Alan Schultz

Alan was fantastic — by far the most responsive, attentive, hard-​working, funny, professional, patient and knowledgeable loan officer one could hope to work with. He ably guided us through the entire home-​buying process, helping us understand, and reassuring us during rocky parts and generally making us feel as though we were his only clients! Above and beyond. We are recommending it to our friends who are also first-​time home buyers.

Seems like a very honest guy, I just had a conversation with him and gave me some free advice regarding re-​financing. I appreciate someone who isn’t just trying to push you into a decision.

Here’s another case of… technically, this is as good as it gets in my experience, but I’m basing it on an n = 1, therefore I can reliably state that I’m undoubtedly a fan.
I was originally referred to Alan as a function of my surrogate mom having her mortgage done with him awhile back. Since her recommendation on whom to go to for LASIK surgery a few years ago panned out superbly well, I’m one to trust her advice.
Alan has yet to fail me. Regardless of how busy he is with everything else, he’s always taken the time to help answer questions for me on the complexities of my home loans: The difference between a traditional mortgage vs. an ARM or a balloon loan; Sharing spreadsheets with me that allow me to play with interest rates to see how my payments might differ depending on the amount of money down I put, a fifteen year loan vs. a thirty, and more.
And, I appreciate that he thought of me when the latest roll-​out of the federal rescue plan (or whatever they’re calling it these days) for homeowners was released. Alan alerted me to the fact that I –might– be eligible to refinance my place, then followed up with me a few weeks later to confirm that it did appear that I would be eligible.
Hellooooooo savings! I ended up being able to shave off almost 1.5% on my interest rate, as well as to switch into a 30 year fixed traditional mortgage at an incredibly attractive interest rate. All of this done with only a few painless phone calls, and after many, many questions and clarifications asked from me. These financial transactions don’t seem to get much easier, even after you’ve done it once or twice. It helps to have someone as well-​versed as Alan on my side.
I appreciate Alan for being generally accessible (or getting back to me later, if he’s not at the time), having the patience to talk me through the intricacies of mortgage lending, and keeping an eye out for me when he spots an opportunity to help out my financial situation. He’s a total professional, direct and to-​the-​point, and I’m grateful for how he just gets things done.
Plus, it’s hard not to be pretty jazzed about saving a few $$$$s over the course of the upcoming years!