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“Max was exceptional in helping me with my first home purchase. He was the most competent loan officer I spoke with throughout the entire process, with outstanding communication from start to finish. The loan contingency and financing process is often one of the lengthiest parts of buying a home, but Max was proactive, reliable, and drove the process efficiently—allowing us to close earlier than the original expected date. Everything was handled with full transparency, competitive pricing, and strong rates.
He was always available to answer my questions, no matter how basic. Being based in the Bay Area, Max has a strong understanding of the financial profiles common among local homebuyers. Max and his team made the entire experience smooth and stress-free, and I truly could not give a higher recommendation to Max and his team. I also look forward to working with Max again for refinancing and future home purchases.”
“Top notch in every way! In addition to great rates, Elva's knowledge and expertise made it a seamless, hassle-free experience from start to finish. Highly recommend C2 Financial!”
“We had a great experience working with Matt and his team - professional, focused on us as clients and our long term finances, and always available at any hour to help close the deal.”
“We had a great experience working with Satish. As first-time homebuyers, we truly appreciated how professional and knowledgeable he was in guiding us through every step of the mortgage process. He took the time to explain things clearly and made what could have been an overwhelming process feel manageable and straightforward.
Satish came highly recommended by our realtor, which gave us extra comfort and confidence from the start. His team was also wonderful to work with—very responsive, organized, and proactive with follow-ups to ensure we submitted all required paperwork on time and stayed on track to meet our closing date.
Overall, we are very satisfied with our experience and would absolutely recommend Satish and his team to anyone looking for a reliable and trustworthy loan officer.”
“We had an excellent experience working with Dave and his team. Dave was incredibly patient, taking the time to answer all of our questions and ensuring we understood each part of the loan process. He was also very informative, offering clear explanations and valuable insights that made everything feel straightforward. What stood out most was how up-to-date he was with current lending policies and market trends, which gave us great confidence in our decisions. We truly appreciated the professionalism, support, and care that Dave and his team provided from start to finish.”
“I worked with Jamie on a home purchase and she did a fantastic job. She is very knowledgeable and helped me evaluate several options for my mortgage. Would highly recommend working with her.”
“Bobs love/passion for this profession shined through in his desire to help educate us through this process. We are SO glad we found him! Shout out to Debbie too as she was so on top of everything and always ready to help! They are a great team”
“We worked with Jason for almost 2yrs. After countless of rejection, we finally were able to find a house that we like and can get. Jason has stuck with us the whole time, and he was nothing but helpful, walking us through every part of the process.”
“I had the privilege to work with Noelle! Let me tell you, she’s an amazing person to work with. I had gone with another company and was ripped off money. Noelle helped me and guided me to be able to trust again. She worked miracles and found our business loan we needed. When I give a review it’s upfront and forward and let me tell you, this is definitely a secure company to work with. Noelle tells you straight up if she can’t or can do something for you. She was there every step of the way and prompt and easily available to speak with when I had any questions or doubt! I wish there was more ways that I can reassure people, when you go with this company you definitely won’t go wrong here! This is a secure, stable and legit company to work with when getting any loan or business loan! We will definitely use them again for our future projects.”
“All I can say is WOW! Michele Lewis helped us secure the home of our dreams, and we would not have been able to navigate the process without her expertise!
Michele was beyond knowledgeable about our home purchase situation, and gave us accurate, up to date guidance, in a timely manner, throughout the entire escrow process.
Michele has excellent communication, clear expectations, and a wealth of knowledge that made our home buying process quick, easy, and as streamlined as possible. She took stress away from our plate so that this process would be just like any other day. Thank you, Michele, for taking care of our family like it was your own.
We highly recommend Michele to anyone looking to purchase their next home!”
“Cyrus is Amazing !!
We have worked with Cyrus 3 times. Our loans were all complicated , but Cyrus got them all funded with ease !
He is very knowledgeable and the best at what he does.
I highly recommend Cyrus ! He will get your loan funded even as hard as the situation may be !
Dave”
“I've worked with Howard numerous times over the years and have never had anything but a great experience. Howard goes above and beyond to identify his clients' specific needs. His ability to meet those needs with the right loan program and terms and close on time is simply unmatched. If you value knowledge, experience, and honesty, and want someone that you can trust with the biggest transactions of your life, Howard is the man with whom you should be working for all of your borrowing needs. Thanks Howard!”
“Terry is awesome. He has helped me with 4 different closings. The whole office is amazing and I wouldn't want to work with anyone else. Terry always takes the time explain things and is very trustworthy.”
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455 Los Gatos Blvd, Los Gatos
Mortgage Lenders
“Mark was recommended to us by my cousin, and I truly enjoyed working with him. We needed to take out a loan for my parents’ home, so we reached out to Mark. He was extremely proactive in his communication, even responding to emails on his days off. Understanding the importance of our deadline, he took the initiative to research and recommend the best loan option for us. Mark was an absolute pleasure to work with, and I look forward to partnering with him again in the future.”
“I had an outstanding experience with DCI Mortgage and Investment! From the start, their team demonstrated exceptional professionalism, transparency, and expertise. They took the time to understand my financial goals and guided me through the lending process with clear communication every step of the way.
If you’re looking for a reliable and knowledgeable mortgage lender in Santa Clara, I highly recommend DCI Mortgage and Investment. They truly go above and beyond for their clients!”
“I had such a great experience working with Stephen and Debbie on my refinance with cash out. This was the second time I'd refinanced my house, and the difference in the process between the first time (not a good experience) and this time was night and day. Stephen and Debbie were so responsive and helpful, everything went according to schedule, and we closed in the timeframe they'd initially told me we would. I'd highly recommend both New American Funding and Stephen and his team!”
“Susan is amazing! She’s helped us refinance several times in the past and she was always quick and professional and detailed. Recently, we asked Susan to act as our realtor to help us find a new house. We were very particular about what we wanted, and it was a long, slow wait to find the perfect one. Susan stuck with us until the right house came along, and when it did, she helped us very quickly put together a competitive package, knew what to do to get the attention of the seller so that our offer was accepted (which is always the hardest part!), and then got us through the loan approval process without any hiccups. I know she has done similar work for others when it seemed impossible to get the loan they needed. If it’s possible, Susan will get it done. We’ve heard horror stories about buying a house in the Bay Area and expected to go through some heartbreak, but with Susan on our team, it was smooth sailing. We couldn’t be happier and highly recommend her as a realtor and mortgage advisor.”
“Thank you for being patient and helping me and my family to help me in the process to purchase my first home. I truly appreciate all the hard work from everyone.”
“Finding a good Dr/surgeon is imperative and a matter of trust. When you find one, you stick with them. I'm glad I trusted Neil and his team with my refinance. The process was flawless and smooth. He has over 20yrs experience I think and he knows how the system works. Not only did he provide the best options for my house, he also provided me with the best options for me personally. I have to say a huge THANK YOU!!! I would certainly recommend and happily work with Neil again. Cheers!”
“It was a pleasure working with Michael. I explained my needs and wants to Michael up front and he got right to work. While searching for a home with him, he was straight to the point, made sure I understood the process from the get go, and he was always quick to respond if I needed something or had a question.If you have any real estate needs, I highly recommend Michael because he will be sure to take care of you.”
“With our home improvement company, we have been using PACE Funding for nearly a year to get our customers financing for various services (roofing, solar, etc.)Over the years, I have worked with several other PACE programs and PACE Funding is by far the best.Our rep, Mike St. Lawrence is unparalleled to any other rep we have had.From quick, 15-minute underwriting approvals to getting funded on projects, Mike is always so responsive with all of our needs.In comparison to traditional (non-PACE) financing, Mike has exceeded back-end support unlike any other financing company we've worked with.Their programs allow up to 30 year terms and relatively low interest rates with small dealer fees.As a Contractor, I definitely recommend using PACE Funding as a program to offer your customers.”
“We really enjoyed working with James. He is super knowledgeable and very responsive in answering any questions. His team is also fantastic and very on top of the whole process, ensuring loan conditions are addressed, appraisals reports come out on time, and escrow all go smoothly. It's truly a pleasure to do our loans with James.”
“Very personable staff at this Fremont Bank Warm Springs Branch. It has a very neighborhood small community vibe. Stephanie Pi and other staff here are super friendly and warm and so helpful. They go over and beyond in my experience. Compared to their other branch in the hub, the customer service at Warm Springs branch is excellent. I hope the staff here remains the same.”
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“Very professional.
They pulled out my file in few minutes after they called me and had me seated to wait for a banker for my case to release a block on my credit card.
Although the waiting time is a bit long because of fewer bankers on site, still a good experience.”