Charles Shulman

true personal service

Flawless despite being somewhat complex.

Professional, friendly service

I have worked with Charles since we bought our first home 20 years ago -- we have now worked with Charles on two home purchases and four refinances. He is customer-focused and solutions-oriented.

Hi Charles, Thank you to you and the team for making the process and transaction so easy. Happy holidays and thank you for the efforts. Best, Marc

relatively quick and easy

Smooth transaction overall. No bumps or hiccups during the process. There was one minor detail that caused a delay but it got taken care of right away. Closing was in about 40 days from start of process. Awesome staff and emails were answered...

Aside from the initial conversation, Charles was completely detached from this transaction. He did not communicate once through email or phone calls. The processor, Nancy, was generally communicative. Another challenge was repeatedly providing...

Charles & Sue were extremely professional, experienced & easily walked me through the mortgage experience. It was an absolute pleasure working with them.

getting a mortgage and refinancing is a stressful process that requires great patience and information gathering. Charles is always accessible and has a very calm demeanor to get you through the process which at times you completely feel like...