TreeHouse Mortgage Group - Monterey, California

Mitchell M.

The Treehouse team was great to work with on helping us purchase a second home in Monterey. Heidi and Matt know their stuff, very responsive, and fast! Compared to working with a large bank where you speak to someone different every day, these guys were personally involved all the way through and also very flexible as my needs changed during the process (large banks inflexible). I would give Treehouse my highest recommendation and would work with them again.

Sally

Heidi and Stefani are awesome ... our refinance journey had many hurdles ... and they flew over them with ease ... all while managing to keep us at ease at the same time! Great Team to work with ... personable, determined, knowledgeable and at the top of their game! Thank you Team Daunt for making our lives easier!

Steve M.

Jan at TreeHouse Mortgage gets five stars! She is experienced, knowledgeable, prompt, friendly, and super helpful. She guided us through each step of the complex, multi-step process needed to get pre-qualification letters (so we could make competitive offers on homes) and then, when one of our offers was accepted, to quickly and successfully close on the loan, so we could purchase the house. Throughout the process Jan answered our (incessant) questions and did everything she could to make our loan journey as smooth and stress-free as possible. Oh, and did I mention that she's just a really nice person, too? We've really enjoyed working with Jan!

Ken G.

Stefani was terrific handling all of the discussions pertaining to our regular loan and bridge loan experience. Their short video recordings to go over the loan document process was very valuable as trying to understand it on our own was sometimes difficult. She was available even during the holidays. We recommend anyone to use TreeHouse Mortgage Group. Stefani and Heidi make a great team. Their customer service skills and professionalism is outstanding!

Carol A.

Heidi and Stefanie are awesome. Buying a home is a challenging experience. They were totally helpful every step of the way. So happy I chose them for my mortgage needs.

Reynaldo A.

Working with Heidi and the entire team was amazing! Their determination and tenacity helped us save quite a bit of money monthly. Thank you so much for your diligence and looking out for our best interests. We will definitely be calling you again with our next purchase. Thank you again for all the help.

Elisabeth S.

My husband and I were complete novices to home buying, but Heidi and her team guided us each step of the way.

Neither myself nor my husband grew up in homes where financial literacy was a thing. We had to learn through our own life experiences. On top that, I am a free spirited millennial to whom the idea of settling always felt deeply unsettling.

But after moving here from NYC and living in Monterey for a year, circumstances aligned so that buying a home made sense. At the same time, we didn't have any prior knowledge of everything that home buying entailed. We didn't understand basic real estate concepts and terms. We felt nervous about making such a big decision and pouring our savings into a down payment (there was even a point when we thought about using it to get a house on wheels!) On top of that, we felt like we were looking for a unicorn. We needed a home that didn't require too many repairs, was close to the bike path in a central area, and made sense for our budget.

Prices were high and rates increasing, even as the market was transitioning from a sellers market to a buyers market.

Thankfully, with Heidi and Stefani's support, we found a home that we are thrilled with. Every time we had a question, they were answered. Every time we had a concern, they were tackled with empathy. Ever time we saw an obstacle, Heidi and her team worked with us to overcome it.

Above all, the team puts your needs and desires before everything. The bonus is that Heidi is an educator. She wants to help you understand the numbers, the concepts, the trade offs and then empowers you to make the best decision for you. She even passed along her wisdom when it comes to financial literacy. Finally, Heidi and Stefani worked in close coordination with our realtor to get us the best possible outcome. In the end, we saved a boat load in closing costs and paid $100k less than we the initial asking price.

We had a great team behind us. Stefani, her second in command, is also incredibly responsive and resourceful.

You can't go wrong with Treehouse. I wouldn't chose anyone else.

Jane S.

Very grateful for Heidi Daunt and her team who recently helped me refinance. I’ve known her for over 30 years and she has guided me through the process of purchasing 3 homes during that time. Wouldn’t work with anyone else. I trust her and her team and love how they think outside the box.