Testimonials

Dear Mr. Cashion

Recently you assisted us in four real estate transactions involving selling, buying, and refinancing a few properties. I needed very professional and competent advice in structuring the financing for the purchase and refinance of these properties. As a seasoned mortgage lender coupled with your ability to acquire excellent rates and terms, you kept me informed at all stages of the loan process.

I wanted to let you know how pleased I am with our experience with your company. Your honesty, knowledge, communication skills, and follow through exceeded our expectations. I will definitely be recommending you to all of our friends and family.

Thank you again for your patience with us and making the loan process stress free.

Sincerely
S. Custer
Newport Beach, CA
July 24, 2009

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Dear Mr. Cashion,

On behalf of Mrs. Drum and myself I wanted to take a quick moment to say thank you for all of your great work on recommending, securing and processing the mortgage for our new home.

Not only were you highly recommended as a Mortgage Consultant, you live up to and surpassed all of our expectations, more so then we could have ever imagined.

From the very beginning everything went smoothly. You always kept us up to date on what was happening, there were “no surprises”, you met or exceeded every deadline and you did all of the hard work. Regarding a mortgage loan, we couldn’t have asked for a more pleasant experience.

We greatly appreciate your cooperative attitude, professionalism and positive work ethic. It has been our pleasure to work with you during this mortgage process and we will definitely contact you in the future for any other mortgage needs.

It would also be our pleasure to recommend your services to any one else who is in need of your mortgage loan expertise.

Most sincerely,

R. Drum
Encino, CA
August 17, 2008

Below was written to me in a card from a client whom I assisted in securing the financing for the purchase of their first home….

Dear Dave,

I hope this card finds you well and your family well! I have to apologize for the delay in getting this card out to you, but I had this particular card in mind for you and it was packed away due to our move into our new home. I wanted to give you this card because it conveys my feelings regarding working with you. To me, this card says perfection, smooth, concise, and beauty, and all those adjectives sum up our experience in working with you. We are overjoyed and se thankful for all you have done. Your professionalism, persistence is bar none. Dave, it was a complete pleasure.

Sincerely,
Taylor and Matt
Costa Mesa, CA
October 3, 2009

Dave,

I wanted to take a moment to thank you for assisting us with our home refinance. With the change in the economy and the down turn in the real estate market here in Southern California, we were very concerned we were not going to be able to refinance due to limited equity. As you know, our situation was very serious. We were in an interest only adjustable rate loan that was due to convert to a principal and interest variable rate payment in the near future.

Our current lender did not have any loan options for us. Our neighbor had worked with you in the past and was very pleased with the level of service they received. They recommended we give you a call to see what you could do for our situation. To our surprise, you were able to get our current loan refinanced into a secure fixed rate loan. You took the time to explain all our options in a manner that was easy for us to understand. You made the entire loan process simple.

We look forward to working with you in the future at some point when we purchase our next home.

Thank you again for your patience with us.

Jeff and Caren Gorden
Huntington Beach, CA
May 14, 2007

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The Keystone Funding Team,

My husband and I would like to say thank you! We are so happy with our new home. Being that we were first time homebuyers, we did not have any idea how the home buying processed worked. You took the time to explain the process to us and worked with us from the very beginning to determine what size mortgage we could qualify for. With your assistance we were able to determine our price range and ultimately found the perfect home.

Thank you again for your patience and answering all our questions through out this entire process.

Angela and Ron Walker
Anaheim Hills, CA
February 27, 2005

The following message was sent to us in an email…

Thank you so much for making our move to California less stressful. With John’s recent job change, we needed to sell our home in Arizona and purchase something in Northern California very quickly. With our home in Arizona still in escrow, you were able to get us approved and structure our new financing in a way to where we could close on our house in California without being contingent on the sale of our home in Arizona.

We really appreciate the extra effort you put into getting our loan approved. We will definitely recommend you to our friends and family.

Thank you again,

John and Sharon Davis
San Jose, CA
September 14, 2006

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Dear Dave,

I want to thank you for your proactive approach with educating your clients in changes with the loan business and mortgage rates.  With our busy lifestyles its hard to stay up on these trends and unless you are looking to buy or refinance a home, one would not have any reason to seek out this type of information.  I appreciate you looking out for your clients best interest and that of my friends whom you have also helped with mortgage loans.

The recent refinance that you did for me by calling when rates were lower than my current rate, would not have otherwise occurred.  Now, I am in a better loan for my situation that allows me to achieve my financial goals sooner.  The loan I am in allows more freedom to pay off sooner at no cost to me and locked in my rate for the life of the loan versus having to refinance again at a time when rates may be higher.  It is a manageable payment at a lower interest rate.  I couldn’t be happier and appreciate you researching the right loan for me. I also appreciate your time and patience in explaining the process and the pros and cons of the different loans you presented to me.

You are an honorable man who is very relatable and a great work ethic.  Thank you!

S. Boxley

Laguna, CA

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