Leaman Team  |  LoanPeople

5 Stars

06/07/2023 by Georgian W.
Location: El Paso, TX

Smooth process and closed early!

I highly recommend Jori and her team and look forward to working with them again.

04/02/2024 by Matthew U.
Location: Austin, TX

I thoroughly enjoyed working with Jori and her team on the financing of our new home. Despite a few obstacles in the road, Jori worked tirelessly throughout to ensure the desired outcome. Jori is professional, competent, and proactive.

After my credit union denied my loan application, I was referred to Max Leaman.

10/25/2017 by J.P.
Location: Austin

I called him on a Friday afternoon, not at all expecting anyone, much less him, to answer. We had a great conversation, and he assured me that we would be able to work together. He said we’d be able to close within 3 weeks, and we actually did. He helped take the stress out of what can be a very stressful experience. I’m happy to give him my highest recommendation.

Max Leaman and team are awesome! I am now a first time homeowner thanks to him.

07/31/2013 by Max E.
Location: Austin, TX

I had not originally used Max on my first two attempts. Well, those two attempts were an absolute disaster and a waste of three months and a few thousand dollars. I left feeling defeated while questioning the process. Feeling like I had lost again I was referred to Max Leaman to see if he could save my second attempt. Max took this deal, turned it right around and got it done in three weeks. He and his team were there step by step and knocked it out of the ballpark! I am sure Max would say this as well but his team is second to none. This group wants it to work and wants it done right the first time and will do what it takes to get it done. I could not be more pleased in using them. It’s 6 stars from me. Thanks Max!

This was the most smoothly running trouble-free experience I’ve ever had in getting a mortgage loan.

07/18/2013 by Bob C.
Location: Georgetown, Texas

great and everyone connected to the transaction seemed to be very knowledgeable, competent, and helpful. Two lenders were recommended to me by our Realtor and this is one of the two I chose – I’m sure glad I did. And I got a great rate.

Short answer: Compared three different companies. Their second offer was better than anyone else’s third offer.

09/03/2020 by Ben W.
Location: Leander, Texas

We had a bit of a time pressure situation to make sure we could close in time; not only did they meet the deadline (the others all proposed a deadline extension), but they beat the deadline by enough that we ended up trying to figure out if we could advance the deadline to get us in the house earlier.

(Turns out you can’t do that. Not their fault, though.)

I’m writing this review while sitting in my house. Highly recommended.

The Max Leaman team exceeded all of my expectations!

08/10/2016 by Zohra C.
Location: Austin

This was my first home-buying experience, and I was nervous about the process, the costs, and the speed with which I could secure a home loan. The team was always prompt and courteous in addressing all of my concerns, and reassured me that I would be able to close within a certain period of time. In the end, the Max Leaman team lived up to every one of their promises, and I would highly recommend them to anyone needing services from mortgage lending professionals!

My partner and I just bought our first house here in Austin. Max and his team made it happen. Sent Max an email with our difficult situation.

10/04/2016 by Jason S.
Location: Austin, TX

He personally emailed me the next day telling me he understood our dilemma perfectly and had a creative solution to get it done.

3 weeks later, we closed. I understand from our many friends that purchased a home ahead of us that to close in 3 weeks with no problems is difficult, much less navigating a difficult property.

Thanks to Max for all your hard work. I promise to tell all of our friends, coworkers and complete strangers about you. I wish you all continued success for making our dream come true.

The Leaman Team is AMAZING.

04/20/2017 by Vivian R.
Location: Del Valle

We are first time home buyers and they made the whole process very smooth and explained everything in great detail. Very friendly staff. They would respond to emails and calls quickly. Would definitely recommend them to anyone.

We refinanced our 6.5% mortgage to a 3.625% mortgage.

03/12/2013 by John K.
Location: Frisco, Texas

From first contact on 1/18 to the closing on 3/1 and funding of the mortgage on 3/6, the process was smooth, painless, and had none of the usual ‘surprises’.

We tried to refinance in mid 2010 shooting for a rate around 4.875%. We worked with one of Dave Brennan’s recommended firms, but found the required PMI costs would rise to $160/mo from our current $61 on a 6.5% mortgage. That plus closing costs of over $5000, not counting escrow deposits, reduced the savings too much, so we did nothing.
late Jan 2013, with rates now in the 3.5 – 3.625% range, we decided to try again. I provided this to each of four candidate lenders: Home value based on realtor’s comp study, mortgage balance, credit score for wife and myself, w-2 and 1099 incomes, debts, annual real estate tax and insurance costs. I told each I wanted to get written ballpark quotes – cost per month, escrow requirements, estimated closing costs; then I would pick one or two to proceed with formal refinance application.
Costco: I found out Costco was contracting with banks and with an Executive Costco Membership, their handling fees would be maxed at about $500. As soon as I requested a quote and submitted basic facts, I received a call from Bank of the Internet within minutes. They were able to provide verbal rough quotes on monthly costs, stated I needed $100/mo PMI, and mortgage amount needed, but could not or would not provide detail closing costs, which looked like $4K based on other numbers. But after that first call, I could never talk to the rep in person and exchanged emails and voice mails and played phone tag. They were quoting 3.625%
A 2nd bank recommended by Costco also called almost immediately, and gave me rough verbal estimates. This one also said I needed PMI for about $100/mo. Quote was 3.625%. Quoted closing costs were vague.
Navy Federal Credit Union – my main bank – I called in, gave enough facts over the phone to submit a rough quote request, and received an emailed detailed quote the next day. But it included exhorbitant max numbers such as a $2000 survey charge, $500 appraisal, too many months of escrow, etc., which totally turned me off. No one ever followed up by phone or email, ever. Quote was 6.25%. I know they were quoting on the high end, but this was ridiculous.
Then I found Max Leaman, and submitted quote request about noon, Friday 1/18. I received a reply soon, and a call from Jori Stern. I discussed my desires and facts with her, and had numbers from her that afternoon. I had given her the comp analysis from my realtor friend and she assured me that PMI was not needed. I received answers on Sat, and by Monday was given a written quote with closing costs in the range of $3100, not counting escrow. By Tuesday, 1/20, I was emailing past tax returns, pay stubs, etc. Jori was always prompt in her replies, and gave me sound advice on whether I should buy down the rate with points (not worth it) and on other issues. We were shooting for a 3/1 closing date. With their low closing costs and the absence of PMI, our mortgage cost per month, including escrow for tax and insurance will be about 29% lower and the savings will pay for the cost of refinancing in about 9 months. By 2/5, Jori had confirmed a target close date of 3/1/2013.
Over the next week Jori promptly emailed answers to any questions I had and kept me informed of the status of our mortgage
In Mid Feb Jori told me my Loan Processor. promptly contacted me, and asked for a few more documents.
Then I was contacted by Bryan Adair of Patten Law, which was handling the Title, letting me know when the notary public man would conveniently visit us in our home at a time of our choosing to sign the paperwork. We did not have to go to a title company office. Paperwork was signed in about 30 minutes on 3/1. On 3/7 Jori let me know the mortgage had been funded. The notary handed us a DVD with all of the documents on 3/1, and on 3/4 Bryan Adair emailed us copies of the 140 pages of signed documents

Throughout this process, everyone we dealt with – Jori Stern, Patten Law, and the notary public – were professional, knowledgeable,courteous, and efficient. Overall, I probably spent no more than 3 hours on this, primarily gathering,scanning, and emailing the initial set of income, tax return, employment and other documentation. I really felt like a customer in the hands of professionals.