Natalie at Direct Bank Rate helped my wife and me as first-time homebuyers, and she made the entire…read moreprocess simple and stress-free. We were dreading the paperwork -- hundreds of pages -- but she took care of most of it and explained everything in a way that was simple and clear. Thanks to her negotiation skills, we bought our home in Rosemead for $25,000 under asking price. She got us pre-qualified early on and worked closely with the seller's agent to make sure everything went smoothly. We are so blessed and happy with her service. Thank you, Natalie -- we will definitely be referring you to our friends and family!

Direct bank rate with the help of our mortgage person, Natalie and we had a quick closing on our…read moreproperty refinance and that meant that we could get things done and pay some bills!! I was able to consolidate a bunch of credit cards and build an ADU for extra income on our large lot. Professionalism all the way if you need to close on a loan, they can help you out ask for Natalie she will not miss a single detail to get you funded!

Writing another review here into the year of 2021. I have been using Top Leading for many years…read morenow and have worked with both Amy and Jerry on many purchase finance and refinances. Amy and Jerry have been fantastic and perfect to work with. They get me the lowest rates on the market with the most cost effective fees that you can find. They turn time in communication, responses, paperwork and entire process has been impeccable. Amy puts in a lot of time to monitor the market rate and reaches out to me when she sees an opportune time to lock the rate. She is without a doubt the best I have worked with. I would recommend anyone and everyone to go to Amy for any loan needs. Thank you so much Amy and Jerry and keep up the great work that you do!

I was referred to Ammy by a friend who had recently refinanced their mortgage with Top Leading…read moreFinancial. Our conversations started around mid-December of 2020 and the entire process concluded at the end of January 2021. I was very surprised and happy that the process only took about 6 weeks as I have friends whose mortgage refinance process took at least 4 months to complete. At the beginning of my refinance process, I was shopping around and had also requested a quote at Loan Depot (LD) for my refinance (since another friend of mine referred me to his friend that is a manager there), and I absolutely despised talking to the rep that they had assigned me there. The LD rep would lose his patience when I asked questions about things I didn't understand and became not helpful when he realized that I would not sign a contract or move forward with him the afternoon he first called. He was extremely pushy and wanted to get things started right away even though it was right before the holidays. I didn't think I would be able to finish the process before year's end, so his urgency just didn't sit well with me. The moment that solidified my decision to go with Ammy and Top Leading Financial over LD was how both parties responded to me when I informed them I was shopping around. While LD was very quick and able to provide me a quote right away on our first call and Ammy informed me she would send me a quote the next day, the LD rep became aggressive in his response towards me as to why Ammy was not able to provide me a quote right away when he was able to, as if I had the answer. Later that night, Ammy had not only sent me a quote, but had also pointed out some of the differences between hers and LD, and spoke with me the next day to go over more in detail about the differences in the quotes. She was very patient and didn't sound aggressive or pushy when explaining everything to me. I was initially planning to send her quote over to LD to see if they could offer me something better, but when she ended our call by letting me know that it's okay if I don't proceed with their services, but not to begin two different loan processes with different companies because it's going to be a giant mess for me, that was the moment I decided to drop LD and proceed with Ammy. Even now as I'm writing this review over a month after my last communication with LD rep, remembering my experience with him is infuriating me. I am extremely happy with my decision to go with Ammy and Top Leading Financial, as the rest of the process was a breeze. Ammy even helped me resolve a last-minute issue relatively late on a Saturday night prior to me signing the final documents needed to complete the process the next day. Ammy and Jerry kept constant communication throughout the process and answered any questions I had quickly and professionally. If anyone's looking to refinance their mortgage and isn't too knowledgeable about the process, I definitely would recommend them to reach out to Top Leading Financial.

Working with Jennifer on the purchase of my first home was an incredibly positive experience. From…read morethe very beginning, she made what could have been a complicated and overwhelming process feel completely manageable and stress-free. Jennifer was not only highly knowledgeable about every step of the loan process but also took the time to explain everything clearly, answer all of my questions, and made sure I felt comfortable and informed throughout. What I appreciated most was how client-centered she was. She was always responsive, transparent, and truly committed to helping me secure the best possible outcome. Thanks to Jennifer's professionalism and support, I was able to close on my dream home smoothly and on time. I am so grateful for such a dependable and trustworthy partner on this journey, and I would absolutely recommend her to anyone in need of a loan agent!

I've known Jennifer for years. She is welcoming, cheerful and knowledgeable about every loan you…read moreneed for your home. If anyone can get you a home loan and work out any kinks you might have along the way it is her! She's done so many, she knows what she is doing and how to do it efficiently and with the best interest rate! Whether you are a first time buyer loan to a re finance, she is the one you are looking for. I recommend her highly.

Sam is wonderful to work with. He's patient, on top of things, and does his best to keep you…read moreinformed throughout the process. Would highly recommend!

Sam did it again!…read more With his decades of experience Sam knows how to get you into the right loan to start saving you $$$! Give Sam a call, you have nothing to lose and you'll be glad you did.

Babak was great, and extremely patient with all the questions a first time home buyer has…read more Highly recommend.

Working with B Squared Funding was an outstanding experience from start to finish. Babak was very…read moreprofessional, responsive, and incredibly knowledgeable throughout the entire process. He made everything clear and straightforward, answered all my questions quickly, and helped me feel confident every step of the way. If you're looking for a mortgage broker who truly cares and delivers results, I highly recommend B Squared Funding!

When I Purchased my house a year and half ago I used Gina and Noah to help me get a mortgage. They…read morewere able to close before the closing date. Of course making the biggest purchase of a life time was not easy but Gina assured me everything will close on time and be ready to sign. She was right. Fast forward to now when rates started to drop. I had talked to Gina and asked her to let me know when she felt it was the right time to refinance. Noah messaged me a few weeks later and said they can save me on my monthly payment now and it would be a good time to refinance. Once again the stress to refinance was like buying a house all over again but my mind was put at ease with Gina's knowledge of what she was doing. It was not 100 percent stress free but it all worked out and my savings was over $650 a month. Well worth the stress. I would highly recommend Gina and Noah for your home purchase or refinance.

Gina and her team are great ! Very professional, honest , caring and they definitely are there to…read morehelp you find your dream home . Gina has help my family and friends for over 12 years. I will continue to to recommend everyone I know to milestone, Whittier. There are programs to assist you in attaining your home . Call Gina you won't know unless you try . Thank you Gina and team

Brian helped fund the deal on my first house purchase waaaay back in 2001. He also helped refinance…read morethat same house twice following the purchase when rates dropped. Fast forward to today... I almost made the mistake of going with one of "the big firms" who claim they fund their own loans. During the process of using "the other guys" I had a bad feeling about the numbers as they kept creeping up. They wanted me to lock in a rate, but wanted me to pay $2k just to lock in the low rate they quoted me a day before as "rates are rising daily." I called Brian, apologized that I ever considered someone else and asked what rate he could lock me in at. Well, he not only locked me in at the same low rate the other lender offered "at the cost of $2k", but Brian locked me in AND got me a lender credit of $3k towards closing costs. So in short, Brian saved me $5k with a simple phone call. He also had no problem locking in a lower rate if they dropped while in escrow, where as the other "big firm" said once it's locked... it's locked. I am sorry for cheating on you Brian, never again. YOU ARE MY GUY 100%

Brian is extremely detailed and three steps ahead of the process which saves his customers from…read morelast month byte surprises. I would highly recommend Brian for all of my customers. Lori Richard

Dave is the best bar none. Realstate strategist and a…read morefinancial genius to say the least, he's simply the best at what he does. I'm lucky to have had Dave help me in my Realstate and financial planning

Me and Husband have strong Faith and believe in miracles but never personally witnessed one In our…read morelives till we meet Dave. We been searching for a home for our Family of 5 for couple of years, we have met great people through the years but not till we met Dave did our lives change. Dave is so personable, efficient, super quick to respond, he has amazing knowledge and experience in this field, patient in answering all our questions, fully trustworthy, and fought so hard and was dedicated to helping my family get our Home. He literally made the whole process so simple and smooth but we know the behind the scenes he was the David to our Goliath of home buying. So now because we trusted Dave (our miracle worker) my family is in a much needed 3bed 3 bath home in S. Cali and we couldn't be more grateful. Yes!! We truly Recommend you and everyone we know to put your trust in Dave with his expertise, you won't regret it!!