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    Oak Tree Escrows

    4.7 (10 reviews)
    Closed 8:00 am - 5:00 pm

    Services - Oak Tree Escrows

    Mortgage services

    Buyer's agent

    Listing agent

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    14 years ago

    It worked out ok. Nothing great but the owner did contact me to find out how she could help.

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    Review Highlights - Oak Tree Escrows

    Bobbi responded promptly to our email questions and we were able to get everything done in a short time frame.

    Mentioned in 4 reviews

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    The GreenHouse Group - Jeremy & Jesse, Co-Founders

    The GreenHouse Group

    (438 reviews)

    Normal Heights

    Jesse and his team totally kick ass selling our house. Couldn't be more happy how easy it was with…read morehim. The only problem was I couldn't have him for our new house though... I'll just say not all Real Estate agents are created equal... Jesse is a real alpha, if you just let him do his thing and follow his direction y'all won't be disappointed. We had our buyer within a week of our listing going live and had several bids... in December at that... Thanks Jesse and the team at greenhouse Group -Matt/Cherie

    My husband and I recently bought our first home, and we truly couldn't have done it without the…read moreincredible team at the Greenhouse Group. Our realtor, Craig, was amazing from start to finish. He helped us search for the right place and offered thoughtful, honest advice throughout the entire process. One thing we really appreciated was that we never once felt pressured to make a quick decision. Craig genuinely wanted us to find a home that we loved and that he himself would feel comfortable living in. He was also extremely diligent during the home inspection process, which gave us a lot of confidence and peace of mind. Craig went above and beyond in ways we never expected. He even took the time to make a YouTube video for my husband to show him how to handle a few DIY things around the house. On top of that, he had several hour-plus phone calls with my husband just to walk through the escrow process in detail and make sure we truly understood everything that was happening. That level of patience and dedication meant a lot to us. At one point Craig had even injured his foot, and despite that he still showed up to help us view homes. That kind of commitment really says a lot about the kind of person he is. We also want to give a huge shoutout to Jeremy, our mortgage officer. Buying a home is one of the biggest financial decisions you can make, and Jeremy did an incredible job walking us through everything step by step. Our loan situation was a bit complicated in the beginning, but Jeremy gave us solid advice and helped us get to where we needed to be in less than a year. He always made sure we understood the financial side of things and felt comfortable with the decisions we were making. Jeremy also showed us that having a strong relationship with lenders and simply being a genuinely good, personable person who's easy to talk to can make a huge difference in getting a loan approved. On top of all his professional accolades and knowledge, he's someone who is approachable and easy to communicate with, which is honestly a rare quality and something that made this whole process so much smoother for us. What really stood out to us about this team is that they're not just a realtor group. They're a group of people who ended up becoming our friends throughout this journey. They made it clear that if we ever have questions down the road, they'll always be available to help, no matter how long it's been since we bought our home. That kind of long-term support means a lot. Overall, the entire team was incredibly helpful, communicative, and trustworthy. We always felt like they were truly in our corner. The constant communication between everyone meant we never went a day wondering where we were in the process. Even though we know they work with many clients, they made us feel like we were their only ones. We're so grateful for their support and guidance during such an important milestone in our lives. And when the time comes for us to buy or sell again in the future, there's no question -- this is the team we'll be working with.

    Transparent Mortgage - Beau H. - Owner - Mortgage Professional Since 2003 | Mortgage Lender San Diego

    Transparent Mortgage

    (169 reviews)

    Miramar

    I didn't end up originating my mortgage through him, but I just had to come on here and say I…read moreHIGHLY recommend Drew Clemans for your mortgage origination needs. Throughout my entire home buying process Drew was generous with his time and expertise, literally every step of the way. His bio mentions that his approach is rooted in education, and that really came through in my experience. He took the time to make sure I understood what was happening and why, which made the whole process feel a lot less overwhelming. His advice was thoughtful and tailored to my situation, never generic or salesy. He knew I already had a lender but he was still willing to give him time and advice with no strings attached. He also connected me with a homeowners insurance agent who ended up getting me a much better policy than what I was originally planning to sign up for. That referral alone made a huge difference. Drew is the kind of person you want in your corner when you're navigating the home buying process. Knowledgeable, kind, and genuinely invested in helping people. I truly can't recommend him highly enough.

    I worked with Drew as a first-time home buyer, and he honestly made the whole process so much…read moreeasier. I ask a ton of questions and tend to overthink, but he was patient the entire way through. He was quick to respond (even over text), always kept me updated, and made sure I actually understood what was happening at each step. Most importantly, he gets things done and is always on top of everything. If you're looking for a lender you can trust, especially if it's your first time buying, I definitely recommend Drew and the Transparent Mortgage team. They were great to work with.

    Navy Federal Credit Union

    Navy Federal Credit Union

    (19 reviews)

    I handle most of my financial needs through Navy Federal Credit Union, and I can honestly say their…read morecustomer service is second to none. Every time I walk through the door, I'm greeted warmly, and that small gesture alone sets the tone for a great experience. This particular small branch is ideal for quick, efficient transactions. It's never overcrowded, and there's always enough staff on hand to assist you promptly--something I truly appreciate in today's fast-paced world. While they don't offer all the services of a larger or full-service branch, they're excellent for basic banking needs like deposits, withdrawals, or account assistance. One thing to note: there are no public restrooms, so keep that in mind if you plan to be there for more than a few minutes. If you need more in-depth banking services or consultations, I'd recommend the La Mesa branch--but for quick in-and-outs with top-notch service, this location is a favorite of mine. Navy Federal continues to make me feel like more than just an account number--they make me feel like a valued member which places great value on this institution for me. Ps they do share a parking lot with Panera Bread and Chase bank so be prepared to look for parking and also parking places are much narrow which gives this place for me. 4 star.

    Always accommodating and recognizes the value of members. I know I can trust NFCU. I only belong…read morebecause my father ( career officer) due to his service qualifies me and my family.

    Maureen Martin - HomePlus Mortgage

    Maureen Martin - HomePlus Mortgage

    (175 reviews)

    Mission Valley

    Maureen was the guiding light through our entire home purchase experience. She knows this business…read moreinside and out and expertly led us through the mountains of work (and paperwork) it takes to close. We quickly found that she is smart, organized, and extremely prompt, and that we could trust her every step of the way. She was the hub and the strongest part of our team. Thank you, Maureen!

    As a first time home buyer I was apprehensive about the whole process and totally clueless where to…read moreeven start. We just closed on our first house last week, and I feel SO FORTUNATE to have found Maureen!! She is a mastermind of the mortgage lending process! I don't think I've ever met someone who is so hardworking with such high standards. Even better, Maureen upholds the same high standards for every one else involved in the lending process (escrow company, lenders, realtors, etc.) and she is constantly 2 steps ahead and prepared for anything, with a back up plan "just in case" to ensure everything goes through seamlessly. As a first time homebuyer initially unfamiliar with the process, I now know I threw a couple curve balls and Maureen didn't even bat an eye. As if all that wasn't enough, I also had no idea where to start when looking for a good realtor. Maureen suggested a few she has worked with in the past that she thought were really good, and she did not disappoint. I ended up choosing Melissa Tucci as my realtor, who was just as amazing as Maureen, and the two of them working together turned into an unstoppable powerhouse that could move mountains and get a deal done! If you're looking for a mortgage broker who will take care of you like family and go above and beyond, look no further. You will not be disappointed!

    Casa Financial Services

    Casa Financial Services

    (31 reviews)

    Once again turned to Zindi and Jennifer, this time to buy a condo for my son in Seattle. As always…read morethey were timely, friendly, helpful and on top of everything. If you are looking for team that is extremely competent, won't waste your time and are on top of every issue, I cannot recommend them more highly. I will never use anyone else for real estate finance issues. They got us a great rate, walked us through all the paperwork and reminded us of whatever we needed to document. Thanks again Zindi, Jennifer and Brett! Wayne

    My wife and I called Brett and asked about the veteran refinance options. We were in the middle of…read morea refinance and got a little uneasy with the change in numbers on our closing documents for the mortgage loan. We called Brett to compare and we are so happy we called. We went through the closing document numbers with Brett, and even though this was not his loan, he went above and beyond to explain what the numbers meant and how they were calculated. This was a 51 minute phone call where Brett took the time to explain how things work in more detail without speaking a single negative word about competitors. Even though Brett calculated comparable numbers, he did not try to steal business, which speaks very highly to his professionalism. Having an honest conversation with Brett, where he concluded our current deal is pretty good, is so refreshing. Such a great conversation where no sales tactics/gimmicks were used. Just a good business man trying to get the best deal for clients!! Thank you for taking the time to help us today. We really appreciate your expertise.

    Valli Williams Home Loans

    Valli Williams Home Loans

    (5 reviews)

    First home loan things went well, but my refi process, a bit annoyed with. As a very concerned and…read morehands on guy, I appreciate phone calls, not text messages. I need to feel like an individual, not another name in a stack of refi names to get to. Those things didn't happen. Getting a phone call through to Valli can be harder than calling the Governor's office. It is frustrating. Fast forward to a Friday. Valli says via text, "can't close until Tuesday because you checked a box." I replied, "that must have been accidental, close the loan Monday." Guess what, no reply. I had to contact escrow directly to ensure the issue with a checked box (no clue) was cleared up. They informed me the loan will wrap up Monday... Fast forward from Friday to Monday and Valli finally text me back and said, "closing Today." Yea V, I know... Now before anyone says I don't know customer service or she must be so busy, let me assure you, I am in a highly demanding field relying heavily on customer service. There are also 24 hours in a day, 60 minutes in an hour, and 60 seconds in a minute. There's no way you can convince me a phone call is too demanding of anyone's time. If you can't handle your customer load and demands, don't take on more customers. Simple. Valli, you are busy, I get that. We all are. But if I can find one minute to break away from busy to call you, you can find a minute to answer... or call back. Texting about refi information was nauseating. It's too cumbersome. Pick up the phone, call back, heck give a check up call. I didn't even get a follow up call from you after it was all done...

    A great experience! Makes every step seem simple, very honest and hard working. It is very nice to…read morehave these qualities when buying a house, because you give them so much personal information. I highly recommend Valli!!

    Andre Enriques Mortgage Banker - VA Loan Expert - Another happy buyer

    Andre Enriques Mortgage Banker - VA Loan Expert

    (52 reviews)

    We had a fantastic experience working with Andre Enriques and his team! Andre was incredibly…read moreresponsive, helpful, and understanding throughout the entire loan process. Even when we faced a few unexpected bumps in the road, he helped us stayed calm, and always had a solution to help us move forward. He made the entire process so much easier, walking us through every document, answering all our questions quickly, and helping us truly understand each step. His team and resources was just as amazing, organized, efficient, and on top of everything. Thanks to Andre, we were able to close on our loan fast, which was a huge relief. A very special thank you to Andre for recommending our realtor, Alejandra Stepho, who was also absolutely a dream to work with. She made the home buying experience smooth, enjoyable, and stress-free. She's knowledgeable, patient, and truly had our best interest at heart every step of the way. Highly recommended! If you're looking for a lender who genuinely cares, communicates clearly, and gets things done--Andre is the one to call. Couldn't be more grateful!

    I am extremely happy I decided to do heloc loan with Andre, he made it super easy, he made a list…read moreof everything he needed from me. He was always there for any questions I had . I was worried and a little stressed about the process but Andre made it super easy , I would definitely recommend my family and friends to Andre!

    Oak Tree Escrows - realestatesvcs - Updated May 2026

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