Jon Carlson

Name: Mutual of Omaha Mortgage
Address: 1800 Tice Valley Blvd Suite A, Walnut Creek, California, 94595
Telephone: +1-925-639-2711
Rating: 4.94

HECM Specialist

Mutual of Omaha Mortgage

4.94

(36)

Mortgage

Mortgage Loan Officer

Contact Info

(925) 639-2711

Walnut Creek, CA

https://mutualreverse.com/lo/jon-carlson/

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4.94

(36)

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4.9

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5.0

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Jon has been outstanding- he listens well, is very responsive to phone calls and emails, and is the consummate professional- I would Highly recommend Jon- it's been a pleasure to work with him!

Reply from Owner

July 10th, 2026 04:11 PM

Thank you Ed for the kind words! It was truly a pleasure working with you. I’m grateful for the opportunity to help and really appreciate you taking the time to share your experience. Being responsive, listening carefully, and making the process...

It was a pleasure working with Jon Carlson. He has great people skills and is very professional. My particular loan was a Hecom loan, under Hud requirements. We worked well together, with a great outcome. I can now enjoy my retirement with...

Reply from Owner

July 6th, 2026 04:09 PM

Great pic Linda! Thank you so much for your kind words! It was truly a pleasure working with you as well. I’m glad we were able to navigate the HUD requirements together and achieve such a great outcome with your HECM loan. Helping you feel...

Jon Carlson was wonderful to work with. He is knowledgeable and always available to explain things and make the process so much easier. When I had a problem, all I had to do was call him and I had the confidence that he would take care of it,...

Reply from Owner

July 3rd, 2026 10:10 PM

Deborah, thank you so much for your kind words and thoughtful review. It was truly a pleasure working with you, and I’m grateful for the trust you placed in me throughout the process.I’m glad I was able to help make things easier and give you...

We decided to do a reverse mortgage and researched firm that did them. Mutual od Omaha rose to the top of the research. We did the program with a very professional, knowledgable, and personable representative in Jon Carlson. The procedure was...

Reply from Owner

July 3rd, 2026 03:17 PM

David, thank you so much for your feedback. I strive to provide the best in service to all of my customers and you both were fantastic to work with on your loan. I really appreciate your kind words about the follow-through as well. My goal...

Jon was wonderful to work with. He helped both me and my dad last year and was kind, professional, patient, and very knowledgeable throughout the whole process. What has impressed me even more is that, a year later, he is still willing to help...

Reply from Owner

July 3rd, 2026 02:27 PM

Russ, thank you so much for your thoughtful review. It was truly a pleasure helping both you and your dad, and I’m grateful for the trust you placed in me throughout the process.I really appreciate your kind words about the follow-through as...

Jon is very knowledgeable and personable. His calm demeanor is also helpful while trying to understand Reverse Mortgages. I highly recommend Jon Carlson.

Reply from Owner

June 27th, 2026 11:13 PM

Thank you so much for this kind review, Debbi, it really means a lot coming from you! I have so much respect for you and have always appreciated getting to know your work. Your generosity and the way you support others doesn't go unnoticed....

Jon was amazing from beginning til end. Always there when you had a question or needed help. I would highly recommend Jon. He doesn’t treat you like you are just a customer. He treats you like a friend! Thank you Jon!

Reply from Owner

June 23rd, 2026 02:31 PM

Phyllis, Thank you so much for your kind words! It was truly a pleasure helping you through the loan process. I'm grateful you trusted me to guide you through the process. You too, were always responsive to the process and it made it extremely...

Mr. Carlson gave of his time during the holidays and answered all my questions.

Reply from Owner

June 19th, 2026 10:27 PM

Sandra, thank you so much for your kind words. You were an absolute delight to work with last year.

My wife and I had the best, smoothest dealings with Mr J. Carlson.Mr Carlson ALWAYS made himself available to us, with any, and all questions, took his time several times to talk with us to explain all the issues with a reverse mortgage.We...

Reply from Owner

June 20th, 2026 03:46 PM

Martin, you are too kind. Thank you for the wonderful feedback. You and Linda were fantastic to work with and I appreciate what an amazing relationship we've developed over the past year or two. I appreciate that you entrusted me to help you...

I can't say enough good things about Jon Carlson who helped me buy my new home with a reverse mortgage purchase, a new product that I was not aware of. He guided me through every phase and made the process very easy. I remember him telling...

Reply from Owner

June 19th, 2026 05:17 PM

Thank you for your kind review! It was a pleasure helping you purchase your beautiful new home. I'm honored to have been part of such an exciting milestone and wish you many years of happiness making memories in your new community.Our purchase...

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About

Jon Carlson is an expert on FHA-insured Reverse Mortgages, known as Home Equity Conversion Mortgages (HECM). Based in the San Francisco Bay Area, he has been helping seniors take advantage of the HUD Reverse Mortgages and to find solutions to their financial challenges for over ten (10) years. This includes using the program as a wealth management tool to extend retirement or to transition into a new home purchase with no mortgage payments. He regularly speaks to various senior groups including the American Legion, Kiwani’s, numerous senior centers and campuses. He is a graduate of UC Davis, a licensed real estate professional and holds a Mortgage Loan Originator endorsement (#257040).

Products & Services

Mortgage Loan Officer

FHA Home Loan

Fixed Rate Mortgages

HECM for Purchase

Financing Retirement

Funding for Aging in Place

Specialities

Reverse Mortgages

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