DLJ Financial, Inc. Ratings & Reviews

NMLS ID: 76967

DLJ Financial, Inc.

(4.8 of 5) 78 Reviews

97% 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
Paul Roth Irvine, CA
View all

Customer Reviews

78 Reviews

(4.8 of 5)
Review Breakdown
  • (69)
  • (4)
  • (3)
  • (0)
  • (1)
  • from San Juan Capistrano, CA
    (5 of 5)
    Recommended!
    Reviewed:

    3rd time is a charm again!

    (0) (0)
    All I can say once again, DLJ Financial, thanks! This is the third time I've worked with Colette Penkal, and she is the most valuable team member at DLJ. Her and Janeen are very professional, quick to respond, and I think it was a record closing. This was my second purchase. I closed in 22 days with New Years and Christmas in between. It was amazing how fast everything came together. It was such a smooth transaction. The information provided was clear and precise. I had trouble with my realtor, and Colette offered up additional help after my loan closed to help me with information on how to approach an issue I was having. I can't rave enough about the support and service that I have received every time I have used Colette. I will be a lifetime follower of Colette and DLJ. ... Read More

    Was this review helpful?

  • from San Diego, CA
    (4 of 5)
    Recommended!
    Reviewed:

    Successful Refinance

    (0) (0)
    We met our banker through Lending Tree when looking to refinance our condo in Southern California. The overall experience worked to our advantage and i'm happy it's over. They were helpful and pretty responsive, although it was an incredibly long process - more than a month. We mostly dealt with our banker, not so much the loan processor and closer. They handled everything we needed handled, but I never felt them have the same sense of urgency to close the loan as we had LOL The best thing is that DLJ waived all our closing costs; we only had to pay for the appraisal - and about $2k at the end because of of LTV ratio. That was fine because we were combining two loans and had originally started out with an interest-only loan from the builder. We ended up in an FHA loan where we pay PMI and paid the up front mortgage fee. We will refinance again when our loan is under $417k. In our case, we were able to skip not just one month's mortgage payment, but two. We were charged a late fee by one lender, because the loan closed on the 28th of the month, but we are requesting a refund. The 2nd lender never charged us the late fee. The banker was pretty helpful and tried to stay on top of most things we needed to accomplish. I would use them again... Read More

    Was this review helpful?

  • from Clovis, CA
    (5 of 5)
    Recommended!
    Reviewed:

    Labor Relations Manager

    (1) (0)
    I was introduced to DLJ Financial through Lending Tree and could not have been happier with his professionalism throughout the refinance of my home loan. The associates at DLJ Financial responded expeditiously to my inquiries and went above and beyond to answer all my questions and assist me with helping me understand the process. This was especially important to me because we were not located in the same cities and all of our communication was completed through email and over the telephone. I would highly recommend DLJ Financial... Read More

    Was this review helpful?

  • from Auburn, CA
    (5 of 5)
    Recommended!
    Reviewed:

    (1) (0)
    Very good transaction! Great people!

    Was this review helpful?

  • from Livermore, CA
    (5 of 5)
    Recommended!
    Reviewed:

    DLJ feedback

    (4) (0)
    This is the second time in three years that I have used DLJ Financial. both times were a pleasure to work the team

    Was this review helpful?

  • from Valencia, CA
    (5 of 5)
    Recommended!
    Reviewed:

    Helpful and made it easy

    (5) (0)
    Janeen Cadwell was very helpful to us during our re-fi of our two home loans, and was always responsive, knowledgeable and helpful whenever we had any questions.

    Was this review helpful?

  • from Ukiah, CA
    (5 of 5)
    Recommended!
    Reviewed:
    Date of Service:
    August 14, 2015

    Professional

    (5) (0)
    I was very hesitant going through a refinance because of past frustrations. I am so glad I picked DLJ Financial! Robert Foster and Phillip Hoang are the most professional, courteous, honest, and always in touch with us through the process. They made this refinance about as easy as you could get. I was simply amazed how easy they made it, not to mention how fast our refinance went through. I would recommend anyone I know looking for mortgage/refinance to give DLJ Financial a try as they will do their very best to get you the best rates and quick turnaround... Read More

    Was this review helpful?

  • from La Quinta, CA
    (4 of 5)
    Recommended!
    Reviewed:

    DLJ

    (2) (0)
    Responsive, provided rates and proposed monthly mortgage payments immediately which helped us decide to go with DLJ

    Was this review helpful?

  • from Los Angeles, CA
    (5 of 5)
    Recommended!
    Reviewed:

    A Return Customer

    (4) (0)
    This was my second mortgage refi through DLJ Financial. Clearly I was pleased with my first experience, and my second experience was also exceptionally good.

    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.