What is Equify?
Pros from reviewers
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Exceptional customer support: Equify offers excellent customer support, as evidenced by Jason's dedication to ensuring a seamless process for clients. He is highly responsive, communicates clearly, and is genuinely concerned for the client's benefit
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Expert guidance for first-time buyers: Equify offers expert guidance for first-time home buyers. The process is explained in an easy-to-understand manner, and the brokers assist clients in making decisions that are best for them
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Competitive rates and quick closing: Equify provides competitive rates on loans and ensures a quick closing process. This is a significant advantage, especially for clients who need to close their refinancing or mortgage quickly
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Transparency and honesty: Equify is known for its transparency and honesty. All details are communicated upfront, and clients are kept informed throughout the process. This transparency makes the experience enjoyable and smooth for clients
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Knowledgeable and experienced brokers: Equify's brokers are knowledgeable and experienced. They provide detailed explanations and strategies for different scenarios, ensuring that all client concerns are covered. They also keep clients updated on the status of their loans and provide insights on the best deals available.
Cons from reviewers
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No self-service options: The reviews suggest that clients rely heavily on Jason for guidance, which may mean the software does not offer self-service options for clients to manage their own loans
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Lack of automation: The reviews highlight the personal touch provided by Jason, which may indicate that the software does not automate many processes, requiring more manual work
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Limited scalability: The personalized service provided by Jason may not be scalable if the company grows, suggesting the software may not be able to handle a large number of clients
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Limited software features: Despite the positive reviews about the service provided by Jason at Equify, there is no mention of the software itself, suggesting that it may lack features that other mortgage software provides
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Dependence on one person: The reviews heavily focus on Jason's excellent service, indicating that the company's success may be overly dependent on one person, which could be a risk if he were to leave the company.
Main features
Starting Price
Free Plan
Instant insights
Real-time data syncing
Expert advice & support
Effortless expense tracking
Bank-level security
Starting Price
N/A
Free Plan
No
Instant insights
Real-time data syncing
Expert advice & support
Effortless expense tracking
Bank-level security
How Equify compare to similar software?
Product
Price
N/A
Free plan
No
Main features
Pros
Cons
Alternatives
Deal
No available deal at the moment
Who is Equify best for according to our reviewers?
First-time homebuyers: Equify is suitable for first-time homebuyers who may be unfamiliar with the mortgage process. The software provides clear explanations and guidance, helping users make informed decisions that are best for their individual circumstances
Refinancing homeowners: Homeowners looking to refinance their mortgage can benefit from Equify's quick and seamless process. The software provides transparency and regular updates, ensuring users are well-informed throughout the entire process
Relocating homeowners: For homeowners relocating, Equify can simplify the complex logistics of mortgage management. The software clearly shows where money is flowing in and out, aiding in the decision-making process
Experienced homeowners: Homeowners with prior experience in the mortgage market can use Equify to secure better rates and deals. The software provides insights into the offerings of other lenders, helping users make quick and informed decisions
Real estate agents: Real estate agents can use Equify to streamline the home loan process for their clients. The software resolves issues that may arise during escrow, reducing the need for agent involvement in every detail.
Equify Reviews
4.9
Equify rating
4.5
Ease of use
4.6
Customer service
4.4
Value for money
4.0
Likelihood to recommend
4.5
Features
20 Equify Reviews
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Brittany M
Equify: A Game-Changer for Personalized Financial Planning
The ability to customize and filter data in Equify has made it an essential tool in my financial planning process.
August 18, 2024
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Lauren
Recommended to Jason Wang's Equify by a Friend
My friend recommended Jason Wang at Equify Lending to me. He was extremely knowledgeable and helpful. I received a fantastic rate on my loan and am now once again a homeowner. The home buying process can be stressful and overwhelming, but Jason was always there to answer any questions I had and took the time to explain everything to me.
August 10, 2024
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Judith D
Equify: Empowering Investors with Real-Time Updates
As an investor, I appreciate the real-time updates provided by Equify, allowing me to make informed decisions quickly
August 6, 2024
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Joshua Miller
Add to Your Roster of OC Lenders!
We recently relocated from almost across the country and were introduced to Jason Wang by our realtor, who we trusted completely. Collaborating with Jason was fantastic. As a logistics expert, he simplified everything for me, showing me where money was flowing in and out, which greatly assisted our decision-making process. He was always accessible, amiable, and well-informed. He is certainly someone we will work with again in the future when we decide to move to our permanent home.
July 30, 2024
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Martha W
Equify: Unmatched Flexibility for All Portfolio Sizes
The flexibility of Equify is impressive - it can handle everything from small personal portfolios to large corporate assets
July 21, 2024
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Kathleen Miller
Equify's Reporting Features: Detailed Financial Insights
The reporting features in Equify are top-notch, providing me with detailed insights into my financial position
July 13, 2024
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Christina B
First-Time Home Buyers' Review on Equify
As a first-time home buyer, I was unfamiliar with the process. However, my broker, Jason Wang, guided me through it all. He was extremely professional and knowledgeable, answering my numerous questions with patience and providing easy-to-understand explanations. Jason was communicative and trustworthy, assisting me in making decisions that were best for me. I would certainly recommend Jason to my friends and family and look forward to working with him on future purchases and refinances.
July 8, 2024
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Irene Garcia
Equify: Streamlining Asset Management for Business Owners
As a business owner, Equify has streamlined my asset management process, saving me valuable time and resources
July 2, 2024
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Mark
Equify's User-Friendly Interface for Investment Tracking
The user interface of Equify is intuitive and easy to navigate, making it simple for me to track my investments
June 23, 2024
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Richard
Exceptional Service!
I recently completed a refinance with Jason at Equify Lending. He was exceptional throughout the entire process - extremely responsive and always on top of things. I have typically used large consumer banks for my mortgage needs, so this was my first time using a broker. Jason ensured I understood all my options and promptly and professionally answered all my questions. He offered me the best rate and a very quick closing. I highly recommend him!
June 18, 2024
