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.

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!

We are closing on a house this week and had to share our fantastic experience working with Chris!…read moreFrom start to finish, he made the entire process feel easy and seamless. Chris was always responsive, communicative, and proactive about keeping us informed at every step. He answered all of our questions quickly and clearly, which gave us so much peace of mind during what can be a stressful process. Beyond that, he's just a genuinely personable and kind person, just an absolute pleasure to work with. We're so grateful for his expertise and support, and wouldn't hesitate to recommend him to anyone looking for a smooth, efficient home loan experience!

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.

We'd like to recognize Mr. Scott Wise and his team at Reliance Financial for their amazing work in…read morehelping to qualify our family for our very first home loan. We are a single income, self-employed family, and had been trying for several years to get qualified to buy, but were unable to find a program tailored to our unique circumstances. For those that don't know, qualifying for a home loan as an independent contractor can be extremely challenging. In addition we were pressed for time, as we were expecting our second child and needed to begin looking for a home asap. Scott was confident he could help us and he and his team worked tirelessly to get us in to our first home. We are beyond happy and would highly recommend this incredible team. Thank you Scott.

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.

Very friendly and courteous. Extremely helpful. I owned a small business and Manger Dominique and…read moreMatt helped me with my county paperwork and submit. They offered personal and business banking services with dedication. They even went to the county to file. Going way above and beyond when comes to helping customers. All other staff Mona, Rachel, and Natalie, as well as new staff members, are Bijal and Grace also provide very professional customer service. I am extremely lucky to have them as my banker.

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.

Where do I even start? Our file was definitely one of a kind! This was our first home purchase,…read moreand the process was not always easy. We had several hiccups along the way, and there were moments when we heard "no" more than once. But Anibal and his team never gave up on us. Every time things got stressful, Anibal remained confident, kept me calm, and reassured me, "We're going to be okay. We can make this happen." And somehow, every time we were faced with a "no," Anibal and his team worked to find a way to turn it into a YES. Even when the ship shook a little , they stayed focused, worked through every obstacle, and ultimately MADE IT HAPPEN -- we are officially homeowners! For our first home-buying experience, this was definitely one for the books. I truly appreciate the patience, persistence, communication, and hard work Anibal and his entire team put into our loan. Thank you again, Anibal, for believing that we could get this done and for helping our family accomplish such an important milestone. We would absolutely work with you again and will recommend you and your team 100%! Forever grateful!

Rob, Cindy, and Bridgett at CMG were a great team! They kept me updated and made the home loan…read moreprocess much easier. I highly recommend them and would definitely work with them again.

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!!!