1. Michael Roe - Avid Mortgage Solutions

1. Michael Roe - Avid Mortgage Solutions

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San Clemente, CA

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Michael Roe - Avid Mortgage Solutions

5.0 (5 reviews)

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My wife and I were referred to Shannon and LifeSource Mortgage by a family member, and we are very…read moreglad that we worked with him! We were looking for our first home, so we were coming from a place of minimal experience with mortgages and the processes around them. From the very beginning, Shannon was friendly and full of information, filling us in on different things to do at different steps of the process. He provided information about important topics like property taxes, homeowner's insurance, the escrow and closing process, and more. He was also very transparent about how we would be working together, and what would be good for me to read up on for my own growth and understanding of the process. We very much felt like we were on a team. Each of the things that we needed from Shannon were delivered in a timely manner, with clear and direct communication, like a pre-approval letter, appraisal coordination, and a good rate on our mortgage. When we finally went into escrow for a home, we ended up with a small window of two weeks to close. Shannon let me know that if we all hustled, we could make it work. Everyone on his team was on top of things throughout that period, reaching out whenever they needed something, and handling the rest cleanly. We were able to close on time, which was a huge relief! From there, Shannon offered to keep an eye out for opportunities for refinances down the road, and we intend to continue staying in touch with him and his team. We will definitely be recommending him to others!

We have had Shannon take care of our loan on 2 separate occasions and he has always been super…read morehelpful, and thorough! We planned on using him a 3rd time when we relocated to a new house and he suggested that we look into obtaining a loan from the builder of our new home to see if they had any incentives. We ended up sharing the numbers and details of the other loan with Shannon and he told us that we would be crazy not to take the other offer. This meant that he was going to lose out on our business and it just goes to show that Shannon is a man of integrity!!! Hard to find people that do the right thing no matter the cost nowadays! Go with Shannon and Life Source if you are looking for someone you can trust!

Moore Loans

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Matt is my go-to guy for any home loan. Before I met him, I used to shop around and have multiple…read morebrokers compete just to make sure I was getting the best rate. With Matt, I don't have to play that game anymore. I can call him knowing I'm getting one of the most competitive rates available. He's not trying to pad the rate or make extra money by adding unnecessary spread--he's straightforward and transparent. I've also learned that when you're buying a home, getting the loan closed is priority #1. A slightly lower rate doesn't matter if the deal falls apart. Matt understands that and knows how to get deals across the finish line. On our most recent purchase, we ran into a major appraisal issue late in escrow that required switching to a different loan product. I honestly thought the deal was dead. Matt somehow found us a new lender, secured an even better rate, and got everything closed within an incredibly short timeframe. It felt like he pulled a rabbit out of a hat. I wouldn't trust anyone else with my financing. Beyond being excellent at what he does, he's just a genuinely great guy to work with. He makes what is usually a stressful process enjoyable, and I recommend him without hesitation.

I have worked with Matt before on another loan and after working together on two loans now, I will…read moreexclusively continue to work with Matt and NAF in the future. Response, customer service of the overall team, as well as making the process simple and seamless, are reasons to work with these guys. Rate and closing costs were lower than expected and overall experience of the loan process was excellent.

Primex Mortgage

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I've just completed a mortgage refinance with Primex and could not be happier with the service I…read morereceived.

From the owner: Expert Mortgage Broker of Rockville Providing Debt…read moreConsolidation, VA, FHA, Home Loans and the Best Mortgage Rates in DC, Alexandria, Bethesda, Silver Spring and Gaithersburg "Thank you for your excellent service in helping me refinance my home. The level of consideration that you show your clients is exceptional. Not only did I feel that you explained everything to me satisfactorily, but your responsiveness was outstanding. It was a pleasure doing business with your company. I have recommended your company to a friend, and will continue to do so in the future." - Lois H. Washington D.C. For More Testimonials Click Here Because Primex is a Residential Mortgage "Savings" Company, as Our Client, You Will Gain the Maximum Benefit From Your Mortgage for as Long as You Have One Free Credit-Approvals for Your Purchase Transaction, with No Obligation. Choose From the Widest Selection of Loan Programs. You'll Receive the Right Loan, at the Lowest Rate, for the Lowest Possible Cost. Enjoy Exceptional Personal Service Throughout Your Transaction. Plus... We Continue to Look for Opportunities that Will Save You Money on Your Mortgage... Primex is the Last Mortgage Lender You Will Ever Need. See What Others Are Saying About Primex Customers first Borrowers who are happy with the mortgage loan we helped them obtain are more important to us than anything else. Our goal is to make the loan process as simple and worry-free as possible...

Michael Roe - Avid Mortgage Solutions - mortgagelenders - Updated July 2026

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