Mortgage Brokers near Poway

“Just finished getting my business account taken care of at this branch and my Client Relationship Consultant Jenna was top-notch! She helped me get everything taken care of to set my account up correctly, and I can't say enough great things about her service!Thank you, Jenna!“

“As first time homebuyers in an incredibly competitive market, we were very fortunate to have been recommended to Sean and the RWM Team. They were hyper responsive, and led with upfront transparency from the get-go.A purchase in today's red-hot real estate market would not have been possible without having all of our ducks in a row, and Sean's team helped us get there, exceeding expectations at every major milestone along the way. I've already recommended a close friend to connect with Sean, as he gave us the confidence to close on a dream home in CA.“

“Thank you so much, Casa Financial, for securing yet another excellent home loan for us! About ten years ago we obtained our original home loan through you. A few years later our home's value was up significantly and we refinanced for the first time through Casa Financial, obtaining nearly $40,000 cash out while reducing the interest rate to just 2.25%. This cash was used to install a solar panel system over our garage. About three years ago our home's value had increased even more so we contacted your company and refinanced for a second time taking out nearly $140,000 while still keeping our interest rate at 2.25%! This cash was used for more home improvements and a brand new Tesla! Well, our son recently graduated high school and is now attending San Jose State University, majoring in Aviation. He's already an excellent sailplane pilot, and now he's about to solo again but this time in a Cessna 172. Before graduating from SJSU, he expects to earn a commercial pilot license enabling him to start flying jet airliners. Flight training costs are a substantial and additional expense while attending SJSU's outstanding aviation program. We turned to Casa Financial once again and we are so happy we did, they've never let us down! This time we needed an estimated $40,000 to $50,000 to help finance our son's flying costs over the next four years while he's working towards his commercial pilot license. Mortgage interest rates are way up from 2.25% and our home still had good amount of equity, so we decided a Home Equity Line Of Credit (HELOC) would work best to help cover all the flight training costs. We contacted Zindi and Jennifer at Casa Financial, and we cannot thank them enough for their expertise and invaluable service matching us with the best HELOC possible. We qualified for well over $50,000, but asked for a $50,000 HELOC rather than the maximum amount available.Thank you again Brett, Jennifer, and Zindi! We know we've said this before but it is true again today, should we ever require your services again we will not hesitate to contact you! In the meantime, we're continuing to strongly recommend Casa Financial to our friends if/when any of them decide to buy or refinance their home. Thank you, thank you!V/R,Frank and Joan“

“Derric does beyond! When I started looking for my first home with a small budget and not sufficient credit score, he looked for all possible options. In addition, I was a picky buyer, (I still am today), I took about 2 years to get one. He was beyond helpful in my loooong home search! Even after the purchase is closed his support is continued and I got a great refinance few yrs later.“

“I always had a great experience working with Joseph and his team. I have done multiple purchases and refinances through his mortgage company and they always are competitive with their rates and go above and beyond to meet our demands.“