Joe Jacobs

Mortgage Broker

Intention Financial Group - Santa Rosa, CA

5.0

(139)

Sonoma State University

Mortgage

Mortgage Loan Officer

Sonoma State University

Contact Info

(707) 696-6937

707-781-4963

Santa Rosa, CA

https://intentionfinancialgroup.com

Location & Business Hours

Business Hours

Thu

24 hours

Fri

24 hours

Sat

24 hours(Open now)

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5.0

(139)

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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,...

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...

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...

Reply from Owner

July 14th, 2026 12:00 AM

Joe Jacobs has been so knowledgeable and helpful throughout our mortgage process. As a first time homebuyer, he helped make sure I understood what was happening and offered guidance on anything I needed help with. Could not recommend more!

Reply from Owner

July 7th, 2026 03:27 PM

Thank you, Hannah! I'm so pleased to hear that my guidance was helpful during your first home-buying experience. It's great to know that I could assist you in understanding the process. Wishing you all the best in your new home!

Joe is an excellent mortgage broker. His attention to detail is second to none. During our experience working with him, he answered any and all questions, while making sure we were comfortable with all aspects of our loan. I would recommend...

Reply from Owner

July 7th, 2026 03:27 PM

I'm grateful for your kind words, Matthew. It's wonderful to hear that you felt comfortable and informed throughout the process. I appreciate your recommendation and look forward to assisting your friends and family in the future.

Reply from Owner

July 14th, 2026 12:00 AM

Dan did a great job guiding us through the mortgage process. He provided clear technical explanations when needed, was straightforward throughout, and had a great team supporting the process. He also looked for ways to make the loan more cost-effective...

Reply from Owner

June 29th, 2026 02:45 PM

Alex, I'm pleased to hear that you had a great experience with Dan. It's wonderful to know that his clear communication and dedication to finding cost-effective solutions made a positive impact on your journey. Thank you for your kind words...

I can't recommend Mark Harris of Intention Financial Group enough! As a first time homebuyer, Mark was incredibly helpful from our first call until our house closed. There wasn't a point in the process where we were unclear about what was going...

Reply from Owner

June 29th, 2026 02:45 PM

Thank you for sharing your experience, Steven. I'm pleased to hear that Mark provided such helpful guidance throughout your homebuying journey and ensured everything stayed on track with your deadline. Wishing you all the best in your new home!...

I had a wonderful experience working with Joe. From start to finish, Joe’s communication was outstanding. He took the time to thoroughly explain every step of the process, breaking down all the information in a way that was easy to understand....

Reply from Joe Jacobs

June 29th, 2026 02:43 PM

I'm grateful for your kind words, Brianna. It was important to me that you felt informed and confident throughout the process. I'm pleased to hear that my communication and guidance were helpful in making your home-buying journey smooth and...

Reply from Owner

June 29th, 2026 12:00 AM

I'm grateful for your kind words, Brianna. It was important to me that you felt informed and confident throughout the process. I'm pleased to hear that my communication and guidance helped make your home-buying journey smooth and stress-free....

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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 University

Business Administration / Finance

Bachelor of Science in Finance

Aug 2006 -May 2009

Santa Rosa Junior College

Business

Associate of Arts (AA)

Jan 2004 -May 2005

Positions

Intention Financial Group - Mortgage Broker
Dec 6th, 2022 - Current
loanDepot - Branch Manager
Mar 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

Hidden Valley Lake,CA

Sebastopol,CA

Sonoma,CA

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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.