(661) 284-1150 | 28338 Constellation Road | # 900 | Santa Clarita, CA 91355 | NMLS #252302


  • Jake was fantastic! Seriously! I’m no mortgage expert, and he broke everything down and helped me to understand each and every step along the way. He was always available if I had a question, no matter what time of the day or night. He was extremely kind and courteous with each and every interaction I had with him. Not only was he very helpful, but he kept everything going in a timely fashion and made sure it all funded and closed exactly on time. I couldn’t possibly be more pleased.

  • I’ve known Patti for many years, but my first time with her as my mortgage advisor. Patti was on top of the entire process and we closed in under 30 days! She is professional, organized and extremely pleasant to work with. She is very knowledgeable goes to bat for her clients!

  • Fred and his team are absolutely amazing! I’m a huge fan of how attentive and responsive everyone was to all of our questions and concerns. Fred is incredibly creative and thoughtful in recommending products that are best suited for his clients. The best thing about the experience was his accessibility. Thank you for all you do, Fred!

  • Jilyn and Schaeffer were spectacular to work with – professional and caring. We recommend Jilyn without reservation or hesitation. She’s someone I hope to stay in touch even though financing has been completed…. Cheers to Jilyn!

  • Steve, I am writing you to say Thank You for all you have done for my parents in helping them with their Reverse Mortgage. You did a wonderful job helping us understand how this all works and helping us through the process. You answered all of our questions and made this process so much easier. We appreciate all of your hard work! We will definitely recommend you to other people who are interested in doing a Reverse Mortgage.

  • I got involved with the reverse mortgage process a few months ago. I was both nervous and had a lot of questions. Steve Schaefer was extremely helpful in all aspects. He really took the time to answer all my questions and make the process less stressful.

  • Jilyn was awesome to work with. She answered all my questions and always made sure I had help every step of the way. I’d definitely work with her again!

  • Fernando and everyone was extremely helpful and accommodating to all our needs. Despite there being a few hiccups, the team stuck it out with us and helped overcome the obstacles in our way. Thank You All.

  • David is personable and worked hard to find me a good rate.

  • Jilyn is Great at Her Job. The whole process was easy. Jilyn took the time to educate us on every step of the process. Jilyn answered our calls at all hours of the day, or returned them promptly. We highly recommend using her for your Loan Officer.

  • This is the second time we used Jake! He is professional, caring and compassionate! He goes the extra mile to help you” get it done!” We are very busy and he helped make things easy! Jake is AMAZING!

  • Patti is a consummate professional and expedient in her service. This is the second loan we have worked with her on and I would recommend her to anyone. She is an advocate for her customers as well.


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