Company Info

Educational Resources

Mortgage Memos

Mortgage Resources

Featured Tools

 

Barbara and Stephanie,

We'd like to say THANK YOU for helping us purchase this lovely home.

You were both a pleasure to work with (and I've told all my friends so when they are ready to buy a house they'll come looking for you).

Thanks for all your hard work to make our dream come true.

--S., S. & J., San Jose

We worked with Stephanie after interviewing several mortgage brokers. She was extremely helpful, knew the market, and made the whole process transparent. Long before we made an offer on our home, we not only had everything in place to close quickly, we knew exactly how much we could comfortably afford.

Once we made an offer, Stephanie's groundwork made the difference between our offer and others - our ability to close more quickly than other buyers was the reason our offer was accepted over several others. We will be happy to work with Stephanie again on our next mortgage.

--K.C., Palo Alto

"As a first time home buyer we could have easily become overwhelmed by the prospects of not only finding the perfect home but also financing it. Stephanie took the time to explain what financing options were available to us. She kept us informed throughout the entire loan process, always providing timely updates as to what was happening and what we needed to do next. This made the whole home buying process much more enjoyable. We're glad we had Stephanie on our side."


-- M.M., San Jose

As first time home buyers we were completely naïve about the home buying and financing process… we were so lucky to find Stephanie, she spent countless hours discussing our financing options and answered endless questions.  She took a personal interest in our home purchase and was a constant source of support. We cannot recommend Stephanie enough…
 
- N.R., Los Gatos
 
"Stephanie was an incredible resource for us in our house purchase experience. Working closely with our realtor, Stephanie educated us on the home buying process, got us pre-approved long before we made our offer and "held our hands" through the stressful process of buying a house for the first time. While purchasing our house in a challenging housing market, Stephanie went above and beyond our expectations in providing updates to us in the constantly changing loan market and finding us the mortgage that met our needs. The seller's agent was also impressed with Stephanie's responsiveness and attention to detail. If we consider refinancing or another real estate purchase, Stephanie will be our mortgage broker of choice."
--B.H. and T.M.
  
When it comes to personal finances, it is a rare and lucky day when you discover any financial agent that can serve you better than Stephanie. Over the past 15 years, she alone has earned our unwavering trust after many refinances. Aside from her extensive knowledge of the mortgage industry and processes, Stephanie always looks out for our best interests and bends over backwards to make the mortgage process as painless as it can be. It goes without saying that we give her our highest recommendation for friends and family needing a mortgage broker."

--D.S., San Jose (purchase and refinance transactions)

 

"Thank you for helping us with the refinancing process. When working with you, we feel like you are looking out for our best interests; we trust you; we appreciate your advice; we are very happy that we went through with your recommendation. We love having you as our mortgage broker. Thanks again for everything!"

--C.C. and G.C., San Jose. (purchase and refinance transactions)

"We started working with Stephanie before we started looking for a house, and so we knew exactly what we could afford. When we found the right house, we were able to move very quickly to make an offer, and that was a big advantage for us. She kept us updated as we moved through the escrow process, and patiently answered all of our first-time homebuyer questions. We strongly recommend her: she is experienced, professional, and very helpful!"

--K.A. and C.D., San Carlos (purchase and refinance transactions)

"Thank you, once again, for your help and expertise. It is always a pleasure working with you and Bev. I will always send people your way when asked for a referral... you are the best."

--J.N., San Carlos (purchase and refinance transactions)

"Stephanie has consistently delivered service above and beyond our expectations.

Stephanie is a professional who puts her client's needs first. We can count on her to always do "the right thing" for us.

Stephanie's service is punctuated with integrity and a sincere sense of care and concern for our needs. She is always there for us through every step of our transaction.

Stephanie's attention to detail is unsurpassed. We have been very eager to refer our friends and family to her for any mortgage needs they may have."

--J.D. and E.B. (Client for over 6 years, 2 purchases and several refinances)

"We have worked with Stephanie for the past several years for our various financing needs. The transactions have varied in size, but we have always received from Stephanie the same high level of professionalism, integrity, honesty, prompt service, and careful attention to details. During the stressful period of time when one is buying a home, it is nice to have Stephanie monitoring the process to ensure there are no problems. But if issues arise, Stephanie's response and attitude are always positive; and issues are resolved promptly. Stephanie's exceptional performance is a product of both talent and industry. We have recommended her to family and friends, and we highly recommend her to you."

--K.B. and J.W., Los Altos (purchase and refinance transactions)