financial help to grow my business to the next level And definitely I recommend Platinum one Credit but in particular Lori she is the best

Lori helped my son with his creditors and we were very pleased with the results. She was able to…read morereduce his debt significantly and improve his credit score. She was very communicative, informative and a pleasure to work with. I highly recommend this company.

Logix is phenomenal! First rate and personal service! When you call, an actual person answers the…read morephone. When you walk in, there's even a concierge! The banking is amazing. Best Bank I've ever banked at. They also have the best interest rates around.

After 12 years of consistently good service at the Thousand Oaks Logix branch, I'm shocked at how…read morebadly things went during a recent visit. My mom and adult daughter--a long‑time customer--came in for a simple appointment to open a new joint account. What should have taken minutes turned into an hour of condescension and obstruction from the teller, Chris. Instead of helping them through a routine process, he questioned their ability to "manage the account," spoke down to them, and dragged out every step. These are two fully capable women who have handled their finances for years, yet they were treated as if they were incompetent. The tone was dismissive, patronizing, and frankly humiliating. It wasn't until I left work and came in myself--calm, direct, and simply insisting the account be opened--that anything actually moved forward. Only then did Chris suddenly become able to do the job he should have done from the start. The whole experience felt disrespectful and unnecessary. After more than a decade of loyalty, this was enough to make me ready to take my business elsewhere. If you value being treated with basic respect, be cautious about using Logix Credit Union.

Rob is the most informative, genuine, and kind professional I've ever dealt with. He cuts through…read morethe BS and gives it to you straight and efficiently out of respect for your time. I would highly recommend using his services for any and all mortgage needs - 11/10. Thank you SO much Rob for helping me and my wife with our first home purchase!

Rob Scheuing came recommended by our Real Estate Agent and we are so glad we took her up on it. Not…read moreonly was Rob helpful, clear, and concise, he got us the BEST rate... BY FAR. We had gotten quotes from two other lenders and Rob beat them by so much, we even took a credit on the mortgage rate. And the funny thing is, one of the other lenders was the same company whom which Rob actually secured our great rate with. A true testament that his relationships and knowledge with lenders will get you the best rate. Also, don't buy into the big mortgage lender talking points. Once we notified them we were going with another lender, it was like dealing with a desperate ex! Calls, pleading, and getting managers to call us... and they'd never put their quotes down in emails. Rob gives you all the information and is happy to put it all down in writing. We had an insanely short escrow request of 27 days but the Sherwood Mortgage team managed to get it all done smoothly. 5 stars!

Could not have picked a better mortgage broker! Justin is one of a kind. He was incredible to work…read morewith, so approachable and walked us through every step. He worked weekends & holidays for us (Christmas & Christmas Eve). He was always available, gave advice when we needed it and treated us like family. He made buying our first home easy with no surprises. He was upfront, honest and knew and communicated exactly what he could do for us. Our close was less than 20 days and Justin made it stress free. We are lucky to have found him. He came highly recommended by a friend of ours who has used him multiple times and we would recommend him to anyone and definitely use him again.

Justin just helped me close on my home and I couldn't have had a smoother experience. He was so…read moreincredibly patient with me despite my 1000000 questions, because as I regrettably learned, majoring in finance in college 20 years ago means nothing when you're trying to figure out what an interest rate is for a mortgage. I had so many questions and as a millennial, I dodged all calls, but Justin remained incredibly patient with me. He was never condescending, even when explaining the most basic concepts of a mortgage, and I felt like he was truly looking out for me and in this to help me get the best rate out there. I think trust is something that's not easily won these days, and I wholeheartedly trust Justin to help me and anyone who's lucky enough to find him in the future. There are a lot of lenders out there, a lot of big companies that will pull a bait and switch on you, as I discovered in my home buying experience, and that's why I appreciated working with Justin so much. He was always up front about expectations, good and bad; above all else, I trust his integrity. He was looking out for me as a person with unique needs and personal challenges and trying to help me make the right personal decision with no pressure. I know I would not have gotten that with some random lender advertising on the internet out to make a quick buck. Thank you for helping me through this incredibly challenging process, Justin.

Working with Sarah was an absolute pleasure from start to finish. As first-time homebuyers, we had…read morea lot of questions, and Sarah was always patient, informative, and quick to respond. She made the process feel smooth and less intimidating, and her attention to detail gave us peace of mind every step of the way. Sarah truly cared about helping us find the right home, and it showed in how she handled everything--from communication to closing. We're so grateful for her support and guidance. Highly recommend her to anyone looking for a knowledgeable and trustworthy broker. Thank you, Sarah! -- Wilmer & Adrianna

Sarah was so great to work with when I was shopping for a home near Port Hueneme. She is very…read moreknowledgeable about the surrounding areas and the real estate Market. She always responded promptly to my calls or messages. She always had time to explain things and made the whole experience easy. I Highly recommend Sarah to anyone looking for an excellent real estate agent to make the home buying less stressful.