T C.
10/6/2025
We had such a great experience working with Yvonne and Paul on our refinance. From the very beginning, they were organized, attentive, and so easy to communicate with. They kept us informed every...
The Loan Story
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4880 Stevens Creek Blvd Ste 200
San Jose, CA 95129
The Loan Story, based in San Jose, CA, is dedicated to simplifying the home financing process for its clients. Specializing in a variety of loan programs, their experienced loan advisors assist individuals in buying their first homes, refinancing properties, or navigating major life events like marriage.
With a commitment to providing excellent service, The Loan Story guides clients through the loan process from document organization to loan closure. Whether clients are considering fixed-rate or adjustable-rate mortgages, the team helps them explore suitable programs and calculate monthly payments to align with their financial goals.
Boasting a team of expert loan advisors with top ratings on Yelp, The Loan Story prides itself on delivering cost-effective solutions and exceptional customer service. Clients have praised the company for its responsiveness, organization, and seamless experience, making it a go-to choice even from miles away.
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Reviews
5.0184 reviewsJoanna N.
9/9/2025
I have known Albert Lee for 30 + years. He helped me process the loan for my first purchase. There was some kind of assistance my for first time home buyer. I had no idea. He not only told me...
Michelle C.
5/7/2025
Are you looking for an excellent team to work on your loan? Look no further; we highly recommend The Loan Story team! We had a pleasant experience working with Yvonne Wu, Paul Reyes, and Esther...
Jennifer M.
4/1/2025
If you want amazing customer service, helpful and knowledgeable financial advice, with hand held care for loan process, then Yvonne Wu and her team are the ONLY place to go! We were buying a home...
Linda E.
11/14/2024
It has been a pleasure working with The Loan Story staff, Esther Chien and Paul Reyes. I am impressed by their immediate responses to my questions regardless of the time of day or day of the week....
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