A year or so ago when I had visited, I had similar experience that other folks have mentioned - any…read morequestion asked was answered with "Go to the app" or "Go to the website". Today I tried again because the long due KYC update was not working for me on website. Pooja helped me from beginning to end to file all the necessary paperwork. She was prompt, courteous and patient while I was desperately searching for needed documents on my phone. Looks like finally they have started listening to feedback and started improving. Thank you!

Went to open new NRI account today - they told me because I have an Indian account already, I need…read moreto do it online by google searching open new NRI account and choose assisted help option. I told him I had tried to convert my India account previously online by logging in the website and that failed, he suggested this new route. He asked to do it during India working hours. When I asked what issues can this branch help with - he told me, if I face issues using the assisted route - note the issue (assuming that means take screenshot etc) and then call this branch before visiting using the phone number on Google He wasn't rude but wasn't helpful either. Waste of time visiting the branch. IMO that guy just didn't want to do any work.

This guy did business loans for a long time apparently and does not do it anymore. Do not bother…read morehim. I called for a business loan question and was given the wrath.

I can't recommend Joe enough. He helped my business expand greatly over the last year as I offered…read moremore services and needed the capital to do so. The results have been nothing short of amazing. Thank you again Joe!!

I just started my journey with round leaf but feeling blessed that I now how support and…read morereassurances that my financial standing and credit score can get better!!!

A huge thank you to Richard and his team for helping me out. I had made financial mistakes while I…read morewas younger, and Richard was very direct/transparent while guiding me through making plans to iron everything out. It was nice to be able to work together to address my concerns, and I appreciate how open and flexible Roundleaf has been for me. There was a time period where I was very overwhelmed and confused in the process, and a tip I have would be to not hesitate in asking ask Roundleaf to slow things down and explain everything thoroughly. I had to educate myself on things I didn't know about, and it took a while to learn that that was okay. The Roundleaf team was always available to answer questions, and they were very good about following up/staying on top of processes. Looking forward to more growth, and I'm very glad to have Roundleaf's support along the way!

Amazing company! Dean Le and Ronnie Nguyen worked efficiently and helped me with my process!read more

We attempted a home refinance with Loan Factory and worked with Arton Chau as our loan officer and…read moreAnder David Herrera as our processor. Our refi did have some unique circumstances given I was on maternity leave at the time and I wanted to give some grace for that, but the issues we had went far beyond a complicated refi. Additionally, when we decided to go with another company, the process was so smooth that it proved the situation never should have been viewed as that complicated to begin with. The main issues were: 1) Information would be asked for, we would provide that information, nothing would happen, we would ask questions then they would share they needed information that we had already provided that was right there in the same email thread. 2) The information they claimed to need from my employer kept escalating. They asked for a letter verifying I was still employed despite being on leave, my employer provided it, nothing happened, we checked on progress and they said we needed more. They asked to speak with my manager to simply confirm my employment, they didn't contact her for over a week, then they asked HR type questions she couldn't possibly answer. Then they claimed they just needed HR to confirm verbally that they had issued the letter, then they finally talked to HR and asked a bunch more questions. It was bizarre and honestly, my employer was apologizing to me by the end of it while I was apologizing to them. 3) They didn't care about official loan deadlines, because it seemed to be their plan to keep asking for extensions. We initiated everything on 9/8 and as of 10/17, past the 30 day mark, they were still "gathering information." Working with the company we ended up going with, we started with them on 10/21 and everything was completely wrapped up by 11/14. 4) When working with other loan officers I've had experience with, they will do things periodically on weekends or in the evenings as necessary to hit deadlines. This team seemed to never work weekends and at one point Ander went MIA for over a week of the process and was supposedly on vacation with no back-up. This wouldn't be a big deal if it were a longer process, but over a week out of 30 days is pretty extreme. From what I can tell, these people just aren't that skilled. They clearly have a big company and Factory is an apt name for it as I think they just get as much business as they can get, turn and burn, and don't really care about the service they are providing.

Opened my first hysa account here this year. Staff was great, answered all my noob questions, and…read moreeven caught that my drivers license was expired. I hope they continue to operate here. I've been saving more in the mean time. If all goes well, I'll add some more cash to my little nest egg next round!

Anne Rose solved my complicated issues easily, and quickly. If you need anything from this branch,…read moreI'd recommend asking specifically for her. She's smart, empathetic, friendly, and efficient. I had a stressful situation where I had to use power of attorney to take over my sick mother's account. She guided me through, and directed me to a notarizer within walking distance. I can't believe how quickly she resolved my complicated issues. I'm personally an online bank user, but if you have elderly relatives who need a physical branch's services, I'd recommend Home Street just based on my interactions with Anne

We just closed and funded on our latest deal today, and I want to take a moment to recognize Esther…read moreand her team for an exceptional job. In this business, execution and timing are everything--Esther and Paul delivered on both at a very high level. From initial structuring through funding, the process was handled with precision. Communication was clear and efficient, expectations were managed properly, and any complexities were addressed proactively without slowing down the timeline. That level of control over a transaction is not easy to find. What stood out most was the ability to navigate the deal strategically while keeping everything moving forward. For anyone operating in real estate investment or development, having a lending partner you can rely on is critical. Esther and Paul has proven to be exactly that. Looking forward to doing more deals together.

Esther and her team are amazing! We got a terrific rate and closed on our home a few days ago…read moreafter 5 years on/off trying. Essentially we worked with Team Esther 3 times, because after failing to buy a home and taking a break, each time the financials would have to be reprocessed given our life changes. But we stayed with them and they stayed with us, always with an open door and a welcome back. I can say from time tested experience how consistently reliable, accessible, and knowledgeable they are! Would highly recommend.

Elina is a financial tax planning guru; she is unbelievabley brilliant and hyper detailed.read more

I have not actually worked with Elina, as she was not taking new clients when I reached out…read more However, she took the time to ask a bit about my tax situation, and then followed up by leaving a detailed voicemail for me with three different referrals (2 CPA's and 1 tax preparer) that I could also contact. I really appreciated her help.

Juliette is a great person to work with. She has a wide breath of knowledge across a lot of…read moredifferent financial products and goals. She listens and adjuta based on your questions. She is patient enough to help explain after fifty questions to finally help find the one pay off the answer that you weren't quite getting. I can't say enough good things about working with her.

After 25 years of being with the wrong people investing my IRA (huge egos, poor investment advice)…read moreI found Juliette on Yelp and never looked back. Unlike the two people I was with previously she doesn't charge a quarterly fee. I never felt that my portfolio was being overlooked. She keeps me updated on the state of affairs and discusses all proposed changes with me. I'm retired now, and my investments are doing very well. I have total confidence in Juliette. If you're unhappy with your investment people or know someone that is, contact Juliette.

Terrible company that spams emails and doesn't know how to turn off auto reply. Do not get a loan…read morefrom here, they have some of the worst rates I've seen.

From the owner: Spectrum Business Financing specializes in finding the right fit for your business' financing…read moreneeds. We deliver expert customer service in a trusted and thoughtful way.

This is absolutely not worth for your money and time. Erik…read morepromise for money guarantee and but never respond if they fail to fulfill your request.

Oh my 5 stars all the way ! What a great staff! They are so professional and on it! They walk you…read morethrough the process all the way and update you on everything, they explain things and ask the right question and take care of what you need. I did credit repair, I had all lot of stuff that needed cleaning, I mean a lot and through a sure process they removed everything, I mean everything. The bureaus gave us a hard time at the end, but the team came through. They rearranged my whole process and now I feel confident and can venture into my plans with assuredness. I am referring my fam here and as long as you stay calm and follow their process and instill in them, you will see great results! My guy was Andrew, he is a pro and a champ, we promised I'd treat him to a steak dinner to celebrate our win and rest assured I'm gonna come through! Shot out to the team! Few pointers: 1. Credit repair done by a reputable team is not cheap, all lot of empty promises out there. 2. It is not an easy process, you have to be patient and support the team. 3. It takes time and can't be done over night if you want to see great results!