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Find the loan to fit your life

Select from hundreds of loan products tailored to your needs

Cassadie Bolen

Cassadie Bolen

Sales Manager

18503 Sigma Road, Suite 151, San Antonio, TX 78258
Own what matters
Own what matters

About Me

Helen Bernatek started “Helen's Money Team” more than 20 years ago and has always enjoyed working with repeat clients as well as new ones!  She and her mortgage partner, Cassadie Bolen, love assisting home-buyers and watching their dreams come true!
 
Cassadie and Helen often brainstorm about the mortgages they're working on to make sure all details are covered, and every client is provided the best experience possible.
Helen says Cassadie “keeps her young and on-her-toes” and Cassadie appreciates Helen's years of experience with every type of loan scenario!
 
Helen’s Money Team has offices in Central Texas and West Texas, making us well-versed on all loan programs in the states of Texas and Arizona.  We love people and take pride in giving every customer our personal touch to make their home-buying experience simple and fun! 

 

 

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Meet my team

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I work closely with my team of specialists to get you the financing you need. See what each member brings to the team.

Let’s find the right home loan for you

We have loan options to fit every situation, from down payment assistance programs for first-time homebuyers to government-sponsored programs for military families and rural residents or jumbo loans in high-cost markets.

Conventional

Conventional

A Conventional loan is a great option if you have an average to high credit score and little debt. This allows you to take advantage of lower interest rates. With these types of loans, you have the option to put 20% down, which eliminates the need for private mortgage insurance (PMI) and saves you money. If you don’t have a large down payment saved up though, don’t worry. We have Conventional loan options for down payments as low as 3%.
Reverse mortgage loan

Reverse mortgage loan

If you’re retired or at least 62 years old and looking to purchase or refinance to make the most of your home investment, this may be a good option for you. A reverse mortgage allows you to use the equity in your home to supplement your retirement income.

VA

VA

If you’re an active member of the military or a veteran, a VA loan can help you save money with no down payment and lower closing costs. VA loans also have lower interest rates, meaning you’ll save money over the life of your loan. A VA loan is a program created and guaranteed by the Department of Veterans Affairs (VA) specifically for eligible military veterans, service members and their spouses.

All loans are subject to underwriter approval; terms and conditions may apply. Subject to change without notice.

Testimonials

Testimonials
4.97 out of 5.0 stars
5.0
4.85
5.0
Christine
Oct 02, 2023
Verified

I loved working with Cassidy. She was fantastic and hope to work with her again in the near future
Tresur
Oct 02, 2023
Verified

Awesome people and a great experience for first time home buyers
James
Sep 23, 2023
Verified

As far as I am concerned, Helen and team are the best in the business. I would recommend them to anyone and look forward to working with them in the future. My wife and I consider them family, and they helped get us into our dream home.
Tiffany
Sep 18, 2023
Verified

Great service, super fast closing, it was a pleasure doing business with you!
Bruce
Sep 18, 2023
Verified

Helen and her team did a phenomenal job helping my military client, who is in that retirement zone, get approved for a loan where other lenders could not — on top of securing a better rate. We closed in 5 working days from the time they took over the loan that was initially through another lender that was having a tough time delivering results.
Dina
Sep 18, 2023
Verified

Helen communicated with me to keep me updated on the buyers status.

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Awards

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Causes I'm
passionate about

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NMLS ID #1644306
I am authorized to do business in the states of Arizona and Texas. AZ BK#0018883; AZ BKBR# 1038232; AZ LO Lic.# 1038250;