1. Rescom Financial Services

    1. Rescom Financial Services

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    San Clemente, CA

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    Rescom Financial Services

    4.3 (12 reviews)
    Open 9:00 am - 5:00 pm

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    5 months ago

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    3 months ago

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    1 year ago

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    10 months ago

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    10 months ago

    Business owner information

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    Pete L.

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    4 years ago

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    2 years ago

    Kristin Robertson is reliable and efficient, she works hard to make each transaction smooth and stress free!

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    7 years ago

    Business owner information

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    Pete L.

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    8 years ago

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    Ask the Community - Rescom Financial Services

    Review Highlights - Rescom Financial Services

    Pete, my loan officer, was knowledgeable, responsive, and made sure I understood each step along the way.

    Mentioned in 9 reviews

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    Moore Loans

    Moore Loans

    (5 reviews)

    Matt is my go-to guy for any home loan. Before I met him, I used to shop around and have multiple…read morebrokers compete just to make sure I was getting the best rate. With Matt, I don't have to play that game anymore. I can call him knowing I'm getting one of the most competitive rates available. He's not trying to pad the rate or make extra money by adding unnecessary spread--he's straightforward and transparent. I've also learned that when you're buying a home, getting the loan closed is priority #1. A slightly lower rate doesn't matter if the deal falls apart. Matt understands that and knows how to get deals across the finish line. On our most recent purchase, we ran into a major appraisal issue late in escrow that required switching to a different loan product. I honestly thought the deal was dead. Matt somehow found us a new lender, secured an even better rate, and got everything closed within an incredibly short timeframe. It felt like he pulled a rabbit out of a hat. I wouldn't trust anyone else with my financing. Beyond being excellent at what he does, he's just a genuinely great guy to work with. He makes what is usually a stressful process enjoyable, and I recommend him without hesitation.

    I have worked with Matt before on another loan and after working together on two loans now, I will…read moreexclusively continue to work with Matt and NAF in the future. Response, customer service of the overall team, as well as making the process simple and seamless, are reasons to work with these guys. Rate and closing costs were lower than expected and overall experience of the loan process was excellent.

    Shannon Gray - LifeSource Mortgage

    Shannon Gray - LifeSource Mortgage

    (60 reviews)

    My wife and I were referred to Shannon and LifeSource Mortgage by a family member, and we are very…read moreglad that we worked with him! We were looking for our first home, so we were coming from a place of minimal experience with mortgages and the processes around them. From the very beginning, Shannon was friendly and full of information, filling us in on different things to do at different steps of the process. He provided information about important topics like property taxes, homeowner's insurance, the escrow and closing process, and more. He was also very transparent about how we would be working together, and what would be good for me to read up on for my own growth and understanding of the process. We very much felt like we were on a team. Each of the things that we needed from Shannon were delivered in a timely manner, with clear and direct communication, like a pre-approval letter, appraisal coordination, and a good rate on our mortgage. When we finally went into escrow for a home, we ended up with a small window of two weeks to close. Shannon let me know that if we all hustled, we could make it work. Everyone on his team was on top of things throughout that period, reaching out whenever they needed something, and handling the rest cleanly. We were able to close on time, which was a huge relief! From there, Shannon offered to keep an eye out for opportunities for refinances down the road, and we intend to continue staying in touch with him and his team. We will definitely be recommending him to others!

    We have had Shannon take care of our loan on 2 separate occasions and he has always been super…read morehelpful, and thorough! We planned on using him a 3rd time when we relocated to a new house and he suggested that we look into obtaining a loan from the builder of our new home to see if they had any incentives. We ended up sharing the numbers and details of the other loan with Shannon and he told us that we would be crazy not to take the other offer. This meant that he was going to lose out on our business and it just goes to show that Shannon is a man of integrity!!! Hard to find people that do the right thing no matter the cost nowadays! Go with Shannon and Life Source if you are looking for someone you can trust!

    Yosef Shapiro - Mortgage Broker

    Yosef Shapiro - Mortgage Broker

    (48 reviews)

    8/25/2026 I have been speaking to Yosef for a few weeks now…read moreto discuss the possibility of purchasing a home prior to November as the market is softening up and prices are dipping slightly and inventory has increased providing an opportunity to find that perfect view home. We have worked with Yosef on previous real estate transactions anas there is virtually no other broker that is so down to earth, knowledgeable and transparent in handling a real estate financing investment. Yosef brings years of experience and it runs in his family. I so appreciate Yosef's honest and straightforward approach to making dreams come true. Yosef knows the ins and outs and has worked with many agents that we have utilized during our previous real estate ventures. Anyone looking for a truly honest, knowledgeable, trustworthy, transparent and skilled professional in the field of Real Estate financing don't miss out as I highly recommend you contact Yosef. Previous Review I just can't say enough about the knowledge, expertise, service, and, of course, competitive rate options that Yosef offers. I have purchased several homes with the assistance of Yosef Shapiro at emortgages in Petaluma, California, and he always offers the best rates, service, and most efficient service. Yosef is also committed to successfully closing the loan that he is always available via phone and email with response times that are astonishing, even on holidays. Yosef also has 2-1 buy down programs and other very attractive rate options. I have completed real estate purchases and refinancing with Yosef and at times checked with others in the industry just to see what they can offer and Yosef at emortgages beats the competition by far and with lower loan costs and faster closing times. If you are in the market for a purchase, refinance, reverse mortgage, etc. Yosef is your go-to professional. Top shelf service and experience! Highly recommended

    I highly recommend Yosef for all your mortgage needs…read more Yosef has been a great help with helping me secure a loan on my home in Marin. Six months later he helped us refinance and save $400/month. And now he helped us take out a second for some renovations. He is extremely responsive and knowledgeable.

    Rescom Financial Services - mortgagelenders - Updated September 2026

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