We started looking for our first property in April but unfortunately with a wrong lender until we met Brad and his team which ended up being the best thing ever happened to us during the process. I think I would give him 6 star review because of his knowledge, dedication and professionalism. He made our dream come true and turned our previous bad experience into a great memory. I highly recommend Brad and his team if you want be sure that your in good and honest hands. Thank you Brad and CLS Team for making our American dream come true. read more

I'm pleased to write another review for CLS Financial, specifically for Brad Fish. This is my second time working with Brad, and he makes the entire process from offers to escrow incredibly smooth and efficient. His exceptional communication skills and calm demeanor are comforting during the stressful experience of making offers and going through escrow. Brad's stellar reputation in the Long Beach community is well deserved. I highly recommend his services. read more

My wife and I just closed on our fist home and truly couldn't have done it without Brad Fish and his team. He is extremely professional and will do what is needed to best serve his client's needs. I couldn't recommend him more. We always felt that we were in good hands. read more

You gotta love CLS! Always informative, always offering value and so fun to be around! Tony and I worked on a deal with a first time buyer and he was always accessible when I needed a new preapproval letter for my buyer on another property, even on a weekend! (And we got into escrow!) Such a great team! Cyndi is so sweet and puede hablar español! Can't wait to Close deals with the Close Loan Specialists! read more

Tony Close and team at CLS Financial were huge supporters in my recent home buying experience. As a newly single person, I was worried that buying a home alone would be overwhelming, but I was wrong! Tony's team was so great! They made everything so easy to understand and explained whatever I needed in thoughtful detail. I believe that I am now in my forever home and feel great about what I paid and I know that when interest rates come down, I will be able to call on CLS Financial again to support me with a refinance! CLS Financial is the best in town! read more

Had a good experience with CLS, Wendy is super helpful and reliable and responsive. I helped a buyer to get a home. During an escrow Worked initially with another lender and they simply couldn't get the job done, for same escrow tried CLS and they got it done and approved buyer. Planning to use CLS personally and for other potential buyers i come across. read more

Love Wendee and Tony! The whole team at CLS is on point, always got my back and professional! Get your loan here!

My husband and I started working with Wendee and her team, probably in like May of this year. We were trying to buy our first home and really weren't sure of the process. We weren't in any rush and wanted to really love our first home. Wendee and Gaby broke everything down and explained everything to my husband and I so we felt comfortable. We actually closed on the home yesterday. We had a tiny fiasco with the Escrow people - to make a long story short, something didn't make sense to us. So we talked to Wendee and Gaby about it and they HANDLED it. It was so nice to work with a company that was completely on our side and willing to fight for us. 10/10 will recommend to everyone I know. Thank you Wendee and Gaby for everything!!! read more

CLS Financial - Mortgage Brokers Near Me - Los Alamitos, California

As a client of record, I have worked with Tony Close CLS refinancing my home in Long Beach Ca. After interviewing several agents from different companies and creating an screening chart with pros and cons I knew that Tony was the right person for the job. From the start Tony expressed a high level of motivation, maturity and determination. He worked exceptionally well individually and as a team member. Tony's patience and professionalism indicates his ability to work cooperatively and effectively with others. He also has the communication and interpersonal skills appropriate for intense and complicated group assignments. In addition, Tony has always made himself available to answer all of questions and concerns. In conclusion, I strongly support the service of Tony Close CLS. read more

This is the second time we have worked with Wendee and her team of professionals, the first time was for the purchase of a home using a VA home loan, and the second time, the refinancing of the same home. Each time they articulated the process and answered all our questions in detail. Wendee and her staff were proficient in all aspects of the process and were always available to answer our questions, day or night, weekend or weekday. Additionally Wendee and her staff were courteous and always happy to answer any question we had. I would definatly recommend them to friends and family if they are planning to purchase a home or refinance a home. read more

We recently purchased our first home, and we worked with Tony Close and the CLS team. We could not have had a better experience! They were patient, communicative, friendly--a joy to work with! They worked around our schedule, and no question was too small for Tony and his team to attend to. Highly recommend! read more

Being a first time buyer, understandably I had a lot of questions. I personally worked with Brad Fish, and he and his team were extremely reliable, trustworthy and always available to answer all of my questions. I really valued their knowledge and professionalism throughout the entire purchasing process! Would absolutely recommend them and most definitely will want to work with them again in the future! read more

If you ever gone through a loan approval experience you know it can be a frustrating ordeal. However, working with Wendee and Gaby at CLS financial made it bearable. They worked tirelessly to get me the right loan for my needs and managed to keep me from losing my mind in the process. They took all of my many texts and phone calls to answer the multitude of questions and concerns I had without hesitation. These ladies are awesome and were great to work with. They truly ease you through the process and put your interests first. If you are looking for a company to help you with your financing needs, please call CLS Financial. read more

Wendee, Gaby, and the crew at CLS are the definition of the DREAM TEAM. Having them on your side gives you a great sense of confidence going in to any deal. They are excellent communicators and transparent every step of the way. With their personal touch, CLS will be apart of all of my real estate transactions in the future. Thank you CLS for guiding us through our journey!! read more

CLS is the best Lender there is. This was our 2nd time utilizing CLS services to purchase our second home. Wendy and Gaby made the process so easy and efficient. When my wife I saw the property we wanted to purchase on July 9th, we called Wendy and within a days our loan were processed right away and on August 13th we closed Escrow. Gaby, the CLC Loan Specialist and Wendy- Owner made everything stress-free. This company is professional and we were treated like family not just a number. I strongly recommend CLS for any loaning related needs. They are the best and for sure will utilize them for any future loans. Thank you Wendy for your outstanding, gold standard Customer service read more

The team over at CLS proving me with the most amazing service. First big compliment I can say is the communication of the entire team and me was amazing. I always knew what they needed from me and what the status of my loan was. They answered every question and they were very easy to get ahold of. They made my loan process quick, easy and at a great rate. Thank you so much Wendee, Gaby and the rest of the team. read more

Wendee and Gaby were absolutely amazing! As a first time home buyer the CLS Team ensured I was well informed with all of the different loan options. Wendee took the time to walk me through the whole loan process and was always available to answer any questions I had. My family and I are now in a large home in California Heights thanks to Wendee and Gaby's patience and guidance. We will definitely come back when it comes time to purchase home number 2! Thank you so much we are very grateful! read more

We had such a smooth and communicative process. Tony and his team helped my husband and I navigate through the home buying process and it's all new to us especially as first time home buyers! I highly suggest using CLS when purchasing a home! read more

CLS team was amazing and did a good job walking us through the entire process. Wendy works her magic and she is extremely knowledgeable and kept us in the loop on everything. There system they have in place is convenient but allows you to loan documents at your convenience and it allows you to see where your loan stands in the process. We were given several loan options and I really appreciate how everything was so simple to read and the constant communication with the team! Thank you so much for everything!!! We are first time home buyers and thank you for making the process so simple and easy to navigate!! read more

Wendee just recently helped us get our second home and we are forever clients. Wendee and Gaby helped us overcome every obstacle to get our dream home, Gaby played our pivotal role in getting all of our documents and file together and kicked it over Wendee for the touchdown. Everything was so clear, transparent, and communicated. We were able to close before the tight deadline and it was such a smooth transaction. You know you're in good hands with CLS and that Wendee will find a way to make things work perfectly. Can't say enough good things about Wendee and team. They all helped us achieve this milestone. read more

Wendee and Gaby were great from start to end with getting our loan documents in order and helping us close. They are very very responsive and work with your schedule so you never feel frustrated with missed phone calls. We did not know much about the loan process but Wendee walked us through it and answered all of our questions no matter what time of the day they came in. read more

Wendee and her team are every bit as good as their reviews, if not, better! Their service was friendly; the process was smooth, and the competency level was high. Also, CLS introduced me to the dynamic duo of agents: Andrea Bigler and Sheila Caron. Between the 3 of them, it made my nonstraight forward transaction a breeze. Sheila sold my old house, Andrea found my new one, and Wendee handled financing. What else can you ask for right? I wouldn't hesitate to recommend CLS team to anyone needing mortgage services. read more

If you're thinking of buying a house or needing to refinance your current house it's important to have a good Mortgage Broker. They'll tell you what you can afford and what your options are. It doesn't get any better than CLS Financial. I've dealt with many mortgage brokers in the past and these guys were a whole different type of experience. While house hunting I had a horrible realtor and a horrible HORRIBLE Mortgage Broker that she recommended. It was like pulling teeth to get anything done and I always felt like I was bothering her. So horrible in fact it caused me to lose a house my wife and I wanted. We got a new realtor and went with CLS as our new broker. CLS is owned by Tony and Wendy Close a husband and wife team. The friendliness of this company is as good as it gets and they're always there when you need them. They were quick to send off pre-qualification letters when I wanted to make an offer and it didn't matter how many I needed. If the seller wanted cross-qualification CLS would run with that too dealing with the seller's people. They had clear cut easy to understand loan options and were able to explain clearly. These guys made it not only a painless experience but a enjoyable one. I remember when my wife and I came to the office to sign papers they actually had a personalized welcome sign with our names on it. They even have a beverage menu! Simple touches like this along with genuine customer service makes this a top notch company. From start to finish I knew these guys had my best interest in mind and thanks to them and my awesome realtor my wife and I got an amazing house a few months ago! FYI, you do not pay any fees to a mortgage broker, they get a kick back from the lender once you get a loan. read more

CLS Financial - Tony and Wendy Close - Mortgage Brokers Near Me - Los Alamitos, California

CLS FINANCIAL SERVICES is having their open house this morning! Their 2,000 additional square feet, is stunning. There is big meeting room, eight additional spots for loan agent, two addition conference rooms, new marketing room with a green screen, lovely and experienced, kind and knowledgable staff. Everyone is invited to stop by this morning, or make an appointment anytime to stop by! read more

CLS Financial - Mortgage Brokers Near Me - Los Alamitos, California

CLS Financial was the lender for our first home purchase. They came highly recommended from our agent, and are worth every bit of high-praise and every single 5 star review. We had the pleasure of working with Tony Close for the entire process. Tony is kind, patient, and for a nervous first-time homebuyer whose stomach churns at the thought of the massive amounts of money involved in this purchase, he is the calm, experienced, reassuring voice of reason that you want on your team. CLS has earned our trust, and thru every step, we knew we could count on Tony's honesty and experience to guide us thru the process. No questions went unanswered, response time was incredible, and we knew quickly that we had made the right decision in a lender. Highly recommend CLS, what a wonderful team to work with. read more

I recommend CLS Financial 100%! We were pretty nervous being first time home owners. Brad Fish and his team made the whole experience amazing! The whole team was in constant contact with us through the whole process. They were so professional, yet so down to earth and comfortable to work with. If you are buying a house I recommend you use CLS Financial and Betts Realty. Danielle Fehmel was our agent. She is the best. They took all the stress out of buying a house. Thanks For everything, Ed and Rachel Gahafer read more

As a first time home buyer, Wendee and Gaby made the process extremely easy and they made sure we understood everything from beginning till end. I loved that we did things in person and not online. 1000% recommend!! Especially because me and my fiancé are young and don't know much about the home process they answered every call and made sure we felt comfortable with everything that was going on. I'm honestly extremely impressed on how it never was stressful with communication or money. read more

I came across this company since I'm the market to Refinance. So I gave it a shot to reach out because of the positive reviews . I talked to one of the associates and ask for a Loan estimate or a quote and they said they cant give me one because I need to start an application. I was kinda surprise. I have 3 Loan estimates from different lenders and never had a problem getting one without pulling my credit . Second issue I have is, when they said theyre going to call me back the next day to see how the rates are, they never called me back .. This is just base on my experience and I had better service elsewhere. read more

Brad helped us along the way throughout escrow with our current home. It went very smooth and even funded a few days earlier than expected. Thanks to Brad and his whole team! Also on a side note: Brad was referred to us not by 1 person but by 3. Everyone loves him! read more

Wendee and the CLS team are amazing. They have gone above and beyond to answer all of my questions. I am a first time home buyer so I had a million questions and they answered them with patience and really helped educate me on my options. They also went above and beyond to ensure a quick turn around for my loan and to ensure the process was smooth. I couldn't be happier. I would recommend CLS to friends and family. Thank you Wendee, Gaby, Lori, and Taylor! read more

Working with CLS made our mortgage experience so much smoother, Wendy, Gaby and the rest of the CLS team made the process so much easier to get through. They were with us every step of the way and were willing to stop and answer any questions we had...even when we asked the same question over and over or when we needed clarity. Documents were prompt and every item was explained in full until we understood. The team made a point to verify and clear up any issues that were not clear. We are proud to say that we are part of the CLS family and recommend CLS Financial 100%. read more

5 stars definitely. Me and my husband work in the movie industry and with our jobs which is kinda freelancing even it goes thru payroll companies, it got tricky. We worked with 20-30 different companies per year. I was not a citizen back in 2018, so my situation was super tricky. I was asking for different quote from 4 different lenders and Tony beat it. I was highly satisfied with CLS. During the property buying/putting out an offer, Tony got all our paper ready to be sent out to the buyer's agent within minutes! We never got late submitting or responding anything because of him. Me and my husband work on Mon-Fri with 12-16 hours per day, sometimes we had to reach out to him after 8-9pm, Tony was on it all the time. Although I am not recommending to reach him out this time. His team was very responsive to our phone calls/emails. They would get back to you less than half an hour. Tony also responds to us on the weekends. Me and my husband feel really bad bugging him on the weekend but it was hard to get everything done during our weekdays since our film jobs are way too hectic to even make a phone call. Recently we just refinanced again and the process was as smooth as it can be due to our working hours. We appreciate and thank for his time and hours that he put on for us. We have asked similar questions too but he always responds back to us patiently. I won't look anywhere else if I need to refinance, specially going to banks, they won't reach you back on the weekends. We are highly satisfied with CLS service, how thorough, patient, fair, responsive they are. Keep up the good work! read more

My husband and I had every intention of keeping our horrible experience to ourselves; but after 4 reminders within a week to provide a review, we decided to share our experience with any potential customers of CLS Financial. Our partnership began in April 2019 when touring a nearby home that we had interest in purchasing. After deciding the home wasn't for us, we discussed our desire to build an addition to our current home. It was brought to our attention that a Home Renovation Loan would be a great fit and we began the process by providing all of our documentation. We were then advised that the next step would be for us to partner with a contractor and reach back out once we had settled on one. After interviewing several contractors and reviewing our wish list, we partnered with an amazing contractor in early July and reached out to confirm what the maximum we would qualify for using a Home Renovation Loan. This was about the time that the true colors of this organization came to light. After reaching out to our specialist to ask this question to ensure our contractor was working with the right budget, it took 4 days for a response.; however, instead of answering the question, we were asked to provide updated documentation again. We complied and asked again without response. We finally received a response but instead of an answer, our specialist asked for information regarding the contractor. We complied with this information and again asked what the maximum amount we would qualify for was. After several more days without a response, we were advised by a friend of the owner to reach out to the owner directly. We reached out to the owner and expressed our urgency and concern regarding the delays. The owner was understanding and within a few days got back to us to advise that since we had a home equity line of credit that was used within the past year that we wouldn't qualify for this type of loan (at the time of starting the process, we hadn't even had the loan for a year so this should have been caught in April avoiding any delays). We were eventually provided loan options after being told that our income to debt ratio was extremely high. We were advised of steps to fix this over the next year or two. After asking how this was calculated several times the owner had to step in again. This is when we discovered that the company was using old documentation and including items that had since been paid off. We were then advised that they would have to run our credit again (this is one of the reasons we had stuck with them to avoid having our credit run and avoid having to start over). After a lot of back and forth, with us emphasizing the urgency to get this started ASAP due to personal circumstances, we agreed on a refinance and signed the pre-disclosure documents. During this time we were asked to provide an estimated value for our home, which we used the average of many tools but were wary since we felt that an estimator should have been included in this process. Several weeks later we were advised that we were approved with conditions, one of the conditions being an appraisal. The home appraisal came in much higher than we had calculated which was great. When following up with CLS after the appraisal came through it took several days for them to send revised disclosure documents. Then after following up again were advised we needed to provide additional insurance documents before noon that day and that we would need to reach out to the insurance company urgently. We were able to get everything together within hours of each request but felt that the delays on CLS were unnecessary. At signing with the notary two additional major issues were revealed and had it not been for the urgency in starting the project, we would have delayed signing. One of the issues was that we were advised that a large sum of money previously discussed with the owner and revealed as an "origination fee" was actually us purchasing a point for a lower interest rate. After final approval and signing, we followed up to confirm when the funds would be distributed and instead of being helped, we were just given a phone number and told to call someone else to get this information. The process was extremely frustrating as we felt that we were continually chasing down an answer even after getting the owner involved. We were even told at some point that because it wasn't a new home loan that we were not a priority. While I understand that may be the case, my customer service background cringes at the thought of verbalizing that to your customer. We urge any potential customers to shop around and not feel tied down and stuck to a company that may make you feel like you have no way out. We regret not following our gut instinct after teaming with our contractor and finding a more reputable and customer based organization to partner with. read more

My wife and I have had great experiences working with CLS Financial. Would absolutely recommend them.

The new paperless portal is excellent !! I've been working with this company for over 10 years and they have only improved their excellent service over the years. My recent experience with them reminded me why I work with Wendee and Gaby - efficient, friendly and effective !! No trouble in givig a 5 star review. read more

Wendee and Gaby were phenomenal to work with! From the very beginning, they made our VA loan process smooth and efficient! They were always there to answer any of our questions at all times of the day/night, and being first time home buyers- we had lots of questions! In the end, we were in a bit of a time crunch, and Wendee and Gaby made it happen- we will get to move into our new home in a few days thanks to their hard work! I would recommend CLS Financial 10/10. read more

Today we recieved the keys to our new home! We couldnt have done it without the help of Wendee and her team. They are amazing and walked us through every step of the way. Very informative and on top of everything! I would highly recommended them and would definitely be using them for any of our lender needs in the future! read more

This was the BEST experience I have had working w a broker. The whole team is amazing and professional! They get back to you lightening fast, even on weekends! They get you the best rates, low fees, amazing customer customer service, they explain everything to you in detail, they look out for your best interest and so much more. It's a family business (I think) and they treat you like a family member or at least a good friend. I'f interest rates drop again I will not hesitate to refinance again with Tony Close! read more

We couldn't be happier with the service we received from CLS! Wendee, Gabby and the team were there for all my questions and to help guide me thru the whole process! I had not bought a house in the past 15 years so it was all new to me again! I want to highly recommend CLS for your mortgage! read more

Wendee and Gaby are absolutely amazing to work with. I started out with a different lender on my home buying journey who unfortunately was not communicative and eventually stopped responding all together. There are no words for how appreciative I am that I found CLS Financial (All thanks to Rachel Lillard who is also an amazing Relator if you're looking for one) because they treat you like family and do everything they can to make certain your needs and wants are met. They maintain communication by answering phone calls and emails incredibly promptly, and never make you feel bad for making a mistake! They are there for you every step of your journey, and they work so fast as well! We had a 25 day closing period and they got us there right on time! Their help is absolutely priceless, and I know I can count on them if I need anything more in the future. read more