DLJ Financial, Inc. Ratings & Reviews

Write Review
NMLS ID: 76967

DLJ Financial, Inc.

(4.8 of 5) 93 Reviews

98% of our customers would recommend this lender.

About DLJ Financial, Inc.

Founded in 1998 to provide outstanding personalized service to clients in the home loan and lending market, DLJ Financial has built a reputation based on integrity, expertise and service. Finding the right home loan involves more than just numbers. You...

Read more

Loan Officers

View All
Jason Edwards Costa Mesa, CA
Matthew Dalton Costa Mesa, CA
Lorne Lahodny Costa Mesa, CA
View all

Customer Reviews

Write Review

93 Reviews

(4.8 of 5)
Review Breakdown
  • Loan Officer Review
    from Sacramento, CA
    (5 of 5)
    Recommended!
    Reviewed:

    Amazing refinance experience!!

    (0) (0)
    I gotta say that my experience with Paul Roth was amazing. Paul was very professional and very helpful. He helped me refinance my home at a great low interest rate which saved me thousands. Paul made the process of refinancing a home easy and hassle free. He was very informative and was always available to answer any questions that I had. His response time was quick and he did listen to my concerns and took them into consideration when he pushed our loan through. I would recommend him to everyone, trust me you will not be disappointed.My family sincerely thanks you Paul.... Read More

    Was this review helpful?

  • Loan Officer Review
    from Hemet, CA
    (5 of 5)
    Recommended!
    Reviewed:

    Excellent, Professional, Responsive

    (1) (0)
    Lending Tree offered me several companies to choose from, when my choice was narrowed down to two, Paul Roth was the reason I chose to fund my loan with DLJ Financial. He listened to my complex situation and found the right match for me. He looked for products that would meet my goals, instead of filling "quotas". Paul takes the time necessary to insure the transaction goes as smoothly as possible, gets done as quickly as is possible and literally walks through each step of the process to insure you understand what you are getting. He answered all my questions (sometimes more than once) and made sure I was comfortable about my decisions. I am looking forward to working with him again and every member of my family knows what Paul and DLJ Financial has done for me and will not need to shop for a lender... Read More

    Was this review helpful?

  • Loan Officer Review
    from Stockton, CA
    (5 of 5)
    Recommended!
    Reviewed:

    Highly Recommended Company!

    (0) (0)
    Straight forward, honest and reliable advice. I naturally always question a service I find on the internet but Jason and DLJ Financial. were absolutely great. Every stage of the loan process was explained in detail and I felt comfortable the entire way through. I have refinanced several mortgages in my life, and this refinance was by far the easiest. Thank you Jason and your team at DLJ Financial... Read More

    Was this review helpful?

  • Loan Officer Review
    from Costa Mesa, CA
    (5 of 5)
    Recommended!
    Reviewed:

    Honest, Reliable, Dependable

    (0) (0)
    I would like to commend Jason for extending to my wife and I the most exceptional level of customer service we have ever experienced. My wife and I have known Jason for 6 years now. Every time we have had questions regarding our mortgage, real estate, or personal financial matters he has always given us straightforward and clear information that we could act upon. He is devoted to his profession, delightful to work with, courteous, intelligent, sharp, and is willing to go above and beyond the call of duty when representing the best interests of his clients. HIGHLY, HIGHLY RECOMMENDED... Read More

    Was this review helpful?

  • Loan Officer Review
    from Stockton, CA
    (5 of 5)
    Recommended!
    Reviewed:

    The Loan Officer You Can Trust

    (2) (0)
    I believe that to have a great company is to have the great employees. This is true with DLJ. Niko is one of these employees that not only treat you just a customer, but make you feel you really matter as a person. He helped me with my loan from the very beginning up to closing. I know that in this day and age that everything is electronic and e-mail base transactions would be easy and convenient, but with Niko's help and prompt 2-min instant responses via e-mail makes it MUCH more convenient for me. He answered all my questions and even gave me insights on how to make my decisions easier. I would definitely recommend him in a heartbeat to my friends and family. Thank you for you all you help. G... Read More

    Was this review helpful?

  • Lender Review
    from Petaluma, CA Confirmed LendingTree Customer
    (5 of 5)
    Recommended!
    Reviewed:
    Date of Service:
    June 3, 2016

    Efficiency

    (1) (0)
    I just refinanced with James Ball and he was excellent to work with! He was efficient and never left me with any unanswered questions. He was always there to help explain things along the way. He always responded to my calls or emails right away! I would definitely use him again because I know he will always be there to respond promptly to my needs.

    Was this review helpful?

  • Loan Officer Review
    from Bellflower, CA
    (5 of 5)
    Recommended!
    Reviewed:

    What a great experience!

    (0) (0)
    What a great experience! If I have to do it again, definitely...I will call Jason. With my crazy schedule at work...Jason and Lisa never give up on me...always following up by emails and calls, what a great team! I would say, if anybody needs to refinance or buy a new home, please try this company, you will not be disappointed! Thanks Jason!

    Was this review helpful?

  • Loan Officer Review
    from Walnut Creek, CA
    (5 of 5)
    Recommended!
    Reviewed:

    Easiet Refinance Ever!!!

    (1) (0)
    Jason helped us refinance two loans into one. His suggestions were smart and financially, they were things we didn't even see or consider. He described the process he uses to close loans quickly, by taking a complete application, verifying that it is correct, calculating our income and once again verifying that with us and then forwarding the file into underwriting. Our appraisal was ordered the same week. We closed the following Saturday. Best loan experience I've ever been through. I have recommended several friends to Jason who are also very pleased with his service. You cannot go wrong given your refinance assignment to Jason, he is sharp, transparent, and works efficiently... Read More

    Was this review helpful?

  • Loan Officer Review
    from Los Banos, CA
    (5 of 5)
    Recommended!
    Reviewed:

    My New Mortgage Man

    (1) (0)
    When I applied on Lending Tree for a refinance, I got 20 calls within 15 minutes. It was overwhelming and I started to regret it...Until I spoke with Jason at DLJ Financial. He was truly exceptional from my first interaction with him. He responded with a quote for me to review promptly. He provided very clear and detailed information about what to expect throughout the process. Step by step, he helped me close my refinance in a remarkably short period of time - with no surprises! Jason is very personable and articulate. Anyone would enjoy working with him as I did. In the future, if I ever have a question regarding a mortgage, I will be calling Jason at DLJ Financial... Read More

    Was this review helpful?

  • Lender Review
    from Covina, CA
    (5 of 5)
    Recommended!
    Reviewed:

    DLJ Financial

    (0) (0)
    The overall group provided excellent service and went out of their way to help us to close the loan.

    Was this review helpful?

Founded in 1998 to provide outstanding personalized service to clients in the home loan and lending market, DLJ Financial has built a reputation based on integrity, expertise and service. Finding the right home loan involves more than just numbers. You need a relationship with a lender who has the experience to find you the right loan. With a team of lending professionals dedicated specifically to your loan, our experience and know-how will help reduce the stress of the loan process. Overall, trust and professionalism are paramount to building a lasting client relationship. When you choose DLJ Financial as your lender, it’s a relationship that will last for life, not just the life of the loan.