Leonardo Agustin
Associate Mortgage Broker at The Loan Story- Claim this Profile
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Tagalog, English -
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Bio
Karen Zeller
Leonardo and his brother are outstanding at what they do. Back in 2005 when every mortgage broker, bank officer, and so on was trying to upsell you on junk, variable rates, interest only, or charge you points/fees for a loan, Leo was able to get us the best possible market rate on a fixed rate loan (what we wanted) for our home. He is honest, and very open. Other mortgage brokers were not front about what the best package is they can get for you. He was highly recommended by people in the finance department where my husband worked and they were right. Once you talk to Leo and provide his basic financial/tax information over the phone, he shares estimates with you, and when the time comes to close, sticks to his quote. Deserves to survive and thrive in his profession even in these times due to his hard work, integrity, and excellent communication.
Karen Wolff
Leo is a great mortgage broker. He expertly consults with clients to learn about their situation and recommend the best available solution. His business processes are flawless which leads to transactions closing on time, as promised.
Karen Zeller
Leonardo and his brother are outstanding at what they do. Back in 2005 when every mortgage broker, bank officer, and so on was trying to upsell you on junk, variable rates, interest only, or charge you points/fees for a loan, Leo was able to get us the best possible market rate on a fixed rate loan (what we wanted) for our home. He is honest, and very open. Other mortgage brokers were not front about what the best package is they can get for you. He was highly recommended by people in the finance department where my husband worked and they were right. Once you talk to Leo and provide his basic financial/tax information over the phone, he shares estimates with you, and when the time comes to close, sticks to his quote. Deserves to survive and thrive in his profession even in these times due to his hard work, integrity, and excellent communication.
Karen Wolff
Leo is a great mortgage broker. He expertly consults with clients to learn about their situation and recommend the best available solution. His business processes are flawless which leads to transactions closing on time, as promised.
Karen Zeller
Leonardo and his brother are outstanding at what they do. Back in 2005 when every mortgage broker, bank officer, and so on was trying to upsell you on junk, variable rates, interest only, or charge you points/fees for a loan, Leo was able to get us the best possible market rate on a fixed rate loan (what we wanted) for our home. He is honest, and very open. Other mortgage brokers were not front about what the best package is they can get for you. He was highly recommended by people in the finance department where my husband worked and they were right. Once you talk to Leo and provide his basic financial/tax information over the phone, he shares estimates with you, and when the time comes to close, sticks to his quote. Deserves to survive and thrive in his profession even in these times due to his hard work, integrity, and excellent communication.
Karen Wolff
Leo is a great mortgage broker. He expertly consults with clients to learn about their situation and recommend the best available solution. His business processes are flawless which leads to transactions closing on time, as promised.
Karen Zeller
Leonardo and his brother are outstanding at what they do. Back in 2005 when every mortgage broker, bank officer, and so on was trying to upsell you on junk, variable rates, interest only, or charge you points/fees for a loan, Leo was able to get us the best possible market rate on a fixed rate loan (what we wanted) for our home. He is honest, and very open. Other mortgage brokers were not front about what the best package is they can get for you. He was highly recommended by people in the finance department where my husband worked and they were right. Once you talk to Leo and provide his basic financial/tax information over the phone, he shares estimates with you, and when the time comes to close, sticks to his quote. Deserves to survive and thrive in his profession even in these times due to his hard work, integrity, and excellent communication.
Karen Wolff
Leo is a great mortgage broker. He expertly consults with clients to learn about their situation and recommend the best available solution. His business processes are flawless which leads to transactions closing on time, as promised.
Experience
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The Loan Story
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United States
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Financial Services
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1 - 100 Employee
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Associate Mortgage Broker
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Jan 2017 - Present
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StoneCastle Land & Home Financial
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United States
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Financial Services
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1 - 100 Employee
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Sr. Mortgage Consultant
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Jul 2013 - Oct 2014
Mortgage Loan Origination, Mortgage Loan Origination,
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Willow Street, Inc.
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Advertising Services
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Associate Broker
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Jul 2009 - Dec 2009
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Associate Broker
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Aug 2006 - Dec 2009
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STRATEGIC LENDING
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Financial Services
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1 - 100 Employee
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Owner
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1998 - Dec 2008
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Education
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1990 - 1993
San Jose State University
Bachelor of Science, Business Administration
Community
