CLS Financial W Cerritos Ave, Los Alamitos

Second time working with the CLS team! Definitely recommend using!

Today we recieved the keys to our new home! We couldnt have done it without the help of Wendee and her team. They are amazing and walked us through every step of the way. Very informative and on top of everything! I would highly recommended them and would definitely be using them for any of our lender needs in the future!

Where do I even begin?! I had the pleasure of working with Tony, Wendee, Lori, Taylor and others on the CLS Financial Team. From the very start I was worried about qualifying for my first home as a primarily commissioned sales person and unsure of how the process worked. Tony helped me every step of the way, explained how it worked and we started the preapproval process. The system they use to collect the information necessary for pre-approval was easy to use and very efficient. I always understood where I was in the loan approval process. Every person I talked to was knowledgeable and friendly – it really took the stress out of buying a new home. I felt like I could trust them and I could focus on finding the home of my dreams. When I got my pre-approval, and I actually found a home I loved, Tony was so responsive and I was able to put in an offer the very next day! They even go above and beyond to call the sellers agent - WOW. When my offer was accepted, CLS immediately went into action – Lori and Taylor were on top of it, sending me what they needed and helping me understand where I stood. Every email was answered promptly and with such professionalism – I work in sales, so my standards are HIGH and they exceeded every single one. I was ready to fund before my seller was ready to close– everyone I spoke to was so impressed with CLS and if you are looking for a place to go – this is the place and these are your people!!! I feel so blessed to have gone through them for my first home. I was told this was supposed to be so stressful, but they made it easy. A big THANK YOU to the whole CLS team. You guys are amazing!!!

Wendee, Gaby, and the entire CLS Team are EXCELLENT! They helped me secure a loan for my first home five years ago. So naturally, when it came time to refinance, I contacted Wendee and her team. They immediately got to work and provided me with the information I needed to make an informed decision. They were always available either through text, phone call, or email and were quick to respond to any inquiries that I had. I never felt pressured or rushed into any decision and they ensured that I had the best financing options available. I told them what I wanted and they worked to make it happen! Purchasing or refinancing a home can be a daunting process, but Wendee, Gaby, and the team made it stress free with the convenience of the following: 1. Remote handling of necessary documents through secure portals and Apps that allow for safe and easy uploading and signing of paperwork 2. Informative (and entertaining) videos that guide you through the process each step of the way 3. Arranging for the escrow notary to come to my home to sign the closing documents at my convenience 4. Constant email updates on changing mortgage rates, nearby home sales, and other valuable information about the housing market 5. Customer appreciation family events and information I highly recommend Wendee, Gaby, and the entire CLS team and their affiliates to anyone who is looking for first class customer service! Thank you Wendee, Gaby, and the CLS Team!

Cyndi worked with me during my mortgage purchasing journey and I would have to say I was very pleased with the entire service. She answered and explained every question I had, which there were many, and never once made me feel like I was an obligation. If I needed anything she was always on top of it with fast results. To summarize, Cyndi is the go to person for any lending needs: professional and proficient.

Wendee and her CLS team impressed me from day one. From the moment I walked in their door I felt I made the right decision, as CLS fosters a professional and welcoming environment. They truly exemplify 5 star customer service, from the personalized welcome sign, friendly attitudes, knowledgeable staff, to the professional and detailed loan packet they put together for you. This packet has everything you need to know, including itemized closing costs estimates (and they like to be conservative with their estimates, in other words, they won't under estimate, rather you'll likely receive a closing refund like I did), and side by side financial scenarios of different loan amounts/interest rates. And if you want to see other figures, Gaby will quickly whip them up for you. Another thing that was huge, was the fact that they get you an underwritten bank approval, and they create a professional packet for your agent to present to the seller, which really does make you stand out as a buyer. Not only did they do that for me, but Wendee personally called the sellers/agents letting them know what a strong candidate I was...A personal cheerleader?! Sign me up!

It was a pleasure working with Wendee and Gaby. They are professional, knowledgable and worked very hard. I highly recommend the CLS team!! Wendee went above and beyond.

Where do I start.... CLS is one of a kind. They've been a lender on my first home and my refinance and I couldn't be more amazed at how quick, knowledgeable, supportive, and organized they are. They truly are amazing and I've referred them to my closest friends and family. World class service hands down!!!

It was an amazing experience and my loan agent made it so easy for me! Brad Fish you are incredible and me and my husband thank you so much for helping us on this journey!

Brad Fish and his team at CLS Financial were a pleasure to work with. They were extremely professional and went out of their way to answer any questions or concerns I had. I would highly recommend them when looking for your new home!