Testimonials
Trustindex verifies that the original source of the review is Google. Douazong Lee Was amazing through out the process. She was very honest and trustworthy. She was always available to help. She gave us the best rate and we are very happy.Posted onTrustindex verifies that the original source of the review is Google. The Finest Customer Service ... Period! I had the good fortune to reach Edie, Senior Servicing Manager for the bank when I had questions about our mortgage. She was one of the most knowledgeable financial professionals I have ever spoken with. She was preparing for an important meeting (which usually results in a transfer to another person/department). Did this happen? ... NO it did not. Despite her need for uninterrupted focus, she took my call, never made me feel rushed, and answered all my questions ... which took a good 15 minutes out of her day. One of the qualities I relished most about Edie was her enthusiasm and sense of humor. I felt like I was speaking with a good friend that really cared about me. I wish all my interactions were like that. Edie even went so far as to email me all the documents that I needed AND gave me her direct line, just in case I had more questions ... Who does that?? ... Clearly someone that loves their job and puts the bank's customers first. Watermark Capital is lucky to have Edie! If I could give her 10 stars I would. She's just that good. PS. If you're looking for an exceptional bank ... look no farther than Watermark Capital. I've had my mortgage with them for years and they are one of the most responsive and helpful banks I have ever dealt with.Posted onTrustindex verifies that the original source of the review is Google. My wife and I recently worked with Douazong Lee and Stephanie Marroquin and our experience could not have been more courteous, insightful and professional. Not only did we complete our mortgage refinance in less than a month but the interest rate and closing costs were the best we could find. We highly recommend Watermark Capital, Inc and Douazong and Stephanie! Gib and Jane Fugate, West Lafayette, INPosted onTrustindex verifies that the original source of the review is Google. This is the second time I’ve refinanced with Watermark and, in both instances, they offered the best rate and were quick to close. Mike Greenberg and Dana Chupp are a breeze to work with and really do put in the effort to provide excellent service. They have a secure online portal for submitting and reviewing financial docs which gives me peace of mind that sensitive info isn’t kept in someone’s email inbox. I wouldn’t hesitate to refinance with Watermark again.Posted onTrustindex verifies that the original source of the review is Google. We worked with Ron Trejo at Watermark to refinance our mortgage, and it was an extremely positive experience. Ron was honest, knowledgeable, and always available when we had questions about numbers or next steps. It's a big decision, but Ron and Watermark made it a pleasant one.Posted onTrustindex verifies that the original source of the review is Google. We had a great experience refinancing our home loan with Watermark Capital, Inc. Ron was responsive and thorough. He made sure we understood each step of the process and provided a clear and smooth experience.Posted onTrustindex verifies that the original source of the review is Google. The team at Watermark was able to go through the options and follow up as needed. No ghosting or delay in responses. Ultimately, the loan couldn’t materialize due to our solar company holding the account from progressing. But, we’re glad to have worked with Watermark.Posted onTrustindex verifies that the original source of the review is Google. Working with Watermark Mortgage was one of the best decisions we made during our home buying process. From start to finish, everything felt organized, transparent, and surprisingly stress free. Ron, our loan officer, was exceptional. He took the time to explain every step clearly and made sure we understood all of our options before making decisions. No question felt too small, and he always responded quickly, whether it was a quick clarification or a detailed breakdown of numbers. That level of communication made a huge difference. What really stood out was how proactive Ron was. He kept everything moving forward, coordinated seamlessly with our realtor, and made sure there were no last minute surprises. We closed on time without any issues, which says a lot in today’s market. If you’re looking for a mortgage company that values communication, honesty, and follow through, I highly recommend Watermark Mortgage and Ron. They truly care about their clients and it shows in the way they do business. Five stars all the way.
Posted onVerified Nice to work with and very knowledgeable Review for Member: Brian Alterman Nice to work with and very knowledgeable I first worked with Brian in 2022 for my first-time home purchase. I did a lot of research about being a first-time home buyer and had a lot of questions. Brian provided detailed yet easy to understand explanations of my options for FHA or conventional loans as a first-time home buyer. Back then I chose FHA loan and Brian helped me to close on time - scheduled the appraisal quickly and worked closely with my realtor and the title company. Now in 2025, I was pleased to find Brian was still available and he again helped me with a conventional loan. Brian helped me get the lowest interest rate versus many other online lenders as well as brick-and-mortar lenders, and the lowest cost for fees - so the best closing costs and monthly payment. I rate Brian five out of five and would contact him again if I ever need another loan, such as refinancing.Posted onVerified Exceptional Experience with Ron at Watermark! Review for Member: Ronald Trejo Exceptional Experience with Ron at Watermark! Ron at Watermark was amazing! He made the mortgage process easy and stress-free, always quick to respond and super helpful every step of the way. Highly recommend him to anyone looking for a great lender!Posted onVerified Brian is the best! Review for Member: Brian Alterman Brian is the best! I first worked with Brian on my mortgage in 2019, and when I needed a new one in 2025, I was delighted to find he was still available and as reliable as ever. He completely eliminates the stress from the mortgage process with his prompt responses to questions and concerns, often going above and beyond to ensure everything runs smoothly. I highly recommend reaching out to Brian if you're in the market for a mortgage.Posted onVerified Knowledgable and Great Cost Review for Member: Ronald Trejo Knowledgable and Great Cost Ron from Watermark was extremely knowledgeable and helpful during the entire process. Clear and upfront costing, great explanations from the team. Closing was very straightforward and simple. Would definitely recommend!Posted onVerified Exceptional Support & Seamless Home Buying Experience with Amanda! Exceptional Support & Seamless Home Buying Experience with Amanda! I had an amazing experience working with Amanda Jackson at Watermark Home Loans! From the very beginning of my home shopping journey, Amanda was incredibly helpful, supportive, and always quick to respond. Over the past two years, she provided me with pre-approvals as needed, always with a fast turnaround. When I finally found my new home, Amanda was there every step of the way. She patiently explained every detail of the loan process, ensuring I fully understood everything. Her responsiveness was outstanding—she even replied on weekends, making the entire process smooth and stress-free. Amanda also maintained excellent communication with my real estate agent, ensuring everything moved seamlessly. She is enthusiastic, always happy, and truly passionate about helping her clients. Thanks to her expertise and dedication, we closed the loan on time without any issues. As a first-time homebuyer, I was quite anxious, but Amanda made the process incredibly easy and stress-free. I highly recommend her to anyone looking for a reliable and supportive lender!Posted onVerified Brian was outstanding. Highly recommend anyone looking for a mortgage loan or refinancing an existing mortgage. Thank you, Brian! Review for Member: Brian Alterman Brian was outstanding. Highly recommend anyone looking for a mortgage loan or refinancing an existing mortgage. Thank you, Brian! I had a fantastic experience working with Brian Alterman for my refinance. He was knowledgeable, attentive, and genuinely focused on helping me save money. Brian explained my options clearly and worked hard to secure a lower interest rate, significantly reducing my monthly payments. The process was smooth, and he kept me informed throughout. I highly recommend Brian and Watermark for anyone looking to refinance! Thank you for your outstanding service!Posted onVerified Amazing team! Review for Member: Jason Harmon Amazing team! Jason and his team were extremely professional and highly communicative throughout our entire loan process. He'd even make himself available to answer questions off-hours because of our very tight deadline and unique situation. I would not hesitate to use his team again for any financing needs. Everything was transparent and they were always willing to help as needed.Posted onVerified WHAT CAN I SAY "THE BEST" Is Not ENOUGH. Review for Member: Brian Alterman WHAT CAN I SAY "THE BEST" Is Not ENOUGH. I almost lost hope of buying a house, but then Brian showed up and everything went well and smoothly. He is the best for real. Very professional up to date. Thank you BrianPosted onVerified Super Cheap Rates! Super Cheap Rates! Man, these guys are great! Let me first begin with saying this guys have some of the lowest rates in the market right now! I was able to land a 5.75% for a 30 year fixed with them. I called them up one day and the process flowed super smooth. I dealt with a guy named Ron Trejo. He was my loan officer. Super nice and friendly guy and not pushy at all! I love how they have their online portal super user friendly which makes the process go back so easily. I would highly recommend these guys for any of your loan needs.
Owner's reply
Thank you so much for your fantastic review, Carlos! We're thrilled to hear that you had a great experience with our team and that you were able to secure such a competitive rate. We're especially glad to know that Ron Trejo made the process smooth and pleasant for you. Our goal is to provide excellent service with a user-friendly online portal to make the loan process as easy as possible. Your recommendation means a lot to us, and we look forward to assisting you with any of your future loan needs!Load moreVerified by TrustindexTrustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more
