We worked with Nancy to get a mortgage for a house we bought in April 2014. We were competing against multiple offers in a very competitive real estate market. Nancy said she could get our loan closed with a very short turnaround time. As a result, our offer was accepted and was able to compete with a comparable "all cash" offer because of the quick close of escrow. Nancy did a superb job of shepherding our loan through the process and did so with great urgency. It was because of her detailed and thorough preparation of our file, that our loan was able to sail through the underwriting phase. We encountered a few bumps along the way but because of her diligence, skill and experience, we were able to resolve the issues that arose and satisfy the conditions by the underwriters with great speed and efficiency. Nancy was great to work with and we appreciate everything she did to get our loan approved so quickly.
I have worked with Nancy since 2007, buying my new condo and refinancing my mortgage. Nancy's knowledge and expertise makes the process of getting a mortgage rather simple and always with the best results for the client. As a busy physician, I found Nancy to be the most helpful person in saving me time, facilitating the paperwork process and always willing to meet at the time most convenient to me. I could not have done it without her.
I recently purchased a home for the first time and as anyone who has ever purchased a home before knows, it can be very overwhelming. Nancy was referred to me by a family member and I cannot express enough how easy and seamless she made the process. She proactively communicated with me, she responded quickly when I reached out to her and according to my real estate agent, she got the financing in order and closed the deal in record time.
All in all, I could not have asked for a better home buying experience and I would STRONGLY recommend Nancy to anyone looking for a loan. Whether you're a first time home buyer like myself or an experienced real estate buyer, her professionalism and attention to detail is second to none!
We've worked with Nancy on multiple refinances. She is fantastic to work with - responsive, thorough, on top of deadlines and great at getting the best rate out there. She realizes that the process can be stressful and does all that she can to make it simple and straightforward. You will love working with Nancy!
Thanx again for helping us win this battle. Included is our testimonial and feel free to post.
Yue and Xiaobing
We first knew Nancy about one year ago when we started to look for a house. She continued to provide her expert opinions to guide us to prepare our paperwork required for loan application even before we were fully committed. Once we found a house, she and her team worked closely with us almost on daily bases. She provided step-by-step instructions and often asked us to prepare the expected documents ahead of time to increase the efficiency during the long process.
During the final stage of loan approval, we were under the tremendous closure pressure from the seller. She spent countless after-working hours to mentor us to win the battle with the bank. She is always approachable, trustable, and responses promptly. We strongly and enthusiastically recommend Nancy for your next mortgage application.
Nancy went beyond the call of duty for my husband and I as we refinanced our home. She was thorough and diligent and reassured us every step of the way. I can't imagine a more professional experience. We highly recommend her.
Nancy helped me figure out how much house I could afford & got me pre qualified before I even started looking. I didn't want to fall in love with a place & not have it in my price range. Then when I did find a place, everything was ready & the loan got done faster than anyone thought! She explained everything & made the whole experience a good one. I Would definitely recommend her & if ever need to refinance or buy a new place I will call her!
Nancy Simon has helped us refinance our house in Palo Alto, Ca a few times over the past couple of years, and secure funding for a second property. She helped to make the process simple, straightforward and accurate. She is intelligent, honest and ethical. We would highly recommend Nancy to anyone looking to refinance or purchase a new property.
As an overwhelmed first time homebuyer, I had so many questions about the process, specifically the financial part. After getting to know my individual situation, Nancy presented a variety of options for me, patiently explaining each one. She kept me informed throughout the process, keeping me apprised of timelines, necessary paperwork, etc. Nancy even came with me as I signed the loan documents, helping to make that daunting event run so smoothly! I never felt like I was just another client. Instead, I felt as though I was receiving 100% of her individual attention. She was always both professional and personable. Because of Nancy, I’m now living in a beautiful condo in a wonderful neighborhood. I would highly recommend Nancy Simon.
We worked with Nancy in the summer of 2012 to re-finance our primary residence and a nearby rental. Rates were super low, but the two different properties required different loans (one owner-occupied, the other not). It is impossible to overstate how helpful Nancy was in holding it all together. When one of the lenders lost some of the paperwork which threatened the whole deal, Nancy promptly reinstated it. We ended up lowering our total mortgage carrying costs by more than $2,000 a month. One of the best service professionals I've ever worked with. Highest possible rating.