Nancy Simon

Nancy Simon

NMLS #284975
SR. Loan Officer
Licensed in CA.

Nancy’s expertise is in her knowledge of basic and complex lending practices and bank guidelines. From her experience with both direct lending, and mortgage banking/brokering she brings a wealth of knowledge to her clients’ real estate purchase or refinance transaction.

Years in the Lending business, and with successful management through real estate and financial peaks and valleys, she brings experience and tenacity to achieve results, and meet deadlines. Nancy thoughtfully evaluates the many financing choices and loan options which match the clients short and long term goals of home ownership and financial freedoms.

We understand clients have many choices. Whether a first time home buyer, or savvy investor, clients can feel overwhelmed. Nancy prides herself with the ability to comb thru the menucia and highlight for her clients, the important and critical information. Allow Nancy to become your mortgage expert and confidant. She builds on her reputable reputation, and takes direction from her clients.

As a loan officer for past 17 years; Nancy has earned prestigious performance awards in her industry. Her experience and compassion is what sets her apart from her colleagues. This may be the largest investment her clients make in their lifetime, she understands it is her passion to simplify the process and make a positive impact.

Active member in her local area, together with her husband of thirty years, has raised two daughters who attended public schools in Los Altos and both attended and graduated from UCLA. She has spent many years with fund raising, member of local rotary club, USTA Tennis, loves to travel US and abroad, walks her two schnauzers.

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  • 650-917-6688
  • 650-823-1962
  • 650-887-1400
  • email

Bunny J. Feb. 6, 2020 Zillow

This is the second time I have used Nancy in the last year. Both times my experience was very positive-whoever thinks getting a loan in uneventful? Actually, with Nancy it almost was. She was clear what she needed from me and once I provided she was quick and efficient to process everything. It was a quick close, she was a pleasure to work with and I would not hesitate to use her again.

-Bunny J.

5.0
2020-02-11T22:05:09+00:00

-Bunny J.

This is the second time I have used Nancy in the last year. Both times my experience was very positive-whoever thinks getting a loan in uneventful? Actually, with Nancy it almost was. She was clear what she needed from me and once I provided she was quick and efficient to process everything. It was a quick close, she was a pleasure to work with and I would not hesitate to use her again.

Nino M. G.

We had a domino deal where vital timelines hung in the balance for multiple parties, Nancy exuded the consistent level of fortitude and perseverance that helped reach our timelines. I admit when it comes to business transactions I can be a stickler and I work hard on my clients behalf and Nancy was right there all along the way steering us along. Thank you Nancy ! Job well done !

Nino M. G.

5.0
2017-05-20T00:00:46+00:00

Nino M. G.

We had a domino deal where vital timelines hung in the balance for multiple parties, Nancy exuded the consistent level of fortitude and perseverance that helped reach our timelines. I admit when it comes to business transactions I can be a stickler and I work hard on my clients behalf and Nancy was right there all along the way steering us along. Thank you Nancy ! Job well done !

Laura M.

In today's highly competitive market having Nancy as a loan broker has made the difference in my buyer’s success numerous times. Her expertise, array of products and professionalism are but a few of the skills she brings to the table. I am fortunate to have Nancy as an integral part of my business.

-Laura M.

5.0
2017-05-20T00:02:45+00:00

-Laura M.

In today's highly competitive market having Nancy as a loan broker has made the difference in my buyer’s success numerous times. Her expertise, array of products and professionalism are but a few of the skills she brings to the table. I am fortunate to have Nancy as an integral part of my business.

Harish Surendranath

Nancy worked with us to secure the loan for our home. She was very thorough with all the required documentation, explaining different loan options, troubleshooting unexpected problems as they came up and helping us through our first home loan. With her help we were able to close in three weeks. Highly recommended.

 

-H. Surendranath

5.0
2017-12-04T17:53:52+00:00

-H. Surendranath

Nancy worked with us to secure the loan for our home. She was very thorough with all the required documentation, explaining different loan options, troubleshooting unexpected problems as they came up and helping us through our first home loan. With her help we were able to close in three weeks. Highly recommended.  

Rob Hunter

Nancy is Amazing! She helped me through the process of purchasing my first home. Her knowledge of the industry and savy business practices were unparalleled. She was efficient and helped move things along while keeping me informed and up to date every step of the way. Couldn't have asked for a better experience purchasing my first home and it all started with Nancy. She's got my business for life and I highly recommend her!!!

-Rob H.

5.0
2017-12-04T17:56:02+00:00

-Rob H.

Nancy is Amazing! She helped me through the process of purchasing my first home. Her knowledge of the industry and savy business practices were unparalleled. She was efficient and helped move things along while keeping me informed and up to date every step of the way. Couldn't have asked for a better experience purchasing my first home and it all started with Nancy. She's got my business for life and I highly recommend her!!!

Elizabeth Chae

Nancy did an excellent job getting us into our home in Portola Valley. She's very professional, knowledgeable and thorough. Thank you, Nancy!!

-Elizabeth C.

5.0
2017-12-04T17:57:34+00:00

-Elizabeth C.

Nancy did an excellent job getting us into our home in Portola Valley. She's very professional, knowledgeable and thorough. Thank you, Nancy!!

Art Gold

Nancy Simon is a great resource
We have worked with Nancy on multiple occasions and she is a true professional. She is easy to work with, responsive and gets the job done. Her knowledge and contacts are invaluable in any real estate financing situation.

-A. Gold

5.0
2017-12-04T17:58:56+00:00

-A. Gold

Nancy Simon is a great resource We have worked with Nancy on multiple occasions and she is a true professional. She is easy to work with, responsive and gets the job done. Her knowledge and contacts are invaluable in any real estate financing situation.

Jessica Sebree

Nancy was not only super helpful in assisting us with our first home loan she offered us novice first time home buyers insight and answers to our endless questions and concerns about buying a home and our home loan options. At some of our more stressed moments she took the time to walk us through the step by step process while helping us keep our end goal of home ownership in sight. Don't know what we would've of done without her expertise!

-Jessica S.

2017-12-04T18:00:24+00:00

-Jessica S.

Nancy was not only super helpful in assisting us with our first home loan she offered us novice first time home buyers insight and answers to our endless questions and concerns about buying a home and our home loan options. At some of our more stressed moments she took the time to walk us through the step by step process while helping us keep our end goal of home ownership in sight. Don't know what we would've of done without her expertise!

dmewart8

Nancy is fantastic! My experience on a recent re-fi with Nancy was tremendous! She is professional, responsive, and personable! She understood my objectives, gave me great options, explained every detail and processed everything without a single issue. I would work with Nancy again in a heartbeat and highly recommend her to anyone!

-Dmewart

5.0
2017-08-29T22:17:47+00:00

-Dmewart

Nancy is fantastic! My experience on a recent re-fi with Nancy was tremendous! She is professional, responsive, and personable! She understood my objectives, gave me great options, explained every detail and processed everything without a single issue. I would work with Nancy again in a heartbeat and highly recommend her to anyone!

Ebinkley

We had a tricky finance approval, retired so no paychecks but lots of outside income from odd sources. Nancy worked out the details and got us a mortgage that we are very happy with.

-Ebinkley

5.0
2018-03-08T18:22:53+00:00

-Ebinkley

We had a tricky finance approval, retired so no paychecks but lots of outside income from odd sources. Nancy worked out the details and got us a mortgage that we are very happy with.

Harish H.

Nancy worked with us to secure the loan for our home. She was very thorough with all the required documentation, explaining different loan options, troubleshooting unexpected problems as they came up and helping us through our first home loan. With her help we were able to close in three weeks. Highly recommended.

-Harish H.

5.0
2018-03-08T18:23:17+00:00

-Harish H.

Nancy worked with us to secure the loan for our home. She was very thorough with all the required documentation, explaining different loan options, troubleshooting unexpected problems as they came up and helping us through our first home loan. With her help we were able to close in three weeks. Highly recommended.

Rob H.

Nancy is Amazing! She helped me through the process of purchasing my first home. Her knowledge of the industry and savy business practices were unparalleled. She was efficient and helped move things along while keeping me informed and up to date every step of the way. Couldn't have asked for a better experience purchasing my first home and it all started with Nancy. She's got my business for life and I highly recommend her!!!

-Rob H.

5.0
2018-03-08T18:23:55+00:00

-Rob H.

Nancy is Amazing! She helped me through the process of purchasing my first home. Her knowledge of the industry and savy business practices were unparalleled. She was efficient and helped move things along while keeping me informed and up to date every step of the way. Couldn't have asked for a better experience purchasing my first home and it all started with Nancy. She's got my business for life and I highly recommend her!!!

Elizabeth C.

Nancy did an excellent job getting us into our home in Portola Valley. She's very professional, knowledgeable and thorough. Thank you, Nancy!!

-Elizabeth C.

5.0
2018-03-08T18:24:24+00:00

-Elizabeth C.

Nancy did an excellent job getting us into our home in Portola Valley. She's very professional, knowledgeable and thorough. Thank you, Nancy!!

Art G.

We have worked with Nancy on multiple occasions and she is a true professional. She is easy to work with, responsive and gets the job done. Her knowledge and contacts are invaluable in any real estate financing situation.

-Art G.

5.0
2018-03-08T18:24:56+00:00

-Art G.

We have worked with Nancy on multiple occasions and she is a true professional. She is easy to work with, responsive and gets the job done. Her knowledge and contacts are invaluable in any real estate financing situation.

Nancy Simon Buyer

Nancy was an amazing support to me buying my first home. She is super knowledgeable and extremely responsive. I learned so much in this process and I know that I couldn't have closed a deal in this very competitive market without the exceptional service Nancy offers. I would recommend Nancy 100%
5.0
2018-12-05T17:12:07+00:00
Nancy was an amazing support to me buying my first home. She is super knowledgeable and extremely responsive. I learned so much in this process and I know that I couldn't have closed a deal in this very competitive market without the exceptional service Nancy offers. I would recommend Nancy 100%

Brian Randlett Jan 30, 2020 on Zillow

Nancy was incredible to work with. She is so quick at getting all of the necessary documents together for an offer, as well as a quick close. I don't think we could have gotten our house without her diligence in the funding process. She was also very insightful and taught us a lot of interesting "tricks of the trade" that we didn't know about previously! I would highly recommend her services and will be using her again on the next one!

-Brian R.

5.0
2020-02-05T20:15:36+00:00

-Brian R.

Nancy was incredible to work with. She is so quick at getting all of the necessary documents together for an offer, as well as a quick close. I don't think we could have gotten our house without her diligence in the funding process. She was also very insightful and taught us a lot of interesting "tricks of the trade" that we didn't know about previously! I would highly recommend her services and will be using her again on the next one!
5
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