We just completed a refi through this company with one of their top agents, Robert Lee. Rob was…read moreamazing throughout the process and his staff was very responsive to our questions and needs. I have purchased many homes & done a few refis over the years and want to say, CMA, Rob Lee did the best job of anyone I have dealt with in the past. He explained everything in terms that anyone could understand & actually picked up his own calls. Very rare in today's world. I would recommend Rob to anyone needing a new mortgage or refinance.

At this point, Eric has worked with my entire family! My two brothers and I just refinanced our…read morerespective homes, and Eric worked with all three of us plus our father who has quite the eye for details and a keen eye on the bottom line. I found Eric responsive, knowledgeable, attentive, open, and eager to answer all questions and to address all concerns. I appreciated the analysis he provided and the great loan with low rate he found for us. I have already recommended him to colleagues and friends.

I bought my first home last month and Eric L. was a gift in helping me understand everything. He is…read morealways on top of it, helping you decide which way best serves you for your situation. He sent me tables that were easy to understand and then follow up with an explanation, and is always available to further explain something, break it down, or say the rate will be going down on friday. Now that I've made the purchase, he is still helping me get organized. If service like this was in a restaurant, the place would be sold out every night - that's how good he is!!

Charles Schwab national is still competitive with other brokerage services, but its employees in…read moreCorte Madera, CA are both "stressed out and completely inefficient and sometimes largely incompetent" both in person and by other communications in the eyes of account holders with approx. $10 million in accounts.

Kind, friendly, efficient and clean space. Look forward to doing long term business with them!read more

As a commercial real estate broker in Marin County I always recommend Suzanne to my clients who are…read morepurchasing a new property or refinancing an existing property. She is always current on the best rates and understands how to underwrite commercial properties in this challenging lending environment. She knows what she is doing and will get the job done, even with the most difficult lending scenario. Highly recommended!

Suzanne helped me get through a challenging loan that among other challenges allowed me to qualify…read moreusing income from a second unit. It was a pleasure working with her and I would recommend her to my friends.

Jeanine's service is defined as "excellence as the only standard"! She assisted me on my first…read moremortgage and this time the refi. She is very honest and transparent. Look no further, she is the real deal! I highly recommend her. Thanks Jeanine for all of your help!

If I could give Jeanine more than five stars, I would…read more Buying my first home at 63 years old after a lifetime of renting felt exciting, overwhelming, and at times downright terrifying. From the very beginning, Jeanine was so much more than a mortgage broker, she became a trusted guide through every step of the process. No question was ever too small. She patiently explained things I didn't understand, kept me informed every step of the way, and somehow made a very complex process feel manageable and even possible. Whenever a new document, underwriting request, insurance issue, or unexpected question came up, Jeanine was there with calm reassurance, knowledge, and practical solutions. What impressed me most was how deeply she cared. I never felt like just another client. She worked tirelessly behind the scenes, coordinated with my realtor, escrow, insurance broker, and lender, and always had my best interests at heart. I truly not only felt, but knew she was advocating for me throughout the entire process. Thanks to Jeanine, I am now the proud owner of my very first home. Looking back, I honestly don't know how I could have navigated this journey without her expertise, patience, encouragement, and unwavering support. If you're looking for someone who is knowledgeable, responsive, compassionate, and willing to go far above and beyond, I recommend Jeanine without hesitation. She helped make one of the biggest dreams of my life come true, and I will always be grateful.

Sean is amazing! I've worked with Sean over the last 2 months to get a loan for a 2 bedroom condo,…read moremy first purchase, in SF. He helped us along every step of the way, patiently explaining and re-explaining each of the mind-bogglingly complicated steps in the process of getting a mortgage loan. Sean is the BEST communicator I know. Nearly every time I called him over 2 months, he either answered immediately or called me back within 1 hour. His email response times were phenomenal. He is personable, easy going, competent, and follows through on every request. Pick him.

Sean Maley and his team are amazing. I've interviewed or worked with several mortgage brokers over…read morethe years, when we met Sean, we were choosing between him and another mortgage broker. His great attitude and optimistic approach tipped the scales. I couldn't be happier with the process -- Sean is responsive, diligent and keeps you in the know at every point in the process. He makes sure that you are prepared for every contingency, he helps you plan ahead for the process. It doesn't matter how busy he gets, you will always feel like his only client. I don't know how he does it, but I'm lucky to have found him and truly can't imagine using anyone else for a loan or refinance.

Thierry is outstanding! He spent so much time acquiring my home mortgage. I was consistently…read moreupdated on the progress with multiple emails and phone calls. He was invaluable to me. I highly recommend Thierry!

Thierry was great to work with. He was very responsive. He provided options and ways to think…read moreabout the structuring of the loan. He listened well and appeared to always be solutions-oriented. Thierry also had a very personalized approach. I am sure he was working with a number of clients but every time I would talk to him, he made me feel like I was his only client - as he always had the right details and specifics of my transaction.

Incredibly responsive, fantastic communicators, and easy to work with. Peter, Holly, and team went…read moreabove and beyond - proactively reaching out and updating us throughout the process. Will happily recommend them to family and friends.

My realtor connected me with Peter and his team so--full disclosure--I did not shop around…read more Ultimately, I'm glad I didn't have to as my experience was stellar! I had a funky issue with my loan and they were able to work around it while keeping me well informed throughout. Holly, Gabby, Kristen, and presumably others behinds the scenes were truly great to work with. They were immediately responsive, kept in touch with just the right frequency/detail, and offered truly earnest support the whole time. Peter was also great at checking in and making sure I was all sorted out. Overall, a great experience that I would recommend to anyone! Thanks ccm team!