These are a few of the borrowers I’ve helped through the mortgage process, from first-time buyers to investors, refinances, and reverse mortgages. Details have been changed to protect client privacy.
Stories describe individual situations, and details have been changed to protect client privacy. Results vary, and every loan is subject to application, credit approval, and underwriting.
Read client reviews →5 stories · Home Refinance
A buyer’s loan for a condominium property was in jeopardy because of difficulties with their HOA (Home Owner’s Association) insurance. The renewal of their HOA master insurance, the required fire insurance that…
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A retail store owner who is also a homeowner in Kensington, came to me looking to refinance. His home loan had a balloon payment that was coming due. The stakes were high: he needed to refinance soon or he coul…
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A couple in food service with variable income came to me for help buying a second home. Only one of them had a social security number, so we could only use one of the borrower’s names on the loan application. T…
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A family of four had outgrown their current residence and were looking for a cash out loan to add on to their existing property. They also hoped to build out a large deck in the backyard for barbecues. With my…
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A homeowner with a family of four came to me sinking in credit card debt, and concerned that he might lose his house in Pleasanton. Due to his high credit card balances, his credit score was very low, at 640. I…
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