Casey Sullivan - The Sullivan Group at CrossCountry Mortgage Mitchell Dr, Walnut Creek

My fiance and I had an amazing experience working with Casey and his team to purchase our first home in April of 2022. Casey and his team did a phenomenal job at keeping us well informed and educated throughout the entire home-buying process. They were responsive, proactive, detail-oriented and insanely organized in the way they communicated, assigned tasks and stored important documents. Casey and his team helped us close on our home quickly with minimal hiccups or stress on our part. I highly recommend Casey and his team and look forward to using them for our future refinance needs!

Casey and his team were great to work with throughout the entire process. They were responsive, helpful, and eager to help my wife and I finance our first home. I would recommend them to anybody looking at buying a home. Thank you Casey and Team!

Casey is the quintessential professional. I could not have been happier with my experience with Casey and The Sullivan Group. The communication was excellent, I always knew where my mortgage was in the process, it was clearly communicated through to the end. I will hire Casey and his team again.

It was such a pleasure to work with Casey, Alyssa and Melissa at the Sullivan Group. Mine was not a usual situation but Casey was very creative and able to help me find a great re-finance which will save me thousands of dollars every year! I was not only thrilled with the outcome but also very impressed with the way his team made the whole process smooth, efficient and painless. They were patient, responsive and helpful every step of the way. I would highly recommend the Sullivan Group to anyone looking for a mortgage or re-finance. I don't think you could do better!

I recently worked with Casey and his team to purchase my first home. As a first time home buyer I wasn't familiar with the process and Casey was super great at about explaining it and answered all my questions. Casey was up front, direct and didn't sugar coat anything. When he did my pre-approval, he made sure to ask about everything he needed so he could provide me with the best per-approval. And best of all, once the offer was accepted on my house, he was able to close in 21 days!! I recommend Casey 110%!!!!

This is our third time working with Casey and I couldn’t be happier with the our recent experience. #TLDR My husband and I paused any plans of buying another home given how extremely competitive the real estate market is in Walnut Creek. Lo and behold, our dream house pops up on Zillow on a Friday morning. I reach out to Casey in the afternoon seeking pre-approval to make an offer on the house. Next day Saturday, we find out that offers were due on Monday so we message Casey to see if he can help expedite our pre-approval. He was able to pull through and we were able to submit our offer on Monday. After our offer was accepted, we were able to close in 21 days. Throughout the entire process, Casey and his team were very responsive, proactive, knowledgeable, and worked to get us the best rates possible. My family and I would not consider working with any other mortgage broker.

Casey and his team took great care of us when we initially purchased our home in 2017 and recently during our refinance. The team was very communicative and walked us through the tedious process. Everything went so smoothly and I immediately shared my great experience with all my close family. My mom and sister have both reached out to the Summit Funding team, I’m sure they too will have great success with Casey. Thank you Summit Funding!

Casey Sullivan and team at Summit Funding are hands down the best in the business! They are genuine, honest, and truly committed professionals. My husband and I went through our first home purchase and first refinance with Casey & team. Each interaction was handled with the utmost care and attention. The team was very wonderful and diligent with following up and ensuring our closing was completed in a timely manner. We will continue to refer friends and family to Casey for years to come!

Casey and his team were amazing! They made it easy for us to refinance our mortgage by a little over a whole percentage point, which has made a huge difference. Everyone was very responsive, and they have a great system for submitting documents and filling out paperwork--it was all very easy, which I appreciated as I'm usually pretty busy with work during the day. I would definitely seek their expertise in the future since we've had such great experiences with them! They also helped us secure our first mortgage when we bought our house in May 2016.

Casey's team is knowledgable, hands on all the way through, and answered all my questions in prompt and professional manner.   I reached out to them for my refinance, as they helped me with my original home loan and was very impressed with their service.   Again, they exceeded my expectations.   His team is professional and cordial, making each interaction feel like I was  their main client.   The tools used to submit documentation, sign and keep track of our progress were also helpful thought out this process.