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    Jason Chan - Rocket Mortgage

    5.0 (7 reviews)
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    Mortgage services

    Mortgage refinancing

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    California Real Estate Finance

    California Real Estate Finance

    (76 reviews)

    Richard is the best! He's super knowledgeable, friendly and fast…read more We ran into some issues as first time home buyers due to the property, but we were able get the problem resolved with Richard's research and helpful advice. We were able to close in about a month and couldn't have done it without him! Richard runs the basics down for us lay people, highly recommend! A+++

    My first home buying experience:…read more My boyfriend and I were first time home buyers and we honestly didn't know where to start. I listened to a bunch of podcasts to familiarize myself with the home buying process, and all the information pointed to having a great mortgage broker and real estate agent. Sure, it's possible to do it on your own without a mortgage broker, but I am so glad I didn't and found Rick on yelp! I looked at his amazing reviews and reached out to him the same day. He was quick to respond and after talking to Rick, I realized there were so many things that I didn't know about the loan process. He has over 40 years of experience and knowledge to impart on us and made sure we understood each process before proceeding with any type of action. Not only was he knowledgeable, he was also very patient with us and broke down jargon to educate us in a way that we understood. So then we got pre-approved and were ready to go house hunting. We were set to leave for a month's vacation in Asia and ended up winning a bid for a house on the day of our flight! Talk about terrible timing, but Rick worked with us every step of the way. He gave us reassurance and a piece of mind that everything was going to work out. As a first time home buyer, we needed his calming presence and confidence since we were very anxious about our first huge financial investment. His communication skills even with the different time zones were top notch! Rick went above and beyond to communicate to us the change in interest rates and made sure that all of us (him, me, my boyfriend, real estate agent, and escrow officer) were all on the same page. His ability to prioritize time sensitive materials and emphasize on what required immediate attention really highlights his time management skills. Rick was also very honest and realistic with us. He made sure we understood all the fees that went with each transaction so that we were able to calculate our finances accordingly and had no surprise fees at the end. Overall, I cannot express how thankful I am to have him as my mortgage broker. This whole process went smoothly and stress-free with Rick on our team and I will most certainly use him again in the future. This type of top notch customer service is the reason why we search on yelp for hours on end. He is simply the best out there and you won't regret having him in your corner!

    Alexandra Moari - Fallon Place/Taylor and Vallejo roof deck view.

    Alexandra Moari

    (224 reviews)

    Nob Hill

    Alexandra Moari is exceptional. I live on the East Coast and needed someone I could trust…read morecompletely to manage my California home, and from the very first phone call, I knew I had found the right person. Even though I called at a terribly early hour by mistake, she answered with professionalism, energy, honesty, and total clarity. She handled everything with remarkable care and efficiency: preparing the property, coordinating details, marketing the home, communicating with prospective tenants, and carefully vetting applicants until she found the perfect tenant for me. Throughout the entire process, she was responsive, thoughtful, knowledgeable, and incredibly organized. Every question I had was answered quickly and intelligently, and every step was handled with real attention and care. What also impressed me was that Alexandra does not work alone. She has built a strong team around her, and that makes a real difference. Joseph and Mariana were part of that larger sense of professionalism and support, and it was clear to me that Alexandra has surrounded herself with capable people who help things run smoothly. She also has reliable handymen and other professionals at the ready, people who can step in quickly, fix problems, prepare the home, and make things happen without delay. That kind of network is invaluable, especially when you are managing a property from across the country. What truly sets Alexandra apart is her integrity. She is honest, hardworking, deeply committed, and truly represents her clients well. As an out-of-state owner, that gave me enormous peace of mind. I feel incredibly fortunate to have found her. She is now my property manager, and I would not trust my home to anyone else. Highly, highly recommended.

    Unfortunately, we had a very poor interaction with Alexandra. I think a lot of the people writing…read morereviews are people trying to rent out their place and not the actual people buying or renting the apartment. We found a great place on Zillow, toured the place, loved it and then submitted an application. The listing suggested we should put in an offer more than rental price listing on Zillow, which we found a little odd, but submitted a price. We then had some follow-up questions but when we asked them, she only responded by explaining we just had to send our best and highest bid and couldn't reveal anything about other bids besides ours was the lowest. This seemed like a classic strategy to drive up the price and do a 'bait and switch' false advertising. She also was extremely rude, actively trying to end the conversation and saying she had already talked to my other roommates and we didn't need to talk. When I said I wasn't comfortable making a higher bid without knowing any more information about the other bids, she said "don't worry I have a lot of other people who are willing to pay higher". I don't know if this blind bidding war is legal in SF, but this felt pretty shitty and scammy. From reading other reviews, it seems she's a little rude to other potential renters as well.

    Wells Fargo Home Mortgage

    Wells Fargo Home Mortgage

    (2 reviews)

    My husband and I were looking to buy a home so we decided to go through Wells Fargo home mortgage!…read more We called and were very pleased that we actually didn't have to go to the store we could do everything online. Unfortunately I don't remember the lady who helped us at the moment but she was so sweet and so very helpful. Once she sent over the packet to fill out it was nice and easy! She waked is through each step and we were approved with a home loan in a matter of hours! Thank you so much Wells Fargo if we ever decide to buy a house in the future we will be back!

    I am only speaking of my experience in this branch today. I arrived with 6 people in front of me. I…read morewas on my lunch hour and had limited time. I set my alarm for 30 mins, if nothing happened by then I'd have to leave. Flash forward ten mins no movement, 20 mins in I hear music and a cheering crowd I look over and one of the employee's was at his desk watching his phone, I'm guessing some YouTube music blah blah blah... As soon as he noticed me watching him, the phone was put away and he walked over to the people that were waiting for him. Yeah busted!! 30mins goes by and I'm still in the same spot from when I arrived. Soooooo good luck when you go to this location. I don't know what I was thinking... the branch at Marina Village is way more efficient! Update! I went to the Marina Village location after work today, Arthur jumped up and helped me as soon as he saw me walk in. I was in and out in less than 5 mins with excellent customer service. Five stars for you guys!

    Jason Chan - Rocket Mortgage - mortgagebrokers - Updated June 2026

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