DLJ Financial, Inc. Ratings & Reviews

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NMLS ID: 76967

DLJ Financial, Inc.

(4.8 of 5) 83 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...

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Loan Officers

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Paul Roth Irvine, CA
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Customer Reviews

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83 Reviews

(4.8 of 5)
Review Breakdown
  • (74)
  • (5)
  • (3)
  • (0)
  • (1)
  • from Valencia, CA
    (5 of 5)
    Recommended!
    Reviewed:

    Excellent Responsiveness

    (0) (0)
    I had the MOST responsive team working to get my REFI completed. Bryan Bowmer and Judy Franco were courteous and fully engaged in helping me from start to finish. I had actually started my loan process with another broker and went to DLJ to get a competing rate bid. They were so much nicer to deal with that I decided to stay with DLJ.

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  • from Oakley, CA Confirmed LendingTree Customer
    (5 of 5)
    Recommended!
    Reviewed:
    Date of Service:
    September 27, 2013

    NIce Outfit

    (0) (0)
    Very easy to deal with. Did a refi all by phone and email. It was the smoothest refi I've ever done.

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

    DLJ - A better experience

    (0) (0)
    Lee, Tammy and the DLJ staff have been fantastic! I've refinanced with other lenders in the past and had a very impersonal experience. With DLJ, I truly felt that they were looking out for my best personal interest. To have that feeling in a transaction of this magnitude is paramount.

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

    Very Smooth Process

    (0) (0)
    Very smooth process. They treated me better than my previous lender.

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  • 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

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  • 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

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  • 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

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

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

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  • 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

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  • 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.

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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.