Blue Financial Group in Brea

Review №1

2023-10-27 20:58:54

I had the privilege of working with Vivienne at Blue Financial Group, and I cant say enough about the exceptional customer service she provides. Vivienne truly cares about her customers and their financial well-being. She went above and beyond to ensure I had the best lending experience possible, taking the time to understand my needs and providing tailored solutions. Her expertise and dedication are evident in every interaction. If youre looking for a lender who not only gets the job done but genuinely cares about your home journey, I highly recommend Vivienne and Blue Financial Group. They have earned my trust and gratitude.

Review №2

2022-02-18 07:13:07

My husband and I worked with Joshua when we purchased our first home. Because the experience was so phenomenal with Joshua and his team, since then I have referred my coworker and he had just finished helping my Dad refinance. Joshua, Alana and the team yet again have far exceeded my expectations. My Dad stated it was the best and most seamless refinancing experience hes ever gone through. Joshua was kindly able to meet him through zoom to patiently answer all the questions my Dad had. Alana and the team have always been extremely communicative throughout and open to explaining any questions I had a long the way. They are the most professional, efficient and patient team you can find. We will continue to work with them and highly recommend this amazing team to anyone thats looking!

Review №3

2022-07-06 20:12:16

My husband and I started the search for our first home at the beginning of the year and got a recommendation from our realtor to get a quote from Joshua. We shopped around with some other groups as well but no one was able to get us a rate as good as Joshua. He was very patient and thorough when explaining the process and all of our options to us, and when we were able to get an accepted offer he helped us close smoothly in 21 days! Throughout the process Joshua and his assistant Britani constantly checked in to give us updates and ask if we had any questions and concerns. We felt very taken care of and are looking forward to working with them again!

Review №4

2023-01-10 19:31:53

My husband and I were referred to Joshua by our realtor. Joshua was prompt and knowledgeable to answering any questions or concerns we had. Joshua locked us in at a lower rate immediately when the rate dropped. I’d like to add we were out of state thru out of this entire transaction, which can be nerve racking and frustrating but Joshua put us at ease during process. We appreciate all of the hard work, time and effort Joshua and his team gave us. Thank you so much Joshua!

Review №5

2023-10-13 00:08:28

It just occurred to me this is only my 2nd review of BFG. Im totally slacking! But you know who arent slacking? Vivienne and her team. I cant count how many times shes helped me with either a purchase or a refi. Just completed my latest purchase and Vivienne is absolutely incredible. So glad shes always there to lend an expert perspective. If youre still not convinced why please read below.I consider myself an above average, yet non-professional real estate person. I certainly know enough to navigate a deal structure myself and seeking financing myself and generally ask the right questions when shopping for a loan. However, I still continue to seek BFGs help each and every time because she just makes the process easy and painless and economical! Her team knows how to get the best rate for example, when youre in your escrow period she knows when to lock the rate or to float it and stretch the timeline it if needed. This is super stressful for most brokers, but shes that good its probably like riding a bike. She knows all the ins & outs of the underwriting process of each of the banks and is so good that shell have a backup or two or three if in case she sees a problem a hundred miles ahead. Shes also excellent at helping you with to a loan package that works for you and where and where not to make the compromises like for example, if youre self-employed or a small business owner, it can be a challenge to prove your credit worthiness and to maximize your loan amount, but shes got you..... NO, REALLY.. Shes got you!Let me know if you have any of you questions and Im happy to answer anything. I owe her and her team at least this much.BFG Rocks!!! Thank you Vivienne and Team!

Review №6

2022-03-07 13:06:23

My husband and I worked with Joshua and Alana through Blue Financial Group to buy our first home and I could not recommend them enough! Their entire team was so supportive throughout the home buying process and were always just an email or text message away if we needed anything urgently or had any questions. During the escrow process, we received two updates a week on topics such as the escrow process, tasks to complete, and expectations to keep us on top of all the deadlines to receive our loan! Closing escrow and going through the loan process without their level of attentiveness and organization would’ve been such a stressful process. Joshua and his team are such an incredible asset and we couldn’t have bought our first home without them!

Review №7

2021-09-04 01:13:27

Joshua is phenomenal!! He came in highly recommended and he exceeded our expectations. Our refi process took longer than expected due to the pandemic, but Josh kept us posted and was able to secure us an amazing rate. He answered all our questions with professionalism and even educated us along the way!! We will work again with him in a heartbeat!!

Review №8

2022-05-30 17:17:39

Joshua was among several mortgage brokers we were referred to as we set out to purchase our first home, and came with an extra nod of approval from our agent.After my initial consult with Joshua, I stopped the search short and brought him on board right away. Beyond being professional, kind, patient and responsive, it was evident that he was legitimately knowledgable about not only the mortgage industry in a vacuum, but how the macroeconomic landscape might impact us in the long run.He took the time to break down numerous scenarios to help us understand what our estimated payments would look like in each, and provided guidance that I knew to be in our best interest.Fast forward to each time we put in an offer, BFG’s process of reaching out directly to the selling agent with calls, texts, and a personalized testimonial on our behalf really demonstrated that they were a cut above the rest — this proved critical in a highly competitive market and no doubt helped us finally land our deal.From pre-approval to closing, Joshua and his team at BFG seamlessly integrated themselves into the process and were a pleasure to work with. I look forward to continuing our relationship for a long time to come. Thank you Joshua and Blue Financial Group!

Review №9

2023-01-08 04:13:36

Regardless of what you can afford when it comes to buying a home, Joshua and his team will put you on the pedestal that you deserve to be on. You need to stop reading all the 5-star reviews and just work with Josh, you will not regret it. If anything, youll just be another grateful client of Joshua and Blue Financial. Btw, Jesus loves you :)

Review №10

2022-01-03 17:18:31

Joshua and his team is awesome. A true blessing. Made our home buying process easy. Thank you so much Joshua for making a holiday dream come true. Great communication and answered all my questions.