Sacha Simpson - Excel Realty & Mortgage, Inc.

Category: Mortgage lender

Address: 7031 Koll Center Pkwy Suite 190, Pleasanton, CA 94566, USA

Phone: +15107172111

Opening hours

Sunday: 9AM–6PM

Monday: 9AM–6PM

Tuesday: 9AM–6PM

Wednesday: 9AM–6PM

Thursday: 9AM–6PM

Friday: 9AM–6PM

Saturday: 9AM–6PM

Reviews

Lalenya M

May 24, 2022

Our team has worked with Sacha for nearly 30 years. As real estate agents, when we refer clients to Sacha we are confident that they will be in capable hands and receive the customer service that our clients are looking for. As a loan broker, he has the experience needed, he's responsive, keeping both agent and client in the loop, and he's determined to find a way past potential obstacles. As an individual, he's honest, caring, and easy to work with.

James Benjamin

May 6, 2022

We have worked with Sacha twice over the years, once in refinancing our house, and once while we were looking at unbuilt lots. Sacha has personal integrity, and puts his clients ahead of his commissions. The refi work was everything you would hope for: fast, clear answers for us, quick resolution of open questions with our lender, and close of escrow well within contract timelines. Those same follow-up and communication skills worked differently as our realtor when we were looking at a lot in unincorporated San Mateo County. The lot had a great view, was quiet, and seemed reasonably priced, and we asked Sacha to help us get the lot. Sacha sniffed out uncertainties and birddogged the listing agent to resolve them. He concluded that there would be significant risks to obtaining building entitlements, and concluded that the asking price was not justified. We took his advice and walked away. The lot has since been purchased, but the owner seems to have hit snags; the lot has been in construction for nearly 1.5 years now, and I wouldn’t be surprised to see it come back onto the market, partially cleared, unbuilt and at a loss. Sometimes, the best thing a realtor can do is to steer you away from a deal. After enduring realtors who are more interested in closing a deal then taking care of their clients, Sacha is a breath of fresh air. We think you can trust his judgment and follow-through, and will very happy with his service.

Leila Mohit

Apr 13, 2022

Sacha has helped me multiple times throughout the years with the financing of properties. He is very patient, knowledgeable, and ethical. He has always worked with me to get me the best possible financing for every situation. I would highly recommend him for any financing needs you may have.

Amir Aliloupour

Apr 13, 2022

Sacha Simpson is a very experienced and skillful loan officer with many years in the industry. He was highly recommended to me by one of my colleagues! He is very knowledgeable about the market and has access to many loan programs. I would highly recommend Sacha to any of my clients and friends.

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Questions & Answers

What is the first step to take when getting a loan?

Sacha Simpson - Excel Realty & Mortgage, Inc. | May 5, 2022
Sacha Simpson - Excel Realty & Mortgage, Inc. | May 5, 2022

Pre-Qualification occurs before the loan process actually begins, and is usually the first step. I will gather information about your income and debt, and make a financial determination about how much you may be able to afford. Different loan programs may lead to different values, depending on whether you are qualified for them. So, we will be sure to get a pre-qualification for each type of program you are suited for.

What happens after I’m pre-qualified?

Sacha Simpson - Excel Realty & Mortgage, Inc. | May 5, 2022
Sacha Simpson - Excel Realty & Mortgage, Inc. | May 5, 2022

Your application begins. This usually occurs between days one and five of the loan process. You complete a mortgage application with me, and supply all of the required documentation for processing. Various fees and down payments are discussed at this time and you will receive a Good Faith Estimate (GFE) and a Truth-In-Lending statement (TIL) within three days that itemizes the rates and associated costs for obtaining the loan.

I’m confident with my credit history, but what other information will you be reviewing based on the documents I’ve provided?

Sacha Simpson - Excel Realty & Mortgage, Inc. | May 5, 2022
Sacha Simpson - Excel Realty & Mortgage, Inc. | May 5, 2022

The “processor” reviews the credit reports and verifies your debts and payment histories. If there are unacceptable late payments, collections for judgment, for example, a written explanation will be requested from you. The processor also reviews the appraisal and survey, and checks for property issues that may require further discernment. The processor’s job is to put together an entire package that may be underwritten by the lender.

Why does my application have to go through an underwriting process?

Sacha Simpson - Excel Realty & Mortgage, Inc. | May 5, 2022
Sacha Simpson - Excel Realty & Mortgage, Inc. | May 5, 2022

Lender underwriting usually occurs between days 21 and 30. The underwriter is responsible for determining whether the combined package passed over by the processor is deemed as an acceptable loan. If more information is needed, you are contacted to supply more documentation.

Why do I need mortgage insurance?

Sacha Simpson - Excel Realty & Mortgage, Inc. | May 5, 2022
Sacha Simpson - Excel Realty & Mortgage, Inc. | May 5, 2022

Mortgage insurance underwriting occurs when you have less than 20% of the loan amount to put towards a down payment. The loan is submitted to a private mortgage guaranty insurer, who provides extra insurance to the lender in case of default. If more information is needed, it will be requested.

How long does the loan process usually take?

Sacha Simpson - Excel Realty & Mortgage, Inc. | May 5, 2022
Sacha Simpson - Excel Realty & Mortgage, Inc. | May 5, 2022

After the title insurance is ordered, and all approval contingencies (if any) are met, a closing time is scheduled for the loan. Closing usually occurs between days 25 and 45 of the loan (depending upon the designated length of your escrow).

What happens during the closing process?

Sacha Simpson - Excel Realty & Mortgage, Inc. | May 5, 2022
Sacha Simpson - Excel Realty & Mortgage, Inc. | May 5, 2022

At the closing, the lender “funds” the loan with a cashier’s check, draft or wire to the selling party in exchange for the title to the property. This is the point at which you finish the loan process and actually buy the house.

Why choose an independent mortgage broker rather than a bank?

Sacha Simpson - Excel Realty & Mortgage, Inc. | May 5, 2022
Sacha Simpson - Excel Realty & Mortgage, Inc. | May 5, 2022

An independent mortgage broker provides faster turnaround times, has access to hundreds of loan products, can find the most advantageous deals, has more flexibility and expertise to meet your needs, and you will be able to enjoy personalized service from origination to funding.

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