Beau went through several scenarios for my investment property purchase and kept on top of all my…read moredeadlines and outstanding documents even for my quick close. Would recommend!

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.

Michael was our mortgage broker and he went above and beyond that role! He took the time to run us…read morethrough a crash course on loans, offered us advice and referrals for home inspection, helped coordinate, and was always on top of things, doing whatever he could to help us in our home buying journey. Highly recommend.

Mike, Mike, Mike! We cannot recommend him enough, and it's a testament to his expertise and care…read morethat we've worked with him for not one--but two home purchases! First, he helped us find and buy our very first townhome, and six years later, he guided us to our dream primary residence. What makes Mike truly exceptional is not just his depth of knowledge in real estate, but also his expertise as a lender. He took the time to ensure we understood every aspect of our loan--not just the numbers, but the strategy behind choosing the right terms for our long-term goals. Beyond that, he helped us think outside the typical inspection process, connecting us with specialists so we had a complete and well-rounded understanding of the home before making such a big decision. Mike is remarkably patient, always available (even for early-morning calls or late-night questions), and his approach is refreshingly thorough and considerate. He doesn't just want to close a deal--he genuinely cares that his clients make smart, well-informed choices. If you're looking for someone who is as knowledgeable as they come and has an unmatched commitment to your best interests, Mike is as patient, caring, and knowledgeable as they come.

Both Kristi and Richard were just amazing Helped me to close…read morea DSCR loan while living overseas in just 3 weeks World Class

Kent and Jessie are amazing! Their transparency, professionalism, and proactive approach ensure…read morethat everything runs seamlessly, helping us reach the closing table without any issues. We genuinely appreciate both of them for their dedication and support. I look forward to the opportunity to work with them again on future deals!

Highly recommend Renzo for your loan officer when buying a house! He was very effective, timely,…read moreand always available for questions. We will certainly be referring him to friends/family who are looking to get a loan for a house.

Decided to finally due a refinance and was dreading the process but Renzo helped make this so…read moresmooth and easy given my busy schedule. We did everything via email and everything was so fast and efficient. Would definitely recommend him he gives a lot of options and breaks it down when you have questions! Thank you so much for all your help making this a smooth process.

I had the worst experience dealing with Kenny Simpson and his team. I am a self-employed person,…read moreand he said that he specializes in cases like mine. The whole reason I went with a broker like him was because I don't have the time to deal with mortgage lenders directly. He ended up taking more than 4 months to get me a loan. The first lender couldn't give me the loan because they didn't specify the exact way in which I make money. The second one turned out to be someone who was too small to be able to make it. The third lender was finally able to make it but only a much smaller amount than expected and Kenny's team wanted the fees for the whole original amount. At each and every step, there was total confusion and I ended up giving so many documents and so many letters. Stay away unless you have a very straight forward scenario.

The owner Ben Henry misled me and played games for 5 months, after we where approved. When finally…read morewe got the closing documents, we fund out he has been lying to us about the rate and our monthly payment. very dishonest. I Will report his conduct to the regulating authorities.

This place deserves more than 5 stars. Ben Henry is a very straight up guy to deal with. No bs,…read moreno gimmicks, and no wasting time. He is always available to talk when you need to and he moves fast. We are not the best qualifies home buyers but he treated us like his number 1 customers all throughout the process even changing about 5 times on the house we wanted to buy for different reasons. I highly recommend this guy and his staff for all your mortgage loan needs.

Great guys with good communication but expensive. Did a cash out refi with them in 2018…read more Charged me $5k for closing cost for point and other junk fee vs $1000 from a direct lender. Recommend direct lenders such as Better mortgage

Travis was our loan agent and all went as agreed; we got a great rate at a reasonable price…read more Travis was easy to work with and was good at staying in contact every step of the way. My prior mortgage shows paid off and I have a little extra money in the bank.

I've worked with Greg at RATE for many years and through many homes and I cannot get over how easy…read morethe process was. He's always been helpful, patient, and empathetic. You really understand that he cares about your and wants to make what can be an arduous process as easy as possible. His team is extremely communicative and the portal made tracking the process of securing a mortgage as easy as you would expect with where technology and websites are in 2026, especially the phone App. I'll continue to work with him and his team, and look forward to it! How often do you hear that?!

I recently found myself in need of a move, came across the too-good-to-be-true listing, contacted…read moreGreg regarding a mortgage strategy, and closed the transaction in a little over three weeks. I worked in real estate for over twenty years and rarely saw even cash transactions close that quickly. Greg had a high-touch approach to my path from start to finish, including weekend calls and a conference call while he was driving to his wedding anniversary site in Mexico. Greg is the personification of the phrase work ethic. I am eager to recommend his services to my former real estate colleagues.

The employee representative at. Blue Peak was very helpful and friendly. He knew his job very well…read moreand showed he was a veteran at his job. As good as he is , the Blue Peak Corporate is not very impressive. It professional standard in building size and location shows how bad the company has become in down size. Blue Peak is not as good as The old USE credit union was .

I to had to close my late aunt's accounts with BluPeak, and unfortunately the process was very…read moredifficult. I first contacted them in late July after her passing and followed their instructions to mail the required documents. Despite sending the packages to the address provided, I was later told nothing was received. Over the next month I emailed and called several times, but responses were slow, sometimes taking several days if at all, and the information provided was often incomplete. Each time I thought I was making progress, they would never respond to confirm it. After weeks of delays I decided to drive from Los Angeles to their Mission Valley location in San Diego to resolve the matter in person. When I arrived I was told I still needed additional documents. This was especially frustrating because I had emailed the day before to confirm everything was in order and was not informed of this. The only positive part of this experience was working with Tron at the Mission Valley branch. He went above and beyond, even staying after his shift ended to help me complete everything. He was empathetic, efficient, and made sure I left with the situation resolved. I want to acknowledge him by name because his professionalism and compassion stood out compared to the challenges I faced with member services. Overall I would caution others who need to handle account transfers after a family member's passing. Be prepared for delays, lack of communication, and missing information. Unless you go in person, expect a long and frustrating process.