We first worked with Chad for the purchase of a condo in South Florida in 2017; we then worked with Chad in 2019 for a purchase of a single family in the same area. We have just completed a refinance with Chad from late January 2021-late February 2021. The refinance process, just like the first two purchase experiences, was smooth and efficient, under Chad's guidance.
Chad is very transparent and efficient --- he answers our questions with clarity and timeliness.
Chad is very organized -- he would map out steps of actions in a single email for our easy reference through out of the process.
Chad is very patient -- I realized over time that I did ask repeating questions sometimes, but he still treated them with detailed answers.
Chad is very available -- we have his cell phone and office phone and he'd always pick up or return calls quickly.
Chad is very precise -- files he prepared contain no mistakes
Chad goes above and beyond -- if we have issues or curious questions beyond the loan process but financing related (in general), he'd still help investigate the matter or provide advice.
Chad is very professional -- he maintains a very good boundary with clients. He'd provide information I need and never pushes us to jump to any action unless we are ready.
We really just found Chad via Google reviews (but of course after carefully reading many), and it turned out we made a great choice. It is a bit hard to believe our work relationship has lasted 3 times around. We will not hesitate to reach out to him again for future financing needs if they come up. I'd say it's rare to have someone we trust so much and we cherish this work relationship immensely!
I hope this genuine comment helps you come to a final choice when you pick your lender.