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    David Lerman - CalUnion Funding - Senior Loan Officer: David Lerman

    David Lerman - CalUnion Funding

    (131 reviews)

    Encino

    I don't use the word "extraordinary" lightly, but David Lerman and the CalUnion Funding team earned…read moreit. I came to David with a complex transaction -- purchasing a $2.7M owner-occupied property in the Coachella Valley that required creative financing, fast execution, and a team that could handle curveballs without flinching. David delivered on every single one. What sets David apart is not just his knowledge of the mortgage industry -- it is his character. When obstacles came up (and they did), David did not just solve them, he anticipated them. He moved mountains quietly, kept me calm, and never once made me feel like the deal had challenges even when the pressure was real. His team -- Lauren, Vicky, Ryan, and the entire CalUnion crew -- matched his energy every step of the way. Professional, responsive, and genuinely invested in getting this done. I closed on a stunning 5-acre estate in the Coachella Valley that will change my family's future! That does not happen without David Lerman and this incredible team. If you are looking for a lender who is a true partner -- not just a transaction processor -- stop looking. You found him. Five stars is not enough.

    My experience with CalUnion Funding was outstanding. Working with David was incredibly easy--he's…read moreknowledgeable, responsive, and truly made the entire process smooth. I highly recommend CalUnion Funding and David to anyone looking for exceptional service.

    Loan Depot - mortgagelenders - Updated June 2026

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