Welcome to the testimonials page, where the commendations from clients, esteemed realtors, and financial experts underscore the exceptional mortgage advisory services of Brett McDonell. His distinguished career, spanning nearly two decades with over $450 million in career funding’s, is distinguished by a significant hallmark: 60% of his business stems from referrals or repeat clients. This page stands as a testament to the deep trust and satisfaction that Brett has consistently cultivated in his professional relationships.
Here, you will discover a curated collection of testimonials that reflect Brett’s unwavering commitment to excellence in the mortgage process. These endorsements, from a diverse clientele and industry professionals, are more than mere reviews; they affirm Brett’s dedication to high standards, his personalized approach, and his profound financial acumen. This section invites you to explore the real-life experiences and successes of those who have worked with Brett, providing a clear indication of the quality, professionalism, and reliability that he brings to each client engagement.
★ ★ ★ ★ ★
5 Star Reviews From 300+ Satisfied Clients & Strategic Partners
“Responsive & Efficient”
I have worked with and known Brett personally for a very long time. I spent the first six years of my Real Estate career in Real Estate finance so I know first hand what constitutes as a solid Mortgage Professional and Brett is just that. He has been attentive, responsive, and efficient when it comes all transactions I’ve had the pleasure of working on with Brett and has never failed to get the job done. I highly recommend Brett to anyone looking for a home loan and happily refer him to my buyers every opportunity I get. Not one bad experience has ever resulted in our professional relationship. I give Brett my highest recommendation.
★ ★ ★ ★ ★
— Matt Kanoudi, Realtor | L3 RE
“I Have Never Been Disappointed”
Brett and his team are experienced with both conventional and non-conventional loan programs – and get the job done quickly and efficiently. I have personally refinanced with him using a Veteran’s program that allowed me to obtain a new, lower cost, loan – when I would not have qualified otherwise. Furthermore, as a local financial planner of over 25 years – I have had many clients use Brett’s services, some multiple times, and in all cases, my client’s loans were completed quickly and as promised. I am very hesitant to refer my long-time clients to any outside professionals . . . but after using Brett’s services for more than 5 years now – I have never been disappointed and would highly recommend him
★ ★ ★ ★ ★
— Jim McKeever, CFP
“He is Great at Follow Up”
Brett did such a great job for us! We started off with a Mortgage broker who was not very helpful at all, she would not explain anything unless you grilled her with questions and still she would not explain things thoroughly. We are first time home buyers so we really needed someone to take the time to explain different options. We switched to work with Brett in the middle of escrow almost! And everything was done on time and it ended up being a very smooth transition. He will take the time to explain anything and answer any question you have. He is great at following up and being available whenever you need to call or email
★ ★ ★ ★ ★
— Alina T. | Client
“Brett has assisted me with my own personal loans as well as a large number of my clients with both purchase and refinance loans; we have been pleased with the results he has obtained as well as the timelines. Brett does not back off from tough deals and he is aggressive and pragmatic in his approach. Brett kept us well informed throughout the process and was diligent to make sure he got us the best interest rate and more importantly the right loan program that complements our clients’ financial needs and goals. We would not hesitate to recommend him to other clients and we are pleased to be working with him.”
Laila Marshall Pence
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CFP, AIF, Owner, LPL Registered Principle
*Barron’s Hall of Fame (2019) | #1 Ranked Best-In-State Wealth Advisor, Forbes | Top 1,200 Financial Advisors, Barron’s (2014-2023) | America’s Top Women Wealth Advisor’s, Forbes & Barron’s (2018-2023) | America’s Top Wealth Advisor’s, Forbes (2018-2023) | Top 100 Financial Advisor’s, Barron’s (2012-2022)
“I Can Count on Brett”
Brett McDonell has been an invaluable resource to my business selling real estate in Orange County. His extensive knowledge, attention to detail, and exceptional customer service puts him in an upper tier all by himself.
I can count on Brett to quickly and accurately assess my clients needs and offer them the best financing options available to them.
★ ★ ★ ★ ★
— Rand Penrod, Realtor | MWA Compass
“I Will Use Brett Again, No Question About That”
When I hire someone I want service and I want communication. Keep me posted every step of the way. Whether it’s good news or bad news I want to be kept informed. Brett did that, and he did it without my asking. He kept me informed and made sure that I got exactly what was promised in a timely manner. I will use Brett again. No questions about that. He is professional, Courteous and Personable.
★ ★ ★ ★ ★
— Phil Strick, President & CEO
“He Approaches Mortgages With a Financial Planning Mindset“
I enjoy working with Brett because he approaches the mortgage business with the ‘financial planning’ mind set. He thinks in terms of the whole picture while helping people get the best mortgage for their situation. He puts out the effort to help people better their financial situation. I will definitely continue working with Brett and recommending him to our clients.
★ ★ ★ ★ ★
— Kelly MacRae, CFP, Beacon Pointe
“Customer Service Was Top-Notch”
Working with Brett was a game-changer for us. He helped us secure a fantastic loan rate, far better than we hoped for. His customer service was top-notch – always available and incredibly informative. We highly recommend Brett for anyone looking for a seamless mortgage experience.
★ ★ ★ ★ ★
—James & Lisa T. | Client
“Always Responsive, Patient & Informative”
Choosing Brett as our mortgage advisor was the best decision we made. His expertise in securing the best loans at competitive rates was evident throughout our process. His commitment to customer service is extraordinary – always responsive, patient, and thoroughly informative
★ ★ ★ ★ ★
—Darren W. | Client
“His Communication Skills are Wonderful”
I would like to say it is Brett’s youth that gives him his energy but truthfully, I think it is that he loves what he does in helping people achieve their goals. His communication skills are wonderful and he has always shown himself to be a consummate professional, knowledgeable and dedicated to providing the information clients need to make wise decisions. He has worked with many of my clients who are all satisfied and would refer him themselves.
★ ★ ★ ★ ★
— Sydney Gielow, Luxury Realtor | Coldwell Banker
“You Are Truly a Delight To Work With”
Thank you for all your great work in getting my escrows closed, you truly are a delight to work with. I greatly appreciate working with someone like you who is not only very knowledgeable, but upfront and honest. The ease of getting in contact with you and your follow-up make you a very unique loan officer. Again, I appreciate working with a true professional like you.
★ ★ ★ ★ ★
— Lynn Tetrault, Realtor
“Brett Did An Amazing Job”
Brett did an amazing job for my wife and I. We worked with him over a 2 month period and we closed 3 loans (2 refi’s and 1 new investment property) all on-time . He and his team was available to answer all of our question and got the job done right! Thanks!!!
★ ★ ★ ★ ★
— Jonathan F. | Client
“Everything Went The Way He Said It Would”
I just bought my first home in Fountain Valley. My Realtor referred me to Brett to help with my home loan. he got me approved within 24 hours, explained in depth the entire process and what to expect. Everything went the way he said it would. I was a little overwhelmed with all the paperwork that’s involved with getting a loan, but he explained everything in detail and made sure I was comfortable and educated the entire time. Thanks for everything Brett!!
★ ★ ★ ★ ★
— Jay S. | Client
“He Was There at Every Step”
Brett McDonell is truly exceptional at his job. His expertise helped me navigate through complex loan options, ultimately securing the perfect deal for my family. His dedication to client service is unmatched; he was there at every step, ensuring a smooth process
★ ★ ★ ★ ★
— Maria G. | Client