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We are committed to making the home
purchase process as easy as possible for you and your clients.
We want you to feel 100% confident that your referrals will close
on time and that we will be an excellent reflection on you and
your business. We accomplish this with our Mortgage Banking and
Brokering abilities, outstanding communication by responsiveness,
accessibility, education, comprehensive resources, great rates
and creative problem solving.
"Hi Charlie, thank you for being so responsive... it's great that you answer the phones on the weekends and evenings... and thank you for the great spreadsheets." Norma De La Fuente, Alain Pinel Realtors
"Hi, Charlie: Thanks for ALL of the great follow-up with the Clarks. You are really on top of it -- much appreciated!"
Pier Porrino, Caldecott Properties
"Charlie, thank you for everything you did... you are an amazing guy and I look forward to our next transaction together." Sarah Kowalczyk, McGuire Real Estate
"My client told me that you were simply awesome... the best mortgage broker she has ever spoken with. Thank you for taking the time to explain everything to her." Heidi Ellyn, Bradley Real Estate
"Charlie, you are my guy!... thank you for all the great service." Eckart Noack, Frank Howard Allen
"Thank you for taking the time to explain all of their options. I love it that you take the client from start to finish and don't hand them off to someone else in your office... I think the clients really appreciate that as well." Fran Donlan, Bradley Real Estate
"I have worked with Charlie on many different occasion. Charlie is a person I would like to do business with in any situation. He can be trusted to follow through on anything he says. I also consider him an expert in his field of mortgage lending as he has taken care of many of my clients as well as myself." Fred Kusin
Charlie, I had dinner with Trina last night and she couldn't say enough good things about you and your impeccable service. She said you were the third mortgage broker she talked to and the only one that made any sense or took the time to really explain the process to her. So thank you for taking such good care of her." Cari Gennarelli, Frank Howard Allen
"Dear Charlie, With enormous gratitude I thank you for your time, professional opinion and kindness this morning. I look forward to working with you in the new year. All the best. Jonathan Marks, Pacific Union.
"Charlie, Alas, I wanted to thank you for making my
refinance such a pleasant experience. It was short and sweet;
thanks for clearly explaining all my options so that I could make
the best decision for me and my future goals. You and your professional
staff are to be commended and, with first-hand experience, I will
gladly recommend you to my clients. Desiree Felger,
Keller Williams
" This is just a quick note to let you know how much
I appreciate all the hard work and efficiency from CWC Financial.
Charlie's commitment to my client was very much appreciated. We
came to you after my client worked with another lender, and the
results were tremendous. Not only was the rate better, the loan
amount was more, and the entire transaction went very smoothly.
Thank you again for all your hard work, and please inform Charlie
that I will recommend him to clients in the future. I work mostly
with sellers, but I will also recommend CWC Financial to my associates
at Coldwell Banker. Again, Thanks for everything, and I look forward
to working with you in the future. Sincerely"
Jack Bonnici, Coldwell Banker
"My clients and I appreciate to excellent customer service
we get from CWC. I am always amazed that Charlie makes time to
not only return all phone calls
but to always keep me in the loop every step of the way with of
clients loan process. I know my clients are well taken care at
CWC-that's why I keep sending you new clients! Keep up the good
work." Hilary Davis, Coldwell Banker
"Dear Charlie, Just a short note to say how
impressed I was with your entire team at CWC Financial.
As you may recall I came to CWC with a transaction in trouble.
My buyers had been in contract for 2 weeks on a property they
adored. The other Mortgage Company they brought to the transaction
originally, was telling them they needed to add several tens of
thousands of dollars to the transaction to get the loan. No loan,
no home and they had lost out on offers on 8 other properties.
Their nerves were shredded. They had to have this house.
As I recall my first call to you, with just 10 days to go
before removing the Loan Contingency, was met with a calm, confident
“We can get them a the loan… in 10 days… no
problem:. I couldn’t believe it.
Shortly there after I began interacting with your staff.
Always on time, always available when I called, and always professional,
informative and friendly. It’s that day to day interaction
that tells you if you can trust the folks on the other end of
the phone. And as I discovered, you and your staff earn that trust
every day.
My buyers got the loan, with no more money into the transaction
and a rate well below what that other company told them was the
lowest they could get.
Charlie, please pass along my appreciation to your staff.
I don’t know what you’re doing to attract top people
to CWC, but you’re doing it right. I’m looking forward
to bringing my next buyer to CWC. Only this time you’ll
be the first and only Mortgage Broker I call.
Please feel free to use my name as a reference."
Kevin Campbell, McGuire Real Estate
"Hi Charlie, I appreciate all the communication you
made in the transaction with Aaron and Christi. I've seen a lot
of transactions go through, some with so many problems at the
last minute and I think this is one of the smoothest transactions
I've seen. I know it had a lot to do with you and being on top
of things and I definitely will be referring my clients to you."
Vicky Barton, David Lyng Real Estate
"CWC Financial has heart! Where other loan brokers don't
return phone calls and are never around to answer difficult questions,
CWC is there. Where other loan brokers suggest only a couple of
financing options, CWC gives its clients options - options that
can mean the difference between buying the home of your dreams
and not buying a home at all! My friends, family, and real estate
clients have been very satisfied with CWC. I highly recommend
them for your next purchase or refinance transaction."
Jamie Lee Moore
"Dear CWC, Thank you again for your diligence, hard
work, and excellent communication on Vincent's loan. Thank goodness
most of them are not as challenging as that transaction! But,
most anyone can process an easy loan - the real winners surface
on a tough transaction." Kathy
Leeks Dean, Creative Property Services
Legal Notice
Government regulations known as RESPA (Real
Estate Settlement Procedures Act) specifically prohibit mortgage
lenders from giving items or services of value to real estate agents
in exchange for referrals of their clients for financing. There
is no expectation or obligation for the real estate professionals
listed on our website to reciprocate or compensate us in any way.
Some of these realtors do mention the services of CWC Financial
to their clients and some do not. We invite all realtors to call
our office if they would like to be listed here. We provide these
listings as a public service to the real estate agents and property
owners in the Bay Area. For more information about our website please
call our office.
