Mortgage Brokers

Marin County

CWC Financial

(888) 711-5454
(415) 454-1130

851 Irwin Street
Suite 301
San Rafael, CA 94901

Serving California

www.cwcfin.com
info@cwcfin.com
Charlie Christensen, CMPS, Broker
Tim O’Malley, VP Alliance Development

SERVICES
Preferred Lender for O’Brien Homes
& SummerHill Homes
Purchase & Refinance Loans
Private Money Loans
Equity Lines of Credit
Vacation Home Loans
Investment Property Loans

EMPLOYEES/INDEPENDENT CONTRACTORS
11

Workers Comp Ins.
Liability Insurance
CA Dept. of RE Lic: 01430848
Current Complaint File
Business Practices

CUSTOMER LOYALTY
Based on 158 random customer surveys made since August 2005 asking each customer: "Would you use this company again?"

CUSTOMER SATISFACTION
"Please rate your satisfaction with the quality received."

RATING STATUS
We declare that CWC Financial has passed all of the rating steps and has earned the Diamond Certified award, Certificate No. 736.

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Survey Comments

CWC Financial was founded on the vision and promise to provide homeowners and homebuyers with the most competitive and comfortable home financing experience possible. Their simple business philosophy is to do what they say they are going to do, when they say they are going to do it, and they put everything in writing up-front. This speaks to their award winning, no surprises policy.

CWC Financial has earned the designation of “Certified Mortgage Planning Specialists” from the CMPS Institute, “Certified Mortgage Bankruptcy Specialists” from the Debt Advisory Alliance, as well as the “Certified Mortgage Planners” designation from the Strategic Equity Group. As a result, CWC Financial is clearly committed to providing expert mortgage consultation where the client’s overall financial goals are integrated with appropriate mortgage solutions.

Combining their significant investment in training, state-of-the-art technology and a hands-on approach, CWC is uniquely poised to provide their clients with industry-leading personalized service. Their technological infrastructure, decades of experience in lending, and their steadfast commitment to client satisfaction, allows them to find and secure the most competitive mortgage products available anywhere. As a result, the overwhelming majority of their new business is referral based with their existing customers using CWC Financial time and time again to manage refinancing, second home and investment property acquisition.

COMPANY PHILOSOPHY
“We are passionate about what we do and we believe that home ownership truly is the American Dream. We take great pride in knowing that we can help make that dream a reality. We know how emotional the process can be and how important it is to have a true and trusted professional to offer advice and service throughout the process.”

EXCERPTED SURVEY RESPONSES
“They made me comfortable, and they listened to my concerns.” – Kathleen C.

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