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CLIENT STORIES

Hear From
Our Clients.

Real words from clients we’ve had the privilege of serving — plus a look at some of the most complex transactions we’ve navigated on their behalf.

TESTIMONIALS

What Our Clients Say.

My CPA originally recommended Peaches. Since then, she has done 4-5 refis for my family, and she has always done an excellent job. I highly recommend her.
Wendy B.

We received the best service we have ever received in negotiating loans. We have a very complex real estate portfolio, and Peaches worked outside the box to make our loans happen. Her acumen in handling complicated transactions is superb! Peaches is simply the best!
Robert R.

From start to finish, my refi with Peaches was an amazing experience. She was knowledgeable, meticulous, and saved me almost $500 a month. Best loan experience ever!
Melisa R.

I have refinanced several times before dealing with Peaches and she is undoubtedly the most professional, diligent, knowledgeable and proficient mortgage consultant on the planet! She is my hero.
Pamela P.

In difficult circumstances you came to our rescue. Thank you so much!
John K.

Peaches is highly professional and proficient. She knows exactly how to obtain a great loan even in the most challenging of circumstances. I appreciate her knowledge of her business and the loan industry as well.
Andrea G.

Peaches was very thorough and accommodating which made us feel like getting our loan was her most important job.
William C.

Peaches is one of the most professional persons I have met. I don’t intend to get any other broker, ever.
Racquel Q.

Peaches is a true professional and working with her was a true pleasure. She was an expert at VA knowledge and went above and beyond during the VA loan process. My family and I are so grateful for PeachTree Financial.
Justin L.

Peaches went to extensive efforts to help me deal with the error made by the previous mortgage company that led to headaches for me. Thanks Peaches.
Catherine S.

I often refer my clients to Peaches and her team and they always provide top notch service. They work on getting me and my clients the best interest rate possible. I love working with Peaches and she will always be my loan consultant.
Russell S.

Peaches service, knowledge and professionalism is second to none. She helped us navigate through a very difficult situation seamlessly. We sensed a genuine concern for the well-being of her clients. We are very happy new homeowners thanks to Peaches.
Stephen K.

As first time home buyers, we had no knowledge. Peaches and her team were amazing at educating us and helping us to buy our home. We could not be happier with their service and could not recommend them enough!
Robert M.

Some aspects of our business made it difficult for us to get conventional loans. Peaches knew who to get our loan with and how to navigate the process. We appreciated the result so much that we went back to Peaches for two more loans within a year. If we should need another loan, Peaches will be our first call.
John T.

Although we expected our mortgage process to be burdened by our need for a short time line and the fact that we live out of state, our overall experience was extremely efficient, satisfactory, and successful. In fact, we had fun!! Great interest rate, great timing, great service, great success.
Robert T.

Our transaction was not an easy one. Peaches never gave up on us and continued helping us with creative solutions until our loan closed. We could not have been happier with her service.
Laurie P.

Peaches was very helpful in finding a contractor who was available at the last minute to complete necessary repairs.
Julie P.

Peaches was extremely helpful and thorough. The whole process was seamless and she saved us money by being so open and actively engaged in the process. I have and will be referring PeachTree to any and all friends and family members in the future.
Thomas D.

When I had an investment property need, I turned to my old friend Peaches as a trustworthy guide through a complex process. She talked me through all my questions, handled the loan process, and recommended an equally high quality vendor for a 1031 exchange. Everything worked out wonderfully as always!
Brian D.

Peaches was super helpful, and we felt like she really worked hard to make things go smoothly and get us the best possible rate. She was friendly, prompt, patient, and easy to work with. What I was most grateful for was her clear communication and helpful answers. Very positive experience.
James K.

Needless to say, I am beyond grateful to Peaches for helping me save over $800.00 a month!! She is amazing!!
Elaine S.

Peaches provided top notch service from the beginning to end of the loan process. I would highly recommend the company and the team.
JoAnn S.

You guys made this re-fi totally painless and fast. You really know what you are doing. Appreciated!!
Leslie A.

The best. Very sharp, crossing all T’s and dotting the I’s.
Vince J.

Peaches got us the best possible rate. I can’t say enough about her. She’s the best.
Joan D.

CASE EXAMPLES

Complex Problems.
Real Solutions.

With expertise in mortgage lending since 1998, PeachTree specializes in the situations other lenders shy away from.

Self-Employed with Complex Income

Declined by 3 banks — over 5 years

The challenge

Income properties created recurring miscalculations at every lender. Three banks declined over five years.

The outcome

PeachTree found numerous errors in how each bank calculated her self-employment income, secured a great lender, and closed the loan at a very competitive rate in about 30 days.

Credit Challenges

Saved ~$1,000/month

The challenge

Rate-reduction refi denied twice due to adverse credit — actually caused by two creditor reporting errors.

The outcome

PeachTree’s credit analysis uncovered the errors. Once corrected, the loan was approved and funded — saving the client almost $1,000 per month.

Cash Crunch

Closed ahead of escrow date

The challenge

Denied for insufficient post-closing cash reserves — actually caused by errors in how reserves were calculated.

The outcome

PeachTree discovered multiple errors in both the reserve calculation and transaction structuring, closing the loan in less than 30 days, ahead of the escrow date.

Super Jumbo

<20% down on a $2.5M home

The challenge

Three banks required a 30% down payment on a $2,500,000 purchase — unnecessarily tying up capital.

The outcome

PeachTree secured a special purchase money loan with less than 20% down, closing on time and earning accolades from all parties.

Investment Property

Cash-out funded another business

The challenge

Two banks denied a refi on a home the client ran her business from — income and transaction type were miscategorized.

The outcome

PeachTree corrected income miscalculations and transaction miscategorizations, closed ahead of schedule, and secured enough cash out for the client to purchase another business.

LLC Vesting & Titling Issues

No retitling required

The challenge

A $1.4M investment property in a multi-member LLC. Two lenders insisted on retitling — which the client’s CPA and attorney strongly opposed.

The outcome

PeachTree secured a 30-year mortgage at a very competitive rate with no retitling required.

READY TO GET STARTED?

Let’s Talk About
Your Next Move.

Whether you’re buying, refinancing, building your dream home, or navigating a complex financial situation — we’re here to make the process feel simple.

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