Custom Financial Services

At Custom Financial Services, we are more than just a loan provider - we are a dedicated partner in helping you navigate the home buying process. With over 60 years of combined experience, our team of experts is committed to providing you with the best possible loan options to finance your home quickly and efficiently. We understand that your home is not just a financial investment, but also an emotional one. That's why we approach every loan application with a personalized touch, ensuring that you receive the best rates, terms, and savings.

Meet Our Team

Our team is the heart and soul of Custom Financial Services. Led by Bruce Levy, a California native with a deep passion for all things real estate, we are a tight-knit group of experienced professionals who are dedicated to providing exceptional service to our clients.

*Bruce Levy, Founder and President:* With over 26 years of experience in the lending industry, Bruce has built a reputation as a creative problem-solver who is committed to finding the perfect loan for his clients. He has a deep understanding of the lending market and uses his expertise to guide his clients through the home buying process with ease.

*Rocky Paulson, Quality Control / Processing / Underwriting:* With over 30 years of experience in the mortgage industry, Rocky has a wealth of knowledge and expertise that he brings to every loan application. He is dedicated to providing his clients with the lowest possible costs and eliminating the frustration of working with inexperienced agents.

Our Services

Custom Financial Services offers a wide range of loan products to meet the unique needs of our clients. Whether you are a first-time homebuyer or an experienced investor, we have the expertise and resources to help you achieve your financial goals.

*Residential Loans:* We offer a variety of loan options for homebuyers, including VA and FHA loans, reverse mortgages, and refinancing options. Our team of experts will work with you to find the best possible loan product to suit your needs.

*Private Party Loans:* We offer private party loans for individuals who are looking to finance a property outside of the traditional lending market. Our private party loans are customized to meet the unique needs of our clients, ensuring that they receive the best possible terms and savings.

*Commercial Loans:* We offer commercial loans for investors who are looking to finance a commercial property. Our team of experts has the knowledge and expertise to help you navigate the complex world of commercial lending and find the best possible loan product.

The Loan Process

At Custom Financial Services, we strive to make the loan process as simple and stress-free as possible. Here's what you can expect when you work with us:

1. Pre-Qualification: We will work with you to determine your financial eligibility for a loan and provide you with a pre-qualification letter.

2. Application: We will guide you through the application process, ensuring that all necessary documentation is submitted.

3. Processing: Our team of experts will review your application and verify all necessary information.

4. Underwriting: We will work with underwriters to ensure that your loan is approved and that you receive the best possible terms.

5. Closing: We will work with you to ensure that all necessary documents are signed and that your loan is funded.

At Custom Financial Services, we are committed to providing exceptional service and personalized attention to every client. Whether you are a first-time homebuyer or an experienced investor, we have the expertise and resources to help you achieve your financial goals. Contact us today to learn more about our services and how we can help you finance your dream home.