Carolina Equity Services Inc

Mortgage Companies, Financial Planning, Property Management,

About us

Carolina Equity Services has been assisting North Carolina homeowners with their mortgage loans for more than 20 Years! We are a local mortgage broker, proudly owned and operated in Apex, NC with access to lenders with some of the best rates and lowest closing costs available throughout the Triangle. If you are looking for a lending partner who is honest, trustworthy and sincerely cares about your best interest, look no further! Check us out on the Better Business Bureau. 20 years in business and no complaints! Client satisfaction is our #1 goal.

Business highlights

30 years of trusted experience

Services we offer

Free consultation for residential purchases and refinances. Choose from Conventional, VA, FHA or Jumbo loans. We have a wide range of products available, including 30, 20, 15 and 10 year fixed loans as well as 3/1, 5/1, 7/1 and 10/1 Arms. Call us today and we'll be happy to help you figure out which program will work best for you!

Amenities

Free Estimates
Yes


Accepted payment methods

Check
MasterCard
Visa

Reviews

5.011 Reviews
Number of StarsImage of DistributionNumber of Ratings
5
100%
4
0%
3
0%
2
0%
1
0%


Rating CategoryRating out of 5
quality
4.9
value
4.9
professionalism
5.0
responsiveness
5.0
punctuality
5.0
Showing 1-11 of 11 reviews

Lindsey B.
04/2017
5.0
mortgage broker
  + -1 more
It was great working with Jodie Disbro on a refi. She's very responsive and did a great job outlining potential options and clearly addressing any questions. The process went smoothly.
Description of Work: Mortgage Refinance

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

Goral V.
04/2016
5.0
mortgage broker
  + -1 more
unknown
Description of Work: .
Rating CategoryRating out of 5
Yes, I recommend this pro

John M.
02/2015
5.0
mortgage broker
  + -1 more
unknown
Description of Work: I used Carolina Equity for my original mortgage in 2007 and used them to refinance it in 2013. Tony Brewer and his team were great.

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

Kathryn N.
03/2014
5.0
mortgage broker
  + -1 more
We worked with Jodie Disbro. She was very responsive and helped to walk us through all the underwriting requests from the mortgage lender, in many cases drafting response letters that we only had to proof and sign. Due to her quick work and responsiveness we were able to close within a month of signing the P&S agreement.
Description of Work: Mortgage Broker Services

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

John D.
01/2014
5.0
mortgage broker
  + -1 more
Jodie was very quick to respond to requests and gave us several options (15 year, 30 year, no escrow account, etc.). She usually responded to emails within 1 hour. Made the refi process completely painless!
Description of Work: Refinanced mortgage on primary residence.

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

Susan R.
01/2014
5.0
financial advisor, mortgage broker
  + 0 more
There fees were reasonable – can’t remember exactly, it was all looped into the mortgage
Description of Work: REFINANCE of HOME completed

Rating CategoryRating out of 5
quality
4.0
value
4.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

keith R.
12/2013
5.0
mortgage broker
  + -1 more
unknown
Description of Work: I have used them a number of times with near perfect results. I will always call them first for mortgage needs. My sister and lots of people at work have gotten the same results.
Rating CategoryRating out of 5
Yes, I recommend this pro

Barbara B.
12/2013
5.0
mortgage broker
  + -1 more
They were very responsive throughout the process. I liked that they were local and it was very easy to get a hold of the agent on working on the phone. We communicated by phone and email. I was pleased with the service.
Description of Work: They helped me with my loan.

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0

Yes, I recommend this pro

Kimberly W.
09/2013
5.0
mortgage broker
  + -1 more
seamless
Description of Work: Jodie Disbro has always been my local goto for any refi or home purchased loans since living in NC! Note, I don't remember how much I spent but fees were standard and minimum. She values her customers and replies PROMPTLY to any questions you may have...sometimes within 15 minutes!! The key to using a lender like her, she works with many banks and can customize the loan specific to our individual situation. Plus since you're not limited to one financial institution, she will get you the best rate she's capable of obtaining within the market conditions at the time. I've referred several close friends to Jodie Disbro and they've all had great feedback on their experience. I highly recommend at least calling her for an initial consultation or discussion. She's the best I've ever worked with and puts the customer first! And she's local and not 5 states away!!

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro
$1

michael P.
08/2013
5.0
mortgage broker
  + -1 more
Jodie was amazing. She was able to get us the best rate. She always had our best interest in mind. Time and time again, she worked with the mortgage company to make sure that we were able to close on our house. She walked us through all the details to make sure that we understood everything. She also came up with different options to help us save money. She even took a pay cut to help us save 450 USD! She also came to our closing during her vacation to make sure everything went smoothly. We recommend Jodie with no reservations! She is amazing!
Description of Work: Jodie was responsible for our mortgage on our first home.

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro
$1,000

Kristin W.
09/2012
5.0
mortgage broker
  + -1 more
Jodie is professional, knowledgeable, and responsive. She had the most competitive rate and made our two loan refinances go smoothly. We have used several mortgage professionals in the past and she is by far the best we have worked with.
Description of Work: Jodie helped us refinance our home and investment property loans.

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

    Contact information

    1111 Pemberton Hill Rd Ste 101, Apex, NC 27502

    www.carolinamortgagerates.com

    Service hours

    Sunday:
    Closed
    Monday:
    8:30 AM - 5:30 PM
    Tuesday:
    8:30 AM - 5:30 PM
    Wednesday:
    8:30 AM - 5:30 PM
    Thursday:
    8:30 AM - 5:30 PM
    Friday:
    8:30 AM - 5:30 PM
    Saturday:
    Closed

    Licensing

    State Contractor License Requirements

    All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our State Contractor License Requirements page.

    *Contact business to see additional licenses.


    Service Categories

    Mortgage Companies,
    Financial Planning,
    Property Management,
    Real Estate Agents,
    Home inspection

    FAQ

    Carolina Equity Services Inc is currently rated 5 overall out of 5.

    Sunday: Closed

    Monday: 8:30 AM - 5:30 PM

    Tuesday: 8:30 AM - 5:30 PM

    Wednesday: 8:30 AM - 5:30 PM

    Thursday: 8:30 AM - 5:30 PM

    Friday: 8:30 AM - 5:30 PM

    Saturday: Closed

    Carolina Equity Services Inc accepts the following forms of payment: Check,MasterCard,Visa
    Yes, Carolina Equity Services Inc offers free project estimates.
    No, Carolina Equity Services Inc does not offer eco-friendly accreditations.
    No, Carolina Equity Services Inc does not offer a senior discount.
    No, Carolina Equity Services Inc does not offer emergency services.
    No, Carolina Equity Services Inc does not offer warranties.
    Carolina Equity Services Inc offers the following services: Free consultation for residential purchases and refinances. Choose from Conventional, VA, FHA or Jumbo loans. We have a wide range of products available, including 30, 20, 15 and 10 year fixed loans as well as 3/1, 5/1, 7/1 and 10/1 Arms. Call us today and we'll be happy to help you figure out which program will work best for you!

    Contact information

    1111 Pemberton Hill Rd Ste 101, Apex, NC 27502

    www.carolinamortgagerates.com

    Service hours

    Sunday:
    Closed
    Monday:
    8:30 AM - 5:30 PM
    Tuesday:
    8:30 AM - 5:30 PM
    Wednesday:
    8:30 AM - 5:30 PM
    Thursday:
    8:30 AM - 5:30 PM
    Friday:
    8:30 AM - 5:30 PM
    Saturday:
    Closed