Best Mortgage Brokers in Pleasanton

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American Mortgage Management logo
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License Verified:

License: 338668

Nationwide Multistate Licensing System and Registry

American Mortgage Management

4695 Chabot Drive, #200, Pleasanton, CA 94588
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  • Refinance

Business Description

American Mortgage Management is a Pleasanton-based company that caters to clients' residential and commercial financing needs. The brokerage helps clients fund home purchases, whether they are planning to buy a single-family residence, multi-family property, or townhouse. It works with more than 150 lenders, allowing it to offer different programs. American Mortgage Management also provides reverse mortgages, which cater to senior citizens. Its president, Kerry Worden, has assisted more than a thousand clients and closed more than 3,000 loans in over 25 years.

License Verified:

License: 338668

Nationwide Multistate Licensing System and Registry

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (41)
Facebook
5.0 / 5 (11)
Yelp
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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American Mortgage Management

Cal Coast Financial Corp logo
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License Verified:

License: 328875

Nationwide Multistate Licensing System and Registry

Cal Coast Financial Corp

5960 Stoneridge Dr Ste# 100, Pleasanton, CA 94588
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Business Description

Cal Coast Financial Corp caters to individuals and families in Pleasanton and the surrounding areas. The firm assists clients seeking to purchase homes or refinance their properties using VA and FHA loan programs. It also issues mortgages with fixed or adjustable interest rates and flexible repayment terms. The company was founded by Roger Bakshi, who has been managing the business for more than 30 years. It extends its services to various clients in Irvine, Union City, Livermore, and Fremont.

License Verified:

License: 328875

Nationwide Multistate Licensing System and Registry

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Facebook
4.3 / 5 (9)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
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Cal Coast Financial Corp

Excel Realty & Mortgage logo
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License Verified:

License: 321425

Nationwide Multistate Licensing System and Registry

Excel Realty & Mortgage

7031 Koll Center Parkway Suite 190, Pleasanton, CA 94566
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  • New Construction
  • Refinance

Business Description

Excel Realty & Mortgage is a Pleasanton-based brokerage that serves local clients who require loans for new homes and property improvements. Its loaning and refinancing process includes preliminary assessments of client credit and assets, along with observations of local mortgage rates and potential marketing trends. Its team is composed of consultants who each possess an average of 10 years of industry experience. Over the course of its service in the industry, the agency has covered property sales and loan transactions worth more than $5 billion.

License Verified:

License: 321425

Nationwide Multistate Licensing System and Registry

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
4.7 / 5 (14)
Facebook
5.0 / 5 (12)
Yelp
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Excel Realty & Mortgage

Heritage Valley Mortgage, Inc. logo
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License Verified:

License: 246940

Nationwide Multistate Licensing System and Registry

Heritage Valley Mortgage, Inc.

5700 Stoneridge Mall Road #225, Pleasanton, CA 94588
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  • Refinance
  • New Construction

Business Description

Heritage Valley Mortgage, Inc., is a brokerage firm that serves real estate professionals, developers, and homebuyers in Pleasanton. It helps clients apply for mortgage loans for purchase, refinance, and construction purposes. Its loan officers educate local borrowers about various programs that match their financial situations, including fixed and adjustable rates, as well as hybrid and buy-down mortgages. Customers can access the company's online tools and resources, such as calculators and forms, to be utilized in the loan application process.

License Verified:

License: 246940

Nationwide Multistate Licensing System and Registry

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (9)
Yelp
5.0 / 5 (1)
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Heritage Valley Mortgage, Inc.

Levias Lending logo
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License Verified:

License: 2096742

Nationwide Multistate Licensing System and Registry

Levias Lending

1101 Marina Village Pkwy, Ste 201, Alameda, CA 94501
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Business Description

Levias Lending is a brokerage serving Pleasanton and neighboring areas. It offers mortgage programs that are relevant to different life stages, like buying a first-time home, refinancing an outstanding loan, and moving up or downsizing to another property. Options include VA, FHA, 203K rehab, and jumbo 80/10/10 mortgages. It also provides HELOC and Homepath products backed by Fannie Mae. Beyond processing loans, Stephen Levias, the company's namesake, shares his expertise to help clients make informed decisions.

License Verified:

License: 2096742

Nationwide Multistate Licensing System and Registry

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Levias Lending

Light Mortgage Co. logo
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License Verified:

License: 747675

Nationwide Multistate Licensing System and Registry

Light Mortgage Co.

11501 Dublin Blvd, Suite 200, Dublin, CA 94568
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Business Description

Light Mortgage Co. provides various loan products to customers in the greater Pleasanton metro and the surrounding areas. The company aims to help clients make more informed decisions in terms of buying their next properties. It offers different loan solutions for investors and first-time home buyers, such as FHA, VA, Jumbo, 203K, reverse mortgage, and adjustable rate mortgage loans. In addition, the loan agency offers fixed-rate mortgage options.

License Verified:

License: 747675

Nationwide Multistate Licensing System and Registry

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (136)
Facebook
5.0 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Light Mortgage Co.

Megan Price logo
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License Verified:

License: 1242402

Nationwide Multistate Licensing System and Registry

Megan Price

7031 Koll Center Pkwy Suite 190, Pleasanton, CA 94566
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  • Refinance
  • New Construction

Business Description

Megan Price, a senior mortgage officer with Excel Realty & Mortgage, serves the residents of Pleasanton. Price and her team help individuals achieve their homeownership dreams or investment plans and assist homeowners who want to fund their existing loans for different purposes. They shop for the best mortgage option and find a suitable lender for each borrower. Some of the programs available are Home Loan Guarantee Program, FHA, VA, jumbo, confirming or non-conforming, and balloon mortgage loans.

License Verified:

License: 1242402

Nationwide Multistate Licensing System and Registry

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (10)
Google
5.0 / 5 (8)
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Megan Price

Pauline D. Shah logo
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License Verified:

License: 276606

Nationwide Multistate Licensing System and Registry

Pauline D. Shah

5960 Stoneridge Dr, #101, Pleasanton, CA 94588
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  • Refinance
  • New Construction

Business Description

Pauline D. Shah is a mortgage loan broker with Cal Coast Financial Corporation who serves Pleasanton and the surrounding areas. She assists first-time homebuyers and move-up buyers with both fixed-rate and adjustable-rate mortgages. She also helps with government loan programs such as FHA, VA, and USDA or rural housing loans. In addition, she provides refinance services to current homeowners. Shah has been working in the finance industry for more than three decades. She holds a California real estate broker’s license.

License Verified:

License: 276606

Nationwide Multistate Licensing System and Registry

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Google
5.0 / 5 (1)
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Pauline D. Shah

PRMG Livermore logo
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License Verified:

License: 1774348

Nationwide Multistate Licensing System and Registry

PRMG Livermore

167 South P Street Units B & C, Livermore, CA 94550
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Business Description

PRMG Livermore serves Pleasanton-based residential property clients. For over 20 years, the office has partnered with multiple lenders to offer various home loan options, such as VA, conventional, FHA, USDA, and reverse mortgages. It is also a Freddie Mac and Fannie Mae direct lender, providing various products, like HomeReady by Fannie Mae, Fannie Mae's Homestyle Renovation, and Freddie Mac's Home Possible programs. PRMG Livermore's mortgage originators assist clients in selling, purchasing, and refinancing different types of properties, including condominiums.

License Verified:

License: 1774348

Nationwide Multistate Licensing System and Registry

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
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PRMG Livermore

Team Silva logo
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License Verified:

License: 290794

Nationwide Multistate Licensing System and Registry

Team Silva

333 North Canyons Parkway Suite 215, Livermore, CA 94551
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Business Description

Team Silva is a group of mortgage brokers that help clients purchase a first home, a luxury home, or an investment property in Pleasanton and the surrounding communities. They offer a wide variety of home financing products, including conventional and jumbo mortgages, as well as government-backed programs for veterans and rural homebuyers. They also help clients replace their current mortgages with refinancing programs that help them lower their interest rates, combine their debts, or get cash from the value of their home. 

License Verified:

License: 290794

Nationwide Multistate Licensing System and Registry

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Facebook
4.7 / 5 (176)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
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Team Silva

William R. Pape logo
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License Verified:

License: 245199

Nationwide Multistate Licensing System and Registry

William R. Pape

7031 Koll Center Parkway, Suite 190, Pleasanton, CA 94566
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  • Refinance

Business Description

William R. Pape serves the Pleasanton area, catering to homebuyers as a Realtor-broker associate for Excel Realty and Mortgage. Pape offers digital mortgage services, helping clients apply for loans through his company's online platform. He also assists homebuyers in finding property throughout the mortgage application process, from searching the local market for homes and inspecting favorable prospects to contract drafting and closing. William Pape has over 30 years of industry experience, particularly in the field of real estate sales.

License Verified:

License: 245199

Nationwide Multistate Licensing System and Registry

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Realtor
5.0 / 5 (17)
Google
5.0 / 5 (14)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Visit Website

William R. Pape

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Frequently Asked Questions

Do mortgage brokers need to be licensed?

Yes, all mortgage brokers need to be licensed. Individuals need to complete a 20-hour class that goes over state and federal laws for mortgages and other important information. Next, individuals take the official test with the National Mortgage Licensure System.

Is it difficult to pass the mortgage brokers’ test?

Upon completion of educational requirements, you must pass the mortgage broker test to receive your license. It's a two-part test called the Safe Mortgage Loan Originator Exam, and it can be a bit challenging. Out of almost 87,600 national test-takers, 57% passed on their first attempt. The test includes both a state and national portion and requires a minimum score of 75% to pass.

What is a surety bond for mortgage brokers?

A surety bond is a legal contract that binds three parties — the obligee, the principal, and the surety. Surety bonds are typically required to receive a license for operating as a mortgage broker. When a mortgage broker gets a surety bond, it's a legal guarantee they'll perform their obligations to their customers as required by law.

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