Yumi helped me buy my first home, and I couldn't have been happier to have her help and support…read morethrough this process! I was impressed by how quick she was at responding, helping me with my (sometimes dumb) questions at all times, with no judgement. I felt safe and respected, and the buying process with her was simple and effective! I would highly recommend Yumi to ANY home buyer, whether it be your first time or not. Rest assured, she will have your best interest at heart, and will get you the best deal possible!

Yumi helped us close in 20 days! We were originally under contract with a lender who, as first time…read morehome buyers, made us feel really lost on the whole process. I reached out to Yumi who offered SO much education and understanding, on top of beating the original interest rate by a lot. She was so helpful every step of the way, and was always open to our millions of (probably very dumb) questions. We're home owners because of her diligence!

Working with Joel Morgan was easily one of the best professional experiences I've had during this…read morewhole home-buying journey. From day one, Joel was transparent, forthright, and took the time to walk me through every step of the process, not just what was happening, but why it was happening and what each choice meant for my future. He's the kind of person who doesn't hide behind jargon or canned answers; instead, he gives you clarity and confidence by being completely honest and thorough. Throughout the process, he made himself available whenever I needed to talk, and no question was ever too small or too "beginner." He talked me through interest rate options, loan structures, and timelines, always making sure I understood the pros and cons of each decision. I never once felt pressured, rushed, or like I was being sold something. When the house I was trying to buy hit a rough patch during inspection, with serious questions about the foundation, Joel was sympathetic, calm, and reassuring. He didn't try to push me in one direction or another; he simply offered clear information and possible paths forward, letting me decide what was best for me. That mix of expertise, patience, and genuine human empathy is rare. Joel also has a sincerity about him that's immediately disarming. He's personable without being performative, the kind of person who listens fully before responding. I could feel that he genuinely cared about me as a client and as a person, and that authenticity made a stressful process much more manageable. I walked away from closing not just with a home, but with a deep appreciation for how much smoother and more transparent Joel made the entire process. I can say with complete confidence that I trust him, and I'd recommend him to anyone who wants a loan advisor who leads with honesty, warmth, and real integrity.

Joel Morgan is an incredible guy!! His staff his high class and was a pleasure to work with! I…read morewould recommend this company to any person looking to buy a home! Thanks Joel for an awesome experience!

My partner and I recently moved to Portland and, during our home search, our realtor referred us to…read moreClint. We met in person during one of our visits, where we talked about our needs and expectations. Clint spent the time to get to know us, and not only gave us some good advice and options for our mortgage, but he also talked about some great Portland neighborhoods to look at - he knew Portland better than the agent we were working with. Once we found a home, Clint was there every step of the way. While he prefers meeting in person, he's flexible and able to move things along electronically. This was incredibly helpful as we were not only buying a home, but starting new jobs. Clint's response time to any questions was always near real-time through secure email or text messages. The entire process went smoothly, and we got exactly the type of mortgage and rates we wanted. Once we moved into our new home, Clint was the first to visit and welcome us to the neighborhood! You couldn't ask for a better combination of knowledge, service, and personal care.

I met Clint through a referral from my real estate agent. As a first time home buyer, let me tell…read moreyou...I had no clue where to begin, what my options were and what type of loan was best for me at my age and for my situation. I was, however, savvy enough to talk to 5+ other loan consultants before settling on Clint, and here's why I did: 1. Clint was so patient with me and fielded all of my questions like a complete professional and was very respectful. 2. Clint is a relationship guy and it shows. He was extremely diligent in his follow up early on and even post close. He was always in touch with my agent and knew where I was at each stage in the looking, buying, and post close process. 3. Details. Over a month after close, he calls just to make sure I have my first payment set up ok and seeing if I need help! Come on! 4. Clint was a solid partner in finding me the lowest rate possible, which at the end of the day was extremely important. I'll be knocking on Clint's door when I purchase my next home.

This organization has done a absolute great job in handling our accounts for over 20 years. They…read morehave been taking care of our financial needs from working folks to retirement and now as Seniors in or early 70s. My wife and I now really enjoy life without the financial worries. They are very much hands on and we feel they are part of our Family. Without any doubt we very much recommend this group. Sincerely, R&S.

Moving my portfolio over to AIM 5 years ago was the best decision I've ever made. My consultant,…read moreKyle, is phenomenal and extremely knowledgeable about the space. He answers all my questions without hesitation and I have the utmost confidence in him managing my investments. In 5 years, I've seen my portfolio more than double! He's got me for life and I know I will be taken care of.

Jessica is AMAZING! Going through the process of getting a mortgage to buy our first home could not…read morehave been any easier. She explain all of the different types of mortgages out there and opening for each. She took the time to make sure everything was as clear as day. During the offer process, Jessica always made herself available with no hesitation. Thank you again Jessica!!!

Jessica helped us with the purchase of our first home and TWO refinances! With every interaction,…read moreshe was friendly, knowledgeable, and able to translate the (complicated) language of mortgages to me. I always felt comfortable asking questions to her; she was patient in her explanations and was always a good listener. Couldn't recommend her enough!

We would highly recommend the team at Root Mortgage. We were fortunate to work with Juha, Heather,…read moreAlex, and McKinnley each who provided us with an excellent loan and home buying experience. We appreciated their attention to detail, exceptional communication with us and our broker, the teamwork and helpful information they provided made making important choices throughout the process easy. If we need services again in the future we will certainly return to the Root team for their support.

Did not have a good experience with these guys. Needed to go the NQA route and they were not good…read morelisteners, attentive or creative at all. Seemed too cozy shooting fish in a barrel in a high-demand market to really need to advocate for an unconventional loan candidate.

Sarah was great! thorough, professional and personable! Getting coverage for my new car was easy…read moreand fast.

My daughter suggested that I speak with her agent and had her give me a call. Shelby has been great…read moreand very helpful. She explained every step and helped me know what I needed to do next. I am so thankful that I am back working with actual people instead of just dealing with computers.

Chris did an incredible job helping us purchase a new home in West Linn. He was extremely…read moreresponsive, proactive, and professional during the entire process. Highly, highly recommend Chris and the team at Lions Capital if you're purchasing a new home.

I'm so proud of the work that Chris k. did for the funding of our new home. I'm a sole proprietor…read moreand not the easiest person to qualify. Chris has a fantastic team that works alongside him and are extremely resourceful, patient and inexhaustive in their knowledge of the mortgage business. The utmost respect for them and their professionalism. Thank you Lions Capital Mortgage - with much gratitude... I.F.M