I thought that Amanda did an amazing job. She's very kind, personable, patient, and competent. My main frustration was finding the information she needed in my retirement accounts but she hung in there with us until we finally found what she was looking for. I would definitely refer friends to her and would ask for her services again. i feel that I need to apologize for my husband's impatience during the process which had more to do with our technological limitations than with services we received. I think Amanda's patience was this was exemplary. She answered any questions we had and tried her best to be sure we were satisfied.

Northpointe and especially Amanda were great to work with. Highly recommend!

Amanda was very helpful the entire way and keep me aware of the progress and of what I needed to do next.She explained why certain items were needed when requested by the underwriters and provided the forms I needed to do so. She was always quick to respond and provided the answers I needed in a Professional and Pleasant manor.

Amanda kept me informed

Amanda made this experience great! Amanda truly transformed what could have been a stressful process into a remarkably positive experience. Her personable approach put me at ease immediately, and I deeply appreciated that she always communicated with respect, never making me feel less than knowledgeable. She went above and beyond, dedicating a Zoom call to thoroughly explain every step of the process and detailing all associated costs, ensuring I had a complete understanding. What stood out most was her proactive communication; anytime I even considered reaching out, she was already calling me. I can honestly say I never had to wait for her to respond. Amanda kept me consistently informed, helped me stay on track, and even assisted with tasks that were arguably my responsibility. Her dedication and willingness to support me were exceptional, and I simply cannot find enough words to express how grateful I am for her outstanding service.