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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
    B
    Barbara L
    WALNUT CREEK, CA
    Posted on April 8th, 2021 12:45 AM
    Jon Carlson made the experience great. He was ever patient, helpful, polite, informative and available for my questions. Can't imagine anyone being a better person for this work. I am very grateful that he was helping me Barbara L.
  • Encompass
    B
    Barbara L
    East Garrison, CA
    Posted on October 1st, 2020 07:34 PM
    Jon was very responsive to my multiple, often repeated, questions. He understood my needs and specific plans and proceeded efficiently
  • Encompass
    I
    Ingrid B
    Walnut Creek, CA
    Posted on June 9th, 2020 01:34 AM
    Helpful, dependable/reliable, friendly, trustworthy
  • Encompass
    B
    Bruce P
    Concord, CA
    Posted on May 28th, 2020 05:12 PM
    Jon kept me informed, answered questions direct and honest, always cheerful, prompt replies to emails, TX, and phone calls. his attention to costumer service made the reverse process clear. thank You Jon Carlson
  • Encompass
    M
    Maryann L
    CONCORD, CA
    Posted on April 3rd, 2020 06:47 PM
    Jon Carlson is the best employee you have, informative, professional kind & caring
  • FTP
    O
    Oliver B
    Lathrop, CA
    Posted on September 13th, 2019 08:03 PM
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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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    Addresses and Serving Areas

    Year Started

    2004

    Time Zone

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