Top 5%
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
Location & Business Hours
Business Hours
Thu
24 hours
Fri
24 hours(Open now)
Sat
24 hours
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Reviews from Web
Joe Jacobs has always been extremely helpful. I purchased my house with his help and have refinanced twice with him now and every time he has come through and made it happen. He is the reason I was able to purchase my home. I always recommend...
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Reply from Joe Jacobs, Mortgage Broker NMLS 45...
January 12th, 2022 03:12 PM
Thank you so much Jennifer for the kind words I always have been happy to help you with your real estate decisions!
Joe Jacobs and Denise Alvear are Rockstars! They are excellent at what they do because they genuinely care for their customers. They communicate well, are organized, responsive and very knowledgeable. You just can’t go wrong when you care and...
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Reply from Owner
January 6th, 2022 11:42 PM
Thank you Carlo for you and your family's trust and engagement in the process!
Joe Jacobs and Denise Alvear are Rockstars! They are excellent at what they do because they genuinely care for their customers. They communicate well, are organized, responsive and very knowledgeable. You just can’t go wrong when you care and...
read more
Reply from Joe Jacobs, Mortgage Broker NMLS 45...
January 12th, 2022 03:12 PM
Thank you Carlo for you and your family's trust and engagement in the process!
Joe Jacobs is a Rockstar! They are excellent at what they do because they genuinely care for their customers. They communicate well, are organized, responsive and very knowledgeable. You just can’t go wrong when you care and that’s how they...
read more
Joe Jacobs has always been extremely helpful. I purchased my house with his help and have refinanced twice with him now and every time he has come through and made it happen. He is the reason I was able to purchase my home. I always recommend...
read more
Joe Jacobs is a Rockstar! They are excellent at what they do because they genuinely care for their customers. They communicate well, are organized, responsive and very knowledgeable. You just can’t go wrong when you care and that’s how they...
read more
Joe was absolutely wonderful to work with. Despite it being a SUPER busy time, Joe always made my husband and I feel like a priority. Communication was too notch and the refinance process and options were reviewed with us on a regular to ensure...
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I've had some very negative experiences with mortgage bankers in the past, so working with Joe was not only amazing, it was healing! He was incredibly patient and answered all of my questions, explaining things in a way that I could understand....
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Reply from Owner
September 29th, 2023 07:16 PM
Shantam, thank you so much for your kind words and I am very grateful for the opportunity to work together and look forward to being a continued resource for your lending needs in the future.
Working with Joe and his company was nothing but professional, organized and easy. Joe was very attentive and he did what ever he had to do to make sure me and my family found the home we were looking for. He demonstrates love and passion on...
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Joe helped me with more than just purchasing my home. I was working with another broker who made me feel like He didn’t need my business and put me on the back burner. After expressing my feelings about this broker, joe went above and beyond...
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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.