Our Process
What to expect
We understand that purchasing a home is one of the biggest purchases in a lifetime. We've streamlined our process to ensure that the experience of obtaining your mortgage is as smooth and stress-free as possible. Typically, once the loan documents are signed and delivered back to us, you’ll receive your funding in 5 to 7 days!
Client Testimonials
Why we should work together
Vivian G.
Daniel Q.
David T.
About Kelly
CA LIC# CA-DOC340780
Reviews
5 Reviews
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09/04/2015
Hayward , CA via Zillow
I cannot express enough how happy and satisfied I was and am with the help Kelly has given me before, during and after the purchase of my first home. I highly recommend her for her knowledge, expertise, kindness and friendliness to help make this process easy and manageable. I thank you from the bottom of my heart for having you by side during this process and taking this important next step in my life.
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10/24/2014
San Carlos , CA via Zillow
I have had the great privilege of working with Kelly on my last two home purchases, my primary residence in San Carlos and my vacation home in Healdsburg. I could not be any happier. Of all of the professionals I work with both in my business and personally, none compare to Kelly's professionalism, integrity, resourcefulness and patience. Because I am a business owner and have not always managed my credit as diligently as one should, my transactions were very difficult. Kelly worked tirelessly to get my loans through with the best rates. She is a rare find and I have recommended her to anyone I know who is looking for a real estate loan.
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09/09/2014
San Mateo , CA via Zillow
Kelly is fantastic. She helped us with the loan on our first home and refinance. Kelly was very patient, extremely helpful and calm through the ups and downs of buying our first home. She is a great problem solver and always there to answer any questions we had. (all the time) We will most definitely work with Kelly again when we look for our next home.
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09/09/2014
San Bruno , CA via Zillow
I can only say wonderful things about my experience with Kelly! As a first time homebuyer, I'll admit I was quite fearful of the process. I had done my research, but I still had a lot to learn. Kelly treated me as though I was her only client. She sat down and explained to me step-by-step what we were doing. When I had questions, my emails or phone calls were replied to promptly. She has a lovely personality and is very knowledgeable. Kelly is a true professional, and I've recommended her to everyone I know.
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08/19/2014
San Mateo , CA via Zillow
My wife and I worked directly with Kelly nearly 2 yeasr ago during the purchase of our first home. Kelly came highly recommended from our Real Estate Agent, so we decided to contact her first. Kelly was no pressure from the start, and we felt like she wanted our growing family to get the best loan possible. It was an easy decision to go with Kelly. Purchasing your first home can be a roller coaster of emotions, but Kelly walked us through the process. She showed us the pros and cons of all options, answered all our questions, and truly taught us the ins and out of purchasing a home. Not only WOULD I recommend Kelly Trueb to friends and family, I HAVE recommended her!
Calculators
Calculate your payment
Crunch your own numbers with our mortgage calculators. Run as many different scenarios as you’d like to see how much home you can afford.
Use this mortgage loan calculator to generate a mortgage estimate. Press the "Calculate" button to find out.
Use this mortgage loan calculator to generate a savings estimate. Press the "Calculate" button to find out.
Contact Kelly
I'll be in touch shortly, and look forward to helping you find the right loan to fit your needs.