Best Mortgage Brokers in San Marcos

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Above All Real Estate Services, Inc. logo
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License Verified:

License: 833123

Nationwide Multistate Licensing System and Registry

Above All Real Estate Services, Inc.

5857 Owens Avenue #300, Carlsbad, CA 92008
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  • New Construction

Business Description

Above All Real Estate Services, Inc., serves the people of San Marcos and nearby areas. Its mortgage broker, James Clark, has been in the industry for over two decades. To establish a personal connection with clients, Clark takes the time to meet with them and learn about their finance and homeownership aspirations. He advises and guides borrowers through the entire loan process, from application to closing. The support team of Clark consists of professionals from the escrow, title, processing, banking, and real estate industries.

License Verified:

License: 833123

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 (29)

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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Dan Williams logo
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License Verified:

License: 282193

Nationwide Multistate Licensing System and Registry

Dan Williams

10509 Vista Sorrento Pkwy. #400, San Diego, CA 92121
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  • New Construction

Business Description

Dan Williams, a real estate mortgage consultant at C2 Financial Corporation, works with clients in San Marcos and nearby areas. He helps borrowers achieve their home purchasing or refinancing goals by finding a mortgage plan that fits their needs. He assists clients in applying for different types of loans, such as VA, conventional, and jumbo. Williams is also a certified liability advisor and financial educator who shares his expertise with the public via live teaching events and online lectures.

License Verified:

License: 282193

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
Friendliness
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Detail
HomePlus Mortgage logo
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License Verified:

License: 78669

Nationwide Multistate Licensing System and Registry

HomePlus Mortgage

2878 Camino Del Rio S Unit 402, San Diego, CA 92108
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  • Refinance
  • New Construction

Business Description

HomePlus Mortgage offers residents of San Marcos a variety of broker services. Its options include adjustable-rate and fixed-term mortgages, which come with periods ranging from 15 to 30 years. Government programs tailored to military veterans are available. The company takes an educational approach when dealing with buyers and has instructional videos online that teach procedural matters, such as underwriting and preapproval. HomePlus Mortgage has funded over $10 billion in loans and catered to more than 13,700 borrowers.

License Verified:

License: 78669

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
4.9 / 5 (347)
Yelp
4.5 / 5 (154)
Facebook
5.0 / 5 (97)

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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Helpfulness
Detail
Integrity Mortgage Group logo
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License Verified:

License: 238109

Nationwide Multistate Licensing System and Registry

Integrity Mortgage Group

9683 Tierra Grande Street, Suite 102, San Diego, CA 92126
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  • Refinance
  • New Construction

Business Description

Integrity Mortgage Group is a brokerage firm that caters to individuals and families in the greater San Marcos metro and nearby localities. The company provides loan services and helps clients find the right mortgage program to suit their needs. Its selection of loan products includes FHA, VA, fixed-rate, adjustable-rate, jumbo, and USDA mortgages. In addition, it offers reverse mortgages, HARP, and 203K loans.

License Verified:

License: 238109

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
Yelp
4.5 / 5 (40)
Google
4.7 / 5 (38)

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
iServe Residential Lending, LLC logo
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License Verified:

License: 2914

Nationwide Multistate Licensing System and Registry

iServe Residential Lending, LLC

10920 Via Frontera Suite 520, San Diego, CA 92127
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  • Refinance

Business Description

iServe Residential Lending, LLC, strives to help clients achieve their dream homes through mortgage refinancing solutions in San Marcos. The company provides a selection of options such as USDA, VA, FHA, jumbo, and conventional loans. Its team assists individuals who aim to switch from adjustable-rate to fixed-rate mortgages or consolidate debts through refinancing options. The firm's down payment assistance programs include Chenoa Fund and state bond options. It was established in 2007 as a multi-state residential mortgage banker.

License Verified:

License: 2914

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 (35)
Facebook
4.8 / 5 (32)
Jason Gordon logo
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License Verified:

License: 259027

Nationwide Multistate Licensing System and Registry

Jason Gordon

11440 W. Bernardo Court, San Diego, CA 92127
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  • Reverse Mortgages
  • Refinance

Business Description

Jason Gordon is a mortgage loan officer with AmeriFirst Financial, Inc. who handles the needs of home buyers and owners in San Marcos and the nearby cities. Gordon provides customers with various home loan programs, which include home purchase, cash-out refinance, Fannie Mae conventional, and Home Affordable Refinance Program (HARP) loans. He also offers customers FHA, USDA, VA, and portfolio and investor products. Other loan programs include high-balance, adjustable-rate mortgages (ARM), rate and term refinance, and jumbo loans.

License Verified:

License: 259027

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
5.0 / 5 (26)
Facebook
4.6 / 5 (21)

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
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Detail
Maggio Capital logo
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License Verified:

License: 308757

Nationwide Multistate Licensing System and Registry

Maggio Capital

12526 High Bluff Drive, Suite #300, San Diego, CA 92130
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  • Refinance
  • New Construction

Business Description

Maggio Capital is a mortgage brokerage company that caters to families and enterprises in San Marcos. It helps clients secure residential and commercial properties for business and consumer purposes. It also offers fix & flip rehab loans for entrepreneurs in the real estate market. Additionally, it provides refinancing services, as well as equity cash-outs. The company was founded in 2009 by Carl Maggio, a real estate expert who has been selling residential estates since the late 1990s.

License Verified:

License: 308757

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 (107)
Facebook
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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Mar Financial logo
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License Verified:

License: 389363

Nationwide Multistate Licensing System and Registry

Mar Financial

10620 Treena Street, Suite #230, San Diego, CA 92131
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  • Refinance

Business Description

Mar Financial is a mortgage brokerage firm that has been serving clients in the San Marcos area since 2007. It provides various loan options for people looking to purchase a house. These include VA, jumbo, USDA, FHA, conventional, and HECM reverse mortgage loans. It also helps homeowners who wish to lower their interest rates, consolidate debts, and get cash out of their equity through mortgage refinancing. Mar Financial's employees guide clients throughout the loan process, from application and processing to underwriting and closing.

License Verified:

License: 389363

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
Yelp
5.0 / 5 (192)
Facebook
5.0 / 5 (8)

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
Maureen Martin logo
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License Verified:

License: 247664

Nationwide Multistate Licensing System and Registry

Maureen Martin

2878 Camino del Rio S Unit 402, San Diego, CA 92108
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  • New Construction

Business Description

Maureen Martin is a San Diego-based mortgage loan originator for HomePlus Mortgage who caters to clients throughout California. She sets up FHA mortgage programs for first-time homebuyers and offers loans backed by the VA to current or former military service personnel. Maureen also educates clients on other programs, including conventional and jumbo loans. In addition, she helps senior homeowners with reverse mortgages, helping them to convert a portion of their property's equity into cash. Maureen has over 23 years of experience in the industry.

License Verified:

License: 247664

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
4.8 / 5 (15)

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
Mission Pacific Mortgage logo
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License Verified:

License: 14241

Nationwide Multistate Licensing System and Registry

Mission Pacific Mortgage

1902 Wright Pl Ste 200, Carlsbad, CA 92008
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  • Refinance

Business Description

Mission Pacific Mortgage is a Carlsbad-based business that serves people across San Marcos. It caters to individuals looking to purchase properties and provides loan programs backed by various government agencies, including the FHA and VA. The company also offers non-qualified mortgages to help borrowers finance property acquisitions without the need for traditional income verification. It recommends other solutions, including reverse mortgages for senior homeowners. Robert Boladian, its founder and owner, once worked under iServe Residential Lending as an area sales manager.

License Verified:

License: 14241

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
3.0 / 5 (27)
Google
5.0 / 5 (25)

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
Prospect Home Finance logo
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License Verified:

License: 365482

Nationwide Multistate Licensing System and Registry

Prospect Home Finance

7825 Fay Avenue, Suite 160, La Jolla, CA 92037
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  • Refinance

Business Description

Prospect Home Finance has been serving home buyers in San Marcos since 2006. The loan options it offers include 15-year and 30-year fixed mortgages, ARMs, and VA and FHA programs. It helps homeowners evaluate their property’s value and compare rates between lenders. The company employs an in-house team of loan processors and coordinators focused on responding to customer concerns. Prospect Home Finance is a member of the Association of Independent Mortgage Experts. It sponsors nonprofits and sports clubs around the community.

License Verified:

License: 365482

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
4.9 / 5 (183)

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
ShubhMortgage logo
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License Verified:

License: 1972303

Nationwide Multistate Licensing System and Registry

ShubhMortgage

9920 Pacific Heights Boulevard Suite 150, San Diego, CA 92121
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  • Refinance
  • New Construction

Business Description

ShubhMortgage caters to clients throughout the San Marcos metro and close-by communities. The company assists aspiring homeowners through the process of mortgage pre-approval and offers conforming loan programs. It provides a comprehensive online mortgage calculator that contains data like payment schedules to guide clients with their decision-making. It also shows individuals how their credit scores are calculated and how it impacts their homeownership goals. The company is affiliated with the Association of Independent Mortgage Experts.

License Verified:

License: 1972303

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 (60)
Facebook
5.0 / 5 (5)

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
Solidify Mortgage Advisors logo
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License Verified:

License: 1283930

Nationwide Multistate Licensing System and Registry

Solidify Mortgage Advisors

2888 Loker Ave E, Ste 201, Carlsbad, CA 92010
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  • Refinance

Business Description

Solidify Mortgage Advisors serves clients in San Marcos and the surrounding areas. Its team of personal loan advisors guides individuals and families in choosing loan programs suitable for their home purchase needs and financial goals. The company also offers mortgage refinancing services to help clients minimize or change their interest rates and monthly payments. Cash-out loan programs are also available for individuals wishing to invest in their children's education, pay off their debts, and obtain emergency funds.

License Verified:

License: 1283930

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.
4.7
Facebook
5.0 / 5 (17)
Google
4.2 / 5 (5)
Yelp
3.0 / 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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Team Sleder logo
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License Verified:

License: 239958

Nationwide Multistate Licensing System and Registry

Team Sleder

16644 W Bernardo Drive, Suite 100, San Diego, CA 92127
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  • Refinance

Business Description

Team Sleder provides San Marcos individuals with mortgage plans from RWM Home Loans, a locally owned mortgage banking corporation funding residential home loans throughout California. It carries traditional conforming loans, jumbo with interest-only options, FHA, and VA streamline programs. In addition to helping clients purchase homes, the company assists homeowners in managing their mortgages through its refinancing options. Team Sleder is headed by Shanne Sleder, a second-generation mortgage banker who has developed comprehensive mortgage plans for over 16 years.

License Verified:

License: 239958

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)

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
––
Back to Providers

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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