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Jon Carlson - HECM Specialist in Walnut Creek, CA

Jon Carlson

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HECM Specialist

Mutual of Omaha Mortgage
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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 ... Show More
Mortgage
Mortgage Loan Officer
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Contact Info
(925) 639-2711
Walnut Creek, CA
https://mutualreverse.com/lo/jon-carlson/
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Reviews from Web
  • Encompass
    J
    John H F
    San Francisco, CA
    Posted on August 16th, 2022 05:07 AM
    Jon is always available and helpful, he puts us at ease with a very difficult process.
  • Encompass
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    Wayne R S
    UNION CITY, CA
    Posted on August 6th, 2022 07:07 AM
    Jon Carlson was a great help in securing our reverse mortgage. He was very knowledgeable about the various loan options and made excellent recommendations to us. I really appreciated how responsive he was to our many questions. He got back...
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  • Encompass
    R
    Reginald A L
    LAFAYETTE, CA
    Posted on April 28th, 2022 05:48 PM
    Mr. Carlson himself is outstanding. MofO is supposed to be the most expensive product on the market but the service provided by Mr. Carlson partly excuses it. You took too long to deal w/ the State of Ca lien. The preliminary report + Title...
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  • Encompass
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    Purificacion G D
    CONCORD, CA
    Posted on December 11th, 2021 09:56 AM
    good explanation whenever I have question i dont understand.. always on time and response right away...super friendly..kind.
  • Encompass
    R
    Rex A M
    ALAMO, CA
    Posted on November 10th, 2021 02:39 PM
    Jon is very knowledgeable and was with us every step of the way....great job!
  • Encompass
    M
    Mary A F
    ANTIOCH, CA
    Posted on August 2nd, 2021 01:39 PM
    Jon is a pleasant gentleman who took the time to answer any and all questions we asked, returned calls immediately. He made the Reverse Mortgage a pleasant experience.
  • Encompass
    M
    Mark E F
    ANTIOCH, CA
    Posted on July 8th, 2021 06:39 PM
    His personality
  • Encompass
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    Elaine L
    LOS ANGELES, CA
    Posted on May 27th, 2021 07:20 PM
    Together we are able to give my mother some peace of mind that she will be able to afford the care that she needs in her final years.
  • Encompass
    V
    Victoria C
    San Jose, CA
    Posted on May 6th, 2021 10:55 PM
    Jon is extremely qualified in assisting seniors with their Reverse Mortgage needs. He is very professional but at the same time he is easy to talk to about my personal, financial needs. Very helpful!
  • Encompass
    L
    Linda G
    LIVERMORE, CA
    Posted on May 6th, 2021 12:09 PM
    Jon Carlson is very knowledgeable, he helped me immensely and he has so much patience. I recommend Jon very highly. Thanks Jon for all your help.
    • 21–30 of 36
    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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    Addresses and Serving Areas

    Year Started

    2004

    Time Zone

    Pacific Standard Time (PST)
    Licenses
    • NMLS# 257040
    Disclaimer