Client Reviews

What people say about Bill’s Loan Services?


“Bill did a great job getting us a good rate and making sure our loan was processed within time constraints. Will definitely use Bill again the next time I have real estate financing needs as well as refer him to others who require such services.”

-Michael Alcorn, Crestline, CA


“We really appreciate how easy you are making all this for us, and your ideas for our daughter and son in law.   With all the things on their mind, an 18 month old and twins on the way, it is a God-send to be working with you.   Thanks.”

-Nancy Earney, Redlands, CA


“I have known Bill as a lender for over 10 years. He has done our refi’s multiple times, always letting us know when we should make a move. The experience is always simple, professional and expedient, even during the boom times. I have several friends and relatives and neighbors that do lending and request our business, I always have to tell them I already have the best and I am staying with him. His services get my highest recommendation.”

– Merideth C, Newport Beach, CA


“Bill is a unique individual as a lender. As we all know, a house is one of the biggest purchases we ever make in life and comes with many emotions. So Bill is a knowledgeable, calm and communicative lender that puts your concerns at ease. Lending requires numerous phone calls and signing of paperwork and he patiently walks you through this process. He does his research well and provides great information. And most important, he takes deadlines very seriously. Thank you Bill!”

– Ben Odipo, Fullerton, CA


“I can’t praise the job done by Bill Boehm enough. I was in good hands from the moment we first spoke until the loan was completed.

I was referred to Bill after Wells Fargo rejected my request to refinance my home to take advantage of record low interest rates. The Big Bank took one look at and decided foreclosures in my neighborhood had hurt my home value too much. Bill actually took the time to speak with a Realtor who knew the neighborhood. 24 hours after our first conversation, he assured me the loan would have no problems and the process was underway. He carefully went over all applications with me and everything moved smoothly from beginning to end.  I had some doubts at first since Bill is in Southern California and I’m in Northern California. This was my first “refi” with a long distance broker. I had no need to worry. Bill’s calm personality and attention to details in his phone calls and emails made this my easiest “refi” ever. I can only give him 5 stars in this review. I would give more If I could. Thanks again Bill.”

– Elvin Sledge, Hayward, CA


“So often we give references and never hear a word again, not with Bill – he’s fantastic not only in his communication, but his customer service. His emails and updates are very detailed oriented (something I appreciate) and he’s engaging and unbelievably helpful. I have had nothing but rave reviews from the folks we referred to Bill and their comments are “he is great to work with, smart and helpful.” Thank you Bill – you are phenomenal and greatly appreciated.”

– Heather O, Coldwell Banker, Roseville, CA


“Mr. Boehm did a great job.  We had a very difficult escrow as a result of our buyer’s finance company.  Bill helped us stay calm during the down time and when it was ready to close we had our loan documents ready to go.

Bill also helps us stay on top of the document production necessary to satisfy the loan underwriters.   We have now closed escrow and only wish that Bill would help us unload boxes?  I guess no body is perfect!”

– James H, Santa Ana, CA


“It was a pleasure to work with Bill on refinancing our home.  He is extremely knowledgeable and his experience was evident in his creative suggestions; which helped us save money. He comes across as trustworthy and is extremely patient in explaining the loan process. I highly recommend Bill for others seeking a reliable and honest mortgage broker. ”
– Amy D, San Marcos, CA


“Bill is now on my team of people that I trust, I got excellent service and great results.  If you need to refinance or any other financial tool you’ll be in good hands and you will feel that he has got your interest in his heart.”

– Uri Erez Ben Haim, Rossmoor, CA


“This is the third time I’ve had Bill help me refinance my condo.  Each time he guided me through the process step by step.  This last time the mortgage company we were planning to use had some internal problems, so Bill quickly found another suitable for my needs and at an even lower rate.  Bill, thank you again for all your personal attention and time you put into the process.  Keep in touch.”

– Gail Simon, Santa Monica, CA


“Bill Boehm made the process of refinancing our home a pleasure.  He guided us step by step through the process so we could move forward as quickly and efficiently as possible on this time-sensitive journey.

Bill gave us the best options to save the highest amount of money, and made sure we clearly understood the process every step of the way.  We have had continual access to Bill and his wealth of knowledge before, during and after the re-fi.

He is fastidious attention to detail and iron clad work ethic is only matched by his engaging manner and dedication to his clients.”

– Kelly Von Hemert, Santa Ana, CA


“Several years ago, I refinanced my house through Bill Boehm. At that time, I was impressed with his knowledge, his responsiveness, his thoroughness and concise explanations to all my questions, but above all, his integrity. I kept his business card. Many years later, when it was wise to refinance again, there was no hesitation to call Bill again.”

– Terry Waligora, Murrieta, CA


“I always tell Bill I send him the tough loans to fund and he never disappoints. Then when I send him a well qualified buyer with cash a plenty and great credit he is more than brilliant, often getting better rates and terms than anyone else around.  As a Realtor in Lake Arrowhead I have referred clients to Bill numerous times and the amazing thing is I will continue to – because he is terrific. See for yourself!”

– Jan Skrentny, Prime Properties, Lake Arrowhead, CA


“I have been pleasantly surprised when it came to finding a loan to fit my needs. Bill, you have always been there for me for the past 10+ years. I look forward to finding a loan program for two of my renters so they can become home owners. Thank you for all your help.”

– Jim Taylor, Lake Arrowhead, CA


“Bill, we just wanted to send you a quick message to let you know how thankful we are for all of hard work you put into refinancing our home. At first, we did not think it was possible but after talking with you about our situation we were confident that you would work hard to find us a loan that suited our needs. Your caring and upfront business style made us feel very comfortable that we had someone on our side. Thanks again!”

– Ron & Cara Vienna, Huntington Beach, CA


“Going through a mortgage refinance can be tough in today’s market.  Bill provided us a very smooth process, from start to finish, and was very professional and knowledgeable. His knowledge was a great benefit as we navigated through many product opportunities in the mortgage market.  He also provided great liaison skills especially when documents and information were needed immediately.  If your want a professional with great knowledge, I would highly recommend Bill with your next mortgage transaction.”

– Cliff Meidl, Colyear Development Corporation

“My husband and I were having a tough time refinancing our home and had worked with a couple brokers but could not secure a loan.   Then we gave Bill a shot, and in very little time, he had us approved for a great loan.  He was professional, thorough and made the whole process easy.  We are saving hundreds of dollars a month because of Bill and have recommended him to several friends.”

– Veronica Herrington, Newport Beach, CA


“Bill was referred to us by a trusted mutual friend.  It was my first refinance and my wife and I are thrilled with the results. Bill walked me through every step; explaining everything in plain English, ensuring I understood what was happening and to come. In the end, we came out with a wonderful rate, making our future more comfortable. My wife was so pleased she bought a great bottle of Scotch for all of ‘my hard work.’ Thanks Bill!”

– Matthew White, Highlands Ranch, CO


“Bill is the person who took care of us with our home loan in San Clemente. We like his work ethics and his responsiveness, which is very important to us. He was able to shop for the best deal for us. He was referred to us by my son and I referred him to two other families who were able to benefit from using Bill.”

– Judith Magana, San Clemente, CA


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