Intention Financial Group - Santa Rosa, California

Steve B. (.

I had an excellent experience working with Joe Jacobs as my mortgage broker. From the beginning, they were extremely knowledgeable, responsive, and attentive to my needs. They took the time to explain every step of the process, ensuring I fully understood my options and the terms of different loan products. What impressed me the most was their ability to find a mortgage solution tailored to my financial situation, helping me secure a great rate. I felt supported and confident throughout the entire process. I highly recommend Joe for anyone seeking professional and reliable mortgage services.

Aditya N.

As first time home buyers and novices to financing options, Mark was able to guide, mentor and empower us with detailed and accurate information in a prompt and efficient manner.

He coached us through the nuances of financing and strategizing offers with specificity to the listing and worked in lockstep with our realtor. He provided clear instructions and outlined next steps. He was able to help us navigate creative ways to increase our down payment and also advised us well on minimum down payment percentages and corresponding estimates of monthly payment.

In a year that was rough for real estate and financing, at no point in time did we feel that pressure or feel rushed in any of our decision making. It always felt like Mark was looking out for us and wanted to move forward only if that’s what we wanted.

Based on what other financiers were offering we know that his rates were the lowest and at all times we had full visibility and transparency into what payments were expected from us, and what the timelines and requirements were.

We are now first time home buyers and highly recommend Mark and his team for financing and re-financing your next/current home. Given our specific needs and financial constraints, we needed to buy when the rates were high, and bidding competitors were scarce, and I’m confident we’ll be in good hands when it comes time to refinance our home and optimize our payments.

AriandKen W.

I’ve had the pleasure of working with Joe Jacobs for many years, and I can’t recommend him highly enough. From start to finish, his team consistently goes above and beyond to provide exceptional service. Their expertise and professionalism made every transaction smooth and helps to remove the stress of getting a mortgage.
Their integrity and transparency in all dealings make them a trustworthy choice for anyone in need of lending services. They’ve earned my trust and my highest praise.

Andrea B.

Joe was amazing to work with. Very knowledgeable and kept us informed every step of the way. He helped us explore all options that were best suited for us. Would highly recommend to anyone.

Kasie G.

Joe and his team go above an beyond for all my clients and even me. They are diligent and get the job done timely. They are professional and knowledgable and make sure I and clients understand what is happening and why! I appreciate their hardwork and dedication to making homeownership possible!

Brendan N.

We recently purchased our first home and had the pleasure of working with Joe as our loan broker. From the get-go, Joe impressed us with his patience and willingness to walk us through every step of the loan process. As first-time home-buyers, we had countless questions, and he took the time to address each one with clarity and reassurance. We never felt rushed throughout the entire process.

His knowledge in the realm of home loans is truly exceptional. Whether it was discussing standard conventional options or more complex rehabilitation loans, Joe demonstrated a depth of understanding that gave us confidence in our decisions.
Communication was seamless throughout our interaction. Joe was always prompt in responding to our queries and kept us updated at every stage of the process. This level of communication helped us stay informed and manage our expectations effectively.

What truly stood out was Joe's collaborative approach. He worked closely with both us and our real estate agent to ensure a smooth and timely closing process. His ability to understand our needs and tailor loan options accordingly was exceptional.

We couldn't be happier with the service provided by Joe. His patience, knowledge, honesty, prompt communication, and dedication to meeting our needs made our home-buying journey a pleasant and memorable experience. We highly recommend Joe to anyone in search of mortgage assistance. Thank you for helping us achieve our dream of home-ownership!

Google A.

Went through several lenders, and had difficulties finding one that would work with my employment history as a recent grad.

My realtor recommended this gem of a business, and I couldn’t be happier to have been referred. Mark went above and beyond when it came to helping me get my loan approved, and handled my case diligently.

Will 100% recommend Intention Financial Group to family and friends when needed.

Thanks for all your hard work and help Mark!

Taichi W.

Joe Jacobs was amazing to work with. Anytime I had a question he was available for a quick call. He was always communicating every step of the process with me and I highly recommend him and his group. They took away any questions I had and always made me feel good about where I was in the process!