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Proudly serving clients across Massachusetts, Connecticut, New Hampshire and Rhode Island.
I know that buying or refinancing a home is one of the biggest financial decisions that my clients will ever make. That's why I work hard to ensure my team has the resources and know-how to ease borrowers through the loan process, with no detail overlooked.
I have an extensive background in all facets of mortgage lending, so I can advise my team members in any situation, from a first-time home purchase to a refinancing. My expertise includes Conventional, Jumbo, FHA, VA, USDA, and Renovation loans.
I also make a point of keeping up with the latest financial and industry trends, as well as state and federal regulatory requirements, so I can serve as an informed advocate for my team and our clients. I make sure my team will not only get clients a loan, but the most competitive loan for them.
Rating: 4.5 out of 5.0 from Reviews From Previous Organization Juan was extremely knowledgeable and helpful. He and his team worked promptly and efficiently in securing my home loan. I would definitely recommend Juan's services. KristynLowell, MA Jul 21
Juan was extremely knowledgeable and helpful. He and his team worked promptly and efficiently in securing my home loan. I would definitely recommend Juan's services.
Rating: 5.0 out of 5.0 from Reviews From Previous Organization Juan and his team at EPM are fast in answering all my client's questions and mine, they are always available including on the weekends which makes my job so much easier when I have to submit an offer for a client right away. His communication is top-notch, always letting me know where we are in the process. My clients are very happy and satisfied... KatianeLowell, MA Jul 21
Juan and his team at EPM are fast in answering all my client's questions and mine, they are always available including on the weekends which makes my job so much easier when I have to submit an offer for a client right away. His communication is top-notch, always letting me know where we are in the process. My clients are very happy and satisfied...
Rating: 5.0 out of 5.0 from Reviews From Previous Organization Juan got the job done with ease! Roberta Dracut, MA Jul 21
Juan got the job done with ease!
Rating: 5.0 out of 5.0 from Reviews From Previous Organization Juan's experience and knowledge made the transaction a lot easier. He showed me step by step without and bumps on the way. Juan and everyone at EPM did a great job!! I would highly recommend Juan for your mortgae inquiry!! AnthonyLawrence, MA Jul 21
Juan's experience and knowledge made the transaction a lot easier. He showed me step by step without and bumps on the way. Juan and everyone at EPM did a great job!! I would highly recommend Juan for your mortgae inquiry!!
Rating: 5.0 out of 5.0 from Reviews From Previous Organization Juan and his team really take it to the next level when it comes to serving their clients! The process from the onset of a transaction to seeing it through is seamless. The care and dedication to the mortgage process while educating both the client and the REALTOR is priceless! I am always thrilled from a REALTOR perspective when I know I will be w... DeniseLawrence, MA Jul 21
Juan and his team really take it to the next level when it comes to serving their clients! The process from the onset of a transaction to seeing it through is seamless. The care and dedication to the mortgage process while educating both the client and the REALTOR is priceless! I am always thrilled from a REALTOR perspective when I know I will be w...
Rating: 4.8 out of 5.0 from Reviews From Previous Organization Loan was done on schedule with 1 issue. The issue was beyond the lenders control was dealt with an swift and creative solution. Lender exceeded my expectations!! DanaManchester, NH Jul 21
Loan was done on schedule with 1 issue. The issue was beyond the lenders control was dealt with an swift and creative solution. Lender exceeded my expectations!!
Rating: 5.0 out of 5.0 from Reviews From Previous Organization Un trabajo excelente..sin ninguna queja ,te responde todas tus dudas a cualquier hora y día .. FiorLynn, MA Jul 21
Un trabajo excelente..sin ninguna queja ,te responde todas tus dudas a cualquier hora y día ..
Rating: 5.0 out of 5.0 from Reviews From Previous Organization the work of juan and the team was excellent. we are very happy with the work they did in our process. I recommend to people who work with this company in the purchase of their home as they make the process easier. MelvinLynn, MA Jul 21
the work of juan and the team was excellent. we are very happy with the work they did in our process. I recommend to people who work with this company in the purchase of their home as they make the process easier.
Rating: 5.0 out of 5.0 from Reviews From Previous Organization Juan is very knowledgeable and great to work with! Daniel Lawrence, MA Jul 21
Juan is very knowledgeable and great to work with!
Rating: 5.0 out of 5.0 from Reviews From Previous Organization Excelente servicio y amabilidad gracias Juan por todo WaldoChicopee, MA Jul 21
Excelente servicio y amabilidad gracias Juan por todo
Rating: 5.0 out of 5.0 from Reviews From Previous Organization Muchas gracias por todo, excelente manejo muy buen trato al cliente y mucha amabilidad espero volver a usar sus servicios muy pronto.... KelvinLawrence, MA Jul 21
Muchas gracias por todo, excelente manejo muy buen trato al cliente y mucha amabilidad espero volver a usar sus servicios muy pronto....
Rating: 5.0 out of 5.0 from Reviews From Previous Organization Juan Valerio and the entire EPM team are very knowledgeable in their field, they also keep communication open through the entire deal and that is very valuable for me as a Realtor. Keep up the good work, you guys are the best! JoseLawrence, MA Jul 21
Juan Valerio and the entire EPM team are very knowledgeable in their field, they also keep communication open through the entire deal and that is very valuable for me as a Realtor. Keep up the good work, you guys are the best!
Rating: 5.0 out of 5.0 from Reviews From Previous Organization Juan Valerio has shown knowledge and dedication to service the mortgage needs of my clients. He has taken the time and provides the proper guidance to achieve the mortgage approval. In general, Juan and his support team have been very responsive and organize up to the closing of every transaction. Raul Lawrence, MA Jul 21
Juan Valerio has shown knowledge and dedication to service the mortgage needs of my clients. He has taken the time and provides the proper guidance to achieve the mortgage approval. In general, Juan and his support team have been very responsive and organize up to the closing of every transaction.
Rating: 5.0 out of 5.0 from Reviews From Previous Organization My experience with EPM was beyond amazing. The whole processor was very quick and and the team was very good at communicating what information they needed from me since the very beginning of the process and was successful at meeting deadlines and approving my loan. I would recommend them to everyone I know! TessyWorcester, MA Jul 21
My experience with EPM was beyond amazing. The whole processor was very quick and and the team was very good at communicating what information they needed from me since the very beginning of the process and was successful at meeting deadlines and approving my loan. I would recommend them to everyone I know!
Rating: 5.0 out of 5.0 from Reviews From Previous Organization Communication and always available. Xavier Methuen, MA Jul 21
Communication and always available.
Rating: 5.0 out of 5.0 from Reviews From Previous Organization EPM have a great team and they work hard to get everything ready on time for closing Gladys ElizabethLawrence, MA Jul 21
EPM have a great team and they work hard to get everything ready on time for closing
Rating: 5.0 out of 5.0 from Reviews From Previous Organization Communication, Knowledgeable and responsible. SantosLawrence, MA Jul 21
Communication, Knowledgeable and responsible.
Rating: 5.0 out of 5.0 from Reviews From Previous Organization Buena comunicación Carmen MLawrence, MA Jul 21
Buena comunicación
Rating: 5.0 out of 5.0 from Reviews From Previous Organization Excelente comunicación con el cliente, LeybiLawrence, MA Jul 21
Excelente comunicación con el cliente,
Rating: 5.0 out of 5.0 from Reviews From Previous Organization Juan Valerio is a great example of what a mortgage loan originator needs to be, courteous, prompt, polite, and dedicated to helping the client. The purchase of a property is the largest, most complicated investment for most people; having the right advisor that cares about the individual makes all the difference. Raul Lawrence, MA Jul 21
Juan Valerio is a great example of what a mortgage loan originator needs to be, courteous, prompt, polite, and dedicated to helping the client. The purchase of a property is the largest, most complicated investment for most people; having the right advisor that cares about the individual makes all the difference.
Rating: 5.0 out of 5.0 from Reviews From Previous Organization El servio con cada miembro del equipo exelente, muy pendientes en cada punto del proceso. Gracias RonaldLawrence, MA Jul 21
El servio con cada miembro del equipo exelente, muy pendientes en cada punto del proceso. Gracias
Rating: 5.0 out of 5.0 from Reviews From Previous Organization Awesome job. Thank you DeniseLawrence, MA Jul 21
Awesome job. Thank you
Rating: 5.0 out of 5.0 from Reviews From Previous Organization Reliable, professional and knowledgeable. Easy to communicate with and always on hand to address any question or concern. Top notch service. David Jul 21
Reliable, professional and knowledgeable. Easy to communicate with and always on hand to address any question or concern. Top notch service.