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 and his team are amazing! They were incredibly attentive and supportive throughout the entire process, making me feel like family. Joe is exactly who you want on your side when navigating important financial decisions. I will definitely...

Reply from Owner

February 18th, 2025 02:23 PM

I'm thrilled to hear such kind words, Chris! It was a pleasure working with you and I'm glad to know you felt supported during the entire process. I'm looking forward to assisting you in your future financial decisions. Thank you for the outstanding...

Reply from Owner

November 15th, 2025 12:00 AM

Chris, thank you so much! We really appreciate your kind words. It means a lot to know you felt supported and cared for throughout the process. You’re always part of the Intention family, and we’re here whenever you need us in the future!

I 100% recommend Mark Harris for any help or even advice on anything thing He was such a big help... I couldn't do anything with out him

Reply from Owner

May 22nd, 2024 06:56 PM

Hi Maria, Thank you so much for your wonderful review! We're delighted to hear that Mark was such a big help to you. We appreciate your recommendation and look forward to assisting you in the future!

Joe Jacobs was amazing to work with. Anytime I had a question he was available for a quick call. He was always communicating every step of the process with me and I highly recommend him and his group. They took away any questions I had and...

Reply from Owner

May 22nd, 2024 06:59 PM

Hi Colin,Thank you so much for your kind words! I'm glad I could be there to answer your questions and keep you informed every step of the way. Your recommendation means a lot to me. I'm thrilled to have made the process smooth for you and...

We recently purchased our first home and had the pleasure of working with Joe as our loan broker. From the get-go, Joe impressed us with his patience and willingness to walk us through every step of the loan process. As first-time home-buyers,...

Reply from Joe Jacobs

April 30th, 2024 08:35 PM

Thank you so much, Brendan, for your kind words! It was a pleasure to guide you and Erik through your home-buying process. I'm thrilled to hear that you felt supported every step of the way. Congratulations again on your new home! I am super...

Reply from Owner

April 30th, 2024 12:00 AM

Mark is easy to work with, very reliable and knowledgeable on his field and makes the deal happen. If you ever need a mortgage broker, make sure to work with him, you won’t be disappointed.

Reply from Owner

May 22nd, 2024 06:57 PM

Hi Livia, Thank you for your fantastic review! We're thrilled to hear that Mark's reliability and knowledge made a positive impact. We appreciate your recommendation and look forward to working with you again!

Working with Mark Harris of Intentional Financial Group was phenomenal. Shopping for a business loan for investment properties can be painful and distract you from running your business but NOT with Mark. He did all the work, all the shopping,...

Reply from Owner

May 22nd, 2024 06:52 PM

Hi Michelle, Thank you for your kind words and for trusting Mark and Intention Financial Group with your business loan needs. We're thrilled to hear you had a great experience and look forward to helping with more projects in the future!

My wife and I reached out to several mortgage brokers when we were in the market for a new home with the plan to be preapproved by the time we were ready to make an offer. Joe Jacobs with Intention Financial Group was recommended to us by our...

Reply from Owner

April 18th, 2024 11:56 PM

Thank you so much Richard for taking the time to leave such a detailed and positive review. It was such a pleasure to be able to help you and and Carly navigate the mortgage process, and I'm thrilled that you felt well-taken care of throughout...

Reply from Owner

April 18th, 2024 10:17 PM

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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.