BiggerPockets

Local Testimonials for the Best Mortgage Broker in California

Saturday, July 30

Posted by Jason Wheeler | Fully Follow Me | Subscribe

Here are a collection of testomonials for who could be one of the best mortgage brokers in the California Bay Area!

Many as seen on the popular site Yelp.com

“Jason is a very customer-oriented mortgage loan officer. I find that he is a very good and responsive communicator, and that he focuses on finding the very best solution for each client.” February 5, 2008
Wade Cantrell, Owner, Computer Sales and Service/Computer Renaissance Pleasant Hill CA
was a consultant or contractor to Jason at Cobalt Financial

“In a business of networking and referrals, Jason consistently exhibits a depth of knowledge and adds value to the market place. He provides insight while educating those he services. Jason always assists in achieving the best outcome possible.” October 20, 2008
Francoise Greenwell , President , Life Designs ~ Independent Herbalife Distributor Livermoore CA
was with another company when working with Jason at Pleasant Hill Chamber of Commerce

“I worked with Jason when he was working with a core group of business professionals starting up a chapter of BNI. His efforts and leadership guided that group to becoming an active networking member of the Contra Costa business community.” October 16, 2008
‘Trey McAlister’, Certified Trainer/Coach, Referral Institute SFBay Marin CA
was with another company when working with Jason at Pleasant Hill Chamber of Commerce

“I have funded three loans with Jason’s help and at times, due to my unemployed / retired status funding was difficult but Jason figured out a way to do it. He is easy to work with and very dedicated to making things happen in a positive professional manner for his clients.” October 15, 2008
Top qualities: Great Results , Personable , Expert
Gary Lazarus Bellingham WA
hired Jason as a Mortgage Real Estate Loans in 2006 , and hired Jason more than once

“Jason was able to help me sort out a very bad situation with a close friend’s mortgage. Rather than just selling a product he took a look at what was being offered by someone else and suggested that we stick with what we had. It turned out to be the best thing we did. I would highly recommend Jason for your mortgage needs especially if you are looking for someone that will deal with you fairly AND a high degree of integrity.” October 14, 2008
Top qualities: Great Results, Expert, High Integrity
Charley Daly CEO Pleasant Hill Chamber of Commerce Pleasant Hill CA
hired Jason as a Financial Advisor in 2008

“Working with Jason while he served as President of our BNI Chapter was a pleasure. He always kept us on point and encouraged our chapter to establish additional networking opportunities outside of our scheduled weekly meeting to help our businesses grow. As a mortgage broker, his desire to put his clients’ best interests first was always a priority. He would let you know immediately if he would be in a position to help you out with your lending situation, and remained involved every step of the way.” October 30, 2008
Staci Burnaugh, District Sales Manager, E-chx, Inc Brentwood CA
was with another company when working with Jason at BNI

Hank T. Pleasant Hill CA
If you are looking for a hardworking, honest mortgage broker look no further than Jason Wheeler. He is extremely knowledgeable in his field of expertise and understands the market like no other. I highly recommend Jason…he is fantastic!

Blaire P. Moraga CA
With all these low interest rates, I too wanted to see if I could refinance.  Jason took a quick look at our position without a single form.  Based on our conversation and his research we wouldn’t really gain from a refi.  There are countless brokers who would have tried hard to switch me into a number of products, but Jason advised us to sit tight.

To me, that’s the sign of a true professional – advises in the client’s best interest not their own.  When the market changes, I’ll be sure to talk with Jason first.

Dess Benedetto, Danville CA
Jason Wheeler is a leader and forward thinker.  He adapts his business model to the changing times and provides unmatched service.  I met him through a professional business group (which he started and developed from the ground up) and I have the highest respect for him.  I’m always impressed at his knowledge of the finance industry and his goal of creating wealth for individuals.  I recommend his services to my clients whenever they need to refinance, obtain loans or wish to expand their portfolios through investing in real property.

Larry Seiden, San Jose CA
At the height of the mortgage industry meltdown in the fall of 08, we used Jason to not only get us the best deal (he did!), but to help rush our paperwork through the channels.  Jason and his team went way beyond 5-star service!  He even drove to my house in San Jose in the middle of the night to ensure our docs were in on time.  His knowledge and his service are great! I’ve already recommended him to all my friends and told them whether you’re buying or refinancing, you need a professional’s help, so call Jason.

Larry Ribarich, Lafayette CA
Jason it a top notch professional who I have worked with for years. He is credible, caring, has deep interest in client needs and has always provided honest services. My professional dealings with Jason have always been rewarding.
I would and have recommended Jason to those in need of lending and Real Estate services. I have never been disappointed in his professionalism, sense of urgency and gets results.

As a first time home buyer, I immediately turned to Jason Wheeler for guidance in an otherwise austere lending environment. Throughout the entire mortgage process, Jason was up-front, professional, and responsive - necessary traits to successfully navigate the treacherous journey to securing a home loan. Jason is a financial sherpa, and proved to be an invaluable resource for purchasing my first home!
— Burt Ritz, Pleasant Hill, CA

29 Simple Triggers to Double Your Real Estate Investment Deals

Friday, May 13

Posted by Jason Wheeler | Subscribe | Best Mortgage Rates

So a little while ago I got an email from millionaire entrepreneur that I follow online. This offer was just too good to pass up. Up until May 17 these 29 audio segments are going to be completely free. You can download them, put them on your iPod or whatever. If you are in sales or Real Estate you don't want to pass up this source of free education. I've gotten some great nuggets from these recordings.

In these rare audio recordings, Joe Sugarman explains in great detail each of his 29 "Psychological Triggers" and how he used them to sell over 20,000,000 pairs of BluBlocker sunglasses.

Until Next time Here is to your success! Jason Wheeler

What is a Portfolio Private Lender and Why Should I Know A Good One?

Thursday, May 12

I'm always talking to people about the benefits of working with myself and Clarion Mortgage Capital compared to what I call the big three retail lenders. Bank of America, Chase, and Wells Fargo. While these big retail banks have the marketing dollars to get their name out there and a branch on every corner it seems like they lack one very important thing in today's difficult lending market... Options. The facts are simple that if your loan gets declined by strict government guidelines enacted by Fannie Mae and Freddie Mac you will never be able to close your loan with the "Big Three"

We offer the option of Portfolio Lending! Read below and see how Investopedia describes Portfolio Lending.

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==> What Does Portfolio Lender Mean?

==> 10 Loan Senarios We Closed... They Couldn't

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If you have been denied by another big bank or even if you are working with another broker in the California Bay Area, before you give up you should learn about the benefits our Portfolio Private Lender can offer you. We specialize in loans slightly outside the box, we are not always agency sellers so most of our loans represent agency fallout or turn down's of some kind.

Lost All Your Money in Real Estate? Unemployed? Stop Whining!

Saturday, April 23

Posted by Jason Wheeler | Subscribe

Unemployment is a huge problem here in the San Francisco Bay Area... and although things seem to be getting a little better it will be quite some time before most people will truly feel secure in their current jobs. It may be time to look at other ways to start building an income and making money.

Counting on the job market seems to be a thing of the past. learn something new and build something part time. Go out and attend a seminar, find a real estate investment mentor, or start a part time business online.

I have trouble listening to people that complain and are out of work when many of them just sit around and wait for a job to come to them... Real Estate Investing may not be for everyone as it is difficult, completive and in most cases it is difficult to start if you have limited funds.

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SF Gate Says

The number of people filing new claims for unemployment benefits unexpectedly rose last week by the largest amount in three months. The surge is evidence of how volatile the job market remains, even as the economy grows.

Applications for unemployment benefits rose to 471,000 last week, up by 25,000 from the previous week, the Labor Department said Thursday. It was the first increase in five weeks and the biggest jump since a gain of 40,000 in February.

If you want to learn about our 50 ways to survive during tough times and see what the actual unemployment numbers are in the SF Bay Area Read On Here ====>

Connect Online | Facebook | Twitter

Until Next time Here is to your success! Jason Wheeler

Mortgage Brokers Using Home Path to Finance More REOs in California

Tuesday, April 19

Posted by Jason Wheeler | Subscribe

Right now I have countless home buyers asking me and applying for the California Home Path Programs. This is a great program and will help Fannie Mae get rid of many of the REOs that are sitting on their books in the Contra Costa East Bay Area.

HomePath Mortgage in California allows a borrower to purchase a Fannie Mae-owned property with a low down payment, flexible mortgage terms, no lender-requested appraisal and no mortgage insurance. Expanded seller contributions to closing costs are allowed. Currently Fannie Mae is offering up to 3.5% of the purchase price as credits towards borrowers closing costs on a property.

What few people know is that you can even use this program to finance renovations to a property that you would like to buy and make repairs to. Did you know you can get Fannie Mae to give you up to $35,000 to repair a HomePath property you are in contract to close on and buy?! That is right! Fannie Mae will GIVE you money to make repairs on your new home in California.

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Download the HomePath Renovation Details Here and share it with your borrowers and clients.

You Can learn all the details of the HomePath program in California and read more here ====>

Connect Online | Facebook | Twitter

Until Next time Here is to your success! Jason Wheeler

Mortgage Brokers Using Home Path to Finance More REOs in California

Tuesday, April 19

Posted by Jason Wheeler | Subscribe

Right now I have countless home buyers asking me and applying for the California Home Path Programs. This is a great program and will help Fannie Mae get rid of many of the REOs that are sitting on their books in the Contra Costa East Bay Area.

HomePath Mortgage in California allows a borrower to purchase a Fannie Mae-owned property with a low down payment, flexible mortgage terms, no lender-requested appraisal and no mortgage insurance. Expanded seller contributions to closing costs are allowed. Currently Fannie Mae is offering up to 3.5% of the purchase price as credits towards borrowers closing costs on a property.

What few people know is that you can even use this program to finance renovations to a property that you would like to buy and make repairs to. Did you know you can get Fannie Mae to give you up to $35,000 to repair a HomePath property you are in contract to close on and buy?! That is right! Fannie Mae will GIVE you money to make repairs on your new home in California.

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Download the HomePath Renovation Details Here and share it with your borrowers and clients.

You Can learn all the details of the HomePath program in California and read more here ====>

Connect Online | Facebook | Twitter

Until Next time Here is to your success! Jason Wheeler