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February 2024 by Arizbeth E.
They have really helpful and answered all our question. we are still in the process of finishing everything up. we hope that the rest of the process goes as smoothly.
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June 2023 by Linda T.
I was looking forward to working with The Soss since I saw many great reviews but my experience didn't really match up to the others. My first initial phone call with Marina was amazing! She was super kind and answered all my questions and offered to help me with further questions if needed on how the consultation process works. She provided me all the info needed to set up a consultation with Andrew. The day of the consultation Andrew was 30 mins late to our call and Marina reached out to me prior to let me know. When he finally called he rushed through our call and did not give me any guidance like I was promised. It lasted for 8 mins.... He quickly got my info and said he'll reach back out to me to let me know what he finds. Three days went by and I heard nothing so I reached back out to them and asked if they had any updates. Andrew and Marina emailed me later and asked me questions that I had already provided over the phone and was under the impression that he noted it down during our call. They sent me my quote and did not call me or further elaborate on what they did for me. I'm bummed I didn't get the experience I was hoping to like everyone else here. Since I'm a first time homebuyer it was super important that I find a mortgage broker who would take their time to answer my questions and guide me through the process. My experience here felt rushed and I felt I was left hanging.
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April 2023 by Rama B.
I have obtained numerous mortgages throughout my life. The process is always a bit stressful and can be confusing, but I can honestly say that the process I just experienced with the Franklin Direct Mortgage Soss-Waldo Mortgage Team at the Newport Beach, CA location was as smooth and stress-free as it gets. Andrew called me personally near the beginning of the process to welcome me, answer any questions, and ensure that I had contact information for the journey. Grace Thayer and Marina Magana were courteous, quick to reply, and helped me feel secure about the process and well supported. Their method of providing information for estimates and mortgage options, presented in a user-friendly graphic design, was the best that I've encountered, even among huge companies like Wells Fargo and other conglomerates. Their secure portal for uploading documents is well organized and easy to use. I highly recommend this company for your mortgage and loan needs. They will treat you with respect, they will be attentive, and they will give you great options. -William Rama Bassham (a satisfied client)
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March 2023 by Solstice 2.
Matt V. worked tirelessly to answer every question my fear-ridden mind could imagine. I was a soon-to-be first-time homeowner, and I didn't have much time to spare. Thank you, Matt! I love my home & really don't think I'd be here if it weren't for the role you played. God bless you and your family! Anyone would be lucky to have you on their team!
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June 2022 by Rayna M.
My husband and I had a really great experience working with Andrew. We are first time homebuyers and had no clue where to start. Andrew really took his time to educate us and was quick to respond to all our questions. We both felt he prioritized our loan from initial approval and all the way through. I'm so happy we worked found Andrew he's amazing and we will definitely be using him again in the future.
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June 2022 by Mustafa A.
As a first time home buyer in a new market I couldn't have dreamed of better guidance from the Soss-Waldo Mortgage team. The entire team prioritized my loan processing from the initial approval all the way through closing, which in this market was a 4 month process. The entire team is well informed and Andrew in particular is an incredibly patient and honest lender who always made himself available for a quick chat. He offered great guidance, spoke from experience and came up with strategical solutions in this sellers market. But more important than all of these attributes, Andrew and the team took ownership when an early processing mistake lead to some confusion when beginning to put in offers. On top of the personnel, their online portal is intuitive/easy to navigate and updates you on the current stage of the process. Further reassuring that things are on track as you come to a close. I would surely recommend this team to my local friends and family, and if I find myself looking for another home I know exactly who to call.
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April 2022 by Lindsay C.
My husband and I had a great experience working with Andrew and his team. As first-time homebuyers, we felt so lost in the beginning but Andrew and his team educated us every step of the way! They even updated projected mortgage/closing costs for us based on the listings we were making offers on. This gave us full transparency of what to expect in terms of payments with no surprises. I was definitely put at ease! Our real estate agent was also super impressed with them. I'm already recommending the team to all of my close friends!
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April 2022 by Linda M.
Sincerely, I would only recommend this lender! My boyfriend and I bought our first home, and it wouldn't have happened without the team at Franklin. Andrew is incredibly friendly and insanely knowledgeable. Never once did he make us feel like our inexperience was a burden and all questions were answered in depth, so there was never any doubt in the process. Marina and team were always there to give a prompt response and really supported us to the end. A 15 day escrow doesn't just happen without an experienced and dynamic team. You will not regret working with these amazing people, they really do care!
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March 2022 by Sarah O.
This is the only phone call you need to make , one and done. If you're looking to re finance and have heard the process has been slow during the pandemic, you're right! But the Soss team has it figured out-- they'll take good care of you and make sure all goes quickly and smoothly!
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March 2022 by Mary F.
They are the best team. I initially financed my first home with them in 2019 and I did refinance my mortgage with them a month ago. The whole team was very helpful. They patiently answered all of my questions and explained the whole process to me. I would have given them more than 5 star if I could. I highly recommend their team for mortgage financing. Thank you the Soss-Waldo team.
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March 2022 by Akram S.
Simply put, Andrew and his team are truly the BEST. Trust me when I say they are remarkable, knowledgeable, professional, caring and hands down get record time results. We had worked with other mortgage companies before and this team is on a league by themselves in every detail and through the entire process. Thank you and thank you Soss team!
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February 2022 by Kenneth O.
Andrew Soss, Aaron Waldo and their team at Franklin rock! A++ Their rates may not be the lowest in the market but trust me -- they are very resourceful, efficient and make things happen, period. And they care and you cannot help but have this relieving sense that they have your back during the entire loan process. I wholeheartedly recommend Andrew and Aaron at Franklin for all your mortgage/loan needs. A year ago, my brother introduced Andrew to me while I purchased my property in San Francisco and was having some difficulties as my original mortgage broker prequalified me but couldn't close the purchase loan, putting me in a panic mode. Andrew helped my brother with his refinance before. So I contacted Andrew and he analyzed the dire situation and proposed a couple solutions. Unfortunately things couldn't work out with the timeline I had to work with and I closed my purchase loan with a direct lender/ bank. But Andrew and team left me with a great impression. Fast forward one year, I contacted Andrew and Aaron again for the refinance this time. They have reorganized as Franklin Loan this time now. The refi would remain a challenging case but Aaron walked me through his proposal and we formulated a plan step by step and executed on it. Christel became my primary loan assistant and was super responsive and meticulous. Extremely gracious lady and enjoyable to work with. We had many email exchanges and periodic updates and whenever she couldn't respond Grace would step in and cover for her. Entire team is a well-oiled engine and kudos to Aaron and Andrew for having these great people on the team. In the end we successfully refinanced the original loan in 60 days, all during year end holidays. Thank you all at Team Franklin. You guys rock!
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January 2022 by Anita C.
The entire team from start to finish was very attentive and professional. Someone was always available to react quickly to ensure we closed escrow smoothly and on time. Would 10/10 work/hire this firm again. Thanks Sosa Team!
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January 2022 by Leslie Y.
We financed a rental property with Soss, who was introduced by our fabulous agent, Lorri Quiett. The process was not only easy and seamless, but it was done remotely during the pandemic. Andrew was always responsive, even on weekends and holidays (the escrow closed on New Year's Eve). I love the instant update of a summary page for our loan approval process.
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December 2021 by Patrick U.
I've not done anything in the way of transactional business with them, but they've offered good advice for free, which speaks well of them.
