Everything went smoothly until the underwriting process. My contact was very quick to respond and very helpful. Once we got to the underwriting, rather than give me a list of things they needed, I would get a request for one more document, which led to another request, and then another. The week before settlement they were still asking for documents Id already provided and in greater detail. I understand they need a lot of documentation but they could have communicated better at the start. The underwriter was not pleasant to deal with at all.
They worked with us through both of our transactions (a C/O refinance of an investment & the purchase of a new primary residence) and in all cases, they were clear, responsive, and once they had the docs for the first transaction they leveraged that for the second, saving a ton of time. Fantastic team.
Our Loan Originator, Michael Weinstein, was great. He was up front about all costs and options and communicated everything clearly and concisly. Would highly recommend.
Just closed on a property, and Lori Boyko walked me thru every step of the process presenting all options in a very clear way, yet letting me make the final decision. Online paperwork was easy to use, and people in the Sims/Avon area were beyond helpful! Would highly recommend!
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