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Need help contacting a Mortgage Broker in Pleasanton? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.
2025
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Our goal is to connect people with the best local professionals. We scored Pleasanton mortgage brokers on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.
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Need help contacting a Mortgage Broker in Pleasanton? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.
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.
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.
Jocelyn DeGuzman is an independent mortgage broker and real estate agent that serves locals in the Pleasanton metro. With over 17 years of experience in the industry, she assists residents in buying, selling, or financing their properties by delivering detailed instructions throughout the procedure. Her past listings and purchases include luxury homes and modern condos. Jocelyn has attended to over 100 clients and accomplished more than 1,000 mortgage applications to date.
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.
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.
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.
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.
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.
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.
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.
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.