Thanks to Hal, Julie and Fern for all the hard work they completed on my behalf. Hal provided valuable insight and expertise, taking the time to clearly explain my options and answer my questions. He grokked what I needed in terms of a mortgage and provided on-the-mark recommendations. Julie kept me up-to-date on the process and outlined via very clear communication what was pending from me as well. I enjoyed talking with her on the phone, her sense of humor was very much appreciated during what can be a semi-stressful process. And, last but not least, Fern got me over the finish line. In my past experiences, the last bit of the process can be bewildering ("why do you need that document?" "Why do I have to explain that deposit?") and Fern clearly articulated what was happening and why certain items from me were necessary. As with Julie, it was fun to "commiserate" a little on the whole process, but still focus on getting it finished. I appreciate everyone's effort, time and just general affability. If I run across anyone who needs help with a mortgage, I will definitely recommend Hal, Julie and Fern as the go-to team. Thanks, all!
Kevin M. | July 2019