What is Equify?
Pros from reviewers
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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.
-
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
Main features
Starting Price
Free Plan
Streamlined invoicing
Simple payroll management
Intuitive budgeting
Bank-level security
Real-time data syncing
Starting Price
N/A
Free Plan
No
Streamlined invoicing
Simple payroll management
Intuitive budgeting
Bank-level security
Real-time data syncing
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
Michelle A
Outstanding Brokerage Software!
Jason was an excellent broker for my first home loan. He was detailed, attentive, and accurate throughout the process. He secured me a better rate than I expected and we closed the loan in 2 days. After my offer was accepted, I connected Jason with my real estate agent and he directly resolved all issues that arose during escrow without needing to involve me in every detail. I would highly recommend him!
June 8, 2024
-
Judith
Equify's Accurate and Reliable Calculations for Accountants
As an accountant, I appreciate the accuracy and reliability of Equify's calculations and projections
June 3, 2024
-
Wilder S
Expertise and Outstanding Work Ethic
Without a doubt, choosing equify was one of the best decisions I made as a first-time homeowner. Jason was knowledgeable, had an excellent work ethic, and was very thorough in explaining everything to avoid any surprises. He went over all the details and strategies for different scenarios to ensure all my concerns were covered. I highly recommend Jason and his team. I would use them again if I ever return to the market.
May 26, 2024
-
Russell Williams
Such a Seamless Experience
I was amazed at how quickly my refinance closed with Equify, especially during a time when I was told refinances would take months. Jason was incredibly helpful and communicated everything upfront. I appreciate doing business with honest and transparent people, it makes the experience enjoyable and smooth. He ensured all my questions were answered and provided much-needed detail. I had an excellent experience and will definitely recommend Equify.
May 18, 2024
-
Alan Jones
Equify: An Invaluable Portfolio Management Tool
As a financial analyst, I found Equify to be an invaluable tool for managing and analyzing my portfolio
May 11, 2024
-
Nicole Johnson
Jason Tops in Equify!
Jason was extremely supportive during the entire process. It genuinely seemed like he was concerned for my benefit, and I couldn't be more pleased to have him. He made the process seamless, while also clearly communicating to me exactly what I wanted and needed to know.
May 6, 2024
-
Jack G
Awesome Experience!!!
I am very satisfied with how Jason runs Equify, presenting all necessary details without any sales pitch, allowing for quick decision making. He keeps me updated on the status through weekly calls and text updates. His experience with other lenders is beneficial as he provides insights on whether they are offering their best deals. For instance, he informed me about the increase in the jumbo loan limit in January, something my current lender failed to do. He pointed out that by reducing the principal by less than $5K, I could get a lower rate for a conforming loan. I am grateful for his help.
April 27, 2024
-
Jose C
Responsive and Helpful: Equify's Exceptional Customer Service
The customer service team at Equify is responsive and helpful, always ready to assist with any issues or queries
April 20, 2024
-
Oriana
Jason was key in my refinance with Equify
Jason played a crucial role in my refinancing process from beginning to end. Despite my employment being affected by the Covid pandemic, we managed to complete my refinance thanks to Jason's guidance. It required several attempts, but Jason delivered as promised, saving me over $1, on my monthly mortgage which has been a great help. He was honest and transparent throughout the process. There were moments when it seemed like we wouldn't get approved, but he persisted and made it happen. I wholeheartedly recommend Jason to anyone in need of a mortgage broker.
April 15, 2024
-
Jack M
Equify's Data Visualization Tools: A Financial Advisor's Perspective
As a financial advisor, I've found Equify's data visualization tools to be incredibly useful in presenting information to my clients
April 13, 2024