Yvonne Wu & Maria Chen - The Loan Story Saratoga Ave, Santa Clara

The Loan Story team was incredible to work with when they helped me secure a lower interest loan for my first home purchase. Rachel, Yvonne, and their team were incredibly professional, knowledgeable, supportive, and responsive as they explained the loan process to me. They were also very collaborative in working with my real estate agent. The Loan Story team was great with communicating with me every step of the way to ensure that I had all of the financial documents and information I needed. They also helped me lock down an interest rate before it increased and I was able to close on my home faster than the expected 30 days due to their hard work. I would highly recommend the Loan Story and would definitely work with them again in the future.

Highly recommend the Loan Story. We worked with Yvonne and her team (Rachel, Paul). They were recommended by our agent Brian and we are grateful that he did! - Very professional, friendly, personable and quick to respond. - Great communication. - Super-fast. Closed well ahead of expected deadline! - We were very pleased with the loan package they were able to offer. It was a very smooth and pleasant experience. Will definitely like to work with them again in future. Keep up the good work! :-)

I worked with Yvonne and her group to refinance my home loan. I was referred by Tess Tan, Realtor. Yvonne was great to talk to. She understood that I wanted to get out of my loan with a balloon payment and was quick to recommend a loan option. The communication with her and her team was quick and to the point. DocuSign made the process go smoothly without having to go into an office, even for the closing paperwork. I highly recommend Yvonne Wu and her team, especially Paul who kept us updated constantly. We will definitely go to Yvonne again when the loan rates drop.

We have worked with Loan Story for 6 years. Maria, Yvonne and their team have helped us for three times on our loans of condo, refinance and single family house. They’re extremely professional, responsible, and prompt. Yvonne was really patient at explaining everything throughout the entire process. We will definitely choose Loan Story as our loan agent in the future. We’re confident to refer Loan Story to any family or friend!

I would highly recommend the Loan Story! I worked with Yvonne's team and it has been wonderful. They are professional and very responsive. The whole process was very smooth and I have to say, as a first time buyer, this is exactly what I needed! I am so happy I chose them to work with and I will continue to pass the words to my friends!

Yvonne, Paul and the rest of The Loan Story team have been fantastic! Referred by a friend who had used them for a refi previously and they really went the extra mile to help get our loan approved. The deal even closed early thanks to their help!

I wholeheartedly endorse The Loan Story. I've dealt with many mortgage professionals in my 30+ years of owning real estate, and Maria and Yvonne are absolutely the best. Maria's team helped with refinancing our home many years ago, so when we decided to jump into the real estate market three years ago in search of an investment rental, I reached out to Maria and submitted all of our financials to Yvonne. Unfortunately, we were not able to find that perfect property. Maria was patient and never applied pressure for us to buy a property. In March 2021, we decided to look again, and reached out to Maria and Yvonne. This time we found a perfect rental, and worked with Yvonne. She drafted the preapproval letter, worked closely with our agent, communicated on our behalf with the listing agent, and helped assure the buyer of our solid credentials, which definitely helped us beat out multiple offers. The short escrow was stressful, but Yvonne (and Paul) helped get approval of the loan with a very competitive rate. Throughout the process Yvonne was super responsive (I don't think she sleeps - based on the late evening emails), and always communicative and assuring. Due to a glitch with the original lender, Yvonne moved swiftly to a second lender, secured an expedited approval and appraisal, and we were able to close escrow without much delay. This company walks the talk, and absolutely earned our trust. We will be calling on The Loan Story and Yvonne next time we are looking for a loan. Yvonne is absolutely a superstar!

I had an excellent experience working with Yvonne and her team. Not only were they professional and knowledgeable, they were also friendly and responsive with any kind of queries. I initiated a conversation with Yvonne almost a year ago regarding refinance options. While the rate was already lower at the time, Yvonne did not immediately jump to the refinance process to get my business but suggested to wait patiently for even lower rates. In the meantime, she kept me updated with the current mortgage market and sent me educational literatures so I could be better informed. The wait was worthwhile as we were able to lock at a much lower interest rate. Throughout the process, I had learned so much from Yvonne. I would definitely recommend her whether you are looking to acquire a new mortgage or refinance an existing mortgage.

Yvonne and team helped me with my first home purchase and then a refinance more recently-- both times they were so helpful and amazing! Yvonne worked very closely with me and I felt rest assured the whole process would go smoothly. She's knowledgeable, responsive, and always willing to explain everything thoroughly. I feel like she genuinely cares and makes sure I'm getting the best possible options. I can always rely on them for any mortgage and refinance needs. So glad I was referred to them a few years back!

Yvonne and her team were very professional and informative during the refinance process. They were always quick to respond and did a great job answering any questions we had. This was by far the best refinance process we have been through.