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    Opes Advisors

    5.0 (8 reviews)

    Services - Opes Advisors

    Mortgage services

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    8 years ago

    Wonderful service on our recent home purchase. Bill Mott and his team made the process easy and kept us well informed along the way!

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    Central Coast Lending

    Central Coast Lending

    (9 reviews)

    If I could give more than 5 stars, I would. Working with Pat…read moreat Central Coast Lending was nothing short of a miracle. From the very beginning, our situation was tough -- the kind of file most lenders would've walked away from or told us wasn't possible. We initially DID have a loan officer completely ghost us right before, but not Pat! He stayed patient, persistent, and focused the entire time. Even when it felt like the odds were stacked against us -- with hiccups in paperwork, last-minute surprises, and a tight timeline -- he somehow made it happen. He communicated every step of the way, always kept us in the loop, and fought hard to get us across the finish line. Because of his commitment, we're now officially homeowners. That still feels surreal to say! I can confidently say we wouldn't be holding these keys today without him. If you're looking for a lender who actually cares and gets things done no matter what, Pat at Central Coast Lending is the one you want in your corner. We'll be recommending him to everyone we know

    Mike and his team are great! I used central coast lending initially because a friend recommended…read moreit. Mike ended up getting me the best rate out of everyone I filled out applications with. That was our first time purchasing a house. Mike was very informative and patient. Mike was extremely professional and proficient in his craft. We now have used Mike for the second time.This time for a refinancing of our home while we have even better rates available. Give them a try!!!!

    Landon Spitler - Certainty Home Lending

    Landon Spitler - Certainty Home Lending

    (40 reviews)

    First of all, buying a home is STRESSFUL! And, to top it off, we had the worst escrow ever...and…read moreNOT because of our lender. But, that's another story!! We worked with Carly Smith from Certainty and from DAY 1, she made the process as smooth as possible, with our impossible situation. We actually were able to get a 14 day close (which is super fast) and Carly made sure that everything was done right on her part and on Certainty's part. We fulfilled all of our obligations, although the escrow did lag behind and finally closed in 45 days. However, Carly's sense of urgency, her communication skills, and her reliability all made the process so much easier to swallow. PLUS, she's knowledge and FUN to work with! You feel like you're working with someone you've known and trusted for years, even though we just met her (via a recommendation from a trusted realtor friend). We just can't say enough about Carly and Certainty Mortgage. In total, this is our 10th home we've bought and hands down, Carly is the best mortgage broker EVER!

    I have known Landon for many years through my real estate business. My wife and I recently acquired…read morea new home and got a loan through Landon. He is the ultimate professional in handling all of the details in acquiring the best loan product to suit his clients individual needs. He makes the process easy to understand and covers all the details in a smart and seamless manner. He will get the job done in a timely and efficient way with your best interests in mind.

    Acquire Mortgage and Real Estate

    Acquire Mortgage and Real Estate

    (14 reviews)

    About 2 years ago I decided I wanted to buy a property in Paso Robles and possibly move to the area…read morein a few years. I have wanted to move to the area from Los Angeles for over 17 years, but finally I was in a position to make that decision. I didn't know where to start, but I was on Zillow constantly and finally called on a house I was interested in. As fate would have it, I was connected with Dan Dal Porto with Acquire Mortgage. He was friendly and responsive right away. He listened to my rather rambling explanation of what I was looking for (at the time, I was still unsure about what I had in mind) and didn't rush me. We agreed to meet when I was next in the area, but in the meantime, he sent me listings and got me comfortable with what was currently happening in SLO. Dan has been so patient, understanding and easy to work with I never felt pressured. I made at least 12-15 trips from Los Angeles in the last 2 years and he never complained or made me feel bad for not finding the right place. He explained that these things take time and did not want me to buy anything I wasn't completely comfortable with. During that time, he refinanced my current home in LA with such ease and little hassle I was amazed. It was a dream compared to my own bank, Wells Fargo, that I couldn't believe it was the same process. We were able to process that loan and get the cash out I needed to purchase my next property. He is a wizard when it comes to mortgages, it's no wonder he wins awards for being top in his field! Recently, I purchased my first home in SLO and I couldn't have been happier with the process. His office is professional, fast and they really ease the burden and work with you for the best outcome. I really felt that I was being looked after and well represented. I always felt that Dan had my best interests in mind. I can't say enough about the professionalism, speed and ease working with Dan and Acquire. I have recommended Dan to numerous friends and associates, even in the LA area, because he can do mortgages all over the state. I will never use anyone else!

    So happy my friend referred Dan at Acquire Mortgage. He helped find me a great loan program for my…read morefirst home purchase. He was extremely responsive & found a great rate for my first mortgage. I will use them again in the future. Thanks to Dan & Aquire mortgage !!

    Opes Advisors - mortgagebrokers - Updated May 2026

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