Daniel Lehman – Synergy One Lending

A BIG thank you to Daniel, Jessica, and the rest of the Synergy One Lending Team!
As a first-​time buyer I had no real idea what to expect; luckily Dan and Jess did. From day one Dan was educating me and explaining the process and the potential pitfalls I could encounter along the way.
I even shopped around with other banks and Dan, knowing this, never tried to push me one way or the other. He only promised that he and his team would do everything they could to make sure I was holding the keys to my new home at the end of the process. Being a veteran, I believe that veterans have an unspoken bond and should stick together, so I stuck with Dan.
Turns out I was lucky I did because I ran into a few obstacles that I was only able to overcome due the Dan and Jess’ espertise!
I sign my closing documents tomorrow and I honestly believe that this would not be happening had I worked with anyone else. If you are looking to purchase or re-​finance a home (especially using VA) and you don’t at least give them a call, you are making a HUGE mistake!

Absolutely awesome customer service. Jessica was amazing-​she held my hand through the whole process and was attentive and thorough. They reduced my interest rate by a full percent and got me out from under PMI! Just an awesome company to refinance with :)

Daniel and Jess are the very best!!! I don’t run in homeowner circles and haven’t had much luck in the way of lenders. It’s really just one of those ‘who you know’ things that are taken for granted by people who know the right people. Daniel and Jess were amazing through the very short time it took them to make this happen for me.
I started with another lender and, after working for nearly three months, giving them every piece of paper they asked for and jumping through every hoop, I turned to Synergy One in desperation. I wish I had started here and you can bet that if I or anyone I know or meet needs a mortgage lender, I will think only of Synergy One.

Daniel Lehman and his team were an absolute pleasure to work with.
The process started with loan prequalification with Daniel, who walked me through how much I was qualified for and we worked out a target price range that would produce a monthly cost with which I was comfortable.
Then Jessica, his assistant, personally came out to meet and explain every line item of the inch high stack of paperwork required to buy a home in California.
The two were always accessible whether via email or phone and responded promptly to my concerns. They had to tackle some unique zoning issues, but were able to complete the due diligence required to ensure the deal was legally sound. Few other lenders would have been able to do this.
It was great having Daniel and his team as true advocates on my side.

Daniel Lehman delivers trust and peace of mind.
He helped us get our first home a few years ago, busting his rear during Christmas break, and interrupting his family time to make sure the deal went according to plan. When you are talking to him, you can really tell that he cares about the long term relationship and quality of service. He wants you to understand the situation and his team will get back to you with emails or phone calls anytime you need them to.
Recently he helped us to refinance our house and again, he delivered. With things as important to me as my family and home, it is a huge blessing to have someone like Dan Lehman, on my side.

I simply cannot recommend Daniel and his team highly enough. I have worked with him on literally dozens of transactions, and he always provides the highest level of service. What I appreciate most are his integrity and willingness to help, even if he isn’t going to be the person doing the loan. He really wants everyone to make a good decision and to understand the loan process. As a client of his, I also appreciate his availability and his easy communication style. He’s friendly and engaging; simply put, he’s easy to work with! I trust him 100% with my home loan needs, and I’m a picky customer!

What a solid guy. He is incredibly helpful, intelligent and highly capable.
I also love the fact that he is quite family oriented. It help to know that when I refer people to Daniel, they will be well take care of.

Daniel Lehman and his team at WJ Bradley were an amazing asset to us in our experience buying a home for the first time! Daniel clearly and thoroughly explained any questions we had throughout the entire process including running a few scenarios before we even started looking for homes to help us understand what we could afford and what that would mean on a monthly basis. Daniel was extremely accessible throughout the entire process – he would answer our emails right away even if they were sent late at night and return our calls right away, even on the weekends. To top things off, we ended up having our first deal fall through due an issue on the seller’s side and Daniel actually comped us the appraisal fee for the house we ended up purchasing about 5 weeks later.
His team is very well organized, professional and courteous to work with. The entire process was really a great experience with Daniel and his team. We would recommend them to everyone.

I worked with Daniel recently on the purchase of my first home. I had a quite unique and tricky situation, but Daniel worked with me to make sure I would get the best mortgage possible. My realtor was Kimberly Schmidt with whom he had worked with in the past which really seemed to help move the process along. I had contacted a few Mortgage brokers before working with Daniel, unlike the others, Daniel was patient and willing to explain all of my options so that I was able to understand clearly and make an informed decision. I would definitely recommend working with Daniel!

Daniel is a star! He was an integral part of my real estate team. He was recommended by my real estate agent Kimberly Schmidt, so trusting her judgment I contacted Daniel. I was expecting some smooth-​talking banker but he was extremely personable and matter-​of-​fact. He kept me informed and talked me off the ceiling a few times when I received my disclosure documents. He was always available and prompt to answer questions and make sure I was knowledgeable and comfortable with the process. He even took the time to laboriously review escrow documents with me so there were no surprises once the escrow process ended. He was a real champ, and I would heartily and swiftly recommend him for financing needs.

My family owes a lot to Daniel,
He went above and beyond to ensure we would be able to get a loan for our first home. Then, once we gained some equity on our home, he was able to re-​finance our loan and decrease our payments by over $ 400!
We started out as business associates, but I consider him a friend now. I bet all his customers feel the same way. He has the knowledge to get me competitive rates, without pulling anything over my head. He is transparent about everything (payments, terms) going into this, and we couldn’t be more pleased. I always felt he had my best interest at heart.
Needless to say, anytime I need a loan, I know who I am calling!
If you have any questions about Daniel, or would like to do a reference check feel free to reach message me on Unilocal