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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Joe Jacobs at Intention Financial Group is awesome!! I was so pleased with our whole experience. Joe’s work ethics was impressive and is unmatched. His years of experience show through his work. He was professional, quick to respond through...

Reply from Owner

May 5th, 2025 02:15 PM

Yali, thank you so much for the thoughtful review! It truly means a lot. It was a real pleasure working with you and you and Bobby! Your organization and responsiveness made the process incredibly smooth, and that kind of collaboration makes...

Huge thank you to Mark Harris and his team for making what could’ve been a very stressful process, simple and seamless. Throughout the whole process I felt prioritized and completely looked after. He was available for all questions and made...

Reply from Owner

May 14th, 2025 01:38 PM

Thank you so much, Ina! We’re thrilled to hear that Mark and the team helped make your experience smooth and stress-free. Your kind words mean the world to us, and we’re so glad you felt supported every step of the way—even beyond closing....

I have known Mark for 7+ years, and we worked side by side on real estate investment flips for the first 5.Mark is honest and hardworking and underappreciated.As my family’s life changed, we needed to consolidate and restructure our finances....

Reply from Joe Jacobs

November 15th, 2025 06:41 PM

Thank you for taking the time to share this Terry! Mark truly brings his honesty, work ethic, and commitment into every file, and it’s great to see how seamlessly everything came together for your family. Closing early, clear communication,...

As first time home buyers and novices to financing options, Mark was able to guide, mentor and empower us with detailed and accurate information in a prompt and efficient manner.He coached us through the nuances of financing and strategizing...

Reply from Owner

January 6th, 2025 04:09 PM

Thank you so much, Aditya, for your thoughtful review! We’re happy to hear that Mark provided such excellent guidance and support during your home-buying journey. Helping first-time buyers like you navigate the process with clarity and confidence...

I had an excellent experience working with Joe Jacobs as my mortgage broker. From the beginning, they were extremely knowledgeable, responsive, and attentive to my needs. They took the time to explain every step of the process, ensuring I fully...

Reply from Owner

December 11th, 2024 06:33 PM

Thank you, Steve! Your kind words mean so much. It was great working together, and appreciate the teamwork spirit to making it happen. Wishing you all the best and look forward to working together again!

Joe and his team go above an beyond for all my clients and even me. They are diligent and get the job done timely. They are professional and knowledgable and make sure I and clients understand what is happening and why! I appreciate their hardwork...

Reply from Owner

December 5th, 2024 04:19 PM

Thank you, Kasie! We’re grateful for your trust and kind words. Helping you and your clients achieve homeownership is our top priority. Appreciate you!

I’ve had the pleasure of working with Joe Jacobs for many years, and I can’t recommend him highly enough. From start to finish, his team consistently goes above and beyond to provide exceptional service. Their expertise and professionalism...

Reply from Owner

September 4th, 2024 06:09 PM

Thank you so much for your kind words!

Joe was incredibly helpful and patient during my loan process for my new home. It was a challenging process for me and he was so kind and informative during the entire time. He was prompt, efficient and reliable. I never doubted how hard he...

Reply from Owner

November 15th, 2025 12:00 AM

Margaret, thank you so much for your kind words. I’m really glad I could support you through the tougher parts of the process and help make everything feel more manageable. You handled it all with grace, and it was an honor to help you into...

Went through several lenders, and had difficulties finding one that would work with my employment history as a recent grad.My realtor recommended this gem of a business, and I couldn’t be happier to have been referred. Mark went above and beyond...

Reply from Owner

June 19th, 2026 11:36 PM

I'm pleased to hear that Mark was able to assist you so effectively with your loan approval. It's wonderful to know that your experience with us was positive, and I appreciate your willingness to recommend Intention Financial Group to others....

I would highly recommend IFG for any home loan needs. They processed a HELOC loan for me, and turned it out in roughly two weeks. I was impressed how fast thier team finalized the loan. Well done IFG!

Reply from Owner

June 19th, 2026 11:36 PM

Thank you for the kind words, Ryan. I'm pleased to hear that IFG was able to process your HELOC loan efficiently. If you ever need assistance in the future, feel free to reach out.

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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.