Erick Berthaldan - Summit Funding Inc. Pringle Ave, Walnut Creek

We worked with Erick on refinancing our home over the pandemic. Despite overall backups in finalizing refinances at the time, Erick and his team worked quickly to get everything finalized in short order. This was our first time refinancing and Erick and his team walked us through the entire process and gladly addressed all of our questions. We got a great rate and had a seamless experience. We will definitely be working with the team again!

I was a buyers' representative for a priority transaction. I had no hesitation in referring Erick to my buyers - he was a model fiduciary for these discerning clients. Our purchase went through without a single loan related delay. My clients and I were updated without fail on every milestone throughout the transaction. Since then, I've referred several other high priority clients to Erick and still have the utmost confidence in his experience and resourcefulness to facilitate a home loan.

We worked with Erick and his team on the purchase of our home and we are very satisfied with the quality of service they provided. They worked endlessly to get our loan approved in a timely manner and kept us informed at every step of the process. Erick and his team are very professional and we highly recommend them to anyone in need of their services.

Round two! Erick and I were fortunate enough to help return clients and he crushed it once again. It is so great to work with a lender who understands the market, is a great educator of our clients, and a responsive communicator. We succeeded over 13 other offers and were able to get our buyers into a home they will love for a very long time. I would be happy to work with him again and again.

Erick was terrific! Amazingly available. I emailed him a couple of times after 10pm and received a response within 10 minutes. He was helpful and patient in explaining the process and in resolving problems. I recommend Erick for your home financing needs.

As a seasoned real estate broker, I have worked with many mortgage brokers. This was my first transaction with Erick and I cannot be happier with his management of the loan process for my client. Erick is patient and thorough in educating my first time buyer client and even was able to answer my tougher analytical questions around closing costs and rate scenarios. His rates and costs were very competitive. Through the escrow, Erick pushed things through very quickly, meeting and exceeding expectations on all the very tight timeframes for a 21 day escrow. Erick is professional, a great communicator and competent and I will have no problems recommending him in the future to my buyer clients.

I don't have enough good things to say about Erick and his team at Summit Funding. As a first time home buyer in 2022, I was so nervous entering into the chaotic and competitive housing market. I feel so fortunate that I found Erick. Yes, he was competitive in his rates and closing time frame, but what set him apart from all the other loan officers was his patience, care, and support. I never felt judged and all my questions were answered clearly and thoroughly; I knew what was going on every step of the way. He worked seamlessly with my realtor and helped make home ownership a dream come true for me! Thank you Team Berthaldan!!

Erick and his team were fantastic! They helped us buy our first home last year and were just great to work with. They were always happy to explain the process, which can be confusing for a first time buyer, and were available to answer any questions or concerns we had. They were also very responsive whenever we were making an offer, which is incredibly important in the Bay Area market. We would highly recommend Erick and his team!

My home buying experience started with Erick calling and explaining the process of first home buying . He thoroughly explained everything in detail and he always made me feel at ease throughout the whole process. He was quick to reply to my emails and also to my realtor. He also even waived my extension rate lock which was even a big plus . I couldn’t ask for a better team and I recommend him 100%. Thanks for all you do !!

Erick has now helped us get a home loan, a home equity line of credit, and a refi, and has provided stellar service every time. He's incredibly responsive, attentive to detail, and makes sure to break things down in to understandable terms. I cannot recommend him highly enough!