We worked with Sam and his team for financing our new built. Initially we reached out because of our builder’s relationship and perks of using preferred lender, but it was quickly evident that they work differently than other lenders we have worked with (not our first rodeo, clearly). We were not used to the thoroughness and detail that they required. We loved the portal access to upload information. Were we initially a little peeved at how much information they wanted to have? Sure. Mostly because we never had to do so before (good credit and hx of credit) but once we processed our own anxiety and stress that comes with building a house and realized that they are doing a thorough job; to make sure the last detail is handled before it’s too late at the closing table, we were not annoyed anymore. We did verbalize our concerns to Sam and he handled it very well and very professionally. Once the initial file set up was done, it was amazing. We had a dedicated team. Weekly communication, always available staff and access. They are such a polite and efficient team. I gave recommendations to another friend who is going to start building in the next year. Our closing had an issue because of an error on our end (our mistake not their’s) but they still worked with us to try to help in anyway they could. It eventually was resolved on the day we needed to close and move. We are very happy with the rate we got, the service and the relationship we made with Sam and his wonderful team. Brilliant work. Thank you so much for all your time and help. Jay and Najma Haider (very happy first time customers)
Reply from the business:
Aug 16, 2022Najmi, thank you so much for your trust with such an important milestone! I love hearing how Sam and his team were able to guide you through the process and clear up any questions or issues that came up. Congratulations on your new home! ~ Mary Wedman, Regional Director of Client Experience