I had the worst experience with Mike and his team at Capstone direct. As a younger couple buying…read moreour second home we felt in the dark through the whole process. Mike and his team were never on the same page and we had to send the same paperwork over multiple times. Mikes emails always came a day late from what his team was asking. As a woman when ever Mike would speak to me it was unprofessional and rude. Speaking down to me, cussing during conversations, and sighing as if questions I was asking were beneath him. Mike spoke more with my realtor about my personal information then with me. If I could have backed out of processing my loan with Mike I would have. I do NOT recommend Capstone Direct to anyone looking to buy a home or refinance.

Exceptional! My loan was a 55+ tax transfer loan property purchase. The agent effectively handled…read moreall the complex issues and his great communication abilities made it all go smoothly on my end. Andre the Loan Officer elimenated stress of home purchase. My loan closed in 21 days due to effective processing. This company known for its transparency, professionalism and meeting customer financial goals exceeded my journey going into this.

We just got to step into our new home for the first time--still can't believe it all came together!…read moreBecause we owned a second home out of state and the conforming loan limits in our new area were lower, this wasn't a straightforward mortgage. Several lenders made the process feel overly complicated, but Mark was incredibly resourceful and got it done smoothly. He went above and beyond to find solutions, secure a great rate, and guide us through each step. His responsiveness and clear communication made a big difference throughout the process. We're truly grateful for his help and will definitely reach out again when the rate environment improves. Thanks again, Mark!

We've done business with Mark from Lower Mortgage for the last 15-20 years. With Mark, you get…read morebusiness expertise of highest quality with touch of human love and care. We will always recommend Mark and his services.

A Great Experience Every Time! Dan O'Brien has to be the…read moremost patient person I've ever met. He always calls me back. He always answers ALL of my loan questions. He always makes sure the bank gets just what they want and gives it to them just the way they want it. I've used Landmark Financial twice and will use them again when the need arises. ...I wish my bank was this easy to work with!

Landmark Financial has been instrumental in consolidating my first and second mortgages - a feat…read moreother brokers were unable or unwilling to do - and obtained a lower fixed rate loan. Dan O'Brien is professional, knowledgeable, and will do his very best to find the most attractive loan options for you. I would not trust my business to any other. Five stars!

My wife and I had to come here to get a cashiers check for our new apartment and we were met with…read morethe utmost kindness from Danielle, Jeff, Melinda, and Stephanie! They walked us through the process and helped every step of the way, making an anxious task extremely easy and stress-free. This is the nearest branch to Ventura and although the drive is long, I have no problem driving it for the service they provided!

We got scammed 2 nights ago we received a call from Logix 800 number as it showed up on my husbands…read morephone then they sent a passcode he fell for it !! he's a senior citizen the next 10 minutes my debit card was compromised and so was my credit card that was attached. Thank goodness we went to the Wendy Dr branch Matthew was just amazing he had to open new accounts for us and new credit cards. He helped us out so much and made everything go smoothly very knowledgeable but what a hassle now having to call all of the companies that I have autopay with thank you Matthew for all your help the best customer service

I cannot speak highly enough about my experience with Mayen at CSMC mortgage. WOW. He was the best…read moreand he made the process so easy for us. We are first time home buyers and he explained each step of the process, so we knew exactly what to expect. He got things done in such a timely manner and helped us secure our dream house. I am forever grateful. He taught us so much about the process that we were unfamiliar with. I've rented for 10 years, so all of this was new to me, but Mayen was available to answer any questions we had and even anticipated most and got us the information ahead of time. Unmatched service. Highly recommend!

Alan did a great job in helping me through this whole process. Always ready to answer my calls and…read morequestions. Thanks again Alan!

Yes they provide the best service and helping me to continue with my business to grow helping me…read morewith financial advice and help me to obtaining financial help to grow my business to the next level And definitely I recommend Platinum one Credit but in particular Lori she is the best

Lori helped my son with his creditors and we were very pleased with the results. She was able to…read morereduce his debt significantly and improve his credit score. She was very communicative, informative and a pleasure to work with. I highly recommend this company.

Logix is phenomenal! First rate and personal service! When you call, an actual person answers the…read morephone. When you walk in, there's even a concierge! The banking is amazing. Best Bank I've ever banked at. They also have the best interest rates around.

After 12 years of consistently good service at the Thousand Oaks Logix branch, I'm shocked at how…read morebadly things went during a recent visit. My mom and adult daughter--a long‑time customer--came in for a simple appointment to open a new joint account. What should have taken minutes turned into an hour of condescension and obstruction from the teller, Chris. Instead of helping them through a routine process, he questioned their ability to "manage the account," spoke down to them, and dragged out every step. These are two fully capable women who have handled their finances for years, yet they were treated as if they were incompetent. The tone was dismissive, patronizing, and frankly humiliating. It wasn't until I left work and came in myself--calm, direct, and simply insisting the account be opened--that anything actually moved forward. Only then did Chris suddenly become able to do the job he should have done from the start. The whole experience felt disrespectful and unnecessary. After more than a decade of loyalty, this was enough to make me ready to take my business elsewhere. If you value being treated with basic respect, be cautious about using Logix Credit Union.

Rob Scheuing came recommended by our Real Estate Agent and we are so glad we took her up on it. Not…read moreonly was Rob helpful, clear, and concise, he got us the BEST rate... BY FAR. We had gotten quotes from two other lenders and Rob beat them by so much, we even took a credit on the mortgage rate. And the funny thing is, one of the other lenders was the same company whom which Rob actually secured our great rate with. A true testament that his relationships and knowledge with lenders will get you the best rate. Also, don't buy into the big mortgage lender talking points. Once we notified them we were going with another lender, it was like dealing with a desperate ex! Calls, pleading, and getting managers to call us... and they'd never put their quotes down in emails. Rob gives you all the information and is happy to put it all down in writing. We had an insanely short escrow request of 27 days but the Sherwood Mortgage team managed to get it all done smoothly. 5 stars!

I can't believe there aren't more positive reviews for Sherwood Mortgage Group. I need to give them…read morea lot of credit for everything they have done for me and my family. I have worked with Rob at Sherwood for 2 home purchases now. I can attest with certainty that he ensures you have the smoothest and easiest transaction. He shops around for the best possible mortgage deal/rate for you. His attention to detail, patience and diligence is what makes him great. He is on top of his game and so is his staff. I highly recommend Sherwood Mortgage Group!

I highly recommend Justin to anyone looking for a loan!! We just finished my first cash-out…read morerefinance at a fast speed and Justin just gained a lifetime client as I will be coming to him again for my future lending needs! He worked incredibly fast, had the best rate, communicated very clearly, had great manners, advocated for me, and made it easy-breezy. I'm self-employed with complicated income situation. Before going with Justin, I was shopping with 10 different brokers (yes, TEN, I'm not being hyperbolic). The rate and terms he got me was so ridiculously competitive that his competition laughed when I told them, until they realized I wasn't bluffing. Not only were his competitors unable to beat it, but more importantly, they couldn't provide the speed, the smooth process, and advocacy Justin could, which matters a lot in time-sensitive loans. Most brokers feel like they work for the lenders "this is what the lender has and requires", Justin actually feels like he works for my benefit. During the process, Justin had everything scheduled and covered with a clear timeline, I barely had to lift a finger unless it is something only I can do. Justin also had great connections that sped up the appraisal and other steps in the loan process. He even advocated for me and got me extra benefits and more favorable loan terms.

We contacted Justin about a HELOC. He analyzed our situation and quickly realized a reverse…read moremortgage would be better for us. (Lots of equity, no kids.) He worked through our resistance and we got the reverse mortgage. Great move. We've already used our equity to paint our house, get mini-splits and new windows, and redo our kitchen. None of it would have been possible without Justin, to whom our retirement years owe a huge debt of gratitude.

Working with Sarah was an absolute pleasure from start to finish. As first-time homebuyers, we had…read morea lot of questions, and Sarah was always patient, informative, and quick to respond. She made the process feel smooth and less intimidating, and her attention to detail gave us peace of mind every step of the way. Sarah truly cared about helping us find the right home, and it showed in how she handled everything--from communication to closing. We're so grateful for her support and guidance. Highly recommend her to anyone looking for a knowledgeable and trustworthy broker. Thank you, Sarah! -- Wilmer & Adrianna

Sarah was so great to work with when I was shopping for a home near Port Hueneme. She is very…read moreknowledgeable about the surrounding areas and the real estate Market. She always responded promptly to my calls or messages. She always had time to explain things and made the whole experience easy. I Highly recommend Sarah to anyone looking for an excellent real estate agent to make the home buying less stressful.