David and his team were extremely helpful, professional, and efficient. We couldn't have asked for a better team.
Eric
Jilyn was super helpful and knowledgeable with everything we had going on during the home buying process. Easy to work with and there when we needed her! Thank you for all the help, Jilyn!
Laura
This was the smoothest process anyone can ask for! Patti made it seamless and took care of every detail. She walked us through everything and gave us creative solutions with our funding. I really love that she took the time to explain everything so that we understood our obligations from costs/fees, impounding totals and our monthly payments. No surprises. In case you are wondering, I had a few surprises from using previous advisors and Patti definitely raises the bar pretty high. We highly recommend using her in the future.
Tarsia
Your team exceeded my expectations by providing expertise and insight on the various loan options. Status updates were timely provided each step of the way. Set and met expectations on the timing and loan approval requirements.
Phillip
David and staff and escrow all handled my loan as if I was family.
William
This letter is to address my journey through the process of a reverse mortgage we executed for my Mom. I contacted Steve Schaefer not knowing Steve or anything about the process. From the very start to the end Steve lead us though a detail of tasks well organized with clear instructions. The process went smoothly and he kept us well informed all the way. Steve’s overall communication and pleasant demeanor made my journey quite easy. I would strongly recommend Steve to anyone who is interested in moving forward with a Reverse Mortgage.
