“When we first met Gene Berman, what a set of curve balls we threw at him. We asked for his help in getting a loan pre-approval for the home we wanted to buy in Sonoma County. I was on a work visa with IBM from Canada (with no Green Card, as yet), and my partner would not have a job when we moved here from the East Coast. So our residency and income were both a challenge. Gene not only mastered that situation with a great program from one of the few lenders that would do such a loan without charging a premium, he then helped steer our search in a slightly different direction from where we started. It was comforting to be able to rely on his knowledge of communities and the real estate market to help with those mid-course corrections. It opened the door to a perfect home at a good price in a cool little town we would never have considered without his guidance. When I needed to refinance to pull out cash to help my Mom buy a home in Canada, where else would I turn?”

M.M. & W.K., Cotati, CA.