Just got off the phone took out a personal loan. Josh B was so sharp on top of his game just a…read moredelight I will be requesting him going forward! I'm so glad I made the switch over to Unitus a few months back everyone is so kind and professional. Thanks again Josh! (and give that golden retriever a hug for me)

I wouldn't recommend Unitus for investment. They use LPL Financial, which preys on those who don't…read moreunderstand investing by placing them in high-expense-ratio (0.89%) Class A shares. This significantly impacts your cumulative investment growth--they do not have your best interest in mind. I was also misinformed by a customer service representative about their Go Savings account until I read more on their website. Their training for customer representatives could cost you money, so please read up on what they're offering before you visit and trust them. They told me that I would get 3.00% APY for the first $2,499, then 1% for the remainder. That is not at all how it works--you get less than 0.03% for every penny after the $2,500 limit. More info here: https://www.unitusccu.com/savings-accounts/go-savings/ I would suggest staying away unless you're going for a certificate deposit, mortgage, or car loan product that serves you momentarily. I give them two stars because their customer service is friendly.

I happened to need some help in person regarding my loan…read more They were super quick to see me and guided me through the process, asking many clarifying questions along the way. The loan process can be super confusing! I appreciated their patience with me. For regular banking, the tellers here are also very friendly and helpful. Never waited more than 10 minutes to see someone. Great location, very well kept, candies for everyone!

I have a new car loan and make the payments on time every month. Same with its insurance which is a…read morenationally known brand. Onpoint keeps putting their own highly overpriced insurance on this car saying its not covered when IT IS! They said they informed me it needs insurance proof which is a lie. After I notice the bill being added I then have to take a day and go down there with the paperwork proving its covered. This is the second time this has happened. Its done purposefully and its a total pain in the ASS!

I recently purchased a new home in Vancouver, Washington using David Sefton as my mortgage broker…read moreand Paul Kerkar as my Realtor. I have purchased five homes over the years and I can't begin to tell you what a complete pleasure it has been doing business with these two men. David Sefton is an extremely talented and professional broker who knows how to navigate the banking system with precision, tenacity and integrity. As a full service mortgage broker, Dave's services and responsibilities included working directly with the banks, appraisers, builders/sellers and inspectors, which saved me the frustrating and daunting task of dealing with them on my own. Whether you are purchasing a new home or looking to refinance, Mr. Sefton will be honest and up front with you from the beginning and he will most certainly find you the best deal out there. I gave him a relatively narrow window of time to obtain and close on our mortgage, and he accomplished all this, through the mail, before our interest rate lock expired. Dave managed to get the job done at the lowest rate available at the time. I shopped around before committing to Mr. Sefton and he did equal to or better than anything I could have done on my own and he did all the work and got the job done faster than I could have. I highly recommend him! Thanks Dave for your patience with me and good luck to you and your family!

By far the best mortgage broker I'm met or worked with. He arranged for my wife and I to have an…read moreultra-low rate with minimal fees, and he was pleasant and amiable to deal with (unlike others - they know who they are). I would not only recommend him to others, I actually have on several occasions. Couldn't be happier with his client service, his approach, his way of business. Thanks for the excellent work!

Where to begin…read more.. When I initially reached out Cheri, I was LOST. My wife and I are first time homebuyers and didn't even know where to begin. Cheri never made me feel ignorant, she answered all of my questions clearly, and advised me like a true consultant. Her punctuality, drive, and kindness is unmatched. My home search was difficult to say the least. Going through the uncertainty of a pandemic and buying a home was scary. Cheri spent six months as we searched for homes walking through different options, helping with preapproval letters, and understanding the process. Still not sold on if you should go with Cheri as your mortgage lender? Let me tell you why you aren't going to find any other lender that compares to her. She has integrity and is someone you can trust. This is so rare nowadays, but I guarantee you that if you work with Cheri, you will feel like you're a part of her family. Don't look any further. Do business with this lender.

Cheri was recommended to me through my agent, Alicia Dart (I've posted a review for her as well). I…read morehad done research into the process (as I was a first time home owner) prior to buying, but it was all still over my head. Cheri really helped make sense of a complicated process. During the first phone call she took the time to explain the entire process to me, and asked me some general questions about what I wanted to spend, my max mortgage payment per month, etc. I walked away from that call feeling confident about the lending process. In the time leading up to the purchase, Cheri made sure to reply promptly when my realtor needed her to crunch numbers, or when I had questions. After finding the home I wanted to buy Cheri ran everything one more time to make sure I was getting the best rate. I had a really good experience with her, and would work with her again when buying another home.

Had a smooth and hassle free experience. Thanks for helping us in buying our first home. Lisa is…read moreamazing!

DC Lending was great about answering my questions and giving me ideas about how our family can save…read moreon our mortgage. They take the time to really understand your questions and never felt pushy. It's nice to have someone guide you through the process that really knows what they are doing. Thanks for the help DC!

Kim and her team are fantastic. We contacted them to help us with our refinance of our home. They…read morewere very well organized and clear with communication. They moved quickly and ensured that we had everything in line for a smooth process and an on time closing. They also worked with us to make sure we got the best interest rate and value for our loan. When any questions came up they responded quickly and clearly so we could continue the process. Such a professional team that highly value customer service. I highly recommend Kimberly to help you in your mortgage needs.

We can't speak highly enough of Kimberly Campista and the level of service she recently provided to…read moreus. We are retired and were contemplating moving after 34-years but couldn't find a house that made financial sense. So, Kimberly educated us about a HECM (reverse mortgage) which would allow us to update and remain in our home - giving us extra money (tax free) without tapping into our retirement savings. Kimberly made the process very easy, and we strongly recommend her to anyone looking to buy, sell or refinance property. Tim & Terri Shinners