Customer Story:
Guidance Beyond Closing

Jim Walsh of Weymouth, MA has been a long-time client of Debbie Siegel’s. Hear what he has to say about that experience.

“Deb Siegel won us over in 2016, when we were contemplating taking out a home equity loan to fund home repairs. After carefully reviewing our finances and taking into account the increased equity value of our home, Deb explained that refinancing to a 30-year fixed mortgage would actually be a better way to fund the renovations. She was able to secure a good rate and ushered us through the process seamlessly; we felt informed every step of the way and couldn’t have been happier with the outcome.

But what’s really special about working with Deb is her commitment to you beyond the closing.

Deb’s quarterly updates about home values in our neighborhood have allowed us to remain informed without feeling sold to, and have prompted me to contact her several times over the years to determine if refinancing again was worth our while. Our conversations were always about weighing options that were driven by numbers and business sense, not by panic and pressure.

We ultimately waited it out until we found ourselves facing a tax override that would fund a new high school in our town. Once again, Deb did the number crunching and determined that the existing interest rate environment plus our increased equity meant we were good candidates for another refi, with an added surprise: it turned out that the savings would more than cover our contribution to the override; it would actually save us several hundred dollars a month!

Deb was also able to close fast, which was key, and all the signature elements of her service applied in these circumstances too. Her diligence, clear communication, and responsiveness when issues arose helped move the process along in an effective and efficient way, and she even went so far as to attend the closing! Again, we were thrilled with the results.

Deb Siegel is ahead of the pack when it comes to helping clients navigate the tricky waters of mortgage financing. I recommend her highly to anyone looking to buy or refinance a home.”

June 21, 2019