Adrian Valenzuela & Brittney Stellar have been great throughout our whole refinancing process!read more

Tried to call, since my insurance company reached out about non payment from my escrow account…read more I've been transferred 3 times so far, on hold, killing time so figured I'd wright a review about my experience so far. The representatives on the other side seem like they have no knowledge or experience with loans, or what's going on. They can't even transfer me to the right department. The second represnetive transferred me back to himself, haha. This place seems like a joke. disappointing to know they hold my HOME loan.

Mike and JB helped us with a refinance. It was the smoothest financing experience I've experienced,…read moreMike was very thorough explaining the process, our options and walked us step by step. JB helped us with gathering documentation and closing docs. Entire process was a few weeks long and was very straight forward. They got us great rates and found us a great lender. Would highly recommend the team for a home purchase our refinance.

My wife and I just closed on our first home, and got our mortgage through Neil and his team…read more We were beyond impressed with Community First Mortgage, and would highly recommend them to anyone in need of a mortgage broker. Neil walked us through every step of the process and was incredibly responsive. As first-time homebuyers, there were lots of things we didn't understand and Neil took the time to explain things clearly. We felt confident we were getting the best rates, and had the best team working hard for us. For reference - it took us FOUR days to get our loan "cleared to close" from the day our offer was accepted. We had a 14-day escrow period, and our loan was ready to close well in advance. That was an incredible feat by the Community First Mortgage team, and took a ton of pressure off of us with such an aggressive escrow timeline. Lastly, Neil also recommended our real estate agent, who was another incredible addition to our team. The folks at Community First Mortgage have a five star rating for a reason, we could not have been happier with the service we received and look forward to working with them next time we are in need of mortgage brokerage services.

Julie Aragon and her team are simply exceptional. I've had the opportunity to work with Julie on…read moremultiple transactions, and every single time I walk away impressed, not just by the results, but by how she gets there. Her professionalism is top-tier, but what really sets her apart is the way she builds relationships. Julie brings a rare mix of creativity, energy, and genuine care to her clients. People don't just feel "handled"...they feel understood, supported, and confidently guided through what can be a very complex process. She's honest, communicative, and relentlessly hardworking. You always know where things stand, and you always feel like you have a true advocate in your corner. If you're a first-time buyer, especially, Julie is a no-brainer. She has the ability to simplify the process, remove the stress, and actually make it an enjoyable experience.

Julie and her team kick a$$! Mike helped us with a HELOC and I'm glad to say from the moment we…read moreconnected it was a wrap. Not only was the process made easy to understand, it was completed from the comfort of our home and our schedule.The team is flexible, quick, knowledgeable and most importantly explained it in a way that made sense to us. Our HELOC closed in a little over a week. Mike was in communication with us which felt like 24/7. If anyone is looking for a reputable lending team look no further.

I cannot speak highly enough about my experience with Mayen at CSMC mortgage. WOW. He was the best…read moreand he made the process so easy for us. We are first time home buyers and he explained each step of the process, so we knew exactly what to expect. He got things done in such a timely manner and helped us secure our dream house. I am forever grateful. He taught us so much about the process that we were unfamiliar with. I've rented for 10 years, so all of this was new to me, but Mayen was available to answer any questions we had and even anticipated most and got us the information ahead of time. Unmatched service. Highly recommend!

Alan did a great job in helping me through this whole process. Always ready to answer my calls and…read morequestions. Thanks again Alan!

I highly recommend Justin to anyone looking for a loan!! We just finished my first cash-out…read morerefinance at a fast speed and Justin just gained a lifetime client as I will be coming to him again for my future lending needs! He worked incredibly fast, had the best rate, communicated very clearly, had great manners, advocated for me, and made it easy-breezy. I'm self-employed with complicated income situation. Before going with Justin, I was shopping with 10 different brokers (yes, TEN, I'm not being hyperbolic). The rate and terms he got me was so ridiculously competitive that his competition laughed when I told them, until they realized I wasn't bluffing. Not only were his competitors unable to beat it, but more importantly, they couldn't provide the speed, the smooth process, and advocacy Justin could, which matters a lot in time-sensitive loans. Most brokers feel like they work for the lenders "this is what the lender has and requires", Justin actually feels like he works for my benefit. During the process, Justin had everything scheduled and covered with a clear timeline, I barely had to lift a finger unless it is something only I can do. Justin also had great connections that sped up the appraisal and other steps in the loan process. He even advocated for me and got me extra benefits and more favorable loan terms.

We contacted Justin about a HELOC. He analyzed our situation and quickly realized a reverse…read moremortgage would be better for us. (Lots of equity, no kids.) He worked through our resistance and we got the reverse mortgage. Great move. We've already used our equity to paint our house, get mini-splits and new windows, and redo our kitchen. None of it would have been possible without Justin, to whom our retirement years owe a huge debt of gratitude.

Working with Planatek Financial was one of the best decisions we made during our home purchase…read more Buying your first home comes with a million questions, but the entire team made the whole process feel so much less overwhelming. They were professional, easy to work with, and kept everything organized from start to finish. They found us a fantastic rate, but what really impressed us was how available they were. Whenever we had a question or needed reassurance, they were just a phone call or text away and always took the time to walk us through everything. You never felt like you were just another client. They truly made the home-buying process easier, and we would recommend the whole team at Planatek Financial to anyone without hesitation!

January 2025 we purchased the home of our dreams and it was all thanks to Simone and her team…read more Simone and Dana both made the loan process the smoothest I ever experienced and were so communicative the entire time never leaving us in the dark or adding to the stress that is usually accompanied with buying a home. Fast forward 11 months later and they were able to help us refinance to a much better rate and again, the whole process was beyond amazing and surprisingly very quick. We have already provided their info to many people we know and we will continue to do so and will never use anyone else when securing a home loan again. They definitely have clients for life with us!

Thank you so much for everything Luke and Brian. You guys…read moremade it happen for my husband and I . I really appreciate your honesty in this process of our home buying experience. We started working with Luke in October 2020 during COVID time. We close on our new home March 2021. We took our time looking for our home during this time we didn't feel rushed by them or our realtor Diya from Cyrene Properties We found our home in The middle of January. The online portal made it easy to upload paycheck stubs, statements and you know all the great stuff they ask for in the beginning. It was so easy. The updated phone calls were so friendly. Along with personal touch emails with your name on the videos. It's a great feeling in the end I can tell you it was not stressful at all it went smoothly. Now we are in our new home Thank you Luke and Brian 100%

This guy Brian something is horrible. He does not return calls and then pretends nothing is wrong…read morewhen you speak to him. If you are looking for a reliable person to handle your mortgage loan then move on to the next !!!!!

Rob Scheuing came recommended by our Real Estate Agent and we are so glad we took her up on it. Not…read moreonly was Rob helpful, clear, and concise, he got us the BEST rate... BY FAR. We had gotten quotes from two other lenders and Rob beat them by so much, we even took a credit on the mortgage rate. And the funny thing is, one of the other lenders was the same company whom which Rob actually secured our great rate with. A true testament that his relationships and knowledge with lenders will get you the best rate. Also, don't buy into the big mortgage lender talking points. Once we notified them we were going with another lender, it was like dealing with a desperate ex! Calls, pleading, and getting managers to call us... and they'd never put their quotes down in emails. Rob gives you all the information and is happy to put it all down in writing. We had an insanely short escrow request of 27 days but the Sherwood Mortgage team managed to get it all done smoothly. 5 stars!

I can't believe there aren't more positive reviews for Sherwood Mortgage Group. I need to give them…read morea lot of credit for everything they have done for me and my family. I have worked with Rob at Sherwood for 2 home purchases now. I can attest with certainty that he ensures you have the smoothest and easiest transaction. He shops around for the best possible mortgage deal/rate for you. His attention to detail, patience and diligence is what makes him great. He is on top of his game and so is his staff. I highly recommend Sherwood Mortgage Group!

After 12 years of consistently good service at the Thousand Oaks Logix branch, I'm shocked at how…read morebadly things went during a recent visit. My mom and adult daughter--a long‑time customer--came in for a simple appointment to open a new joint account. What should have taken minutes turned into an hour of condescension and obstruction from the teller, Chris. Instead of helping them through a routine process, he questioned their ability to "manage the account," spoke down to them, and dragged out every step. These are two fully capable women who have handled their finances for years, yet they were treated as if they were incompetent. The tone was dismissive, patronizing, and frankly humiliating. It wasn't until I left work and came in myself--calm, direct, and simply insisting the account be opened--that anything actually moved forward. Only then did Chris suddenly become able to do the job he should have done from the start. The whole experience felt disrespectful and unnecessary. After more than a decade of loyalty, this was enough to make me ready to take my business elsewhere. If you value being treated with basic respect, be cautious about using Logix Credit Union.

Logix is phenomenal! First rate and personal service! When you call, an actual person answers the…read morephone. When you walk in, there's even a concierge! The banking is amazing. Best Bank I've ever banked at. They also have the best interest rates around.

I had the worst experience with Mike and his team at Capstone direct. As a younger couple buying…read moreour second home we felt in the dark through the whole process. Mike and his team were never on the same page and we had to send the same paperwork over multiple times. Mikes emails always came a day late from what his team was asking. As a woman when ever Mike would speak to me it was unprofessional and rude. Speaking down to me, cussing during conversations, and sighing as if questions I was asking were beneath him. Mike spoke more with my realtor about my personal information then with me. If I could have backed out of processing my loan with Mike I would have. I do NOT recommend Capstone Direct to anyone looking to buy a home or refinance.

Exceptional! My loan was a 55+ tax transfer loan property purchase. The agent effectively handled…read moreall the complex issues and his great communication abilities made it all go smoothly on my end. Andre the Loan Officer elimenated stress of home purchase. My loan closed in 21 days due to effective processing. This company known for its transparency, professionalism and meeting customer financial goals exceeded my journey going into this.