Business Details
23 Years
experience
Expert Mortgage & Real Estate Solutions in Pleasant Hill, CA
Since 2003, Jason Wheeler has been a trusted partner in the Bay Area real estate market, dedicated to providing exceptional mortgage and real estate services. Our team combines deep industry expertise with a commitment to personalized communication, ensuring clients receive tailored solutions for their unique needs. As a top-producing brokerage with relationships across 100+ lenders, we deliver competitive pricing and innovative financing options, including jumbo loans, VA loans, and reverse mortgages. Our dedication to transparency, education, and community-driven service has earned us recognition in national publications and the trust of thousands of satisfied clients. 
Services
Mortgage Loans
Real Estate Services
Jumbo Loans
VA Loans
Reverse Mortgages
Credit Repair
Transactional Funding
Portfolio Lending
Fix and Flip Loans
Stated Income Loans
Details
- Year established: 2003
Highlights and features
- We offer 20+ years of experience in Bay Area real estate and mortgage services.
- Our team maintains relationships with 100+ lenders for competitive financing options.
- We guarantee transparent communication and no hidden fees.
- Our clients benefit from exclusive home buyer programs saving up to $6,687.
- We provide 24/7 personalized support for urgent client needs.
Associations and certifications
- California Bureau of Real Estate
- Scotsman Guide Top Lender
- Mortgage Professional Magazine Top 50
What people say
Super responsive
Best in the Bay Area
Quick approvals
Trusted advisor
Excellent rates
Services
Mortgage Loans
Jason Wheeler offers comprehensive mortgage loan services tailored to first-time buyers, veterans, and investors. Our programs include conventional loans, FHA loans with 3.5% down, and streamlined refinances. With relationships across 40+ lenders, we secure competitive rates and flexible terms. Our team guides clients through every step, from pre-approval to closing, ensuring a seamless experience.
Jumbo Loans
Specializing in jumbo loans exceeding $500,000, Jason Wheeler provides financing for luxury properties and high-end real estate. Our portfolio lending options allow loan amounts up to $5 million with flexible LTV ratios. We cater to complex financial scenarios, including non-traditional income verification and entity vesting. Our expertise ensures swift approvals for discerning buyers in the Bay Area.
Real Estate Services
From first-time home purchases to investment properties, our real estate services combine local market expertise with national resources. We offer exclusive buyer programs, seller consultations, and transactional funding. Our agents specialize in the Diablo Valley, providing data-driven insights and personalized strategies to maximize value for buyers and sellers alike.
Reverse Mortgages
Designed for homeowners aged 62+, our reverse mortgage solutions unlock home equity without monthly payments. We guide clients through FHA-insured HECM loans and proprietary options, ensuring compliance and long-term financial benefits. Our counselors prioritize transparency, helping seniors achieve financial security while retaining home ownership.
Credit Repair
Jason Wheeler offers credit repair services to improve loan eligibility and secure better rates. We analyze credit reports, identify inaccuracies, and provide actionable steps to boost scores. Our tailored strategies address debt management, payment history, and credit utilization, empowering clients to achieve their homeownership goals with confidence.
People
Jason Wheeler
Broker Associate and Loan Consultant
Jason Wheeler is a top-producing Bay Area real estate and mortgage expert with 20+ years of experience. He specializes in jumbo loans, VA programs, and first-time buyer education. His client-centric approach emphasizes transparency, education, and community relationships.
Questions
What mortgage programs do you offer for first-time homebuyers?
We offer FHA loans with 3.5% down, conventional loans with 3% down, and exclusive home buyer programs with educational resources and savings opportunities.
Can you help clients with credit challenges?
Yes, we provide credit repair services and specialize in non-traditional loan programs for clients with past foreclosures, bankruptcies, or low credit scores.
Do you offer jumbo loans above $1 million?
Yes, we offer jumbo loans up to $5 million with flexible terms for luxury properties and high-end real estate in the Bay Area.
Are VA loans available for veterans?
Yes, we provide VA loans with up to 100% financing for eligible veterans, including streamlined refinancing options.
How quickly can you close a mortgage?
We guarantee 21-day closings for purchase transactions and offer no-lender-fee options to expedite the process.
Do you work with real estate investors?
Yes, we offer transactional funding, fix-and-flip loans, and portfolio lending tailored to real estate investors' needs.
