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    Amerinote Xchange

    4.9 (7 reviews)
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    Services - Amerinote Xchange

    Mortgage services

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    7 months ago

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    3 years ago

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    5 years ago

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    Abby S.

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    5 years ago

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    Abby S.

    Dave - thank you for your review and we appreciate your business.

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    7 years ago

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    6 years ago

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    Abby S.

    Cecil - thank you. We are very much so appreciate your business.

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    6 years ago

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    Abby S.

    Doreen - thank you for your feedback. It was our pleasure.

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    San Francisco Federal Credit Union

    San Francisco Federal Credit Union

    (592 reviews)

    Fillmore, Western Addition

    Wow, I'm genuinely impressed with how responsive and professional SF Credit Union has been…read morethroughout the entire auto loan process. Huge credit to the lending department for funding my auto loan in just two days. I had recently applied with several other credit unions, and some are still reviewing my documents more than a week later. In contrast, SF Credit Union provided clear communication, regular updates, and a streamlined process from start to finish. Not only did they offer one of the most competitive rates I found during my research, but they also didn't require unnecessary conditions such as direct deposit commitments or other hoops to jump through. If you're in the market for an auto loan--especially if you're purchasing a Rivian--I highly recommend giving SF Credit Union a look. Their customer service, transparency, and efficiency made the entire experience exceptionally smooth.

    I got a jumbo home loan through SFFCU. Would highly recommend!…read more My previous lender was botching my house close. Pretty much everything that could go wrong was going wrong - increasing costs, a surprise demand 1 week before close that I rent my current home out with a lease & a paid deposit, and denial of part of my income a few days before close. It felt like it was falling apart - it was messy on the lender's part, and stressful for me. I didn't want to continue - I negotiated an extension with seller, and then switched over to SFFCU. What a night & day difference! The team listened carefully to the situation, was clear up front with all requirements & potential underwriting risks, and we discussed how we could mitigate. What was great was they were able to talk to underwriter and get high level alignment up front to reduce uncertainty. Once I switched over, they swiftly got to work. Early on, they proactively called me and told me when rates were decreasing, and when rates were going to increase and I should lock in. I also had access to 3 different people on the team (Tim, Jazmin, and Tina) who all played a part, and depending on what was needed, I could easily get a hold of any of them with a quick call. Overall it was a smooth close process, and with the best rates I could find on the market.

    Carlyle Financial - Our San Francisco headquarters at One Market Plaza serving California homeowners with local expertise.

    Carlyle Financial

    (6 reviews)

    Financial District, SoMa

    I've purchased two homes with Carlyle financial. The first was a triplex investment. I was told…read moreby multiple people that myself and my mom couldn't get a loan on a $1.6 million investment unless we put down 40%. Robert was the only person who was able to find us a loan and not only that, got it for about 1% less than we were expecting with putting down 30%. Because of this, when I moved I went immediately to Carlyle. I was able to get a loan quickly and their method of dragging files into a website was sooooo much easier than emailing them all as I have had to do in the past. I couldn't recommend them more.

    Robert Cohan and his team really delivered, solving a difficult mortgage scenario for us and on a…read moremulti-million mortgage, on-time. I hardly write Yelp reviews but would like to express our thanks to this team for a job well done. We corresponded with a few conventional and well-known lenders, including of course our prior lender. We worked with them for several weeks, providing all our financial documents on-time and in detail. Those lenders led us on, saying 'no problems, no problems', until just about closing where they said 'yes, we can do it but the interest rate is much higher or we need this amount of cash etc'. In contrast, Robert delivered exactly as he promised verbally and above and beyond his services, and professionally. He is our go-to person now for all mortgages or refinances, big and small. His rates and services are very reasonable. Highly recommended!

    Sterling Bank & Trust - Sterling Bank & Trust

    Sterling Bank & Trust

    (9 reviews)

    Pacific Heights

    Two years in and Sterling remains as frustrating as it was at the outset. The online banking…read moreinterface doesn't work. It's impossible to get someone on the phone. So you have to go into the bank - it's 2022, who goes into the bank to perform a basic transaction? It's such a timesuck. They're nice enough in the bank, but the whole thing is ridiculous. If the website would just work, and someone would answer the phone when you call (or return messages), it'd be so much easier. I just want to share my journey to getting online access to *my money*. - tried online; said I needed to reset my password, but no link arrived - called the branch; given another phone number; no answer at that number; left a message; no return call - went into a branch; told my online account no longer active, but that I could open a new one online - tried to open a new online account; system says that an account with that email already exists; when I try to get the password, I get an error message - I call the branch again; given another phone number - I call that phone number; the person asks me for a bunch of information, then gives me my login and a temporary password (totally contradicting the information from the guy at the branch yesterday, but ok)

    Great for TIC home refinancing. I've gone through this a few times now with Sterling since rates…read morekeep coming down. It can be a little tricky to get things started, getting the latest rates, etc. But one you get assiged to a loan consultant they're great. Local bank service and feel. Had an absolutely fantastic experience working with Tiffany Deng. Ridiculously resonsive and helpful. Also good that Sterling always seems to have the best rates for TICs, including cash-out refinances.

    Alexandra Moari - Fallon Place/Taylor and Vallejo roof deck view.

    Alexandra Moari

    (227 reviews)

    Nob Hill

    Alexandra Moari is exceptional. I live on the East Coast and needed someone I could trust…read morecompletely to manage my California home, and from the very first phone call, I knew I had found the right person. Even though I called at a terribly early hour by mistake, she answered with professionalism, energy, honesty, and total clarity. She handled everything with remarkable care and efficiency: preparing the property, coordinating details, marketing the home, communicating with prospective tenants, and carefully vetting applicants until she found the perfect tenant for me. Throughout the entire process, she was responsive, thoughtful, knowledgeable, and incredibly organized. Every question I had was answered quickly and intelligently, and every step was handled with real attention and care. What also impressed me was that Alexandra does not work alone. She has built a strong team around her, and that makes a real difference. Joseph and Mariana were part of that larger sense of professionalism and support, and it was clear to me that Alexandra has surrounded herself with capable people who help things run smoothly. She also has reliable handymen and other professionals at the ready, people who can step in quickly, fix problems, prepare the home, and make things happen without delay. That kind of network is invaluable, especially when you are managing a property from across the country. What truly sets Alexandra apart is her integrity. She is honest, hardworking, deeply committed, and truly represents her clients well. As an out-of-state owner, that gave me enormous peace of mind. I feel incredibly fortunate to have found her. She is now my property manager, and I would not trust my home to anyone else. Highly, highly recommended.

    Alexandra provided smart recommendations to improve our rental property and we changed our windows…read moreand a blinds to meet a new code for safety. We appreciate the timely advice! Thank you Alexandra!

    Amerinote Xchange - mortgagelenders - Updated June 2026

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