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Read what clients are saying about The Mortgage Planners


 

“We have used Shanne to refinance our home several times and to purchase another.  We are always confident that he is working on our side and is definitely a man of integrity.  He is knowledgeable and quick to respond to any questions or concerns.  We don’t even think about calling anyone else!!”

– John and Marilyn R., La Mesa, CA

 

“I worked with the Mortgage Planners, particularly Shanne Sleder, in 2010 on buying my first home. Shanne made the process much less painful than it could have been. This company is very personable, and spelled everything out for me so I could understand. Between my budget changes, falling out of escrow, and my constant badgering emails, Shanne was always there to respond even afterhours. Going with a company like the Mortgage Planners was the best option for me, it was a personal experience, and I only dealt with one person the entire time. They are a responsible company and looked out for my best interest; I would definitely recommend this company!”

– Kaelyn W., Spring Valley, CA

 

“Shanne, I was fortunate to work with you for my home loan. You were committed to doing the best job possible for me. You provided me with great customer service – you answered all my questions, were extremely responsive to all my calls and concerns, and worked diligently to get me an exceptional interest rate on my loan. As amazing as it seems, everything went extremely smoothly and on-time with my closing, thanks to you. You are very knowledgeable in your field and certainly earned my confidence as an advisor who helped me achieve my personal goals – I got my dream house! I will continue to highly recommend you to others.”

– Beverly K., Carlsbad, CA

 

“If you are looking for a mortgage, you don’t need to look any farther than The Mortgage Planners.  We have worked with Shanne to refinance our home, and more recently, to purchase a new home. The purchase of our new home was a very complicated deal, and not only did Shanne secure an extremely competitive rate, he went to bat for us numerous times throughout the process to make sure our loan closed in a timely way and without extra hassles. In this day and age, it’s rare to find someone who returns your calls and e-mails quickly, but Shanne consistently went “the extra mile” to provide outstanding service.  We highly recommend Shanne and his staff!”

– Kim C., San Diego, CA

 

“We appreciate so much the work you did on our refinance. Thank you for watching out for our own interests and the hours you put in. We were incredibly impressed with the level of customer service offered as well as your extensive knowledge and expertise. We would highly recommend The Mortgage Planners to anyone looking to purchase or refinance. They have definitely won our business for life!”

– Geoff and Danica M., San Diego, CA

 

“Shanne, thank you so much for helping us with our mortgage! It was great to work with you and so reassuring to work with someone we trusted. Thanks for all your hard work – we will definitely recommend you to others.”

– Austin and Anna N., Poway, CA

 

“Thank you so much for all your help with the purchase of our new home. As first-time home buyers, Brenda and I were pretty intimidated going into the whole loan process. Then we met with you and felt completely comfortable every step of the way from the prequalification to the offer, inspections, appraisal, calculations of property taxes, insurance, and points, you were there advising us and coordinating all of the numbers with the escrow company so Brenda and I didn’t have to do a thing. We felt so good knowing you were taking care of us. You can be sure we’ll be introducing all of our home-buying friends to you.”

– Chris and Brenda H., San Diego, CA

 

“Shanne was great to work with – he restored our faith in mortgage companies!  He is very courteous and quick to respond to emails and calls. We spent years trying to get our loan refinanced and Shanne was finally able to make it happen – what I like best is that he made no promises (which given my mortgage broker experience up to this point, I wouldn’t have believed any way) and patiently answered all of my questions, some more than once. I can’t recommend this company enough – I have, in fact, sent friends to the Mortgage Planners, and they have had the same experience as us.”

– Eric H., Temecula, CA

 

“Thank you so much for arming us with the knowledge to deal with people in the real estate field. Personally, I feel that through your services you may have steered us clear of some predatory lending scams, especially when you saved us from the nightmare that came about when I initially contacted Lending Tree. Thank you for equipping us with the knowledge to make wise choices throughout our home buying process. Thank you for everything you have done for our family.”

– Edward and Christina C., Escondido, CA

 

“Shanne, Cana and I wanted to take a moment and thank you for all your help, not only with our recent refinance loan but with our refinance several years ago. You have been willing to search out ideas for better solutions for our financial responsibilities. Your suggestions have been taken with interest and sincerity, knowing that you were honestly trying to do your best for us, and not just trying to “make a sale.” The one comment we have made to each other several times is “Shane will always do what he says he will do.” We also applaud your communication skills. You have listened to, and answered our questions openly, honestly and with an appreciated promptness. We will, without hesitancy, continue to recommend your services to others who are looking for any of the wonderful financial products you provide. Thank you for all your help and friendship.”

– Dale and Cana B., La Mesa, CA

 

“Dear Shanne, I will certainly refer you to my friends and family for any mortgage needs. It was a pleasure working with you. Thanks for all you did to make this happen!”

– Aurora S., Lakeside, CA

 

“It has been our pleasure doing business with you. Your help has been immeasurable. We thank you for all the hard work you have done for us. We will happily recommend you to anyone. Again, our thanks for everything.”

– John and Susan M., Lincoln, CA

 

“Karese and I utilized The Mortgage Planner’s services to purchase our first home in Temecula. They were very helpful and we feel they worked hard to get us the best value possible. Their knowledge and expertise made our home buying process much easier.”

– Nick and Karese D., Temecula, CA

 

“We used Shanne last year to refinance our home.  He was very professional, answered all our questions in a very timely manner, and always presented the best options avaialable to us.  We started by contacting him about a HARP refinance but after he presented all options, we decided to do a traditional refinance.  The rate he got us was extremely competitive and after we finally decided which path we were taking he worked quickly to get everything sorted in 1 week before we left for our vacation to Europe.  Talk about accomodating our needs!  We recommend him to all our friends and to you!”

– Kristie E., San Diego, CA

 

“Now that my new reverse mortgage has closed and has started working for me, I wish to commend you and your company on the professional and expeditious manner in which you handled this. For the first time in quite a few years, I feel like “financial freedom” has actually been realized, and I know my life will be considerably more worry free in the future. This is a tremendous vehicle for those of us seniors who are on limited incomes; it is truly a god-send.”

– Carolyn A., San Diego, CA

 

“I am a financial planner and I’m thrilled to have found Shanne Sleder over three years ago. Since then I have been referring all of my clients, friends, and family to him for their mortgage needs. What I love about Shanne is that he educates his clients on the available mortgage products, how interest rates fluctuate, and is knowledgeable about raising credit scores”

– Chris Huntley, President-Huntley Wealth

 

“Joe and I want to express our appreciation for all of the work you’ve done and for the time you have spent with us. Not only are you very knowledgeable, but also exceptionally caring and understanding of our situation. We always feel that you are supportive of our needs and well being above your own.”

– Joe and Barbara J., Escondido, CA

 

“We want to thank you for all your help in working with us to obtain our reverse mortgage. We were very pleased with the whole process from start to finish. You had a way of explaining things in a way that we could understand. Now that the required work on our house is completed and paid for from the reverse mortgage, we can be rest assured that we will not have any more financial worries in the future.”

– Carl and June D., La Jolla, CA

 

“We used Shanne to refi our house last year and he did a great job. He was very efficient and answered all my questions. We’ve used 2 other brokers from different companies before in the past, and Shanne was by far the best. Highly recommend this group!”

– Joanna M., San Diego, CA

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