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    Geneva Financial

    3.0 (2 reviews)
    Open 9:00 am - 5:00 pm

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    Green Mortgage Northwest - Elliot West
  Loan officer, MLO-117444
  Licensed in OR and WA

    Green Mortgage Northwest

    (102 reviews)

    Lloyd District, Broadway District, Northeast Portland

    Elliot stuck with us through a difficult refinance. He went to bat for us to get the best rate and…read morethe money we needed to payoff our credit card debt. Easy to talk to, and I think he lives at his office because he always answered my email so promptly. We closed today and are truly thankful for him and Green Mortgage NW.

    This is an edit to a prior review that I'd written based on my having sent an inquiry e-mail and a…read morevoice mail a couple of days later, and never having received a response to either of them. I waited to write the review since the COVID-19 pandemic was in full force at the time of my initial query. While I was very disappointed to have not received any responses to my initial inquiries, I was VERY impressed to have received a personal response on Yelp within minutes of my posting my original review, apologizing for my not having received any responses, and asking for supplemental information so that they could investigate and try to find a root cause. They checked their systems and couldn't find my contact attempts. Their demonstrated concern for potential customers was very evident, as was their professionalism in taking the time to write a thorough and thoughtful response as well as their desire to find and fix the root cause. I'm not sure when or if I'll be in the market for a mortgage broker service again, but if I am, I'll definitely give Green Mortgage Northwest a shot before I contact anybody else based on their excellent response.

    OnPoint Community Credit Union - I won!!

    OnPoint Community Credit Union

    (27 reviews)

    Sellwood, Southeast Portland

    After some serious issues with Simple after a fraud dispute, I had to cancel and move all of my…read morefunds out of my account and search for a new bank. Though this is my first review, I am a serial-reviews-looker-upper! I did my research, looking for a good local credit union. Did I mention all of this happened between moves (getting kicked out due to housing increases/sells) and right before a much needed vacation? Nicole Mayar came to my rescue and set me up with an account; no questions/no qualms/no hassles like typical tellers. And I walked out with a card, ready to start my vacation happily (now)! Thanks so much to OnPoint for hiring gems like Nicole!

    Only go here for simple needs. I'd go to a more caring branch if you require a modicum of effort…read more TLDR: Lost a cashiers check, manager had me wait for her lunch break and then let me know she didn't deem my reason good enough to fix it. THIS WAS MY RENT CHECK. Long story: went to this OnPoint. I used to sell cars and on point does a lot of loans in Oregon so I chose them as my secondary bank after my main bank stopped having branches in Portland. I was recently leaving town so I had my rent put into a cashiers check before I left so I knew it was safe. Unfortunately, I left it on the table, and it was thrown away during a cleanup by my roommate. I was very understanding that this was my fault when I got to on point. I was hoping they could fix it quickly but was understanding if they couldn't. My teller let me know that the general rule is that they can't look into anything until 20 days have passed, however he would schedule me with a manager to see if they could do something. I waited for 30 minutes (no expectation for time was set) while I could hear the ladies in the office behind me coming and going and talking about lunch. After the 30 minutes, I was finally seen by the manager and she let me know There was nothing she could do as it hadn't been 20 days and gave me the math on what 20 days would be as if I hadn't already done that 30 minutes ago. I (understandably) inquired as to why I waited if it was gonna be the exact same answer that the guy at the desk gave me and she let me know she was at lunch and that they actually can do something before 20 days if they deem the reason good enough and actually said that she would've done it if I had told her that my partner threw the check in the fire. I immediately let her know how absolutely disrespectful she is, to tell me that my reason wasn't good enough when I'm telling her that it is destroyed and that it is my rent check is incredible. So I drove to another onpoint and told them that the check had been destroyed and that it was my rent check and they made the right calls and had a new one cut for me in 45 minutes. They even made sure that I would promise that if I found the old one I wouldn't spend it and I would shred it., which is really ironic after a woman refused me because my check wasn't destroyed enough. These people were told that it was absolutely destroyed and they still treated it like it might pop up. Shout out to the OnPoint by Ida B Wells high school, they are completely worth the time.

    PDX Home Loan

    PDX Home Loan

    (59 reviews)

    South Portland, Southwest Portland

    I've had the opportunity and pleasure to work with James and his team on a few different occasions…read morethis years and I can honestly say I have thoroughly enjoyed working with them. The PDX Home Loan team are not just great loan officers, they are great human beings. They are personable, hard working, communicative, proactive and make the loan process, which can sometimes be frustrating, transparent and enjoyable. I refer all my new clients to James and his team and will continue doing so for many years to come. I truly care about my clients and it feels great to know they are in the best of hands with the PDX Home Loan Team.

    Man, what can I even say about James Adair? If you are reading this review wondering whether or not…read moreyou should work with him, YOU SHOULD. HE IS AWESOME. I was an incredibly anxious, first-time homebuyer in 2014. I was terrified of the financing falling through because of a tight timeline. My husband and I were attempting to bump a contingent offer and everything was on the line. We were out of a month-to-month apartment, and if things fell through with our financing, we'd lose our dream home AND have nowhere to live. I was quitting the worst job of my life to start a new one, and was working a lot of hours. Long story short: James' team made the entire process easy and seamless. Working with someone local was paramount. When I made a few mistakes with documentation and paperwork, I was able to just drive it over to their office to make it right in less than 24 hours. They even stayed after hours to make sure I could drop things off. They were comforting and reassuring and really listened to me, and most importantly, they got the job done. Now, fast forward 6 years later. I'm very thankful for the equity I've built in my house and the updates James still sends me about it! I find his emails legitimately helpful and they keep me motivating to look at the big picture of my finances. I can call him to ask his advice about financial instruments and how different choices might impact my property value upon eventual sale. He still listens sincerely without rushing, even when there's no immediate profit in it for him. James is in this business of the long game. He will help you buy this house and, if he can, your next house and the one after that. He's a relationship lender in the truest possible sense and I would send any close friend or immediate family member to him without hesitation.

    Dan Summerfeldt -  Neo Home Loans - Dan the Mortgage Man and Mrs. Mortgage

    Dan Summerfeldt - Neo Home Loans

    (4 reviews)

    South Portland, Southwest Portland

    I was looking for advice on qualifying for a mortgage as a freelancer/self-employed business owner…read more From reading random advice on the internet I was pretty much convinced that I'd have to sell my soul to even think about buying a house. After talking to Dan and Siobhan I found out it would be SO much easier than I imagined. Dan and Siobhan met with me and were incredibly generous with their time even though they knew I wouldn't be ready to apply for a year at least. They gave me excellent advice, answered my questions, gave me worksheets and information, and pointed me to local tax credit programs I didn't find in my own research (like the Portland Mortgage Credit Certificate). I learned that they even teach a home-buying class in their spare time. In short, I am super relieved and very glad I contacted these folks. I look forward to working with them when I'm ready to buy.

    Dan and his team are incredible partners to have in the home buying process!…read more We have purchased two homes and done two refinances with him. He makes the process very simple for us. It is incredible how fast he works while still finding any possible options or angles that might benefit us. On our most recent purchase we had not been planning to move but found "our dream house". It was in a very competitive market so we needed to act fast. We called Dan in the afternoon and he had our pre-approval letter for us first thing the next morning! Being able to make a quick offer ended up being the key to us getting the house as the sellers were already in contract on their next home. If it wasn't for Dan we wouldn't be in our dream home!

    Bob McDaniel-Lifetime Mortgage Lending

    Bob McDaniel-Lifetime Mortgage Lending

    (4 reviews)

    Sellwood, Southeast Portland

    Bob McDaniel was our 3rd opinion and right away we knew he was who we needed on our home buying…read moreteam. He came highly recommended by our realtor and was known to "get things done." The first 2 brokers we dealt with were ready to approve us before doing a thorough review of our finances, most importantly debt to income ratio. Had he not taken that extra time to get a clear financial picture for us, we would have likely had things fall through at closing. This being my 3rd time buying a home I was admittedly surprised to see Bob actually attend the signing, to answer any questions should they arise. All in all, Bob's professionalism and frequent reassurance made the financing aspect of our home buying transaction flow more smoothly than we ever could have expected. I highly recommend Bob McDaniel.

    Please sit down to read if your interested in reading about my experience of working with Bob…read moreMcDaniel, Mortgage Broker, and are looking for someone you can have complete confidence in. Bob and his team are simply beyond amazing. I've gone through the home loan process many times over the years, I've less than enjoyed past experiences, but working with Bob made my most recent process by far the easiest I've ever experienced. Bob made the entire process not only very simple, but seamless. I always knew what was going on throughout the process and I can be inpatient when hunting for the bottom-line. Bob was not only easily accessible, friendly, solid, and easy to work with; he's spot on when it comes to accuracy and knowledge and brings twenty plus years experience to the table. There is no doubt in my mind who I will be entrusting with my future home loans. I've never had complete confidence in a mortgage broker before. I cannot recommend Bob McDaniel enough should you be seeking a someone you enjoy working with and can have complete confidence in too.

    Geneva Financial - mortgagebrokers - Updated August 2026

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