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
Great service, thanks Joe!
Joe is a delight to work with!
I consulted with Joe about a mortgage refinance. While talking to Joe it was clear that he was very knowledgeable in the finance industry and was able to provide and explain finance options so that my husband and I could make the best decision...
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Reply from Owner
November 17th, 2019 12:00 AM
Hi Cmo! We appreciate your business and look forward to servicing your future lending needs. Please feel free to reach out to our team if you ever need assistance.
As first time home buyers I had a ton of questions regarding the process and Joe answered every single one of them. He was always available and made the process extremely personal and I felt like I had someone I could go to and someone I could...
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Reply from Owner
September 29th, 2023 07:17 PM
Thank you so much Ryan! I look forward to being a continued resource for your lending needs in the future.
As first time home buyers I had a ton of questions regarding the process and Joe answered every single one of them. He was always available and made the process extremely personal and I felt like I had someone I could go to and someone I could...
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I have had the pleasure of working with Joe on the loan process and he was definitely the best in every aspect! He made my experience the utmost easiest and he was there every step of the way! Above and beyond!!
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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Reply from Owner
May 22nd, 2019 11:41 PM
Thank you so much for trusting me to help you make it happen!
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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Joe did an exceptional job in our loan process. He was always available to talk to and always had an answer for us, extremely important in his line of work.
My refi was anything but run of the mill. It was essential I transition from current loan into a new one; being self-employed and not having 2 year track record in new business were just two of four big hurdles. If I couldn’t get a loan I’d...
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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.