Educated Mortgage Services Wall St, Madison

Educated Mortgage Services Reviews

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  Shane Ryan
  5

  Dan O’Brien was the most helpful lender I have ever worked with. He was professional and understanding when it came to my budget and goals. He made us feel comfortable and at ease when discussing our budget and what we could afford. Dan was also very thorough and took time to go through a number of different scenarios to help us find the right loan to find our dream home. I have never received this level of customer service from any lender we have contacted. I highly recommend working with Dan and his staff!

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  Eric Moe
  5

  Contacted Dan this summer, he recommended NOT refinancing. Rates continued to drop, this fall the numbers did make sense and he made it happen. Greatly appreciate the honesty to turn down business if it doesn't make sense, in the end Dan and his team were great to work with and I knocked off 13 years on my mortgage at the same payment. Very COVID friendly transactions as well, my next loan will be with Dan Also, the JJO advertisements got me :)

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  John Hanson
  5

  When we decided to buy our first home we definitely didn't know what to expect, especially with the intimidating peculiarities of a VA home loan in a very aggressive market. Dan, Heidi, and Tomala helped us navigate the home loan process and got us a fantastic loan which landed us an amazing home. You know you picked a great lender when both realtors compliment how "awesome" your lender is, and how much they "really like your lender." What are you still reading this review for? Call them, NOW!!!

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  Jim Palmer
  5

  I've completed a new mortgage and refinance with Dan & Heidi--both experiences were amazing. Everything was completed quickly and accurately. Don't worry about having to commute to Sun Prairie, the application process is electronic and closing was at my home. I'd recommend Educated Mortgage Services to anyone looking to buy or refinance their home mortgage. They truly are on your side. Thank you for helping me save over 1.5%!

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  Troy Tischler
  5

  Dan and his team were the best to work with. With my job I never know what time I will be off work and he was able to work around that. They answered all of my questions and they always got back to me in a timely manner. Whether you are a first time home buyer, or buying a home for the second time I would highly recommend Educated Mortgage.

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  Passion Xiong
  1

  Had an appointment, waited and no phone call. I called 5 minutes into the appointment time and asked if I was suppose to call or if Dan was calling me. Was told Dan was running behind but will call me “in a bit.” Twenty minutes into the appointment and still no phone call. I called again and was told “he’s just really behind schedule, can he call you at 5:00pm?” I wasn’t available so reschedule to Monday at 6:00pm. I asked that I be called if he was going to be late so I don’t rush home since I work on the other side of town. Monday comes along, I rushed home so I don’t miss the call and what happens, NO PHONE CALL! Don’t waste your time as “he’s too busy!”

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  Dave Roberts
  1

  Lots of Empty Promises and then Excuses because of appraiser (SCAM)....wanted to refinance and get cash back for bathroom remodel.....got drastically under appraisal....played the scam that nothing could be done...$4,500 later all We received was 2 years on mortgage....interest lower and 1800 cash....for a older home with 165,000 or better with Good credit.....HIGHLY NOT RECOMMENDED

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  Jeff Gill
  5

  Dan and Heidi did amazing making our loan process go smooth. Highly recommend Educated Mortgage.

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  Brian Madl
  5

  We've used Dan twice now, both times he made the whole process easy. Always on top of things, communication is always perfect from the beginning to the end.

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  Justin Phar
  5

  They take the time to help you figure out what you need to do to get you where you need to be. You re not just a number. Will def be back.