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Joe Jacobs
Mortgage Broker
Sonoma State University
Joe Jacobs is a Mortgage Broker with Intention Financial Group, serving clients throughout Sonoma County. A longtime Santa Rosa resident, he combines a Business Degree in Finance and Accounting with extensive experience in both real estate ... Show More
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Business Hours
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24 hours
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24 hours(Open now)
Sat
24 hours
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Reviews from Web
★★★★★Joe Jacobs was truly a blessing throughout my homebuying journey!I first came to Joe three years ago, desperately wanting to find a new home after losing my son and daughter-in-law. Although the timing wasn’t right, Joe was honest, compassionate,...
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I learned what I needed to learn about Joe from Intention Financial on a casual (for Joe) 16 mile run. I wasn't prepared and he was knowledgable, supportive and with me to the end. He carries that energy right into his work and I have been...
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Reply from Owner
September 22nd, 2026 11:14 PM
Thanks so much Paul! Always love going the extra mile my friend! In all th ways :) So happy for you guys and grateful to be a part of helping you buy you home!
Intention works quickly and helped my wife and I close on our home that required some out of the box thinking. We appreciated is help so much, we referred them to my mother in law who is now in process of purchasing a home with them. Thanks...
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Reply from Owner
September 20th, 2026 01:40 PM
I'm glad to hear that you and your wife had a positive experience with Intention. It's great to know that the process went smoothly and that you felt confident enough to refer us to your mother-in-law. Thank you for sharing this Devin!
I am so thankful our realtors recommended Joe at Intention Financial Group to us helping us navigate buying our first home. My goal was to use a physician loan, which is a little different than a traditional loan, and Joe did an amazing job...
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Reply from Owner
September 15th, 2026 02:35 PM
I'm so happy to hear that felt well-informed and supported throughout your first home buying experience Claudia. It's wonderful to know that I could make the physician loan process simple and transparent. Thank you for your kind words and recommendation!...
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We had an amazing experience working with Joe Jacobs at Intention Financial Group on our refinance!Joe was incredibly knowledgeable, patient, and professional throughout the entire process. He truly had our best interests in mind and went above...
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Reply from Joe Jacobs
September 10th, 2026 07:14 PM
Thank you, Margaret! I'm pleased to hear that you had a great experience with your refinance process. Your kind words about my dedication and professionalism mean a lot. I'm grateful for the opportunity to assist you and happy to know that...
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Joe Jacobs has guided us through two major purchases in the past 8 years. He is steady, reliable and always responsive. And a really nice guy.
Reply from Owner
September 10th, 2026 07:14 PM
Thank you, Clinton! I'm grateful for your kind words and it's been a pleasure assisting you with your purchases over the years. I'm always here to help whenever you need it.
Joe was very helpful throughout our experience of obtaining a loan for our new house. He listened to what was important to us, and made sure that we got what we wanted. He made sure that we understood the loan. Five stars.
Reply from Joe Jacobs
August 17th, 2026 06:45 PM
Thanks so much Greg! It was a pleasure helping you with your new home. I’m glad you felt heard and informed throughout the process. I really appreciate the five-star review!
Joe was excellent to work with. Communication was clear and instructive. Constant communication during the whole process. Will definitely work with again. Thank you.
Reply from Owner
August 17th, 2026 03:11 PM
Ly, I appreciate your kind words. I'm glad the communication met your expectations throughout the process. I look forward to working with you again in the future!
We had an outstanding experience working with Mark Harris. He made the entire mortgage process feel seamless and easy to understand from start to finish. Mark took the time to walk us through our options, answered every question with patience,...
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Reply from Joe Jacobs
August 17th, 2026 03:12 PM
Thank you, Jennifer! I’m glad you had such a great experience working with Mark. We really appreciate you taking the time to leave a review!
Buying our first home felt overwhelming at first, but Joe Jacobs at Intention Financial Group made the entire process approachable and stress-free. From the moment my wife and I met with him in his office, we walked away feeling like we finally...
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Reply from Owner
July 14th, 2026 03:01 PM
I'm so glad to hear that I could make your first home-buying experience stress-free! It was a pleasure to work with you and your wife, and I'm grateful for the opportunity to guide you through this important milestone. Thank you for your kind...
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About
Joe Jacobs is a Mortgage Broker with Intention Financial Group, serving clients throughout Sonoma County. A longtime Santa Rosa resident, he combines a Business Degree in Finance and Accounting with extensive experience in both real estate and mortgage lending. Joe has worked with major institutional lenders and the nation's top real estate brand, giving him a broad perspective on client needs. He focuses on clarity, education, and guidance, helping clients navigate buying, selling, or investing with confidence.
CA LIC Number: CA-DBO453314
Products & Services
Mortgage Loan Officer
FHA Home Loan
VA Home Loan
Jumbo Home Loan
Down Payment Assistance
Conventional Home Loan
Mortgage Refinance
Bridge Loans
Adjustable Rate Mortgages
Qualified Mortgage Pre-Approvals
Non-QM
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Education
- Sonoma State UniversityBusiness Administration / FinanceBachelor of Science in FinanceAug 2006 -May 2009
- Santa Rosa Junior CollegeBusinessAssociate of Arts (AA)Jan 2004 -May 2005
Positions
- Intention Financial Group - Mortgage BrokerDec 6th, 2022 - Current
- loanDepot - Branch ManagerMar 30th, 2018 - Dec 5th, 2022
Memberships
- North Bay Association of Realtors
- Association of Independent Mortgage Experts
- California Association of Realtors
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Addresses and Serving Areas
Primary Serving Area
Other Serving Areas
Year Started
2009
Time Zone
Pacific Standard Time (PST)
Licenses
- NMLS 453314
- CA DRE BROKER 01944934
Gallery
Awards
Fastest Purchase C...
Achievements
- 5-star rated mortgage broker with dozens of verified client reviews
Hobbies
- Trail Running
- Cycling
- Hiking
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Disclaimer
Intention Financial is a licensed mortgage broker in the state of California. We are licensed by the California Department of Real Estate (DRE #02241856) and registered with the Nationwide Multistate Licensing System (NMLS #2428928). We do not lend money directly but arrange loans with third-party lenders. All loans are subject to lender approval, terms, and conditions. Equal Housing Opportunity.