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    SD Equity Partners

    4.8 (5 reviews)
    Closed 8:00 am - 5:00 pm

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    Services - SD Equity Partners

    Investment management

    Mortgage services

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    7 years ago

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    9 years ago

    Have been working with Evan and the SD Equity Partners team for a while and am always very happy with the experience and results.

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    Transparent Mortgage - Beau H. - Owner - Mortgage Professional Since 2003 | Mortgage Lender San Diego

    Transparent Mortgage

    (170 reviews)

    Miramar

    Working with Beau has always been such a pleasure. He is an absolute wealth of knowledge for…read moremyself and my clients. He is fully transparent and does a wonderful job guiding my clients every step of the way. When I work with Beau, we always make it to close on a new home for my clients and it is a joy for all of them. He is a breath of fresh air and has become a friend along the way

    I didn't end up originating my mortgage through him, but I just had to come on here and say I…read moreHIGHLY recommend Drew Clemans for your mortgage origination needs. Throughout my entire home buying process Drew was generous with his time and expertise, literally every step of the way. His bio mentions that his approach is rooted in education, and that really came through in my experience. He took the time to make sure I understood what was happening and why, which made the whole process feel a lot less overwhelming. His advice was thoughtful and tailored to my situation, never generic or salesy. He knew I already had a lender but he was still willing to give him time and advice with no strings attached. He also connected me with a homeowners insurance agent who ended up getting me a much better policy than what I was originally planning to sign up for. That referral alone made a huge difference. Drew is the kind of person you want in your corner when you're navigating the home buying process. Knowledgeable, kind, and genuinely invested in helping people. I truly can't recommend him highly enough.

    Maureen Martin - HomePlus Mortgage

    Maureen Martin - HomePlus Mortgage

    (175 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!

    A Dream Realized in 18 Days - Thanks to Maureen Martin…read more Words can't fully express the gratitude I have for Maureen Martin of Homeplus Mortgage. From the moment we began our home-buying journey, Maureen showed herself to be an absolute powerhouse--a strong, focused businesswoman who brings unmatched professionalism, compassion, and commitment to everything she does. Maureen isn't just about numbers and paperwork--she's client-centric to her core. Her dedication, responsiveness, and fierce determination made us feel supported every step of the way. When I finally met her in person, I immediately felt her radiant energy and warmth. Her aura and spirit are something truly rare--she's one of the most special, genuine people I've ever had the pleasure of meeting. Thanks to her tireless efforts, we went from placing an offer to holding the keys to our new home in just 18 days. That kind of turnaround is almost unheard of, but Maureen made it happen. We are forever indebted to her for not just helping us close on a house, but for helping us secure our dream. If you're looking for a lender who is not only masterful at what she does but also deeply human in how she does it, look no further. Maureen Martin is a godsend.

    Renzo Marsano - MAR Financial - Renzo Marsano MAR Financial

    Renzo Marsano - MAR Financial

    (289 reviews)

    I've worked with Renzo Marsano three times now, and each experience has been outstanding. He first…read morehelped me purchase my home, then guided me through my first refinance, and most recently assisted with my second refinance. Every time, Renzo has been professional, knowledgeable, and incredibly responsive. Renzo takes the time to explain all options clearly, answers questions quickly, and makes what can be a complicated process feel smooth and stress-free. He truly looks out for your best interests and tailors solutions to your specific goals rather than offering a one-size-fits-all approach. The fact that I continue to return to Renzo says it all. I trust him completely and would highly recommend him to anyone looking to purchase or refinance a home.

    It's been almost a year at our new home and Renzo helped us with us refinance! It was our first…read moretime so we had a lot of questions. He walked us through the entire process professionally and kindly. The entire thing went very smoothly. He was always available to answer our inquiries. Prior to refinancing, there was an incident where we had an issue with our escrow account and Renzo graciously agreed to assist us by having a three way call with customer service. This is one of many examples to show how he goes above and beyond to help his clients out; The quality of customer service was beyond a doubt amazing! Thanks again for everything and helping us out! Most definitely recommend Renzo if you are seeking a home loan or need assistance with refinancing.

    Villalobos & Solo Real Estate & Lending Group

    Villalobos & Solo Real Estate & Lending Group

    (16 reviews)

    We bought our first home last year, and as Canadian buyers here on a work visa, we expected the…read moreprocess to be pretty overwhelming. Working with Marcos made all the difference. He handled both the real estate and mortgage sides for us, which made everything so much simpler. We didn't have to deal with multiple people or worry about things slipping through the cracks. He was clear, responsive, and always patient--no question ever felt too small.

    I recently worked with Rick Solo (Villalobos and Solo Realty and Lending Group) in selling a condo…read more The service I received from Rick was exceptional and by far the best real estate experience I have ever had. From the time of our first meeting to the end of Escrow, Rick and the team provided five-star service. Rick was professional, honest, transparent and incredibly knowledgeable about the current market and strategies for moving forward. I needed to upgrade and make some improvement in the condo prior to listing, and Rick took care of everything with design, purchases, contractors, expense tracking and necessary oversite. He kept me informed every step of the way and always respected my input. As a result, we had a healthy return on the investment when the house sold within 2 weeks of being listed. I know that if, and when, I sell another property, he will be my first choice. To summarize, Villalobos and Solo Realty are the best! James L.

    John Evans

    John Evans

    (1 review)

    Rancho Bernardo

    I've had the pleasure of knowing John Evans personally for several years. I'll admit up-front that…read moreI'm usually reluctant to mix friendship & financial matters. Yet I knew intuitively that John was the right "go-to" person for my refinance needs. John's integrity, work ethic & knowledge of the marketplace coupled perfectly with my desire to identify "best solutions." John put my needs & interests first (quite a rarity within the industry) and walked me through the pros & cons of each option. He patiently answered every random question I had along the way. Refinances are usually hassles at best -- seldom easy or timely experiences. John and his support staff made for an almost seamless transaction. Once prepped, the transaction took about a month start-to-finish, if not less. We began with a simple evaluation of my circumstances; moved onto the more difficult task of understanding the market's various offerings; and then we talked earnestly about the pros & cons of those options. John empowered me to understand the nuances of each option so I could confidently make an informed decision that best suited my situation. Should you ever need a mortgage broker who will work tirelessly and purposefully towards your greatest benefit, I highly recommend that you contact John Evans.

    From the owner: As an Axia Home Loans Loan Originator, my goal is to help you fulfill your real estate goals…read more Whether you are refinancing a home you already own or are purchasing a new one, I am here to provide you with detailed options and sound recommendations so you can make informed choices to address your mortgage financing needs. I would love the opportunity to learn more about your situation and determine if Axia Home Loans has the right solution for you. When you are ready to begin the mortgage lending process, I will be with you every step of the way to make sure that your loan closes quickly and smoothly. Contact me today as I look forward to helping guide you through this important financial decision.

    Flagstar Bank

    Flagstar Bank

    (48 reviews)

    Rancho Bernardo

    Flagstar Bank is a one star company as far as customer service goes. I agree with Randi K. who…read morealso posted a statement. I had ab insurance loss claim that started in February 1st, 2024. Flagstar has been a nightmare to deal with, to get the funds out of some vague escrow account. I have spent hours trying to get this resolved to no avail. They use an online website and an terrible department in their company called the "Insurance Claims Ceneter". It is the biggest barrier to get help to get my home repaired and the contractor paid. As of the writing of this review it is still not resolved and they are still holding onto money that I need to get my home repaired and paid for, Flagstar contracts out to a third party inspection company known as Safeguard Properties that is equally as incompetent and has rotten customer service. Whenever I call it takes hours to get to someone, at Flagstar to help get problems resolved and nothing ever get done. I have tried to get help from their so-called "resolutions department" and nothing ever gets resolved. No help, no resolution, just barrier after barrier. NO one ever answers quickly and god help you if you need to get transferred to another person. The calls go into call center hell and you can never get out. Flagstar clearly does not care about its customers, anything they have to suffer thru, nor really in getting anything resolved to assist their customers getting help. No one at this bank takes responsibility for anything!! They really do not care if you are their customer, your house is in disrepair, getting anything resolved; because of their incompetence and lack of good customer support, They have a lot of customer service verbiage on their webpage about their values and care for their customers which is all lies and subterfuge. As I am writing this review, I have spent another 30 minutes waiting on hold to speak to someone regarding my problem again.. Do not use this company, run, get a mortgage loan from anyone else or you will be very, very sorry.

    I do not believe that Flagstar bank got 4.5 out of 41 reviews. I think these reviews are…read moremanufactured. That company has been a one star company for several years. Perhaps the branch in San Diego is different. I certainly hope so for the benefit of its customers.

    SD Equity Partners - mortgagebrokers - Updated June 2026

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