Casey was personable, accessible by phone and text and attentive to our needs explaining the process, options and what was needed and why. He assisted us in problem solving when required and providing professional advice to support our decision making. His knowledge, communication and professionalism was excellent and the reason we would recommend others.
The use of the mobile app and online secure accounts were beneficial. We would suggest orienting new users to the mobile app based on an individual's savviness with technology. This would benefit users in uploading documents securely.
Communication with other team members particularly during the underwriting review and process was less personable and effective and lacked consistency. While the communication slightly improved toward the end of our underwriting process, we would recommend that team members be aware of the preferred communication style of loan applicants and their familiarity of the mortgage language and expectations for compliance needs. Providing explanations, confirming receipt of and appropriate documents, and acknowledging the social-emotional implications of the mortgage process are suggested to enhance the team's service to others.
Thank you for your support and service in assisting us in securing a loan in order to purchase our new home.
Daniel SJun-24-2023
Reviewed by Matthew P for Jeff Andress
Matthew PJun-23-2023
Reviewed by Thomas M for Carmen Bertsch
Thomas MJun-23-2023
Reviewed by Erin S for Adam Groblewski
Always love working with Adam. He always is responsive and prompt with his periodic updates on files. He keeps the client, and both agents in the loop so none of us are guessing where we are at in the closing process. He is upfront and honest, even if it is harder news to give. Always appreciate you Adam!
Erin SJun-23-2023
Reviewed by Maria T G for Eric Hutton
Maria T GJun-23-2023
Reviewed by Mechelle L for Jamie Mason
Mechelle LJun-23-2023
Reviewed by Paula L for Les Brewer
Paula LJun-23-2023
Reviewed by Wilmer C for Juan Torres
Wilmer CJun-23-2023
Reviewed by Jason A for Laura Crisafulli
Laura Crisafulli made our home buying process wonderful. Her knowledge and professionalism is top tier and we looking forward to working with her again.
Jason AJun-23-2023
Reviewed by Shannon D M for Jeff Shealey, CMA
Educated friendly professional staff made the process easy
Shannon D MJun-23-2023
Reviewed by Jerry R for Ashley Bulwin
Jerry RJun-23-2023
Reviewed by Michael Scott B for PJ (Patti Jo) Hollon