Top 5%

Joe Jacobs

Mortgage Broker

Intention Financial Group - Santa Rosa, CA

5.0

(147)

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(Open now)

Sat

24 hours

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5.0

(147)

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I used Joe Jacob's to buy my first home,and he made everything so easy especially being a first time home buyer everything from getting pre approved to the closing, definitely would recommend for anyone looking for a awesome mortgage broker

Reply from Owner

November 15th, 2025 12:00 AM

Thank you so much Sebastien! I’m really glad I could make your first home-buying experience smooth and easy from pre-approval to closing. I truly appreciate your trust and your recommendation. Enjoy the new home, and I’m here anytime you need...

My home loan with Joe Jacobs from Intention Financial Group was incredible. He had my loan ready in record time, in only two weeks. Smooth process and great communication. I recommend Joe Jacobs to anybody looking for a home loan. He is 100%...

Reply from Owner

August 19th, 2025 03:49 PM

Thank you for the kind review Hector! Glad we were able to make it happen for you! Congrats again!

As first-time homebuyers, my husband and I were pretty overwhelmed by this process, but Joe made all the difference. He was incredibly patient and explained everything in a way that made sense to us. He guided us through each step with ease...

Reply from Owner

August 2nd, 2025 04:02 PM

Ally, thank you so much for this incredible review. It was an absolute joy to help you both buy your first home, and I’m so grateful for the trust you placed in me. Wishing you both endless happiness and great memories in your new place!

Reply from Owner

November 15th, 2025 12:00 AM

Ally, thank you so much for this incredible review. I’m truly grateful for the trust you and your husband placed in me throughout your first home purchase. I know how overwhelming the process can feel, and I’m glad I could help make everything...

My Wife and I worked on getting a loan for my house directly with Joe. He was professional, understanding, knowledgeable and patient. He made a very stressful thing easy and comfortable. If we ever need another loan for a house. We intend to...

Reply from Owner

November 15th, 2025 06:44 PM

Eric, thank you so much for your kind words. It was a pleasure working with you and your wife, and I’m really glad we could make the process feel easy and comfortable. We truly appreciate your trust, and we’ll be here for you anytime you need...

I highly recommend Mark Harris (at Intention Financial Group) as a mortgage broker – he is outstanding! Mark’s attention to detail, responsiveness to client needs, experience and knowledge of the mortgage market, approval and underwriting process,...

Reply from Joe Jacobs

July 16th, 2025 08:29 PM

Thank you Robert! We appreciate the feedback and are glad Mark was able to help navigate the tight timeline and challenges on your transaction. We’re glad to have him on our team and glad everything came together smoothly. Congrats on the new...

Mark is the best! He helped me with a recent purchase. We had a lot of hoops to jump through and little issues come up through the sale and he managed all of them! I truly don't think this loan would have been possible with anyone else! I highly...

Reply from Owner

July 11th, 2025 02:09 PM

Thank you, Mallory! We’re thrilled to hear about your experience working with Mark! We’re so glad he was able to help you navigate the process and get the outcome you deserved. Wishing you all the best in your new home, and thank you again...

My husband and I started working with a broker on the East Coast when looking to purchasing a home. It was a disappointing, with voice mails left, unreturned calls and phone banks. Luckily our realtors gave us Joe's name. Working with Joe Jacobs...

Reply from Owner

November 15th, 2025 12:00 AM

Coryann, thank you so much for this heartfelt review. I’m truly glad I could make the process smoother after your initial experience elsewhere, and it means a lot that you felt supported every step of the way, even on a Sunday. Helping you...

Joe and his team were friendly and professional and made purchasing our new home quick and easy. 100% recommended 👍

Reply from Owner

May 18th, 2025 02:56 PM

Thank you so much, Matt! We appreciate you taking the time to share your experience. Wishing you guys all the best as you settle into your new home! — Joe & the Intention Financial Group team

I've worked with Joe on two different houses. His communication is excellent and he takes time to explain all the nuances of the loan. I highly recommend working with him.

Reply from Owner

May 14th, 2025 01:38 PM

Thank you so much for the thoughtful review, Jessica! It's been a true pleasure supporting you through the purchase process. I really appreciate your trust and kind words, and I’m always here if you need anything down the road!

51–60 of 147

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.