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    Preferred Mortgage Advisors

    5.0 (2 reviews)
    Open 8:00 am - 5:00 pm
    Updated over 3 months ago

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    6 years ago

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    6 years ago

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    JVM Lending - JVM Lending

    JVM Lending

    (433 reviews)

    Working with JVM lending has been a real pleasure, and I cannot thank Victor Flynn and his team…read moreenough for assisting me in this process. This is the 2nd time I have used JVM, and they have provided top-notch service throughout. I would like to give a special call-out to Victor Flynn. In this 2nd time working with JVM, I told Victor that his speediness in my first transaction 3 1/2 years ago made me realize that he was "in like Flynn"--in that he was right on top of getting things moving from the very first day after I had contacted him regarding my mortgage needs. Victor's explanation of my various options this time around was presented in a totally clear manner, and he and his team were available to assist me at all times. I also really appreciate the fact that there was no pressure upon me, as I was not ready to get the move going for 6-9 months after my initial conversation with Victor this time around, and other than 1 or 2 check-in emails from him, there was absolutely no high sales pitch from them, and no "push" or fear tactics regarding the market. I highly recommend Victor and JVM team for anyone who is planning on selling and/or buying a home in the Bay Area. I have no hesitation in giving Victor and his team a 5-star recommendation.

    We had a great experience working with this lending company throughout our home loan process. From…read morestart to finish, everything was smooth, organized, and stress-free. Communication was excellent -- we were kept informed every step of the way, and any questions we had were answered quickly and clearly. The team was professional, responsive, and made the entire closing process easy to navigate. We truly appreciate their support and would highly recommend them to anyone looking for a reliable and efficient lender. Thank you Hannah, Erin and JVM team.

    Mission San Jose Mortgage

    Mission San Jose Mortgage

    (34 reviews)

    Afsaneh is hard-working knowledgeable and professional loan officer, working with mission San Jose…read morewas a great experience easy as 1 2 3, in a very short period of time I had my home refinance and took out home equity Cash out refinance. I had a great rate very competitive , and bette than all the banks and brokers that have dealt with in the past. In 30 days I was able to refinance my house and ready to start building my ADU with the Cash out proceeds. Mission San Jose and the loan officer Afsaneh, made it very easy process answered all my questions in timely matter and had no delays for my project.. she gave me several scenarios / options to pick from and made my own decision according to my needs. As a self-employed contractor this was a no-brainer to go with mission San Jose and thank you Afsaneh for helping me. I will definitely recommend her and mission San Jose to anyone that is need of the cash out to renovate to add addition or to build ADU, Thank you Vicken Titizian, Precision flooring and installation.

    I initially was trying to do business with other mortgage companies but after a while of searching…read moreI ended up looking at the reviews for this company and was pretty intrigued at the high ratings so I decided to give this a shot. Afterwards I was referred to this mortgage company by my realtor and was connected to Derek Mass. My experience from offer to closing has been nothing short of amazing! Even through times of doubt to almost backing out to eventually negotiating for higher escrow credit, Derek has been with me through every step of the way. He was always receptive and punctual with all my questions, and when it came to the difficult ones he met up with the rest of his colleagues to try to find the best possible answer for me. He was always supportive and respectful of my schedule and availability and really tried his best to give me what I wanted in terms of getting my interest rates fixed, extending the deadlines, etc. His attitude was top notch as well. Would recommend this to ANYONE looking for a mortgage lender in California. Make sure to hit up Derek Mass, he'll make sure to give first timers like me a very accommodating house buying experience.

    Jason Wheeler - Jason Wheeler serving the Bay Area since 2003

    Jason Wheeler

    (64 reviews)

    As someone who was very nervous going into the home buying process, I discovered Jason through his…read morehelpful videos on YouTube, and decided to reach out. His knowledge of the process was very reassuring and he has been fantastic to work with! Started working with Jason and immediately felt like we were in good hands. Jason has helped us purchase our first home within the space of a month, and provided great guidance and communication on all the steps that were going to occur. He has been very diligent in terms of following up with the seller and keeping us in the loop. He has also been great about finding us a good rate on our mortgage, helping us find insurance and even financial planning services if we needed them. Overall a great experience, and I would recommend anyone work with Jason to take the stress and confusion out of the home buying process!

    Our real estate selling experience with Jason Wheeler was extremely amazing!…read more My husband and I are so pleased with the type of service received from him. He went above and beyond to helping us find the right buyer given the time constraints during the Christmas holidays, not to mention, our leaving for a long vacation. His commitment to helping his customers is second to none. Cal State Realty is fortunate to have him in their team! Being a trustworthy, reliable, supportive, professional to work with, just to name a few are attributes a real estate agent must possess which definitely what Jason had exhibited to helping us achieve our goal!

    Preferred Mortgage Advisors - mortgagebrokers - Updated May 2026

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