I have worked with Michael Santich at Preferred Financial for 20 years. He has handled many…read moretransactions for me personally. Michael is very knowledgeable, quick to respond to questions you have and helping you every step of the way through the loan process. He makes the loan process very smooth for his clients. Michael is respectful, responsible and takes pride in his work. You are in good hands with him and can relax and know you have someone looking out for you. Matt & Des

Lauren and team are amazing. Twice they reworked my loan to decrease my interest rate and lower my…read morepayments. All with no fees!! Just incredible work. I highly recommend them.

Chris is an extremely detail-oriented and professional. He carefully reviews every document you…read moreprovide to ensure it fully meets the requirements before submitting it to the underwriter. Because of his thoroughness, the underwriting process moves very efficiently, with little to no additional documentation requested. He explains each step of the loan process clearly and patiently, making sure you understand what is needed and why. His communication is transparent and organized, which makes the entire experience much less stressful. Thanks to his careful preparation and proactive approach, my loan was approved very quickly and smoothly. I truly appreciate his professionalism, efficiency, and dedication. I would highly recommend Chris to anyone looking for a knowledgeable and reliable loan officer.

Sometimes, when you see reviews on Yelp and most or all of them are 5 stars, you wonder if someone…read morepaid all their friends and relatives to write reviews, LOL. In this case no need for doubts, Chris deserves all of the 5 star reviews. He made the whole process as painless as possible and was super responsive when any questions or issues came up. Highly recommended!

First home buyer here! Jay has been absolutely helpful in our journey in home ownership, not just…read morethe securing mortgage part. He was my go to person for all things financial related to home ownership and he knew i could count on his honest advice. He always delivered the honest feedback regardless whether or not we'll end up with his services or not. He also did fair price and rates comparison with other providers and was always available to answer any questions or take those lengthy calls if needed. But not just that, he also offered the best rates in the town which always helps financially. 10/10 from us. I'd highly recommend working with him and his team!

Great job with our initial loan and refinances. Clear, proactive, professional, and helped educate…read moreus along the way.

Lucky, Scott and their whole team is wonderful !!…read more I've worked with them for new house purchase as well as the refinance and had very pleasant experience working with them. They are very knowledgeable, professional and helpful. They kept me informed during the entire process. I would definitely recommend them for anyone looking for buying a home or refinancing existing loan.

I was very lucky to have found Scott Wise and team. Scott promised me an incredibly low rate and no…read morecost refinance and he ended up delivering the same promised rate at an even lower cost (I got paid to refinance due to lender credit). I highly recommend Scott and his team to everyone. Extremely professional, fast and transparent.

People ask me what I am most grateful for in 2020 and I find myself usually saying, Jennifer Mize…read more Yes, Yelpers!! I am a success story of Jennifer helping me when I was at my lowest of my lows and being the blessing to helping me find my first house. GOD IS GOOD! TLDR: Jennifer is the BEST lender I ever met that helped me with the process. When in doubt, reach out to her! Jennifer is an Angel that helped me through the emotional rollercoaster that I experienced last year, which led to me being a successful first-time homeowner! I was referred to Jennifer 2 years ago by my best friend who had bought a house in Las Vegas. After a year of back-and-forth on deciding if I was ready to buy a home, the Pandemic pushed me over the edge to make the decision much quicker than I wanted to. I called Jennifer last year in February 2020 to inform her I was put in a serious situation where it now forces me to move. Jennifer and I worked together the whole year of 2020 when going through the loan process. Jennifer was honest, realistic, and was so supportive (even when I had my mood swings). For me, I went through a lot of emotions and uncertainty, but Jennifer was there every step of the way. In less than 3 months, I was getting my documentation prepared, my loan application completed, credit checked, and employment verification. Then we moved forward in pre-approval and house shopping, and in little as 5 months, we were doing the underwriting and I was in my home before my 30th birthday! Jennifer was honest about what I was able to afford and what my mortgage would be. She also helped me manage my money during the time I was going through the process to ensure that I wasn't putting too much attention on my accounts. The loan application was easy. She was available all hours of the day and night and is STILL willing to speak to me about the miscellaneous mail I receive now and then. Jennifer is such a blessing and has helped me ease my anxiety when purchasing a house. I am so happy to finally be a homeowner and to say that my year has been such an easy process. THANK YOU, JENNIFER, you have changed my life for the best! I recommend Jennifer to anyone! If I can rate 10+ stars, I definitely would!

The team at MasonMac are absolutely top notch. Very quick responses and phenomenal rates! Very…read moretransparent team

Short Story: They bounced (returned) a check for $370k after being told in person that it was…read morelegitimate and there was plenty of funds to cover it. Long Story: I am the trustee for a trust. I went into the San Ramon branch on 11/7, the day after the final deposit (wire) into the trust checking account. The money was already in the account and ready to be distributed. I told the staff that there would be 2 checks (debits) coming in to that account for ~$370k each. I told them who they were for and, since there would be no more income for the trust, to close the account when both checks cleared and the balance was zero. I told them that I was heading out of the country in 2 days and wouldn't be available for a week. I asked if they needed anything more and was told they put the notes into the account and all was set. I was then called the next day to approve one of the checks. I told them I already did that and there would be one more check and make sure it is processed. Then, while I was out of the country and no phone access, I received an email from my office saying that Fremont Bank needed to talk to me. I had to pay $30 for a phone connection. It was after hours and they don't have an answering machine or service. So, called again the next morning and was told they bounced (returned) the check already because I wasn't immediately available to confirm the check. These people are incompetent. While I had phone service I called the corporate headquarters and filed a complaint. I was promised someone from HQ and San Ramon would call me back. No one ever did. When I returned, I spent another $30 to wire the money to the beneficiary (they didn't want me to do that but now had no choice). I used the Danville branch this time. It took about 30 minutes to get the wire handled and was assured that they would close the account as soon as the wire went through. Today, I received a call from the San Ramon branch demanding that I make a deposit or they would close the account. I would use a stronger word than incompetent but Yelp would likely not allow my review. Don't use Fremont Bank unless you want to waste your time.

I went in to this branch on October 18 2024 to close a cd, open another 1 and get cashier checks…read more Bijal, Grace, Natalie, Mona and Gabe were all fast efficient and friendly and made all the transactions very smoothly. They Also were very patient as well. Thank you to the staff and I would recommend this place.

I reached out to Mark as the branch manager for help with an issue with my closing. Mark was…read moreunresponsive to emails and calls. My closing was delayed on the admitted part of the lender. Mark and his team did not take steps to make things right. Instead I was forced to pay additional fees for an extended rate lock as his team needed more time to finalize the loan.

Mark makes things happen. He is competent, diligent, and demonstrates great customer service in…read moreeach step. I highly recommend Mark as a reliable partner when financing real estate in this competitive market.

They are terrible. Told me to send them my first payment but had sold my loan. Never sent my first…read morepayment on to the new servicer causing me late calls. On hold for over 30 minutes still nobody picks up! Jon in "customer service" emails saying my payment could take 18 days to reach them by mail!!! And why don't I just cancel the check and reissue a (now late) payment! Terrible company AVOID!!

If I could give zero stars I would!…read more DO NOT EVER USE CMG MORTGAGE! My husband and I are both federal law enforcement officers, and he's a 100% disabled veteran, we did not get paid for over 50 days during the government shutdown and still had to report to work as "essential". We had to use credit cards, borrow money & got charged interest fees and late fees for all of our bills. We requested a forbearance for our mortgage, which we were told not to stress about because of our situation it would be approved. They denied us stating, "client declined program". We did not under any circumstance deny the forbearance. When I contacted them they told me to appeal the decision and we would be fine. Now we're being told no notes were put into the system, appeal has not been reviewed, however we were denied again. No one will help me, the last gentlemen actually told me maybe I should contact a financial advisor! So let me get this straight, we were not paid for over 50 days and you have no understanding that it put us in a bind???? We have been federal employees for years, numerous government shutdowns, none as awful as this one and every mortgage company has been very helpful and understanding... CMG Mortgage, is not considerate nor are they helpful!

I am a repeated customer of Venstar Financials. The company has helped me completed 6 refi…read moresuccessfully. I do not have to pay anything out of pocket. All refi were completed at the comfort of my own home. The process was taken either online or on the phone, even the notary came to my home for signing. I also bought a new home using them as my buying agent. I am 100% satisfied with their service.

We worked with Chris Jiang a couple of times and he is very knowledgeable and reliable. He is quite…read moreresponsive and strives to get the best loan option (term,rate,monthly payment) based on our requirements. He also takes the time to go over any questions we have in good detail. For our first mortgage he worked and coordinated efficiently with all parties to have the closing done on time.

I have nothing but good things to say about Hal and his team! We were first time…read moreHome buyers who knew very little about the process, but he listened, explained and answered every question with the upmost professionalism and patience. He walked us through every step and even got us the lowest interest rate we could get. People have often told me to shop around for different lenders, but every other lender that I reached out to, was too pushy and eventually I would have to owe more money even though they claimed they would save me 5k plus! Hal is an honest and genuine person who I am lucky to have met and I cannot thank him enough for helping us get our first home! It's hard to recommend anyone unless my experience or trust in an individual is nothing short of 100% and I would 100% recommend Hal to every one of my closest friends and family! That explains how much I trust and thank this individual.

Worked with Hal through the home buying process in getting a loan. Hal is super knowledgeable and…read morewas able to guide us step by step in terms of what is needed and expectations. I highly recommend working with Hal!!!