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Helm Mortgage Corp - Juan Yepes, Director

Lender
5.0 stars
125 Reviews

Markets served


California
Connecticut
Florida
Georgia
Louisiana
Texas
Nationwide

Licenses


Company NMLS
#2448506
Additional info available at the NMLS consumer access website

Additional Licenses & Information

Juan Yepes NMLS #2779762

More ways to connect


(305) 606-4458

About us


I’m the Director at Helm Mortgage Corp., a veteran-led brokerage with 30+ years of experience, 5,000+ loans closed, and access to 100+ lenders. Before Helm, I spent 10+ years on the investor side, where I helped close 5,000+ deals. That's 10,000+ transactions of combined experience working for you. I’ll review your deal like an investor and structure it like a lender.

Strategies: Primary or Rental // Purchase or Refinance // House Hacking // BRRRR // Buy-and-hold // Fix-and-flip // Single-family or Multi-family

Loan programs: DSCR Short-term or Long-term Rentals // Non-QM // Commercial // Hard Money // FHA // Conventional // VA // USDA

Ways to qualify: Rental Income // W-2 Income // Self-employment Income // Bank Statements // Retirement and Asset Income

Send me your deal. Message me with the address and your strategy, and I'll show you how I'd structure it and what it takes to close.

Specialties


Conventional & Gov.

Refinance (investment)
Conventional Rental Loan
VA Loan
Conventional Loan
Home Equity (primary home)
Refinance (primary home)
USDA Loan
FHA

Hard/Private/Non-QM

Home Equity (investment)
Fix & Flip
DSCR (long-term rental)
DSCR (short-term rental)
Rehab for Buy & Hold
Foreign National Loan
Refinance (investment)

Reviews (125)


5.0 stars
125 Reviews
5.0 stars
125 Reviews
0.0 star
0 Reviews

reviewer image
5.0 stars
|
a month ago
Reviewed by Giovanni Acosta
Great company! I'm a mortgage broker and have never left a review for another mortgage company, but these guys are top notch. We worked together with a client earlier this month and the communication was on point... our mutual client was singing their praises throughout the process. I had the pleasure of working with Ray Rodrigues Jr. and would leave 6 stars if I could.
reviewer image
5.0 stars
|
2 months ago
Reviewed by Charisse Marin
With over a decade in real estate and experience across multiple lending partners, I can confidently say that Juan and Ray are exceptional. Their communication is clear and timely. Their attention to detail is exacting. And they remain solutions focused when transactions get tight. They do more than process loans, they partner with agents and clients to drive the file to the closing table. My clients consistently report feeling supported, informed, and well represented. I’m truly grateful to have Juan and Ray as part of my team and trust them to deliver the standard of service my clients deserve.
reviewer image
5.0 stars
|
2 months ago
Reviewed by Sharon Jurado
We cannot say enough wonderful things about Juan Yepes and his entire team! From start to finish, they were absolutely amazing—professional, knowledgeable, responsive, and genuinely caring throughout the entire home-buying process. They kept us informed every step of the way, answered every question we had, and worked so hard to make what could have been a stressful process feel smooth and manageable. Juan and his team truly went above and beyond for our family, we needed to close by a certain date and they made that happened! We are so grateful for all their hard work and dedication in helping us achieve our dream of becoming homeowners. We highly recommend Juan Yepes and his team to anyone looking for a mortgage broker who truly cares about his clients! 🏡❤️
reviewer image
5.0 stars
|
3 months ago
Reviewed by Bryce Roscoe
⭐⭐⭐⭐⭐ Ray was fantastic to work with throughout the entire DSCR loan process for my investment property. He was knowledgeable, responsive, and made everything smooth and stress-free from start to finish. He always took the time to answer my questions and helped get the deal closed efficiently. I highly recommend Ray to anyone looking for investment property financing!
reviewer image
5.0 stars
|
3 months ago
Reviewed by Kamryn Berman
Jonathan made purchasing my first home an incredible experience! As a first-time homebuyer, I was nervous about the mortgage process, but he made everything seamless from start to finish. He was knowledgeable, responsive, and always available to answer my questions, making sure I understood every step along the way. If you’re looking for a trusted mortgage broker, I highly recommend Jonathan. His professionalism, attention to detail, and genuine care for his clients made all the difference. I couldn’t have asked for a better experience, and I’m so grateful he helped make my dream of homeownership a reality!
reviewer image
5.0 stars
|
3 months ago
Reviewed by Milton Javier
Juan and Raymond did an amazing job helping us through the process of buying our first home. They were professional, patient, supportive, and always available to answer our questions. They made a stressful process feel much easier and guided us every step of the way. We are truly grateful for everything they did to help make our dream of homeownership come true. We highly recommend them and their company to anyone looking for a great lending team!
reviewer image
5.0 stars
|
3 months ago
Reviewed by Christopher Chavez
This was without a doubt, the best company we could have chosen for our mortgage. From the very beginning, John and Raymond were incredibly attentive, knowledgeable, and genuinely cared about our family. They guided us through every step of the process, taking the time to explain every detail so we fully understood what was needed and what to expect. What truly sets this team apart is their dedication. They worked tirelessly to ensure our loan was completed on time, knowing how critical our situation was. We were facing foreclosure due to issues with our previous mortgage and needed everything resolved before June. Thanks to their hard work, professionalism, and commitment, they helped save our home. That is something my family and I will never forget, and we cannot thank them enough. If you’re looking for mortgage professionals who truly care about their clients, will support you every step of the way, and work hard to find the best mortgage solution not just for today but for your future, this is the company you want on your side. Thank you, John and Raymond, for not only helping save our home but also for treating us with compassion, respect, and unwavering dedication throughout the entire process. We are forever grateful.
reviewer image
5.0 stars
|
5 months ago
Reviewed by Yarles Borges D. Toro
I want to sincerely thank [Loan Officer Juan Yepes / Helm Mortgage Corp. ) for making my home purchase possible and for turning what is usually an extremely stressful process into a fast, organized, and truly successful experience. From day one, they demonstrated a level of professionalism, knowledge, dedication, and commitment that honestly exceeded all my expectations. Not only were we able to close in just 3 weeks, but they also worked incredibly hard to help me qualify and guided me strategically through every step of the process. They were always available to answer questions, explain details, and find real solutions instead of creating obstacles. What impressed me the most was their unbelievable level of commitment and communication. It did not matter if I texted or called early in the morning, late at night, during the day, or even at dawn — they would respond within seconds. In fact, one of the last calls I made to them was literally while their baby was being born, and even in such an important personal moment, they still answered and made sure everything continued moving forward smoothly. That level of dedication and responsibility is something you rarely see nowadays. Beyond being extremely knowledgeable and efficient, they are also an honest, respectful, and genuine person who goes straight to the point and gets results. Every document, update, and detail was handled quickly and professionally, making the entire process feel smooth, secure, and stress-free. It is very clear that they truly care about helping people achieve the dream of homeownership. After this experience, I can confidently say they are one of the best lenders out there. If you are looking for someone trustworthy, hardworking, responsive, honest, and fully committed to helping you reach your goals, I recommend them 1000%. Thank you again for making one of the most important moments of my life happen in such a positive and successful way. I will always be grateful! 🙏🙏🙏
reviewer image
5.0 stars
|
5 months ago
Reviewed by Vanessa Velasquez
Working with Juan Yepes to refinance our home was an amazing experience from start to finish. He was professional, knowledgeable, and incredibly helpful throughout the entire process. He answered every question we had with patience and made sure we understood each step along the way. What stood out most was how responsive and communicative he was; anytime we reached out, he responded quickly and kept everything moving smoothly. Refinancing can feel overwhelming, but he made the process feel easy and stress-free. We truly appreciate all of his hard work and would highly recommend him to anyone looking for a reliable and professional loan officer!
reviewer image
5.0 stars
|
6 months ago
Reviewed by m s
I had an amazing experience working with Juan Yepes on refinancing my home. He not only helped me reduce my monthly payments, but he also explained the entire process step by step, making everything so clear. He was incredibly patient, always available to answer my questions, and he found the best options for me. I couldn't be happier with the result.
reviewer image
5.0 stars
|
a month ago
Reviewed by Giovanni Acosta
Great company! I'm a mortgage broker and have never left a review for another mortgage company, but these guys are top notch. We worked together with a client earlier this month and the communication was on point... our mutual client was singing their praises throughout the process. I had the pleasure of working with Ray Rodrigues Jr. and would leave 6 stars if I could.
reviewer image
5.0 stars
|
2 months ago
Reviewed by Charisse Marin
With over a decade in real estate and experience across multiple lending partners, I can confidently say that Juan and Ray are exceptional. Their communication is clear and timely. Their attention to detail is exacting. And they remain solutions focused when transactions get tight. They do more than process loans, they partner with agents and clients to drive the file to the closing table. My clients consistently report feeling supported, informed, and well represented. I’m truly grateful to have Juan and Ray as part of my team and trust them to deliver the standard of service my clients deserve.
reviewer image
5.0 stars
|
2 months ago
Reviewed by Sharon Jurado
We cannot say enough wonderful things about Juan Yepes and his entire team! From start to finish, they were absolutely amazing—professional, knowledgeable, responsive, and genuinely caring throughout the entire home-buying process. They kept us informed every step of the way, answered every question we had, and worked so hard to make what could have been a stressful process feel smooth and manageable. Juan and his team truly went above and beyond for our family, we needed to close by a certain date and they made that happened! We are so grateful for all their hard work and dedication in helping us achieve our dream of becoming homeowners. We highly recommend Juan Yepes and his team to anyone looking for a mortgage broker who truly cares about his clients! 🏡❤️
reviewer image
5.0 stars
|
3 months ago
Reviewed by Bryce Roscoe
⭐⭐⭐⭐⭐ Ray was fantastic to work with throughout the entire DSCR loan process for my investment property. He was knowledgeable, responsive, and made everything smooth and stress-free from start to finish. He always took the time to answer my questions and helped get the deal closed efficiently. I highly recommend Ray to anyone looking for investment property financing!
reviewer image
5.0 stars
|
3 months ago
Reviewed by Kamryn Berman
Jonathan made purchasing my first home an incredible experience! As a first-time homebuyer, I was nervous about the mortgage process, but he made everything seamless from start to finish. He was knowledgeable, responsive, and always available to answer my questions, making sure I understood every step along the way. If you’re looking for a trusted mortgage broker, I highly recommend Jonathan. His professionalism, attention to detail, and genuine care for his clients made all the difference. I couldn’t have asked for a better experience, and I’m so grateful he helped make my dream of homeownership a reality!
reviewer image
5.0 stars
|
3 months ago
Reviewed by Milton Javier
Juan and Raymond did an amazing job helping us through the process of buying our first home. They were professional, patient, supportive, and always available to answer our questions. They made a stressful process feel much easier and guided us every step of the way. We are truly grateful for everything they did to help make our dream of homeownership come true. We highly recommend them and their company to anyone looking for a great lending team!
reviewer image
5.0 stars
|
3 months ago
Reviewed by Christopher Chavez
This was without a doubt, the best company we could have chosen for our mortgage. From the very beginning, John and Raymond were incredibly attentive, knowledgeable, and genuinely cared about our family. They guided us through every step of the process, taking the time to explain every detail so we fully understood what was needed and what to expect. What truly sets this team apart is their dedication. They worked tirelessly to ensure our loan was completed on time, knowing how critical our situation was. We were facing foreclosure due to issues with our previous mortgage and needed everything resolved before June. Thanks to their hard work, professionalism, and commitment, they helped save our home. That is something my family and I will never forget, and we cannot thank them enough. If you’re looking for mortgage professionals who truly care about their clients, will support you every step of the way, and work hard to find the best mortgage solution not just for today but for your future, this is the company you want on your side. Thank you, John and Raymond, for not only helping save our home but also for treating us with compassion, respect, and unwavering dedication throughout the entire process. We are forever grateful.
reviewer image
5.0 stars
|
5 months ago
Reviewed by Yarles Borges D. Toro
I want to sincerely thank [Loan Officer Juan Yepes / Helm Mortgage Corp. ) for making my home purchase possible and for turning what is usually an extremely stressful process into a fast, organized, and truly successful experience. From day one, they demonstrated a level of professionalism, knowledge, dedication, and commitment that honestly exceeded all my expectations. Not only were we able to close in just 3 weeks, but they also worked incredibly hard to help me qualify and guided me strategically through every step of the process. They were always available to answer questions, explain details, and find real solutions instead of creating obstacles. What impressed me the most was their unbelievable level of commitment and communication. It did not matter if I texted or called early in the morning, late at night, during the day, or even at dawn — they would respond within seconds. In fact, one of the last calls I made to them was literally while their baby was being born, and even in such an important personal moment, they still answered and made sure everything continued moving forward smoothly. That level of dedication and responsibility is something you rarely see nowadays. Beyond being extremely knowledgeable and efficient, they are also an honest, respectful, and genuine person who goes straight to the point and gets results. Every document, update, and detail was handled quickly and professionally, making the entire process feel smooth, secure, and stress-free. It is very clear that they truly care about helping people achieve the dream of homeownership. After this experience, I can confidently say they are one of the best lenders out there. If you are looking for someone trustworthy, hardworking, responsive, honest, and fully committed to helping you reach your goals, I recommend them 1000%. Thank you again for making one of the most important moments of my life happen in such a positive and successful way. I will always be grateful! 🙏🙏🙏
reviewer image
5.0 stars
|
5 months ago
Reviewed by Vanessa Velasquez
Working with Juan Yepes to refinance our home was an amazing experience from start to finish. He was professional, knowledgeable, and incredibly helpful throughout the entire process. He answered every question we had with patience and made sure we understood each step along the way. What stood out most was how responsive and communicative he was; anytime we reached out, he responded quickly and kept everything moving smoothly. Refinancing can feel overwhelming, but he made the process feel easy and stress-free. We truly appreciate all of his hard work and would highly recommend him to anyone looking for a reliable and professional loan officer!
reviewer image
5.0 stars
|
6 months ago
Reviewed by m s
I had an amazing experience working with Juan Yepes on refinancing my home. He not only helped me reduce my monthly payments, but he also explained the entire process step by step, making everything so clear. He was incredibly patient, always available to answer my questions, and he found the best options for me. I couldn't be happier with the result.

Our Team


Juan Yepes