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    Oak Tree Escrows

    4.7 (10 reviews)
    Open 8:00 am - 5:00 pm

    Services - Oak Tree Escrows

    Buyer's agent

    Listing agent

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    14 years ago

    It worked out ok. Nothing great but the owner did contact me to find out how she could help.

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    Review Highlights - Oak Tree Escrows

    Bobbi responded promptly to our email questions and we were able to get everything done in a short time frame.

    Mentioned in 4 reviews

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    The GreenHouse Group - Jeremy & Jesse, Co-Founders

    The GreenHouse Group

    (441 reviews)

    Normal Heights

    Giving five stars and a glowing review is simply not enough to express how happy we were to work…read morewith The GreenHouse team. As first time home buyers, we had no idea where to start. We were also out of state which made everything that much more difficult. I'm a big Yelp user and relied on the hundreds of other 5-star reviews to look for a real estate company. I was so impressed with Craig and Jesse from the start. The initial call was SO organized, thorough, and personal. Not only did they give us a incredibly detailed step-by-step guide of the buyer's process, but also spent the time to learn more about us as people and what we were looking for in a home. I was surprised my how much time and energy was invested before even signing any contracts with them. After meeting with a few different teams, we chose the GreenHouse Group and 100% stand by our decision! Communication was consistently strong and we were always in contact with someone/the entire team along the way. We worked with Lori & Alexa who also helped us navigate documents and important deadlines. The GreenHouse Group has a well-designed platform to track the home buying process--making it easy to see deadlines and to-dos. We worked with Craig for our Kick-Off Tour. The GHG evaluation system for homes captured everything important to consider when purchasing a home and we learned so much about what to look for when checking out a home. Craig was straight-up, incredibly knowledgable, and clearly looking out for our best interest. He took us to see quite a number of homes that day and even had snacks and waters to keep us going! Unexpectedly, and uncommonly, we found a home from that weekend's trip we wanted to put an offer on. Craig jumped right in and guided us through the 'make-an-offer' process. He worked incredibly hard to negotiate on our behalf and was able to coordinate inspections and video walk-throughs for us when we couldn't be physically present. We were always promptly and transparently well-informed and advised. We never felt pressured or persuaded to make any decisions. Craig and the GHG team presented the facts and gave recommendations based on 20+ years of company experience--always looking out for our best interest. They were 'real' and weren't out to "sell us" on anything. Even during the rent-back process, the team coordinated with the other realtor to work with the sellers on transitions and key dates. It was super fun when Jesse and Lori were already at the house when we arrived to pick up our keys--what a thoughtful surprise! To top it off, they came with a whole container of new home goodies and essentials for us to use while we settled in (and even had some for our dog!) The care box was super useful, especially when we didn't have any of our kitchen items yet! Even after the sale and getting our keys, the GHG team is still there to answer your questions and help you out--including a list of recommended contractors and other services you might need when moving into a new home. I'm sure I am forgetting something here, but needless to say, we 10/10 recommend the GreenHouse Group to anyone looking to buy (or sell!) a home. We have no regrets and could not have asked for a better team. Thank you GHG!

    Selling a home is stressful (especially for someone like me!) but Lori and Jesse made the whole…read moreprocess feel surprisingly easy. They were always available to answer questions, kept me informed every step of the way and made sure I knew what to expect throughout the process. Their advice on pricing and negotiations was spot on, and everything moved smoothly from getting my house ready to list all the way through closing. I also want to give a shoutout to their TC, Alexa. She kept everything organized behind the scenes, was always responsive and helpful, and made sure nothing slipped through the cracks. I have no doubt that her attention to detail played a big part in helping us close on time. Thank you to Lori, Alexa and Jesse in making this process feel smooth and manageable! If you're looking for a knowledgeable, responsive team to help sell your home, this is your team!

    Navy Federal Credit Union

    Navy Federal Credit Union

    (20 reviews)

    This is for the Navy Federal in Santee not the one on Fletcher Parkway…read more I just couldn't find the one in San If I can rate that branch, I would give it a -50 Hands-down, we've had the worst experience. I have personally ever experienced in a bank and we've been with the Navy Federal Bank for 30 years. My mother is elder Bedford. Her debit card wasn't working. She hasn't drove a vehicle in 20 years. They wanted her to get a identification card, which is fine. That took a week remind you there's no food for her. There's no medicine for her. There's nothing her kids had to figure something out the following week go back into the branch. They literally give this 80 year-old elder so much obstacles just to unlock her debit card and get her money, it was absolutely asinine the disrespect we got from that branch and the people working there was diabolical. Again on her son, and they looked at me like I was literally a criminal who should not be in there when in fact, I'm the one who's been taking care of my mother for the last 20 years I took days off work to go in there to solve this issue so we can get her medicine. They told us basically go get another bank account from another financial institution find 16 different forms of identification, even though the woman told us she knows my mom was the woman but there's policy and that's the problem. Navy Federal's policy basically is elder abuse it needs to change because there's no way an elder woman should be waiting almost 2 weeks to get her money and then go back in to have more obstacles to have to deal with just to identify her even though the branch lady says she knows the woman in front of her is the same woman. Again, I'm going to go as high as I can to complain because these people just shoved us out the door and could care less I highly advise nobody to ever go to that branch or ever deal with Navy Federal again we had to go to another bank to open up another checking account to come back to Navy Federal to prove identity. Absolutely I diabolical the new. Bank looked at it like we were idiots why would they want you to do all of this just to identify an elder that's been with the branch for 28 years are you kidding me. These people are evil and they don't care at all and all they tell you sorry it's policy. It's policy. Hands-down, the worst financial institution on this planet is the branch in Santee Navy Federal.

    I handle most of my financial needs through Navy Federal Credit Union, and I can honestly say their…read morecustomer service is second to none. Every time I walk through the door, I'm greeted warmly, and that small gesture alone sets the tone for a great experience. This particular small branch is ideal for quick, efficient transactions. It's never overcrowded, and there's always enough staff on hand to assist you promptly--something I truly appreciate in today's fast-paced world. While they don't offer all the services of a larger or full-service branch, they're excellent for basic banking needs like deposits, withdrawals, or account assistance. One thing to note: there are no public restrooms, so keep that in mind if you plan to be there for more than a few minutes. If you need more in-depth banking services or consultations, I'd recommend the La Mesa branch--but for quick in-and-outs with top-notch service, this location is a favorite of mine. Navy Federal continues to make me feel like more than just an account number--they make me feel like a valued member which places great value on this institution for me. Ps they do share a parking lot with Panera Bread and Chase bank so be prepared to look for parking and also parking places are much narrow which gives this place for me. 4 star.

    Maureen Martin - HomePlus Mortgage

    Maureen Martin - HomePlus Mortgage

    (176 reviews)

    Mission Valley

    As a first time home buyer I was apprehensive about the whole process and totally clueless where to…read moreeven start. We just closed on our first house last week, and I feel SO FORTUNATE to have found Maureen!! She is a mastermind of the mortgage lending process! I don't think I've ever met someone who is so hardworking with such high standards. Even better, Maureen upholds the same high standards for every one else involved in the lending process (escrow company, lenders, realtors, etc.) and she is constantly 2 steps ahead and prepared for anything, with a back up plan "just in case" to ensure everything goes through seamlessly. As a first time homebuyer initially unfamiliar with the process, I now know I threw a couple curve balls and Maureen didn't even bat an eye. As if all that wasn't enough, I also had no idea where to start when looking for a good realtor. Maureen suggested a few she has worked with in the past that she thought were really good, and she did not disappoint. I ended up choosing Melissa Tucci as my realtor, who was just as amazing as Maureen, and the two of them working together turned into an unstoppable powerhouse that could move mountains and get a deal done! If you're looking for a mortgage broker who will take care of you like family and go above and beyond, look no further. You will not be disappointed!

    Maureen is an excellent broker and is a very good communicator. I can't thank her enough for her…read morehelp during my mortgage transaction. She went above and beyond. Highly recommend!

    Casa Financial Services

    Casa Financial Services

    (28 reviews)

    Once again turned to Zindi and Jennifer, this time to buy a condo for my son in Seattle. As always…read morethey were timely, friendly, helpful and on top of everything. If you are looking for team that is extremely competent, won't waste your time and are on top of every issue, I cannot recommend them more highly. I will never use anyone else for real estate finance issues. They got us a great rate, walked us through all the paperwork and reminded us of whatever we needed to document. Thanks again Zindi, Jennifer and Brett! Wayne

    My wife and I called Brett and asked about the veteran refinance options. We were in the middle of…read morea refinance and got a little uneasy with the change in numbers on our closing documents for the mortgage loan. We called Brett to compare and we are so happy we called. We went through the closing document numbers with Brett, and even though this was not his loan, he went above and beyond to explain what the numbers meant and how they were calculated. This was a 51 minute phone call where Brett took the time to explain how things work in more detail without speaking a single negative word about competitors. Even though Brett calculated comparable numbers, he did not try to steal business, which speaks very highly to his professionalism. Having an honest conversation with Brett, where he concluded our current deal is pretty good, is so refreshing. Such a great conversation where no sales tactics/gimmicks were used. Just a good business man trying to get the best deal for clients!! Thank you for taking the time to help us today. We really appreciate your expertise.

    Valli Williams Home Loans

    Valli Williams Home Loans

    (5 reviews)

    First home loan things went well, but my refi process, a bit annoyed with. As a very concerned and…read morehands on guy, I appreciate phone calls, not text messages. I need to feel like an individual, not another name in a stack of refi names to get to. Those things didn't happen. Getting a phone call through to Valli can be harder than calling the Governor's office. It is frustrating. Fast forward to a Friday. Valli says via text, "can't close until Tuesday because you checked a box." I replied, "that must have been accidental, close the loan Monday." Guess what, no reply. I had to contact escrow directly to ensure the issue with a checked box (no clue) was cleared up. They informed me the loan will wrap up Monday... Fast forward from Friday to Monday and Valli finally text me back and said, "closing Today." Yea V, I know... Now before anyone says I don't know customer service or she must be so busy, let me assure you, I am in a highly demanding field relying heavily on customer service. There are also 24 hours in a day, 60 minutes in an hour, and 60 seconds in a minute. There's no way you can convince me a phone call is too demanding of anyone's time. If you can't handle your customer load and demands, don't take on more customers. Simple. Valli, you are busy, I get that. We all are. But if I can find one minute to break away from busy to call you, you can find a minute to answer... or call back. Texting about refi information was nauseating. It's too cumbersome. Pick up the phone, call back, heck give a check up call. I didn't even get a follow up call from you after it was all done...

    A great experience! Makes every step seem simple, very honest and hard working. It is very nice to…read morehave these qualities when buying a house, because you give them so much personal information. I highly recommend Valli!!

    Oak Tree Escrows - realestatesvcs - Updated September 2026

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