HPI Financial
San Carlos, California
(21)
San Carlos, California
(21)
We are a local mortgage broker, which means we shop our lender partners to find you the best interest rate for your home loan. We also have access to many sets of guidelines so we have lending products for YOUR unique scenario.
21 customer reviews
Linda J.
Jeff and his team made our refi much easier then we thought it would be. We called Jeff several times with questions and he was every helpful. We will recommend Jeff and his team to other friends and family. More...
Reviewed on Yelp
Jeremy J.
Jeff and his team are amazing . Doing a refinance can be stressful but they are open , honest , with good humor and efficient which made our refi experience easier to handle and smooth .I highly recommend HPI Financial .
Reviewed on Yelp
Shannon M.
Jeff Phillips and his assistant are the absolute best mortgage brokers I've ever used. I have bought and sold three different properties and the last refinance I did with Jeff was top notch. I had a delicate situation since I was on title with two other people and self employed . Jeff kept my low interest rate for several days and it was securely locked. I was afraid at first I wasn't going to be able to keep the low interest-rate but Jeff came through and kept the low interest-rate for me. He has an outstanding reputation with all of the reputable banks. I felt like I was his only client! Responded back to me within minutes. Life saver !!! More...
Reviewed on Yelp
Zannie S.
This review is long overdue! We closed on our first home late January. I started working with Jeff a year prior to us actually going thru with the home buying process. Jeff is extremely knowledgeable in the realm of all things real estate especially the finance portion of it. If you are like me and am completely new to real estate and home buying, you won't regret getting in touch with Jeff and his team. He was very patient and answered all of my many and sometimes dumb questions and never treated me as if I was interrupting his day even during the year that we were not clients yet. I can't say enough that Jeff and his whole team are amazing! Â Purchasing a home can get very confusing and time consuming. We searched for 6 months and put in multiple bids on multiple properties in this crazy market. Jeff was our cheerleader all the way. Every time we were outbid or going to several different open houses on the weekend, his positive outlook never failed. He knew that the right house for us was out there, we just had to keep pushing forward. If you are house shopping in this market, you know there are a lot of disappointments and it is definitely an emotional roller coaster. Jeff came highly recommended by several friends of mine who have purchased homes using his mortgage lending services. You won't regret giving him a call. More...
Reviewed on Yelp
ShaN N.
Jeff is an amazing mortgage broker. He is very knowledgeable, thorough, ensuring all details are covered. Â He is proactive with helping clients with their potential credit issues and helps resolve problems quickly and efficiently. Â Jeff is always easily accessible by phone and is very responsive. Â Jeff is a delight to work with, he is always upbeat and has a smile which is very helpful in stressful situations. Â Thanks for being great! More...
Reviewed on Yelp
Karen L.
Jeff is a hard worker. He strives to -- and does -- provide excellent customer service. We've worked with him over the last year, and he's been consistently responsive, timely, professional, and diligent. He says what he means, and he does what he says. If you want first-class service, he's as good as they come. More...
Reviewed on Yelp
Ana V.
Yes...it is as good as it gets when it comes to Jeff Phillips and his broker services!! Â He helped me when I pruchased my home and did stellar work. Â He has done the same with my refinance. Â I trust that he will always do right by me. Â He searches and finds the best plan for my personal situation. Everything always goes so smoothly. I get to have peace of mind while going through a process that can be so nerve-racking!I highly recommend Jeff Phillips if you need a Mortgage Broker.Thank you Jeff for doing such a great job!! I appreciate it! More...
Reviewed on Yelp
Janice P.
Jeff is extremely thorough, professional, very knowledgeable and very fast! Â We first dealt with Jeff for the purchase of our home. Â We then came back to Jeff for our refinance and are satisfied customers again. More...
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M G.
Jeff is very detailed and fast at getting back to you with all the info and great advice. I would definitely recommend him. He has helped me refinance and other things that I needed help with financially with my home. He also has a great attitude! More...
Reviewed on Yelp
K C.
As a first time home buyer, my boyfriend and I were really nervous about purchasing our first home. But Jeff really helped us out and explained every detail to us. He would even answer night time calls for questions we had and would like a timely answer. He did his best to give us the best rate on our home. Thank you Jeff for all your help! More...
Reviewed on Yelp
Amanda W.
Jeff is honest and on top of how and when the market changes. We have used him more than once and would again in the future. Thanks!
Reviewed on Yelp
ShotCaller M.
My wife and I were referred to Jeff by a very good friend. Â We are thrilled with the service Jeff provided. Â Not only did he get us a good rate on our refinance, he was super easy to work with. Â He was very quick with responses, day or night. Â He patiently answered all our questions and when I freaked out over lender unexpected requirements, he was there to give me a virtual hug and say, "there, there....its going to be okay". Â Lol! Â Seriously, Heff Phillips is a great broker. Â If you're looking for an honest, professional broker - this is your guy! More...
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Bryan C.
Jeff has been amazing and extremely helpful. He worked very hard throughout our buying experience. He is now working on my refinance and hopefully another couple deals!Thanks Jeff
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Katina N.
Jeff was amazing throughout the whole home buying process. You couldn't ask for a better realtor since he is quick to respond and on the ball. Jeff explained and made sure we knew what we were getting into and made sure we were taken care of way past purchasing our home. He went above  and beyond by helping us find manuals to the appliances and setting up the home warranty as well. Thanks Jeff. :) More...
Reviewed on Yelp
Iris I.
Sheila Peterson  is the type of agent who will jump through hoops to get the job done.  She is very professional, yet personable.  She pays great attention to her clients to ensure they are getting just the right home or loan program to meet their needs.  I highly recommend Sheila for your next home purchase, sale, or financing. More...
Reviewed on Yelp
h m.
I worked with Kendra on buying my first home. Â She was meticulous on getting my papers, and preparing them for the lenders. Â As we went through the lending and escrow process, she made sure to stay in touch with me daily so I always knew what was happening. Â Her personal attention to detail was amazing -- the night she gave us the keys, she met us at the house, and even had a picture of us at our signing waiting for us on the kitchen counter! Â I highly recommend working with her and her team. More...
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Green L.
Handled a complete refi for us in a very smooth fashion. Â Highly attentive, cares about his work, and provides good information quickly. Â Would definitely use him again.
Reviewed on Yelp
Stephane D.
I just used Jeff for a refi and he was great. The process was completely painless. Jeff took care of everything. Now you can refi completely by email! except for the final signing with the notary. Jeff was responsive and took care of all the problems so that we really had nothing to do. he got a great rate that saved us 20% on our monthly payments. We will definitely use Jeff again. More...
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Lina R.
Great place and staff just refinanced my home with saleem honest and got the job done....
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Joshua J.
Jeff helped me and the wife thru the whole process he was always ready to assist and locate a home for us to purchase. We always refer our friends to him as he is very knowledgable in real estate.
Reviewed on Yelp
Dan C.
Great experience. Getting a loan today isn't nearly as easy as it was when we first bought our house, but Jeff at HP Investments did a great job of getting us through the process.
Reviewed on Yelp
