Carlyle Financial
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201 Mission St #1200
San Francisco, CA 94105 - 415-813-4001
Hours
Chamber Rating
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Nick Matsakis
We got the mortgage for our first house in the Bay Area through Robert Cohan at Carlyle and had a great experience. Our finances were not what traditional mortgage lenders are used toMost of our assets were in locked-up equity compensation from a former company, and I was about to start a new job where my compensation was also mostly comprised of equity. We had already been turned down by another lender that wasn't willing to consider my entire compensation unless I had been at company two years. This is when I found Carlyle on the web and was able to arrange a call with Robert on a sunday night. He immediately understood my situation and was able to start the process with a lending bank the following day. Within 5 days, we got a pre-approval that accounted for my equity income and were able to submit an offer that was ultimately accepted. There were some limitations to going this route; we had only one choice of lending bank and they wanted a fair bit of financial documentation required. Robert and his team worked with us to ensure that all of our documentation was in the proper form, while at the same time explaining the usual mortgage mechanics such as rate lockup, points, and so forth. They also took care of scheduling the appraisal. Throughout this process, the team at Carlyle was very responsive over email and also through phone calls when we had more detailed questions.
Jan 17th, 2019 -
Chris and Jessica Koehler
We had a wonderful experience with Carlyle Financial from start to finish! Robert was extremely knowledgeable and able to move the process along very quickly for us. We highly recommend Carlyle Financial!
Nov 24th, 2018
Contact Info
- 415-813-4001
Questions & Answers
Q What is the phone number for Carlyle Financial?
A The phone number for Carlyle Financial is: 415-813-4001.
Q Where is Carlyle Financial located?
A Carlyle Financial is located at 201 Mission St #1200, San Francisco, CA 94105
Q What is the internet address for Carlyle Financial?
A The website (URL) for Carlyle Financial is: http://www.carlylefinancial.com/
Q What days are Carlyle Financial open?
A Carlyle Financial is open:
Friday: 8:00 AM - 7:00 PM
Saturday: 10:00 AM - 4:00 PM
Sunday: 10:00 AM - 4:00 PM
Monday: 8:00 AM - 7:00 PM
Tuesday: 8:00 AM - 7:00 PM
Wednesday: 8:00 AM - 7:00 PM
Thursday: 8:00 AM - 7:00 PM
Q How is Carlyle Financial rated?
A Carlyle Financial has a 5.0 Star Rating from 2 reviewers.
Hours
Ratings and Reviews
Carlyle Financial
Overall Rating
Overall Rating
( 2 Reviews )Nick Matsakis on Google
We got the mortgage for our first house in the Bay Area through Robert Cohan at Carlyle and had a great experience.
Our finances were not what traditional mortgage lenders are used toMost of our assets were in locked-up equity compensation from a former company, and I was about to start a new job where my compensation was also mostly comprised of equity. We had already been turned down by another lender that wasn't willing to consider my entire compensation unless I had been at company two years.
This is when I found Carlyle on the web and was able to arrange a call with Robert on a sunday night. He immediately understood my situation and was able to start the process with a lending bank the following day. Within 5 days, we got a pre-approval that accounted for my equity income and were able to submit an offer that was ultimately accepted.
There were some limitations to going this route; we had only one choice of lending bank and they wanted a fair bit of financial documentation required. Robert and his team worked with us to ensure that all of our documentation was in the proper form, while at the same time explaining the usual mortgage mechanics such as rate lockup, points, and so forth. They also took care of scheduling the appraisal. Throughout this process, the team at Carlyle was very responsive over email and also through phone calls when we had more detailed questions.
Chris and Jessica Koehler on Google
We had a wonderful experience with Carlyle Financial from start to finish! Robert was extremely knowledgeable and able to move the process along very quickly for us. We highly recommend Carlyle Financial!
Overall Rating
Overall Rating
( 2 Reviews )Write a Review
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