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The refinance process was quick with faster than expected turnaround times at different stages of processing. Robert and Katheryn were the team I worked with and had a great experience. On the document submission, I worked mostly with Katheryn she did a good job of keeping me informed of requests and submissions and feedback from Underwriting. Extremely well organized team with an excellent pre-screen process they will let you know if it can go ahead or not based on preliminary data and keep their commitment from there on.
The best part is they accept RSU income which is a problem with many banks. The rate is also lower than what you can get with most online applications. Will definitely recommend them to everyone looking for a new mortgage or a refinance.
I'm extremely impressed with Robert and his team. They took the time to listen carefully and worked to put me in the best position for a new home loan. The turnaround for responses to all my questions was very short. His availability was incredible; they were even open to calls after business hours which was more convenient for me. I highly recommend them to anyone.
We did two loans simultaneously (a jumbo cash-out refi along with a jumbo purchase) and all went smoothly. Robert and his team were excellent. I would definitely recommend them.
Robert Cohan and his team made the refi process easy; well at least manageable. THEY ARE AMAZING. Highly recommend.
Robert and all the staff were extremely polite and efficient. The eSigning and document uploading processes made everything very easy and secure, and Robert really knows his jumbo loan products. Carlyle Financial has earned another new loyal customer!