My wife and I recently worked with BB Financial Solutions for a home renovation loan, and we had an…read moreoutstanding experience from start to finish. Brett was incredibly helpful, proactive, and communicative every step of the way. He kept a close eye on interest rates for us over the course of a couple of months leading up to signing, making sure we were in the best possible position. That level of attention and care really stood out. Beyond his professionalism, Brett is also a genuinely friendly and trusted member of the community, which made the entire process feel even more comfortable and personal. We're very grateful for his support and guidance throughout this process and truly couldn't recommend him more highly.

From the gate, Brett communicated promptly and clearly. We never felt like we were left hanging…read more When we were in the home buying process, all information was communicated up front. Brett made us feel secure and that he was on our team through out the whole home buying process. We had no problems getting ahold of him or hearing back from him right away, which made everything go smooth. Brett went above and beyond to help us make our home buying dreams come true. He was able to get us to closing in 20 days. He works super hard and it is very obvious he works for his customers. We will be working with him for our refi also.

Dan has been my trusted advisor for a few years, I call him "Dan the Man with the Plan"…read more He is incredible to work with. On our last interaction, he powered through a complicated investment property deal on my behalf, making a world of difference. It is EASY for him to not only navigate through real estate scenarios with ease, but also open the most beneficial doors along the way. For all future transactions, having him on my side is all I could ask for.

Dan saves the day! My buyer client brought his own lender into the deal and this became a…read morenightmare. In the 11th hour they decided they could not do the loan. Dan and team took over and got my client a loan in 21 days. Dan has a calm demeanor and is a problem solver. He was a pleasure to work with and has earned my respect. You will want to check in with day for all your loan and refinancing needs. Ted Paulin, SF Peninsula Realtor

We needed a loan for a home and it turned out to be longer than a months process. Rob stuck with us…read moreand kept us well informed throughout the entire process! Giving recommendations to help make sure the documents would be approved, to the signing day. Would highly recommend and use again if needed.

Rob Garcia, now at Paramount mortgage, was so professional and proactive on everything regarding…read moreour mortgage process! He gave us updates at every stage in the process and what to expect next. He was right on time with closing within 15 days. He is on top of everything and just a great guy to work with! No pressure on us but he worked his magic behind the scenes. We loved working with Rob! He is a star and gets things done and we highly recommend him! Nancy S

I'm not sure how I can put into words how awesome Travis (and the everyone at The Loan Story) and…read morekeep it short and sweet, but here's my best attempt: As first time homebuyers in the Bay Area, the amount of information, fine print, and stress that comes along with the whole homebuying process...it's a lot. My wife and I would have been overwhelmed, if it wasn't for Travis and The Loan Story. He was transparent, clear, communicative, and available for every question and concern we had (and we had a lot of them!). If you're looking for a broker that's friendly, caring, patient, that understands all the rules and processes that go into getting a loan and purchasing a home, and that really does have your best interests in mind, you need to reach out and work with Travis.

I wish I could give Travis and his whole team 6 out of 5 stars! His team truly goes above and…read morebeyond to help you every single step of the way. I fully trust Travis and his team Ying! Very sweet and genuine lady who really cares and wants the best for you. Travis is super reliable and answers every single question. He is approachable, personable, and really tries to get to know you before the whole process starts. I really appreciate his detailed and timely updates from time to time on our home buying process. Buying a home is overwhelming, but his team makes everything easy to understand and wants the best for you. They take the extra mile to break every thing down for you to understand. I cannot recommend him and his team enough! If you are working with Travis and his team, you are definitely in good hands. I know next time if I am buying another home, I'll be contacting Travis. Thank you Travis and Ying!

My wife and I recently moved to Santa Cruz and started looking for a new home. We were referred to…read moreTom Powers & Joe Hutson by our realtor and have had an overwhelmingly positive experience. Having been through the mortgage process several times, Tom & Joe provided us with the best experience we've had yet. They are knowledgable, friendly, professional and accessible - During our process, they kept a close eye on the market trends to be able to get us the best deal/rate. They moved things along quickly and efficiently. They pitch themselves as working as a team and being interchangeable which is the absolute truth. At any point we could call either of them to get the answers we were looking for. We honestly couldn't have asked for a better pair to work with. Tom and Joe are outstanding.

Joe at Seabright Mortgage helped my husband and I with the financing of our vacation home. He…read morecouldn't have been more professional, friendly or nicer to work with. This is our third mortgage and I didn't know this part of the process could be so pleasurable. I'd recommend Joe or Tom to anyone. They are the team you want to work with! Alicia & William Mintun Aptos

Zack made my investor loan process smooth and stress-free -- responsive, professional, and always…read moreon top of things. Highly recommend him to anyone financing an investment property.

We had a great experience working with Jerry Greer on our home loan. He was knowledgeable,…read moreresponsive, and always willing to answer our many questions, which was super important to us as first-time homebuyers. Jerry went above and beyond to help us submit timely offers, secure a great interest rate, and close on time. Thanks to his support, we felt confident throughout the process. We highly recommend Jerry and the Mortgage Outlet.

I was connected with Daniel after my realtor recommended him for closing on our current place. That…read moreprocess went pretty smoothly. After a few months I got a call from him asking if I wanted to refinance, potentially saving me a lot of money every month. He locked me into a great rate for up to 60 days and promptly ignored my emails and numerous calls. Numerous unanswered voicemails or calls that went "let me call you back" with no call back. Guess what happened to interest rates?

Working with Daniel and his team was a pleasure. They explained everything in simple terms and…read morewalked us through a process that be intimidating to someone that doesn't do it often. The entire team was very responsive to any questions we had and made sure we were never left hanging. Would highly recommend Daniel to anyone looking for a loan.

Richard and his team were fantastic to work with. He walked me through my options and educated me…read moreon what mortgage would be the best fit for my situation. His team was easy to work with and proactive in their communications. I appreciate the white glove service and would recommend Veridian Mortgage without hesitation. Thank you Richard!

There's no doubt Richard's services lands him in the 5-star rankings. I had the pleasure of seeing…read moreRichard Wang from Veridian Mortgage assist my superior in securing her first home, and I can't speak highly enough of his service. Richard's professionalism, clear communication, and dedication made the entire home-buying process much easier and less intimidating. He was proactive in addressing every question and detail, ensuring everything went smoothly. Beyond his work, I really admire how active and engaged Richard is with his online presence; he is consistently sharing insightful content that demonstrates his expertise and commitment to helping others. If you're in the market for a mortgage expert who truly cares about his clients, Richard Wang is the one to call.