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Client Testimonials
Bryan J. Geisbauer - San Diego, CA - "I want to compliment you and your staff for the wonderful treatment we received in the refinancing of our home. Everything was handled in a pleasant, professional manner; it felt like we were old friends. Our Loan Consultant performed several detailed analysis outlining several different programs we qualified for and then took the necessary time to make sure we understood how each decision could affect our financial goals. That information really helped our decision making process. This was the first time we have ever felt we made and educated decision about our mortgage.
This has probably been the easiest financing we have ever encountered. The online status feature was great; it allowed us to track our process each step of the way. It was nice to always know what the status was. We would definitely recommend Mortgage Planning Consultants to any of our family or friends who might be interested in buying or refinancing a home."
Charles and Ginger Groden – Portland, OR - “I did not know that I was able to purchase Real Estate with my 401K retirement savings account until I was exposed to it through your company during our refinance transaction. The knowledge you guys shared as well as the directive and time you spent walking me through the steps is much appreciated and was very professional in nature. My family is very happy with our investment in Lake Tahoe and we look forward to using the property for ourselves once we enter our retirement years. We could not have purchased this home without your help. Thank you for showing us how to purchase real estate with our retirement funds and helping us get the leverage we needed though your non-recourse financing. You will be hearing from our friends and family members about doing similar transactions in the future"
Josh and Camy Boehling - Newport Beach, CA - "Camy and I would like to thank you for all your hard-work in securing a great fixed rate loan for us in this challenging marketplace. In working with Mortgage Planning Consultants, we experienced a quick turnaround (loan was ready to fund early….in less than 20-days from start to finish) and received very competitive pricing and terms (rate was more favorable than expected). Your team is extremely professional and honest. All together, it was a very pleasurable experience. We’ll gladly recommend Mortgage Planning Consultants to our friends. Great job Brian and Jeremy!"
John and Jennifer Jacobs– Denver, CO - “All we can say is “Wow!” What a difference the “Home Ownership Accelerator” has made in our lives. You guys did an unbelievable job explaining this new innovative product to us. I have to be honest, we were very skeptical at first, until you helped educate us on the benefits this product offers us. We have not changed our spending habits, yet we feel richer as we are seeing more equity being built into our home. We have more access to this equity as well as more flexibility with our monthly payments. We have not stopped talking about the new product and its main idea behind this type of mortgage approach. We share it with our friends, family, and even strangers in common passing. We love knowing about something that others do not, and most people are very interested in hearing about it. I would be surprised if you do not get more business from our friends soon. Keep us posted.”
Stephanie Myers – Seattle, WA - “Thank you Mortgage Planning Consultants, for helping me with the financing of my first home! I love the fact that I am now a “Homeowner.” I always knew that renting was a waste of my money, but I was always afraid of the financial responsibility of owning a home. You guys were great at explaining the different finance options that were available to me. Even my Realtor was impressed with the communication you provided to her and how smoothly the transaction went. I never knew that I could be paying less to own than I was paying to rent. You helped me get a better interest rate and terms than I was being offered elsewhere, and they made sense for my situation. I also appreciate the work you put into helping me improve my credit. I will definitely refer your services to my friends when they are getting ready to buy. They should probably all have you take a look at their credit and help them tighten that up first. Thanks again for the time you spent educating me about the process. I knew right away that your company provided a higher level of service than I was receiving from your competitors. Talk with you soon!”
The Parson Family– Tucson, AZ - “We wanted to thank you guys for your assistance in facilitating a plan that would help my parents during their retirement years. We really thought we were going to have to pay for our parents to move to a convalescent home or have them move in with us (which was more likely). These were not top choices for either of us, and would have been a major adjustment for all. Your reverse mortgage solution has been fantastic choice for our families. Our folks get to stay in the home they raised us in as well as collect a nice monthly payment which has allowed them to enjoy their lives a lot more. They are now able to do the things they deserve in their later years. My family is much happier as a result of this and we all enjoy going to Grandma and Grandpa’s and seeing them so happy and light. This has not been seen much during their retirement years. This has also helped our family as we are all much happier with their life-style as well as the fact that we did not have to change ours. Thanks again guys!”
Tom Rogers – Jackson Hole, WY - “I have purchased quite a bit of land in my days, and believe that the financing of the lake-front lot was the smoothest, easiest transaction I have ever experienced. Your company did a great job of keeping me informed through every step of the process. Mortgage Planning Consultants had a lot more financing options for me than I have been offered in the past. Your explanation of both the terms and the process was top-notch! I will definitely work with you again when it comes time to build on this land. I am very interested in you construction-to-permanent financing we had discussed. I’ll keep you posted. I want to thank you for the great job on closing our lot loan and helping me feel informed and comfortable throughout the process. I’ll make sure I refer your services to my friends and builders as well!
George and Penny Thomas – Pasadena, CA -
"We wanted to thank you for your excellent communication and service throughout our purchase transaction with our Realtor. You were very thorough with your presentation of our financing options. Mortgage Planning Consultants did a great job of “painting the picture” and showing us the different costs and savings of the different mortgage products that you offered us. We are very happy with our payment plan and feel satisfied knowing that we are in a conservative yet strategic loan that helps us save $450 a month, compared to our prior choice. Thanks again for helping to explain why our loan was the “best fit” for our family and for closing the transaction is such a professional manner. We will be speaking with you again for our next investment financing.”
Tim and Sherri Weathers – La Jolla, CA - "Refinancing our home was a great learning experience for us. We appreciated the extra time and effort that Mortgage Planning Consultants, Inc. put into analyzing and explaining to us our current financial situation. We enjoyed seeing how different loan products would affect our overall cash-flow as well as the wealth of savings we could accumulate if we just followed the plan explained to us.
So far so good Mortgage Planning Consultants. We have saved up a substantial side savings account with the new lower-payment loan that you helped us qualify for. The process was a breeze and you made us feel very comfortable throughout the experience. Thanks again. We will be sharing your services with our friends and neighbors!"
Steve Welking – Boise, ID - “I did not realize how much money I was throwing away on my business with the commercial loan we had assumed. Your expertise and experience showed when you presented me new financing options for our commercial building. I am so appreciative for the knowledge Mortgage Planning Consultants shared with me about my commercial financing options. The product we selected makes more sense for our business plan and also saves me over $1100 per month in operating expenses. This saved money now helps us bring in more revenues as it’s helped our marketing and advertising budget almost double. I feel confident in the structure and costs of my commercial loan. Thank you both for your professional care and service during our refinance transaction.” |
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