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
View All days
Search Reviews
Search
Write a Review
Overall Ratings
Filter by Date
Range
Filter by Rating
Reviews from Web
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 was immediately receptive, attentive and always answered our questions...
read more
Reply from Owner
May 22nd, 2024 12:00 AM
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...
read more
Joe Jacobs with Intention Financial Group provided us with exceptional customer service and truly made our vision a reality. His attention to detail was remarkable, and we couldn’t be happier with the outcome. Highly recommended for his superb...
read more
Reply from Owner
April 2nd, 2024 09:00 PM
Thank you for your kind words, Aaron! Your positive experience mean everything to me. It is always a pleasure working with your family!
Stop here and commit to this company.We had the pleasure of working with Dan Stevens from Intention Group, and we couldn't be happier. Efficiency is paramount for us due to our busy schedules, and Dan exceeded our expectations. He was incredibly...
read more
Reply from Owner
May 22nd, 2024 06:58 PM
Hi Dan,Thank you for your wonderful review and kind words! We're delighted to hear that Dan exceeded your expectations and made the process smooth and stress-free. We appreciate your recommendation and look forward to assisting you with your...
read more
Joe is an amazing broker. He has your best interests at heart and has so much experience to help guide and advise in the process. He was very informative and made me feel confident as a first time home buyer. He is so “on it,” and I always...
read more
Reply from Owner
March 12th, 2024 10:23 PM
Thank you for your wonderful review Victoria! I'm so glad I could support you as a first-time home buyer. Your trust means everything to me. If you need anything in the future, I'm just a call away.
Joe and Dustin made the loan process so easy. They were so communicative, and I knew I was getting the best possible loan structure based on the market and my personal situation. Highly recommend!
Reply from Owner
May 22nd, 2024 06:57 PM
Thank you for your wonderful review Victoria! I'm so glad I could support you as a first-time home buyer. Your trust means everything to me. If you need anything in the future, I'm just a call away.
My husband and I are very happy and satisfied with the excellent service and assistance that was provided to us by our loan officer Matt Scott. He was always ready to guide us in every step of the loan process by addressing all of our questions...
read more
Reply from Owner
December 27th, 2023 06:28 PM
We are so grateful for the kind words! Matt is amazing and so fortunate to have him! Have an amazing new year!
Working with Joe means that the client will be of top priority, with excellent communication and response time to all the parties involved. He's willing to put in the extra time and effort to ensure a smooth transaction, and timelines stay...
read more
Reply from Owner
March 12th, 2024 10:24 PM
Thank you so much for your kind words Rose and for taking the time to share your experience! I'm truly glad to hear that you felt well supported and prioritized throughout our transaction. Your satisfaction is my top priority, and I'm here...
read more
Joe and Dustin were such a great help while going through the loan process. They were able to direct me and support me. They took care of all the hard parts, so it was an easy journey for me!
Reply from Owner
December 1st, 2023 01:57 PM
Thank you so much for your kind words Emma! It is an absolute pleasure assisting you to buy your first home! I am here anytime you have questions or if the market improves to refinance 🏡🤩
Where do I begin!? Working with Joe was an absolute pleasure. A real stand up guy who was honest and trustworthy throughout the process of buying our home. He was very thorough and easy to understand. I would recommend him and the Intention...
read more
Reply from Owner
December 1st, 2023 01:58 PM
Hey Mike! I sincerely appreciate your kind words and feedback! It means the world to me! I am so glad I got to help you navigate your transition from selling your old home to buying your brand new home! I will be here anytime you need anything...
read more
Joe was absolutely amazing in helping us take the best financial path towards purchasing our first home! As first time homeowners, we were hoping for someone reliable, trustworthy, and upfront, and that’s exactly what we got with Joe. He made...
read more
Reply from Joe Jacobs
May 22nd, 2024 07:03 PM
Thank you for your trust and confidence in me Jessica! I'm glad that I could help make the process smooth and stress-free for you. Remember, my support doesn't end here; I'm always here for any further assistance or advice you might need in...
read more
81–90 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
Search Rank ScoreLearn More →
What is the Search Rank Score®?
Experience.com’s Search Rank Score measures a professional’s online search visibility across hundreds of key SEO attributes.
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
View All
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
View All
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.