Selling a home is stressful (especially for someone like me!) but Lori and Jesse made the whole…read moreprocess feel surprisingly easy. They were always available to answer questions, kept me informed every step of the way and made sure I knew what to expect throughout the process. Their advice on pricing and negotiations was spot on, and everything moved smoothly from getting my house ready to list all the way through closing. I also want to give a shoutout to their TC, Alexa. She kept everything organized behind the scenes, was always responsive and helpful, and made sure nothing slipped through the cracks. I have no doubt that her attention to detail played a big part in helping us close on time. Thank you to Lori, Alexa and Jesse in making this process feel smooth and manageable! If you're looking for a knowledgeable, responsive team to help sell your home, this is your team!

Jesse and his team totally kick ass selling our house. Couldn't be more happy how easy it was with…read morehim. The only problem was I couldn't have him for our new house though... I'll just say not all Real Estate agents are created equal... Jesse is a real alpha, if you just let him do his thing and follow his direction y'all won't be disappointed. We had our buyer within a week of our listing going live and had several bids... in December at that... Thanks Jesse and the team at greenhouse Group -Matt/Cherie

As a first time home buyer I was apprehensive about the whole process and totally clueless where to…read moreeven start. We just closed on our first house last week, and I feel SO FORTUNATE to have found Maureen!! She is a mastermind of the mortgage lending process! I don't think I've ever met someone who is so hardworking with such high standards. Even better, Maureen upholds the same high standards for every one else involved in the lending process (escrow company, lenders, realtors, etc.) and she is constantly 2 steps ahead and prepared for anything, with a back up plan "just in case" to ensure everything goes through seamlessly. As a first time homebuyer initially unfamiliar with the process, I now know I threw a couple curve balls and Maureen didn't even bat an eye. As if all that wasn't enough, I also had no idea where to start when looking for a good realtor. Maureen suggested a few she has worked with in the past that she thought were really good, and she did not disappoint. I ended up choosing Melissa Tucci as my realtor, who was just as amazing as Maureen, and the two of them working together turned into an unstoppable powerhouse that could move mountains and get a deal done! If you're looking for a mortgage broker who will take care of you like family and go above and beyond, look no further. You will not be disappointed!

A Dream Realized in 18 Days - Thanks to Maureen Martin…read more Words can't fully express the gratitude I have for Maureen Martin of Homeplus Mortgage. From the moment we began our home-buying journey, Maureen showed herself to be an absolute powerhouse--a strong, focused businesswoman who brings unmatched professionalism, compassion, and commitment to everything she does. Maureen isn't just about numbers and paperwork--she's client-centric to her core. Her dedication, responsiveness, and fierce determination made us feel supported every step of the way. When I finally met her in person, I immediately felt her radiant energy and warmth. Her aura and spirit are something truly rare--she's one of the most special, genuine people I've ever had the pleasure of meeting. Thanks to her tireless efforts, we went from placing an offer to holding the keys to our new home in just 18 days. That kind of turnaround is almost unheard of, but Maureen made it happen. We are forever indebted to her for not just helping us close on a house, but for helping us secure our dream. If you're looking for a lender who is not only masterful at what she does but also deeply human in how she does it, look no further. Maureen Martin is a godsend.

Beau and his team helped me in refinancing my mortgage. I can't say enough about how Good they were…read moreto deal with. They made the whole process very efficient and kept me informed of the status on a regular basis. The costs were very fair and transparent from the start with no delays or surprises before closing. I would highly recommend them. -Edward W.

We just closed on a HELOC arranged by Beau. He made the process as easy as possible and was…read moreextremely knowledgeable about rates, terms and underwriting. He returns messages quickly and stays ontop of the transaction until it is done. I recommend him highly.

I've worked with Renzo Marsano three times now, and each experience has been outstanding. He first…read morehelped me purchase my home, then guided me through my first refinance, and most recently assisted with my second refinance. Every time, Renzo has been professional, knowledgeable, and incredibly responsive. Renzo takes the time to explain all options clearly, answers questions quickly, and makes what can be a complicated process feel smooth and stress-free. He truly looks out for your best interests and tailors solutions to your specific goals rather than offering a one-size-fits-all approach. The fact that I continue to return to Renzo says it all. I trust him completely and would highly recommend him to anyone looking to purchase or refinance a home.

Decided to finally due a refinance and was dreading the process but Renzo helped make this so…read moresmooth and easy given my busy schedule. We did everything via email and everything was so fast and efficient. Would definitely recommend him he gives a lot of options and breaks it down when you have questions! Thank you so much for all your help making this a smooth process.

I was greeted by Wendy who was helpful. However, when it came time to complete the paperwork for a…read morerefinancing loan the girl did not know what she was doing. She was rude to begin with, I gave her the benefit of the doubt when she first met me. I walked out because she couldn't locate the payoff amount on my paperwork for my current loan, that was a big red flag. The Clairemont Mesa Blvd location is awful! I will never go there again.

2/26/25 As soon as I walked in, I was greeted warmly by a Filipino lady. She showed me where to sit…read morewhile waiting for my appointment. Then Brendon gave me excellent service - I opened a new account, and he gave me information about car refinancing and helped me with other things - a great help for a senior citizen like me. 3/3/25 Again, I was greeted warmly by the front desk. I arrived at least 50 minutes early for my appointment. However, I did not have to wait. Leandra helped me. She was fast, efficient and has this calm demeanor. I accomplished what I came in for. I am very happy. Thank you Leandra for the super excellent service.

Everytime I walk in I am greeted by friendly staff. If it is busy you always see extra staff eager…read moreto help you out ! Absolutely one of my favorite branches to walk into ! Vlean , fast, friendly Onsite security always generous and courteous to open door for upu as you walk on . Great job your local certified Police officer rates ya 5 stars great job to management and all staff !!!

This is the worst place on earth…read more They are so unprofessional and low quality. No wonder AI is taking those horrible people's jobs. They harassed a lady with a light hat that was showing her entire face and they harrassed her the entire time talking down to her while I was there. I had the worst experience but what I overheard here from a Mexican teller lady to the lady who had bald spots and said she has to wear hats and showed her entire face over and over and over. It was gross and disgusting. This place needs to replace the humans.

I have used DACA for several years as a single entrepreneurial author and musician with tons of…read moredeductions and different business schedules A, C etc. I used to go to H&R Block but it got more and more expensive and I had a different preparer every year. I never felt I was being properly represented. DACA has helped me streamline the process, explain and help me get it done securely and confidently and often with an unexpected return. Great prices, other investment and financial expertise within the same office too. They are the nicest and most friendly courteous office you'll ever experience.

Casey at DA/CA Financial has guided our finances over the past 8 years. DA/CA handles my yearly…read moretaxes and cleaned up previous IRS tax mistakes that were filed. DA/CA also handled my short sale at the beginning of the recession. The short sale closed in 30 days and it was seamless, this was before the short sale process was streamlined. Casey also guided me with the tax ramifications regarding the short sale and I was so happy not to be surprised with an IRS letter saying I owed on the short sale. My husband and I also just purchased a new home and DA/CA handled the loan process. We closed in 30 days despite the current government shutdown! We locked in at 3.75% with my past short sale as well as my husband not so stellar credit. We couldn't be happier with the service at DA/CA Financial. We plan on using them for all of our future investments and financial plans.

Michael was our mortgage broker and he went above and beyond that role! He took the time to run us…read morethrough a crash course on loans, offered us advice and referrals for home inspection, helped coordinate, and was always on top of things, doing whatever he could to help us in our home buying journey. Highly recommend.

Mike, Mike, Mike! We cannot recommend him enough, and it's a testament to his expertise and care…read morethat we've worked with him for not one--but two home purchases! First, he helped us find and buy our very first townhome, and six years later, he guided us to our dream primary residence. What makes Mike truly exceptional is not just his depth of knowledge in real estate, but also his expertise as a lender. He took the time to ensure we understood every aspect of our loan--not just the numbers, but the strategy behind choosing the right terms for our long-term goals. Beyond that, he helped us think outside the typical inspection process, connecting us with specialists so we had a complete and well-rounded understanding of the home before making such a big decision. Mike is remarkably patient, always available (even for early-morning calls or late-night questions), and his approach is refreshingly thorough and considerate. He doesn't just want to close a deal--he genuinely cares that his clients make smart, well-informed choices. If you're looking for someone who is as knowledgeable as they come and has an unmatched commitment to your best interests, Mike is as patient, caring, and knowledgeable as they come.

Marsha (with her teammate Donna) is a PRO!…read more Pro, pro, pro. I'm self employed. Accounts everywhere. What is the difference in a pro and a non pro. 1) Marsha has many years of experience. Seen it all. 2) she knows her work inside and out and knows what needs to get done. 3) pro behavior: texts, calls, emails non stop. Hammers you with a todo list and keeps pressing for documents. 4) she will call your bank, your accountant, your what ever, she will keep pressing for docs. 5) she knows when underwriting is stretching their needs and knows when to push back 6) she keeps pushing to get you across the finish line to close on time. 7) fair rates and prices. I know for sure I would not of closed ontime if she didn't press every day starting early in the morning. She's up, she calls back, she doesn't have distractions, and she's not new to the loan game. I have 5 properties and have experienced this process. The older I get the more complicated my financial loan document needs have become. I can't thank her enough. I was able to lock in a good home with a fast lender approval letter from her and got a decent rate in this market. She has the (cheetah) skill I call it. Cheetahs are fast, focused, and first. If you want a PRO, hire Marsha. Most are Wishy washy lenders and are a little lazy. Every once and awhile you get a PRO In Something and you stay with them for life.

Marsha is amazing ! She's very efficient and thorough! It felt like she was apart of the family…read morewhen she was working on our loan! We would go with Marsha over and over again!

The employee representative at. Blue Peak was very helpful and friendly. He knew his job very well…read moreand showed he was a veteran at his job. As good as he is , the Blue Peak Corporate is not very impressive. It professional standard in building size and location shows how bad the company has become in down size. Blue Peak is not as good as The old USE credit union was .

I to had to close my late aunt's accounts with BluPeak, and unfortunately the process was very…read moredifficult. I first contacted them in late July after her passing and followed their instructions to mail the required documents. Despite sending the packages to the address provided, I was later told nothing was received. Over the next month I emailed and called several times, but responses were slow, sometimes taking several days if at all, and the information provided was often incomplete. Each time I thought I was making progress, they would never respond to confirm it. After weeks of delays I decided to drive from Los Angeles to their Mission Valley location in San Diego to resolve the matter in person. When I arrived I was told I still needed additional documents. This was especially frustrating because I had emailed the day before to confirm everything was in order and was not informed of this. The only positive part of this experience was working with Tron at the Mission Valley branch. He went above and beyond, even staying after his shift ended to help me complete everything. He was empathetic, efficient, and made sure I left with the situation resolved. I want to acknowledge him by name because his professionalism and compassion stood out compared to the challenges I faced with member services. Overall I would caution others who need to handle account transfers after a family member's passing. Be prepared for delays, lack of communication, and missing information. Unless you go in person, expect a long and frustrating process.