February 5, 2012

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Home Sales Surge in Pleasant Hill California While Surrounding Cities Stay Flat

January 3, 2012 By Leave a Comment

Posted by Jason Wheeler | Fully Follow Me | Subscribe

Home sales in Pleasant Hill California have had quite a surge in the last month and reach their highest point in the last year. Do you think this trend will continue? Surrounding cities that share a border with Pleasant Hill CA such as Lafayette, Concord, Walnut Creek and Martinez have yet to see surges like this…

What is it that is setting a city like Pleasant Hill California apart from it’s neighboring cities? What is keeping YOU from getting pre approved for a mortgage loan and contacting your local Realtor? In most cases you can save money compared to what you are paying in rents!

As a long time resident, business owner and your Mortgage Lending Expert I want to know one thing… What is it that is keeping you from buying your piece of real estate in today’s market. Leave me your comment at the bottom of this blog post.

 

Some of the Loan Options we Specialize in Are

Call or Email Us now for a Quick Approval and Personalized Quote 925-285-2172

 

 

Filed Under: Articles, Business Tips, Mortgage Tips, Real Estate Investing Tips

New Year 2012 CA Bay Area Mortgage Trends Best Rates in teh Bay

January 3, 2012 By Leave a Comment

Posted by Jason Wheeler | Fully Follow Me | Subscribe

By MIA LAMAR

Average fixed mortgage rates in the U.S. over the past week finished the year near all-time lows, with the 30-year home loan at 3.95%.

According Freddie Mac’s weekly survey of mortgage rates, the rate for a 30-year fixed-rate mortgage has been at or below 4% for the past nine consecutive weeks and only twice in 2011 did it average above 5%.

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So… you want today’s best mortgage rates for your home purchase or refinance?

Bank rates change daily and sometimes multiple times daily. See below for most up to date data on mortgage trends. If you would like pin point pricing you should email or call us anytime.

Remember… the rates in the below trend chart are the average rate in California. We work with several wholesale lenders and in almost every case we can beat the Average interest rates by up to .5% If you have questions about today’s best mortgage rates in the Bay Area get in touch with us today and find out how you can get the best rates the market can offer in today mortgage market.

Some of the Loan Options we Specialize in Are

Call or Email Us now for a Quick Approval and Personalized Quote 925-285-2172

Rates on the above trend chart show the AVERAGE mortgage rate currently in California. The rate on your loan scenario could be lower or higher than the posted average rate depending on different criteria and what lender we work with. For absolutely NO OBLIGATION email us and we will shop over 30 lenders in order to get you the best combination of rate and costs to close along with the criteria required to close your loan. In order to get your FREE Custom Quote just email us with:

  1. The Loan Amount you wish to qualify for
  2. The property you want to finance and weather you occupy it or not
  3. Reason for the loan ext… (lower my rate, take cash out, purchase a property)

Within 24 hours we will email you back with a custom quote that you can compare with other lenders like your personal bank or current broker. YOU DON’T EVEN HAVE TO CALL OR PROVIDE A PHONE NUMBER!

You can apply quickly by inquiring here

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Filed Under: Articles, Mortgage Tips

Getting a VA Home Loan with Imperfect Employment History in the CA Bay Area

December 29, 2011 By Leave a Comment

 

Posted by Jason Wheeler | Fully Follow Me | Subscribe

Guest post by Kevin Pearia

Tips to Secure a VA Home Loan with Imperfect Employment History

The mortgage meltdown seen in recent years made securing a home loan more difficult than most people can remember. Conventional lenders tightened lending requirements, which made it nearly impossible for many veterans to achieve eligibility due to the high credit scores and large down payments required.

Government backed programs, such as the VA Home Loan program, then became the go to lending product for interested homebuyers due to the lenient eligibility requirements given to veterans and active duty service members. In spite of these lenient eligibility requirements, the program does have a few income and credit requirements that often make veterans question their ability to qualify. However, these are general guidelines for lending; they don’t dictate which veterans can and cannot receive a loan.

Employment History

The VA Home Loan program generally requires that a prospective borrower have two years of steady employment in order to secure a loan. However, for veterans, providing documentation of a steady 2-year income isn’t always easy. VA-approved lenders understand that securing a job after service can lead to a short employment record, and are willing to work with those recently discharged.

In order to grant approval, most underwriters will make sure that a veteran’s service record indicates that they have skills beyond service and that they will be able to keep their recently acquired job.

Proof of Stable Income

In conjunction with providing proof of 2 years of steady employment, VA-approved lenders also prefer to see proof of a stable income in the form of 2 years’ worth of tax returns. For traditionally employed veterans, this is fairly easy. However, many self-employed veterans may struggle with providing this proof.

In fact, to receive all benefits possible, self-employed veterans should wait 2 years from the time they start their business to apply for a home loan. However, if their business has become highly profitable, they may apply and provide strong paperwork indicating the company’s revenue to prove that they will be able to cover the cost of the mortgage.

Foreclosure and Bankruptcy

The last few years hasn’t exactly been financially easy. The cost of living has continued to increase while wages have stayed the same or become non-existent due to layoffs. Because of the struggling economy, many homeowners were forced to declare bankruptcy or foreclosure.

For many, declaring bankruptcy or foreclosure seems like the end of the road. They believe that obtaining financing in the future will be impossible. However, as long as prospective borrowers can prove that they are back on the right track financially, have not taken out any other large loans, and have allowed at least 18 months to pass since their declaration, they may still be approved for a loan.

If you are interested in securing a VA home loan, contact your local VA home loan specialist to have any additional questions answered or for pre-approval.

Kevin Pearia is a mortgage commentator for Veterans United Home Loans, the nation’s leading dedicated provider of VA home loans

 

Filed Under: Articles, Mortgage Tips

What Does it Take to be your Own Boss? 4 Best Tips for Getting Started

December 14, 2011 By Leave a Comment

Posted by Jason Wheeler | Fully Follow Me | Subscribe

Be Your Own Boss

Guest Post by Ewan Thompson

What does it take to be your own boss?

No matter what sector or role you work in, most of us wish we could work for ourselves. However it is difficult to take a step that large when you don’t know for sure what qualities you have that would make you a good boss.

The first question is; why? Why do you want to do it in the first place? Are you tired of working for someone else? Maybe you have been counting the pennies and despite the good advice from journals and websites, like lovemoney.com for UK citizens, you feel a career change would be beneficial too. Do you want to have flexible hours controlled by you or just fancy the challenge?

The second thing to consider is what it takes to be your own boss. Most business owners don’t plan on it initiall

Top Four Necessities for Being Your Own Boss

Confidence – In general being your own boss has a lot to do with confidence and belief in your own ability. Many use their own lack of experience as an excuse to not go down the business path. If you endeavor to improve your skills though, are organized and maybe find a mentor to help you, anyone can do it.

Drive – There is a mistaken belief that you have to be ruthless and money orientated to own a business, but in actual fact most entrepreneurs do it for the love of working for themselves and a passion for their industry. It is this which makes them driven. Drive is key to most successful businesses, but what are you driving towards? More money? Higher output?

Experience – when you are your own boss you are working based on your own experience of the industry you work in. Even the negative experiences under someone else’s employ will help steer a new business owner in the right direction.

Education – make sure you are up to date with all the latest information that will help you run your business. You will always have a weakness and you can either do a course (there a tons out there) to educate yourself, or if you have the funds, hire someone to handle that aspect.

 

Filed Under: Articles, Business Tips, Front Page Tagged With: , , , , , , , , , , , ,

7 Ways to Get More Business With Facebook without a lot of Time, Money or Effort

November 28, 2011 By Leave a Comment

 

Over the weekend I sent out invitations to our huge launch webcast with my guest speaker Amy Porterfield.

Meet Amy, Your New Secret Weapon

Amy Porterfield is the co-author of Facebook Marketing All-In-One for Dummies and a Social Media Strategist for entrepreneurs and small businesses. Facebook Marketing All In One for DummiesMany consider Amy the go-to person for all things Facebook Marketing.

With 12+ years marketing experience Amy has worked with mega brands like Harley-Davidson Motorcycles, along with Tony Robbins International where she designed and managed his digital and social marketing campaigns.

She currently consults with entrepreneurs, and small and large businesses on social media strategy. Click here now to get her working for you.

If you implement this I promise you will see an imediate increase toward reaching your business goals like I have.

The Webinar starts in 30 minutes so get on and check out this great nuts and bolts content

If you absolutely cannot make it on this morning you would be wise to catch our 2nd review at 6pm pacific time.

Register here before we are all filled up on that webcast.

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I was lucky to catch a sneak peak on a launch webinar last week and was blown away at some of the strategies I’ve learned to explode leads for my business on Facebook.

I’m exited they are doing another webinare this week and I highly encourage you to sign up for a special Facebook marketing webinar if you have any type of business an you want to market online.

Sign Up Here: http://www2.onlinemeetingnow.com/register/?id=330eaa5e6a

Amy Porterfield Expert Marketer

Here’s what our guest speaker and Facebook Marketing

thought leader, Amy Porterfield, will cover:

• Super Fans: What They Are and Why You Need Them

• Essentials of a Facebook Marketing Foundation

• Smart Strategies to Grow a Lucrative Fan Base

• Quick Tips to Get Your Fans Talking and Engaged

• How to Move Your Fans Up the Ranks to Super Fan Status

Register Here: http://www2.onlinemeetingnow.com/register/?id=330eaa5e6a

You are already spending some of your time on Facebook

chatting with friends, uploading pictures, and staying in touch…

…but it’s time you leverage Facebook the Right Way so you can

reap the benefits of it from a business point of view as well.

Amy is one of the top Facebook Marketing experts in the world

and she has some brand new information she wants to share with you.

Make sure to register for this week’s webinar as you won’t want to miss out!

Register Here: http://www2.onlinemeetingnow.com/register/?id=330eaa5e6a

Stay inspired and crush life!

Jason Wheeler.

Filed Under: Articles, Front Page

2 Simple Steps to Make Easy Money with Facebook on Your Birthday

November 24, 2011 By Leave a Comment

 

Posted by Jason Wheeler | Fully Follow Me | Subscribe

Would you be surprised if I told you that making quick easy money with Facebook on your birthday is really simple!

Of any day of the year I’ll bet you get more traffic, comments and views to your Facebook page every year on that special day that is your birthday. Why not give yourself a present and make a bit of cash from the free traffic you get on face book on your birthday?

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It really is super easy! Obviously if you have an opportunity, affiliate product or a service that you would like to advertise and get massive traffic to there is a really simple way to do it on your birthday just by using two easy steps. I experimented with this strategy this year and got some massive traffic and made a bit of money too.

Step 1 is to disable the wall…

or at least make it so others can’t see those tons of “happy birthday” messages you get on your page every year.

In order to disable the wall and make it so others can’t see all the useless posts simply go to the up right corner to

  1. HOME ==>
  2. Privacy Settings ==>
  3. Edit Settings under “How You Connect” and just click “Only Me” on the last options.

See the Facebook screen shot below and see how to turn it off.

Step 2… Add the Content you Want to Advertise!

Now that your posts from others can only be seen by you it is very simple to post an add or any content that you would like to promote to your entire database on Facebook. I experimented with a post about my birthday… it’s funny how much people WANT to help you out on your birthday or basically do whatever you say on your birthday.

Check out the tons of “likes” and comments I received on the content that I posted that day. All I did was create a quick article on my blog that I got set up for free and I checked back the day after my birthday… In just one day I had a ton of Facebook “shares” plus quite a few re tweets as well.

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Here is the content I posted to make money with Facebook on my birthday…

check it out I had a ton of Facebook likes and comments that day!

So there you have it!! That is all you really have to do in order to make a bit of extra cash on your birthday with Facebook. Heck It’s YOUR birthday… the only day of the year it’s okay to be a bit obnoxious and self absorbed right? Why not make some money with your Facebook profile on your birthday too?

 

Filed Under: Articles, Business Tips

It’s My Birthday… Studies Show… Those who have the most live the longest!

November 21, 2011 By 1 Comment

Happy Birthday to me right!! Yup it’s my birthday and although I’m usually a stick in the mud today this year I’m gonna do what I want! I plan on enjoying some great food, a good mood, great party, a few tequila shots, and getting paid!

Thanks so much for the wishes it really means a lot to me that you would stop by for a quick second and wish me well. To be perfectly honest I’ve never been much of a fan of my birthday but this year I’m changing my tune I’ve decided to be super excited about having another birthday because:

“Birthdays are good for you” Studies show that those who have the most of them live the longest…. HA!!

I love that saying! But really I’m also excited not just about another great year ahead but guess what else…

Although lending is still my main business bread and butter… I’m always looking for new ways to make extra cash.

Right now I’m excited about a super powerful and super easy opportunity I stumbled upon to make more cash by practically doing NOTHING!

The thing that is great is it’s not anything you’ve seen online before. There is really no monster buy in either. I only invested $25 in this business to start and the thing that is great is you make your entire investment back on your very first sale.

My other favorite thing about this opportunity is you NEVER have to sell this to anyone. People can usually decide if they want to get involved within 30 seconds of checking it out.

All you have to do is submit your information below and you will be directed to another page that will explain it all in two minutes. YOU can decide if this is something that can potentially change your life.

* Email
* First Name
* = Required Field


 

Filed Under: Articles

Changes to Obama’s HARP Program 2011 Could Help Many in SF Bay Area

November 1, 2011 By 2 Comments

Posted by Jason Wheeler | Fully Follow Me | Subscribe

Update 1/25/2012 – This program is set to be released in March 2012.  Right now there is a huge back log of people pre-applying so the process may take some time.  Apply today for this program and get your file ready and in line when it is released in March 2012.

What is the HARP Program? (Home Affordable Refinance Program)

New changes are coming to the HARP program on November 11th 2011 that should help thousands keep their homes and save a ton of money in the SF Bay Area!

For a mortgage to be considered for a HARP refinance in the California Bay Area, it must be owned or guaranteed by Fannie Mae or Freddie Mac.

If your home is or will be “underwater” you need to take a look at this program today.

Important Steps to Applying for a HARP Loan

  1. To determine if your loan is owned or guaranteed by Fannie Mae or Freddie Mac, you may verify it yourself by going here
  2. If your loan is a Fannie Mae loan, you may obtain more information on the program, here.
  3. If your loan is a Freddie Mac loan, you may obtain more information here.
  4. If you would like to apply for a HARP Relief Refinance today you can inquire here.

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If your loan is not a Fannie Mae or a Freddie Mac loan, your loan is not covered by the HARP refinance program. You may want to contact your servicer or other lenders to discuss refinance programs you may be eligible for. For more information see:  FHFA HARP page.

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Some of the new guidelines and rules that were announce by President Obama and the Federal Housing Finance Agency are as follows.

The new program enhancements address several other key aspects of HARP including:

  1. Eliminating certain risk-based fees for borrowers who refinance into shorter-term
    mortgages and lowering fees for other borrowers;
  2. Removing the current 125% percent LTV ceiling for fixed-rate mortgages backed by
    Fannie Mae and Freddie Mac;
  3. Waiving certain representations and warranties that lenders commit to in making loans
    owned or guaranteed by Fannie Mae and Freddie Mac;
  4. Eliminating the need for a new property appraisal where there is a reliable AVM
    (automated valuation model) estimate provided by the Enterprises; and
  5. Extending the end date for HARP until Dec. 31, 2013 for loans originally sold to the
    Enterprises on or before May 31, 2009.

You can review the official press release and new rules from the FHFA Here.

If you would like to apply for a HARP Relief Refinance today you can inquire here.

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The Home Affordable Refinance Program HARP is alive and well in the SF Bay Area. Most lenders will go up to 110% of your homes current value however we work with several lenders that will allow for up to 125% of the homes value.

President Barack Obama announced a set of new rules recently designed to make it easier for homeowners to refinance their mortgages even if they owe more than their home is worth.

Bay Area lawmakers had pushed hard for the changes, which eliminate some fees and ease rules on refinancing home loans owned by the government-controlled mortgage finance companies Fannie Mae and Freddie Mac. For more than a year, Sen. Barbara Boxer (D-California) has been pushing legislation that would force Fannie Mae and Freddie Mac to help people reduce the amount they owe on their mortgage.

In a statement Monday, Boxer said she was “very pleased” with the new changes and would urge the Federal Housing Finance Agency, which regulates Fannie Mae and Freddie Mac, ”to move swiftly to assure that these new policies will help as many homeowners as possible.”

President Obama threw a lifeline to some underwater homeowners Monday in announcing his administration will revamp a program to refinance homes with mortgages greater than their current values.

“This will help a lot more homeowners refinance at lower rates,” Obama said, speaking in a modest neighborhood in Las Vegas, a city walloped by foreclosures. The president said he would do “everything in my power to help stabilize the housing market.”

The plan will streamline and expand the existing Home Affordable Refinance Program, or HARP, to make it easier to use with fewer fees, broader eligibility and no limit on how far underwater a home can be. The program so far has helped about 894,000 homeowners, far shy of the projected 5 million when it was rolled out two years ago.

Underwater homeowners who qualify will be able to take advantage of today’s bargain-basement interest rates, which are around 4 percent. Since many are now stuck with much higher interest rates, they should save several hundred dollars a month by refinancing.

“This will help a lot more homeowners refinance at lower rates,” Obama said, speaking in a modest neighborhood in Las Vegas, a city walloped by foreclosures. The president said he would do “everything in my power to help stabilize the housing market.” Read more form the San Francisco Chronicle on this

We will see how long it takes for banks to start implementing or if they even will implement these new rules for stressed home owners. So far the HARP Home Affordable Refinance Program has not helped as many Bay Area Home owners that is was designed for.

 

Filed Under: Articles, Business Tips, Front Page, Mortgage Tips

Home Affordable Refinance Program (HARP) Gets Revamp From Obama in the SF Bay Area

October 25, 2011 By Leave a Comment

 

Posted by Jason Wheeler | Fully Follow Me | Subscribe

The Home Affordable Refinance Program HARP is alive and well in the SF Bay Area. Most lenders will go up to 110% of your homes current value however wer work with several lenders that will allow for up to 125% of the homes value.

President Barack Obama announced a set of new rules Monday designed to make it easier for homeowners to refinance their mortgages even if they owe more than their home is worth.

Bay Area lawmakers had pushed hard for the changes, which eliminate some fees and ease rules on refinancing home loans owned by the government-controlled mortgage finance companies Fannie Mae and Freddie Mac. For more than a year, Sen. Barbara Boxer (D-California) has been pushing legislation that would force Fannie Mae and Freddie Mac to help people reduce the amount they owe on their mortgage.

In a statement Monday, Boxer said she was "very pleased" with the new changes and would urge the Federal Housing Finance Agency, which regulates Fannie Mae and Freddie Mac, "to move swiftly to assure that these new policies will help as many homeowners as possible.”

President Obama threw a lifeline to some underwater homeowners Monday in announcing his administration will revamp a program to refinance homes with mortgages greater than their current values.

"This will help a lot more homeowners refinance at lower rates," Obama said, speaking in a modest neighborhood in Las Vegas, a city walloped by foreclosures. The president said he would do "everything in my power to help stabilize the housing market."

The plan will streamline and expand the existing Home Affordable Refinance Program, or HARP, to make it easier to use with fewer fees, broader eligibility and no limit on how far underwater a home can be. The program so far has helped about 894,000 homeowners, far shy of the projected 5 million when it was rolled out two years ago.

Underwater homeowners who qualify will be able to take advantage of today’s bargain-basement interest rates, which are around 4 percent. Since many are now stuck with much higher interest rates, they should save several hundred dollars a month by refinancing.

"This will help a lot more homeowners refinance at lower rates," Obama said, speaking in a modest neighborhood in Las Vegas, a city walloped by foreclosures. The president said he would do "everything in my power to help stabilize the housing market." Read more form the San Francisco Chronicle on this

We will see how long it takes for banks to start implementing or if they even will implement these new rules for stressed home owners. So far the HARP Home Affordable Refinance Program has not helped as many Bay Area Home owners that is was designed for.

 

 

 

Filed Under: Articles, Business Tips, Mortgage Tips

How To Create Business Leads on LinkedIn and Social Media Networking

October 24, 2011 By 1 Comment

Posted by Jason Wheeler | Fully Follow Me | Subscribe

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As a professional in the lending business I’m always trying to find ways to utilize social media and sites like LinkedIn in order to make more money and find more leads for my business. I don’t know about you but if you are a business owner an you want to find a ton more leads and make money and closed sales on LinkedIn then this is the article for you.

In almost every case I only promote programs and courses that I myself have used and find a ton of value in. This is a great case of just that right here.

A friend of mine and a mentor that has taught me a ton on marketing and making a business successful has put together a quick video on just how he’s been able to get a ton of leads from this social network.

Watch this quick Video Here and Find out How

 

I took this course personally and I’ve discovered a ton of things that you can do on this social networking site to create real relationships and quality business leads on a day to day basis. Check out the video and let me know what you think.

 

 

Filed Under: Articles, Business Tips

Loan Denied by Wells Fargo, Chase or Bank of America? I Can Likely Still Help You

October 24, 2011 By Leave a Comment

Posted by Jason Wheeler | Fully Follow Me | Subscribe

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Things sure have been busy the past few months with a major refinance boom happening. In the past three months I’ve been able to several people refinance thier home and save a ton of money. If you have not asked me about my lending options you should. Even if you’ve been turned down by banks like Bank of America, Wells Fargo and Chase. I may still be able to help you.

  • Refi in Concord CA for a Retired Individual dropped her rate 2% and saved her over $600/month
  • I helped a couple get out of thier double loan delema and got them one Jumbo Loan at 3.875% on a 15 Year.
  • I helped a gentlmen in Pleasant Hill who was upside down on thier house qualify for a special loan up to 125% of thier homes value.

According to the Wall Street Jounal there is another lending re vamp planned by the Obama Administration

Federal regulators on Monday unveiled a major overhaul of an underused mortgage-refinance program designed to help millions of Americans whose home values have tumbled.

The plan is the latest White House effort to deal with one of the most critical impediments to economic recovery—a stagnant housing market caused in part by a surfeit of homeowners who are unable to refinance.

The overhaul will, among other things, let borrowers refinance regardless of how far their homes have fallen in value, eliminating previous limits. That could open up refinancing to legions of borrowers in Nevada, Arizona, Florida, California and elsewhere who are …

Offering programs like:

We have the ability to offer what many brick and mortar banks simply cannot. Call or Email Us now for a Quick Approval and Personalized Quote 925-285-2172

 

Filed Under: Articles, Mortgage Tips

Lafayette California Based Mortgage Broker Helps Tons of People Get Loans in Tough Times

September 4, 2011 By Leave a Comment

Posted by Jason Wheeler | Fully Follow Me | Subscribe

The recent interest rate drops have triggered a major boom in the refinance and mortgage market. Many people are looking to take advantage of the super low Real Estate prices in cities around the bay area. One Lafayette California based mortgage broker has been helping tons of families and individuals close thier real estate loans and save a ton in interest and principal payments.

If you are looking for a great Mortgage Broker in Walnut Creek, Lafayette, Orinda or the general Lamorinda area of the SF Bay Area look no further. People on the popular website Yelp have great things to say about Jason Wheeler and his services at C2 Financial. One of the best things about working with Jason is his ability to be reachable at times when most lenders are not. He’s always available to answer questions and work different loan scenarios for many different situations.

Jason has been serving the CA Bay Area and cities like Lafayette, Walnut Creek and Pleasant Hill since 2003 and since then has help tons of Bay Area residence purchase real estate while delivering the best interest rates and pricing the market can offer on any given day. Jason works for YOU the client and has the ability to shop over 50 distinct large scale and small scale lenders.

Offering programs like:

We have the ability to offer what many brick and mortar banks simply cannot. Call or Email Us now for a Quick Approval and Personalized Quote 925-285-2172

Here are what just a few of his happy clients are saying about Jason Wheeler

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“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.

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Jason does loans all over California however he prefers to stay focused and local in cities like Lafayette, Orinda, Pleasant Hill, Martinez and Walnut Creek.

Filed Under: Articles, Business Tips Tagged With: , , , , , ,
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