California Mortgage Advisors, Inc. - San Rafael, California

California Mortgage Advisors, Inc.: A Comprehensive Overview

California Mortgage Advisors, Inc. is a respected and established financial services firm dedicated to assisting individuals and families in achieving their homeownership dreams. Located at 4304 Redwood Hwy #100, San Rafael, CA 94903, United States, the company operates with a commitment to providing exceptional service and expert guidance throughout the entire mortgage process. Their readily accessible phone number, 8882257334, and website, calmtg.com, offer convenient avenues for prospective clients to connect and learn more about their offerings.

Specializations and Services

California Mortgage Advisors, Inc. functions as both a mortgage broker and a mortgage lender. This dual role allows them to offer a comprehensive suite of solutions, leveraging their network of partners to secure the most competitive rates and terms for their clients. They specialize in assisting clients with a variety of mortgage needs, including:

• Refinancing: Helping homeowners lower their monthly payments, shorten their loan terms, or tap into equity.
• Purchase Mortgages: Guiding first-time homebuyers and experienced purchasers through the process of securing a new home loan.
• Jumbo Loans: Catering to clients with larger loan amounts.
• Government-backed Loans: Facilitating access to loans like FHA, VA, and USDA loans.

The company’s approach prioritizes transparency and clear communication, ensuring clients understand every step of the mortgage journey. They understand the complexities involved and strive to simplify the process, making it less daunting for those unfamiliar with the market.

Location and Accessibility

The physical location at 4304 Redwood Hwy in San Rafael, California, provides a central point of contact for clients in the Bay Area and beyond. California Mortgage Advisors, Inc. is dedicated to ensuring accessibility for all clients, offering a range of services designed to accommodate diverse needs. The office is equipped with the following features:

• Wheelchair-Accessible Car Park: Providing convenient parking for individuals with mobility limitations.
• Wheelchair-Accessible Entrance: Ensuring easy access to the building for all visitors.
• Wheelchair-Accessible Seating: Offering comfortable seating options for clients requiring assistance.
• Wheelchair-Accessible Toilet: Meeting accessibility standards for restroom facilities.
• Online Appointments: Offering the convenience of virtual consultations.
• On-site Services: Providing in-person assistance and guidance.

This commitment to inclusivity demonstrates their dedication to serving a broad client base with the utmost respect and attention.

Client Feedback and Reputation

California Mortgage Advisors, Inc. consistently receives positive feedback from its clients. Available on Google My Business, the company boasts an impressive average opinion of 5/5 based on six reviews. These reviews consistently highlight the company’s dedication to customer service, responsiveness, and expertise. Specifically, clients frequently commend the team’s proactive communication and willingness to answer questions thoroughly. One client, Kim & Adam, expressed their satisfaction with the streamlined process and the ability to secure a lower rate, emphasizing Scott Baer’s helpfulness. The collective feedback suggests a strong sense of trust and satisfaction among their clientele – a testament to their professional approach and commitment to client success. It's evident that they prioritize building strong relationships with their clients, fostering a sense of partnership throughout the mortgage process.

Key Takeaways and Recommendations

For individuals seeking a reliable and experienced mortgage broker and lender, California Mortgage Advisors, Inc. presents a compelling option. Their combined expertise, commitment to accessibility, and overwhelmingly positive client feedback make them a strong choice for navigating the complexities of the mortgage market. The company’s focus on communication, transparency, and customer service distinguishes them within the industry. Considering the range of services offered – including refinancing, purchase mortgages, and government-backed loans – and the company’s dedication to inclusivity, California Mortgage Advisors, Inc. is well-positioned to assist clients in achieving their homeownership goals. Their website, calmtg.com, provides detailed information about their services and contact details, while their phone number, 8882257334, allows for immediate connection with a knowledgeable representative.

👍 Reviews of California Mortgage Advisors, Inc.

Kim D.

5/5

Had a great experience with Scott Baer at California Mortgage. From the beginning Scott was very communicative and really was helpful in answering all of our questions about the refinance process. We were able to lock in a lower rate and the process was extremely streamlined. Very satisfied with the overall experience and would recommend Scott to help anyone wanting to refi and/or buy a house. Thanks again!
Kim & Adam

Marissa G.

5/5

My mortgage broker Scott Baer was fantastic! He was so helpful through the stressful process of buying a home as a first time home owner but he made it a seamless process. With his help and expertise we were able to get approved for our home loan and helped us with our credit scores. I highly recommend Scott Baer for any mortgage advice or questions with loans!

Katherine P.

5/5

We really enjoyed working with Jack Terrell and his team as our mortage broker. They made it extremely easy as they provided great advice and guidance through the whole process.

Christopher C.

5/5

I have used California Mortgage Advisors multiple times over the years and always feel they stay plugged in to the process every step of the way. Could not recomment more. We are very happy with the support, communications and deal execution. Highly recommended as they take many of the headaches upon themselves and get the mortgage done.

Kai C.

5/5

I have completed many loans with Jack ( lost track of how many) and every time he has done a good job for me. He provides good advice and is honest with his clients.

Maria C. R.

5/5

My husband and I had been thinking about refinancing to free up some money. I contacted a few companies as I wanted to get multiple quotes. One of the companies I contacted was California Mortgage Advisors (CMA) as I had received a mailer from them, so I said "why not?" I did some research on the company as I had not heard of them before and I was happy with their reviews and background info. I had the pleasure of working with Jack Terrell of CMA. Mr. Terrell made the whole process as easy as it could be. He was very patient and understanding about my situation and offered to help in multiple ways, providing me options which I greatly appreciated. Not only was he professional, but he was personable as well. Communication was key and Mr. Terrell's communication was excellent. I would definitely work with Mr. Terrell again and will absolutely refer him to friends and family with home financing needs.