Pacific Beneficial is a wholesale mortgage brokerage specializing in residential mortgage origination. Our knowledgeable staff will listen to your short and long term goals and help you find the best loan program and pricing option to accomplish your goals. Whether you are purchasing your first home or refinancing your existing home we will guide you through the process. Our mission is to ensure that the most important transaction in your life is as stress free and smooth as possible.
In a day and age where customer service is usually poor at best, Roger reminded me of the past when it was commonplace to get good professional service! Excellent service, prompt return of calls, texts, and emails! Knowledgeable about rates and loan details, courteous and friendly! Roger was a pleasure to work with! Roger is an exceptional person and I hope he gets the credit he deserves! There is no doubt I will reach out to him in the future if needed!
We have previously worked with Shawn. He is most helpful making the process a stress less experience. And that's why we are repeat clients. Highly recommend him.
Shawn was straight forward, transparent and responsive. Process unfolded as advertised no unreasonable surprises. Completely satisfied with the process.
Israel from Boise, ID
Reviewed in March 2022
Closed with Lender:
Yes
Loan Type:
Refinance
Review Type:
Lender Review
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(5 of 5)
stars
Recommended
It was an excellent experience
The loan process was easy, we are always updated with what's going on with the loan,staff are professional and good to deal with.
Rufino from Chula Vista, CA
Reviewed in February 2022
Closed with Lender:
Yes
Loan Type:
Refinance
Review Type:
Lender Review
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(5 of 5)
stars
Recommended
Great experience!
The process to refi seemed very overwhelming but with Shawn's help and understanding made it work seamlessly! His attention to detail and being transparent about the entire process helped us make the best decision for us. We were presented with several options and he gave the pros and cons to all of them. Thanks for your help and will definitely reach out again in the future.
The entire process was pretty easy.<br />I was happy to work with them.<br />I highly recommend for family and friend
CONG from Cupertino, CA
Reviewed in October 2021
Closed with Lender:
Yes
Loan Type:
Home Purchase
Review Type:
Lender Review
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(5 of 5)
stars
Recommended
Super easy refinance experience
This was the easiest and trouble free transaction that I have experienced ever. Rowel was always available anytime that I had questions. I would highly recommend him to anyone that needed his service.
For anyone buying or refinancing their home, I would HIGHLY recommend June Lee at Pacific Beneficial Mortgage Company.<br />Her information is as follows:<br />June Lee | Loan Officer<br />Pacific Beneficial Mortgage Company<br />Direct: (949**********<br />Mobile: (714**********<br />Fax: (949**********<br />She is very informative, attentive, competent, quick to respond, friendly and very knowledgable on all<br />aspects (lock in rates, required personal information, work arounds to avoid extra costs, etc.) to quickly<br />process your loan. <br />Also, all required documents can be completed on line (with their secured site) with the exception of <br />personally signing the closing documents. She will make arrangements for final document signing<br />with a local Notary and will be “on call” during that time for any questions or problems.<br />Bottom Line, she goes “Above and Beyond” to ensure your loan is done properly, quickly and ensures<br />you are a happy client.<br />U.S. States she covers for loans are: California, Colorado, Montana and Oregon. They are currently<br />working on qualifying for processing loans in other Western states (e.g. Utah, Arizona, etc).
Esther from Felton, CA
Reviewed in September 2021
Closed with Lender:
Yes
Loan Type:
Refinance
Review Type:
Lender Review
Do you want to flag this review?
(5 of 5)
stars
Recommended
Fantastic service!
I've been going to Jason Bean at Pacific Beneficial Mortgage Company for years, and he never disappoints with getting us a great rate and making the process seamless!
Kris from Palmdale, CA
Reviewed in September 2021
Closed with Lender:
Yes
Loan Type:
Refinance
Review Type:
Lender Review
Do you want to flag this review?
(5 of 5)
stars
Recommended
Great Experience two times in a row
We have refinanced our home two times in a row with Pacific Beneficial Mortgage. The first time we were lucky that June Lee was assigned as our loan officer. She knows the process inside and out. It was an easy and enjoyable experience. The second time, August 2021, my husband contacted her directly, and we were extremely happy that she was able to help us for the second time. She was honest, and straight forward from the beginning. Right after the first contact, she sent us a report with detailed information about our loan and all the options. She offered us the best rate from the beginning. She was able to secured great fixed loan. June and her team kept us informed every step of the process. If you want to refinance your home, you must contact Pacific Beneficial Mortgage.
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Pacific Beneficial Mortgage Company
Customer Satisfaction rating is based directly on customer ratings and reviews. Customers rate lenders on their customer service, interest rates, fees and closing cost and overall experience.
LendingTree Certification:
The LendingTree Certification Program recognizes Lenders and Loan Officers with outstanding performance on the LendingTree Network, they are committed to providing exceptional customer service and are graduates of LendingTree University.
LendingTree Certification:
Certified Lenders have demonstrated their organizational commitment to employee development, at least 50% of their loan professionals have been certified while also providing exemplary service to LendingTree consumers.
Loan Officer Certifications:
Gold Leaf is the cornerstone of the loan officer certification program and is designed to recognize loan officers committed to their own professional development while adhering to LendingTree best practices. Gold Leaf recipients know the fundamentals of LendingTree and online lending, they are equipped with the necessary skills to be best-in-class loan professionals.
President’s Club is presented to an elite group of loan officers based on success levels in several areas including adherence to LendingTree best practices, commitment to professional development and dedication to customer excellence. Recipients have also met all Gold Leaf criteria.
Pacific Beneficial Mortgage Company
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