Best Mortgage Brokers in San Ramon

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1st American Mortgage & Real Estate Inc. logo
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License Verified:

License: 307334

Nationwide Multistate Licensing System and Registry

1st American Mortgage & Real Estate Inc.

2010 Crow Canyon Place, Suite 100, San Ramon, CA 94583
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  • Refinance

Business Description

1st American Mortgage & Real Estate Inc. brings over more than two decades of experience serving clients throughout San Ramon and the surrounding metros. The full-service firm assists first-time homebuyers and seasoned investors in finding mortgage options that fit their specific needs and goals. Additionally, the firm walks buyers through the entire home purchasing process, from scouring the market for suitable properties to closing. In addition, it assists sellers with evaluating, pricing, marketing, negotiating, and closing real estate purchases.

License Verified:

License: 307334

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
4.8 / 5 (17)
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
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Detail
Clay Selland logo
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License Verified:

License: 183492

Nationwide Multistate Licensing System and Registry

Clay Selland

2500 Old Crow Canyon Road, Ste. 410, San Ramon, CA 94583
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  • New Construction

Business Description

Clay Selland is a mortgage broker who serves customers in San Ramon. He works with first-time ad move-up home buyers and investment buyers, helping them navigate through the mortgage process to meet the deadlines and closing. He also assists clients planning to refinance a mortgage for lower interest rates or to cash out from equity. Selland is the president of Signet Mortgage and has over two decades of industry experience. He is also a Certified Public Accountant.

License Verified:

License: 183492

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 (82)
Facebook
4.9 / 5 (37)

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
CNA Equity Group logo
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License Verified:

License: 357268

Nationwide Multistate Licensing System and Registry

CNA Equity Group

2303 Camino Ramon, San Ramon, CA 94583
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  • Refinance
  • New Construction

Business Description

CNA Equity Group is a full-service mortgage brokerage offering boutique solutions to the San Ramon community. The company provides commercial and residential loan products with government, private, and conventional funding. Its brokers assist clients who need large amounts of funds, individuals who are planning to purchase their first homes, and those who are considering refinancing. CNA Equity Group was established by Michael Mulry, a mortgage broker who has over 19 years of experience in the industry. It has exceeded $50 million in sales.

License Verified:

License: 357268

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 (7)

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
Freedomstar Financial, Inc. logo
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License Verified:

License: 1439059

Nationwide Multistate Licensing System and Registry

Freedomstar Financial, Inc.

111 Deerwood Drive, Ste 200, San Ramon, CA 94583
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  • Refinance
  • New Construction

Business Description

Freedomstar Financial, Inc. connects borrowers in San Ramon with lenders that match their mortgage goals and interest rate needs. The brokerage works with more than 50 VA wholesale lenders across the nation. In addition, it monitors lenders daily and sends borrowers quotes from financial institutions. To help borrowers make informed decisions, Freedomstar Financial blogs about the common myths about reverse mortgages, VA loans for veterans in California, and loan eligibility. The brokerage has originated over $300 million in VA loans.

License Verified:

License: 1439059

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 (38)
Yelp
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Haven Home Lending logo
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License Verified:

License: 326741

Nationwide Multistate Licensing System and Registry

Haven Home Lending

26 Bormio Ct, Danville, CA 94526
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  • Refinance

Business Description

Haven Home Lending accepts loan applications and inquiries from individuals and families within the San Ramon metro. Its team of consultants helps clients secure comprehensive mortgage plans that cover their financial needs using its understanding of lending requirements, factors, and procedures. It evaluates its applicants' credit histories, conducts holistic property appraisals, and carries out an inventory of their total assets in line with its pre-qualification processes. It also compares a prospective borrower's financial capabilities to local mortgage rates and property prices.

License Verified:

License: 326741

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
4.9 / 5 (12)

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
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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  • Refinance

Business Description

Light Mortgage Co. serves people in San Ramon. It offers fixed-rate, ARM, conforming, jumbo or super jumbo, and government loans such as FHA, VA, and USDA. Its mortgage brokers help clients determine if they qualify for the loan they want to apply for. They also educate people on the differences between mortgage programs, which can help them make better decisions when purchasing a home. Hal Light founded the company after witnessing his loved ones blindly trusting their mortgage brokers.

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)
Yelp
5.0 / 5 (73)
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
Nest Mortgage logo
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License Verified:

License: 247776

Nationwide Multistate Licensing System and Registry

Nest Mortgage

318 Diablo Rd., Danville, CA 94526
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  • Refinance

Business Description

Nest Mortgage provides San Ramon residents with personalized mortgage solutions. These solutions include private and government-supported lending options such as jumbo or VA loans and refinancing options customized to the client's circumstances. From initial consultations to mortgage or refinancing closings, the company's staff advises clients on mortgage industry processes and helps them compare available market options. Senior mortgage consultant Kaveh Sartipi previously worked at Mason-McDuffie Mortgage and was recognized as one of its top producing agents in 2007.

License Verified:

License: 247776

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
Facebook
5.0 / 5 (13)

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
New Vintage Mortgage logo
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License Verified:

License: 1866621

Nationwide Multistate Licensing System and Registry

New Vintage Mortgage

2551 San Ramon Valley Blvd. Suite 217, San Ramon, CA 94583
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  • Refinance

Business Description

New Vintage Mortgage provides a variety of loan options specifically tailored to achieve the financial goals of its clients in San Ramon and the neighboring communities. Its team of mortgage brokers assists buyers and borrowers in purchasing a home, refinancing mortgages, reducing portfolio risks, or needing a specialized loan option for commercial real estate or construction. It offers fixed-rate, adjustable-rate, FHA, VA, interest-only, and reverse programs. New Vintage Mortgage has been in operation since 2020.

License Verified:

License: 1866621

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 (6)

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
New Vintage Mortgage logo
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License Verified:

License: 1866621

Nationwide Multistate Licensing System and Registry

New Vintage Mortgage

2551 San Ramon Valley Blvd, Suite 217, San Ramon, CA 94583
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  • Refinance

Business Description

New Vintage Mortgage helps the people in San Ramon make life-changing decisions regarding real estate. The company brokers home purchase financing, bridge and private loan funding, commercial property funding, reverse mortgages, and refinancing. Its team of professionals walks buyers and borrowers through the mortgage process and aids them in discovering strategies to save time and money. Senior mortgage consultant, Paul Stella, has been serving the community for over 16 years and has completed SCLI's Krach Transformational Leaders Workshop.

License Verified:

License: 1866621

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 (22)
Preferred Mortgage, Inc. logo
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License Verified:

License: 1440176

Nationwide Multistate Licensing System and Registry

Preferred Mortgage, Inc.

2950 Buskirk Avenue, Ste 140, Walnut Creek, CA 94597
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  • Refinance
  • New Construction

Business Description

Preferred Mortgage, Inc. is an independent agency based in San Ramon. It began serving the community in 2012, providing loan options, including FHA, refinance, commercial, and first-time home buyer loans. Its team members match borrowers with a program that meets their requirements. They guide customers through the process of obtaining pre-approval, submitting required documents, and closing the loan.  The company is listed as a member of the National Association of Mortgage Brokers and the Bay East Association of Realtors.

License Verified:

License: 1440176

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
Stonecastle Mortgage logo
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License Verified:

License: 280803

Nationwide Multistate Licensing System and Registry

Stonecastle Mortgage

380 Diablo Road Suite 201, Danville, CA 94526
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  • Refinance

Business Description

Stonecastle Mortgage works with San Ramon-based home buyers and existing homeowners. It offers mortgage solutions that are tailored to their financing or refinancing requirements. The company provides mortgage programs such as FHA, VA, Jumbo, USDA, and HELOC. Clients can also turn to Stonecastle Mortgage's loan officers for fixed-rate, adjustable-rate, rehab, bridge, and cross-collateralized loan options. In addition, this Equal Housing Lender, which started its operation in 2000, is licensed to operate in the states of Nevada, Colorado, and Washington.

License Verified:

License: 280803

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 (18)
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
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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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