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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
Location & Business Hours
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
I first connected with Joe Jacobs on January 16th before I connected with a real estate agent, and by February 18th I had successfully closed on my first home.From the very beginning, Joe was incredibly helpful and informative, even though...
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Reply from Owner
February 20th, 2026 12:00 AM
Yasmin, thank you so much for the kind words...it truly means a lot! I’m so glad you felt supported and confident throughout the process. Buying your first home is a big step, and you handled it amazingly. It was an honor to be part of it....
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Joe Jacobs at Intention Financial is THE BEST. He is extremely knowledgeable, responsive, and supportive. He treats me like family and has made all of my big financial decisions much less stressful. He is always a text or call away and has...
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Reply from Owner
February 4th, 2026 02:15 PM
Your kind words mean the world to me Molly! It's always a pleasure helping you with your home goals!
Joe was so wonderful to work with through my refinance. He is kind, professional, respectful, and communicative. He took time to make sure I understood the process, and he welcomed all of my questions. I highly recommend Joe for your mortgage...
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Reply from Owner
February 5th, 2026 12:07 AM
Thank you so much for your kind words Cecilia! I am glad we were able to get you refinancing during a great window!
Dan and Intention Financial Group were the absolute best team to work with in purchasing our first ever home! Dan was extremely knowledgeable throughout the process, was available 24/7, and put us at ease. I cannot recommend him enough. We...
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Reply from Owner
January 29th, 2026 05:43 PM
We are so happy for you Bradley! Congrats again on your new home!
Best experience ever. They really helped make my home buying happen. I would work with them again and again. Thanks, team!
Reply from Owner
January 29th, 2026 05:42 PM
We are so happy for you Elizabeth! Congrats again!
Intention Financial Group was a joy to work with. Dan and his team are very knowledgeable and responsive. All were very willing to step in and provide guidance through the procurement of our loan. Dan’s extensive experience within the industry,...
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Reply from Owner
February 4th, 2026 02:17 PM
Paul, thank you for the kind words and for trusting Dan and the team throughout the process. We’re glad the guidance and communication helped make the right financial decision clear. We truly appreciate the recommendation and are always here...
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I had an excellent experience working with Joe Jacobs. He worked incredibly hard to help me get the loan for my home and made the entire process as smooth as possible. Joe was extremely communicative, always available to answer questions, explain...
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Reply from Owner
November 22nd, 2025 09:03 PM
Thanks so much, Justin! It was such a pleasure to be a part of helping you by your home! Congratulations, my friend!
Joe and his team were exceptional, smooth from start to finish and efficient. Quick close makes for happy clients. Highly Reccomend.
Reply from Owner
November 20th, 2025 05:55 PM
Thank you, Eddie! It was great working together!
Working with Joe has been an absolute game changer. His communication is top-tier, clear, timely, and always one step ahead. What really sets him apart is his expertise with creative financing options. No matter how complex the scenario, he...
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Reply from Owner
November 20th, 2025 05:12 PM
Really appreciate the kind words! It was great working with you, my friend! 🙏
Just leaving a test review
Reply from Joe Jacobs
February 24th, 2026 05:01 PM
test reply
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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.