August 22, 2017

Reviews and Testimonials for Pleasant Hill Bay Area Mortage Broker Jason Wheeler

Nothing makes my day quite like a local reviews from an amazing client in my home town of Pleasant Hill CA for my Mortgage Broker services. Thanks so much to my happy clients that truly make it all worth it. She made this review in March of 2013 on the popular site Yelp.com Review for […]

Walnut Creek Jumbo Loans: What is the Lowest Rate Today and What Exactly is a Jumbo Loan?

Jumbo mortgage loans for Walnut Creek CA homes can be hard to get approved for if you aren’t working with a Loan Officer or Mortgage Broker that knows exactly how to structure your loan. Most consumers applying for these large Jumbo Loans in the Walnut Creek area have complicated tax returns with K-1s and many […]

Did you Buy or Refi in 2012 – Don’t Forget Some Real Estate Fees can be Tax Deductable.

Hey… Jason Wheeler here. I wanted to drop you a quick note to remind you something. Since it’s tax time all of your clients are thinking about taxes right… Now is a great time to send a note or email to clients that bought real estate from you in 2012 and remind them to get […]

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