Success Stories

Client success stories

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.

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3 stories · Self-Employed Home Loan

First Time Home with Room to Play

First Time Home with Room to Play

A married couple living in an apartment in the East Bay were looking to purchase their first home. They wanted to stay in the Bay Area, desired a family-friendly neighborhood, and a home with a big backyard whe…

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Refinance Resolves Balloon Payment Threat

Refinance Resolves Balloon Payment Threat

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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Self-Employed Jumbo Loan Refinance

Self-Employed Jumbo Loan Refinance

A high net worth person who wanted to refinance a home in San Diego came to me because he was being denied by lenders. He had bought his home with cash, and had income and equity, but his situation didn’t fit i…

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