Working with Planatek Financial was one of the best decisions we made during our home purchase. Buying your first home comes with a million questions, but the entire team made the whole process feel so much less overwhelming. They were professional, easy to work with, and kept everything organized from start to finish. They found us a fantastic rate, but what really impressed us was how available they were. Whenever we had a question or needed reassurance, they were just a phone call or text away and always took the time to walk us through everything. You never felt like you were just another client. They truly made the home-buying process easier, and we would recommend the whole team at Planatek Financial to anyone without hesitation! read more

January 2025 we purchased the home of our dreams and it was all thanks to Simone and her team. Simone and Dana both made the loan process the smoothest I ever experienced and were so communicative the entire time never leaving us in the dark or adding to the stress that is usually accompanied with buying a home. Fast forward 11 months later and they were able to help us refinance to a much better rate and again, the whole process was beyond amazing and surprisingly very quick. We have already provided their info to many people we know and we will continue to do so and will never use anyone else when securing a home loan again. They definitely have clients for life with us! read more

Smooth re-fi, Roshe and Dana were very transparent and knowledgeable. Pretty painless process, highly recommend!

Several years ago we refinanced our home to get a better rate and most recently we took out a 2nd on our home In both situations the staff at Planatek were helpful, professional and friendly throughout the whole process Always available for questions and walking you through anything we needed assistance with The service provided was excellent We highly recommend them read more

Simone is one of the best mortgage brokers in the business. Been around along time. Honest, hard to find in the loan business in my opinion. I used to own my own mortgage business, so I think I have alittle experience on the subject. She can get the job done in my opinion. read more

We had an amazing experience with Ms Roshe Barooni and her excellent team. Everything was very smoothly and fast. Staff are super nice, very polite and on top of all documents in addition to being very knowledgeable. It was our best loan experience by far. Highly recommend them to everyone read more

Planatek assisted us with a re-fi in 2012, so I called them in December 2020 about doing another re-fi. My re-fi closed in late January 2021, about 6 weeks after my initial inquiry. Well done! I want to call out Dana Smith, one of Planatek's loan consultants, for her attentiveness to making the paperwork come out right. She was terrific. Simone Yallouz, owner of the firm, provided effective direction. Thanks, all. read more

Buying a home can be stressful but our lender, Robert, made it a reality! Thanks Robert for your hard work and dedication. Thanks for answering our billion questions and never giving up hope for us! It was a pleasure working with you and will be sure to recommend you to all our friends! We are eternally grateful!!!! read more

The team at Planatek Financial was amazing! The home loan process went so smoothly with Simone, Roshe and Dana helping every step of the way. They went above and beyond working with us. We will be lifelong clients. read more

These Ladies ... Simone, Roshe, Dana Sheryl, Lynn. I'm entirely and completely awe struck with their professional and personalized attention given to my file. I'm without the words and actually the words I'd struggle to find would only diminish my true sincere feelings. I've known Planatek Finanacial through one of my very awesome friends of some 22 years and counting. (A) whom is more like a family auntie that'll you go to for advice when you just know it's real! When especially I'm necessarily looking for the best directions and no bias from immediate family, etc. well the first time 4 years ago I'd met and succeeded with my first endeavors was a home-run! This time it was the World Series, outta the ball park. I'll never need to ever go further than Planatek for my real estate, financial concerns or needs ... ever! Literally, Simone, Roshe consistently never gave up on me and my case (even when I was losing faith in the process : ). No matter, just how bleak things seem "(Sprout)". OMG ... all I keep reflecting back on in my mind (Lol) is Simone going "Frankie!!! I'm more positive then you are! Words are powerful, come on get on track Mr. start thinking positively!" : ) Thank goodness for her "she" is a incredible indelible force! Again, I can site Dana "don't stop". Sheryl ... true welcoming voice to Planatek! Roshe how much time do I have for her ZEN like personality ... the Planatek Team!!! I apologize for the run-on accolades but again these are the deserving true words from my heart ... Thank You Planatek! All my very best regards, Frankie read more

Purchasing a home is a daunting experience for first-time home buyers, and I am so happy that Roshe and her team at Planatek were there to help me navigate through this process. From day one, Roshe was responsive, always available to answers any questions, and ensured that I understood EVERYTHING. Even now, after escrow has closed she is always available! I could not be more impressed! Before working with Roshe and the Planatek team, I was working with another lender that made me feel stupid for asking questions, and I am so happy that my friend referred me to Roshe. Every single person that I dealt with at the Planatek office was extremely friendly and they honestly went above and beyond all expectations. I highly recommend that you call this team if you are looking for a lender that is transparent, ethical, honest, and above all empathetic. Last week I turned 40 and I was able to accomplish my goal of buying my first home before that big milestone--and I honestly could not have done it without the Planatek team. Dear Roshe, thank you so much to you and your team for helping me make my goal a reality! This is the ONLY lender I will be working with for all my future real estate purchases. Sincerely, Enrique read more

HIGHLY Recommend. Cheapest rate by far out of 7 different lenders. From quote to closing in less than. 10 days in time for me to sign before traveling abroad. Impeccable and trust worthy team. read more

I can't recommend Dana enough! I am a realtor, 6+ years in the business, 20+ transactions per year - so I work with A LOT of lenders and I was SO incredibly impressed by Dana. She is prompt, knowledgeable and goes the extra mile. She is such a team player... and thanks to her, we are closing escrow a week early! I look forward to working with her again in the future. read more

Fantastic! Roshe and Dana we're shouting you both out for helping us realize our dream and finding the best interest rate possible! Another amazing plus is supporting a women-owned business in a male dominated sector. Inspired me to get real with my finances too. DO NOT WORK WITH ANYONE ELSE. Best there is! xoxo- Stephanie & Katie read more

Loved working with Roshe and her entire team. They got us a great rate and were always available to help answer our questions. I picked her from a list of all male mortgage brokers and I'm glad I was able to support a strong capable female broker. She even sent our first piece of mail in our new home, a gift card to bed, bath and beyond. I highly recommend. read more

What can I say about this business..... first off I have used Planatek Financial for three home purchases and a couple of refinances and each time the process is smooth and painless. I always go to my broker Dana, she and her team are always so helpful, quick to respond and able to provide the answers I'm looking for. I always recommend Dana and the Planatek team to anyone looking to purchase or refinance. A 10/10 and 5 stars. read more

Highly recommend Planatek Financial!! My fiancé and I were first time home buyers and didn't really know exactly what we were doing. We worked closely with Dana and Simone who were always there to answer our MANY questions and explain everything thoroughly! They made this process so smooth and enjoyable :) read more

Planatek has done it again!!! This time turning around my loan application in a solid 21 days flat!!! Roshe and her team's expert and knowledgeable work gave me everything I needed to compete in today's real estate market and secure an investment property and close ON TIME!!! I have worked with Planatek for over 20 years and have ALWAYS been more than satisfied with the service that they provide. I will never work with another mortgage broker because they always get the job done! ALWAYS!!! read more

Great experience with home refinance. Dana and team are easy to work with. They found us the best rate and made the entire process a breeze. I highly recommend this business read more

As a CPA, I'm always being asked for advice on real estate loans. And when I personally wanted to refinance my home loan, I followed the path of one of my clients that recently used Roshe Barooni of Planatek for her refi. 5 stars for Making Promises, Keeping Promises, Honor and Integrity. Living in the San Francisco area, I'm 400 miles away from Westlake Village, but with phone, emails and PDFs, distance is not a factor. Kudos to Naomi Rule for managing the underwriting process. Will definitely be sending my clients to Planatek for their home loan needs!!! read more

From purchasing our home and refinancing twice, Dana and her team made the entire process from start to finish easy and fast! We completely trust Planatek Financial as we have had negative experiences using other lenders. Dana and her team always make sure we understand every step of the process along the way and answer any questions that may arise. I would highly recommend using Planatek Financial whether you are purchasing or refinancing your home, for an easy, fast and positive experience! read more

HIGHLY recommend working with Planatek, specifically Roshe and Dana. They were incredibly helpful and responsive while helping me through the process of getting a loan for my first home! They set me at ease and gave me confidence from day 1 of the pre-approval to the final day of closing. read more

Twenty years ago when I moved to LA, my real estate brokers linked me up with Roshe and her crew at Planatek Financial, and twenty years later, I've just finished my eighth or ninth refinance with them, always to get a better rate and lower monthly payments. They've had my back all that time: they're fast, efficient, incredibly honest, resourceful, did I say friendly?, professional, and patient. I doubt that anyone can do it better than they do. Looking for a mortgage broker you can trust and count on? Look no further. read more

Roshe and Simone are a huge wealth of knowledge. I would definitely consult with them before making any big Financial decisions. They will help you navigate the financing landscape and give options you didn't even know you had. Most of all you can trust them to do what is in your best interest. These are genuine people who will educate you and walk you through your options with out any pressure. read more

Excellent service from very knowledgeable women! We worked with Dana Smith here and loved how she answered every single question we had!

We have worked with Planatek Financial for financing 3 separate homes. The transactions were for new loans and also refinancing existing loans. In each case Planatek provided competitive rates. Just as importantly was the attention to detail and quick responses when we had inquiries. They worked with the underwriters to make sure all aspects of the process went according to plan and on time. Roshe and Dana are particularly terrific!! Obviously, we highly recommend Planatek. read more

This is officially our third FABULOUS EXPERIENCE with Planatek Financial! :) Dana, Roshe, Simone, and Lynette are outstanding!! They're an absolute joy to work with, and - added bonus- they work MIRACLES! I'm so thankful to have found such an amazing team. read more

Thank you to James Barnett, Roshe Barooni and the incredible team in addition that took care of every detail for us and kept us abreast every step of the way. This financial group became dear to us in the process of acquiring a loan. I could not have asked for a better experience. I highly recommend them for a good rate, honest service, attention to detail and tremendous patience. read more

We cannot speak highly enough of the experience that we had with Planatek Financial. Our loan was very tough and the lender had one objection after the other, but Simone handled all dilemmas for us and did not give up. She persevered and ultimately made the loan happen. Simone and her team went out of their way and devoted so much time and effort to having the loan approved for us. We absolutely did not feel like we were working with strangers, but rather felt like they were our family and always on our side. They helped us tremendously personally and professionally. They are genuinely good people and we walked away from this experience feeling good about humanity. The treatment we received felt less business and more personal. We feel inspired by their goodness and hope to give back to the world just as these folks do. A genuine thanks from the bottom of our hearts. read more

I never thought I'd enjoy insurance so much :) Tim Neal is such a quality human being, he always has his clients best interest at heart. He's so easy to work with, is always quick to answer and questions and is an expert in his field. Thank you for everything you do, Tim! It's a pleasure working with you read more

Thank you for getting our refi done so quickly. Couldn't have asked fora smoother process. Thank you again Roshe.

I have actually used Planatek a few times to refinance my mortgage over the last five years and have had excellent service each time. I have personally recommended friends and coworkers each time because I get a great rate and they take care of EVERYTHING! The team keeps me updated throughout the process and always outlines each next step so I can be prepared to docu-sign (online) or wet-sign in person, so that I can make arrangements ahead of time. Even through the pandemic- I was able to meet a notary, masked up, in my driveway, signing on the tailgate of my husband's truck (my immune compromised father was inside the house and we never had visitors) in order to complete the process on a schedule that worked for all of us. This last rate was ridiculously low, so I doubt I'll need to refinance again, but I'd tell anyone wanting to refinance to use them and if I buy another home I will definitely use them!! read more

We first used Planatek when we purchased our first home in Ventura county about three years ago. Recently Simone reached out to us regarding our refinance options. I was incredibly impressed that Simone remembered us and knew that our loan terms could benefit from a refinance. Again the process was seamless! As always the customer service was excellent! The entire team at Planatek is incredibly thorough, knowledgeable and friendly! read more

I have to say when it comes to knowledge about lending both Roshe and Simone of Planatek Financial are the best, they know the rules and regulations as well as what is the best way to get a loan. I would highly recommend them to anyone that is need of buying a home or refinancing their current home. read more

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For anyone out there looking for professional and caring assistance, I want to recommend Roshe & Simone and there team Dana & Lynette. I've known Roshe & Simone for a number of years and they recently assisted me in the purchase of my second home. It went incredibly smooth. This team of professionals provides the true facts and any options available to assist you with making intelligent decisions. Honesty and integrity are among the most important character traits for me. Roshe & Simone and their team display those, on a daily basis. I cannot think of a better person to have assisting you with your future financing needs I highly recommend Roshe & Simone, Planatek Financial! read more

What a delight Roshe and Simone are. Everything was handled very professionally and in an expeditious manner. They are true professionals. Their staff is very efficient. I am living my dream thanks to these ladies! If you ever need a mortgage broker I would highly recommend them !! read more

I was fortunate to have Dana Smith of Planatek recommended to me when I started looking for a lender for a new home purchase. Dana had come highly recommended, and she did not disappoint me. She was very pleasant to conduct business with, very patient and understanding, and worked with me to get me qualified for the loan I needed. Grace Waldron was just as pleasant and helpful. The were both always available to answer questions, to return phone calls in a timely manner and handled every situation very professionally and kindly, as well as in a speedy manner when needed. They make a great team! Thank you Dana and Grace. I am truly grateful, and so happy with that little house!!! If you are looking for a professional, easy to work with, dependable mortgage broker, someone who will do their best to secure your loan, don't look any farther. Dana Smith and Grace Waldron of Planatek Financial is the team to go to, without any hesitation. read more

I refinanced my house and worked with Dana Smith. She was so nice and helpful. Got things done so quick. My second time working with this company. read more

My husband and I have worked with Planatek for a couple home refi's now and I have to say we wouldn't dream of doing business anywhere else. Dana and Grace are super thorough and always quick to respond to ANY question. They keep you informed through the entire process which is SO important in something like this. You can trust Planatek to help you get it done! read more

Planatek Financial was recommended by a valued and responsible CPA. Planatek has been the worst contact I've had in a half century. I began working for a property management company in the early 1960's. Since that time I've managed offices of Sun Reality a 20 office network in Southern California. I managed a Real Estate Investment Office for Gellerson & Wood. Worked at a property management office in Beverly Hill at the Beumont Company. Formed two Real Estate Franchises. Owned my own 3 Real Estate offices (Manhattan Beach / Santa Monica / Westwood.) And never, ever, have I run into a more irresponsible company [Palnatek} in dealing in Real Estate. I can list the details /// Their website claims that they have many credentialed people ... after asking each and every one in an E-Mail ... not would would respond .. including their "so-called escrow expert". It has been months merely trying to refinance. I may have damages ... as interest rates are going up. One would have better "luck" with tampered slot machine. whitepaper@aol.com read more