1. Financial Concepts

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San Rafael, CA

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California Mortgage Advisors

California Mortgage Advisors

(71 reviews)

If you're looking for an experienced apartment loan broker or multifamily financing expert, I…read morehighly recommend Jack Terrell at California Mortgage Advisors. Jack recently helped us secure financing for two apartment properties--a 56-unit building and a 54-unit building--with total loan amounts exceeding $12 million. These were sophisticated multifamily financing transactions that required extensive lender knowledge, strategic thinking, and exceptional execution. Jack's expertise in apartment building loans, multifamily financing, commercial real estate lending, refinancing, and agency and bank loan programs was evident throughout the process. He was proactive, responsive, and consistently found solutions to challenges that could have delayed or jeopardized the transactions. What impressed us most was his ability to navigate complex financing scenarios while keeping us informed every step of the way. His experience, professionalism, and commitment to his clients are truly exceptional. For anyone seeking financing for an apartment building, multifamily property, or commercial real estate investment, we highly recommend Jack Terrell and California Mortgage Advisors. If you want a knowledgeable mortgage broker who delivers results, Jack is the person to call.

Very professional and easy refinance experience. No tricks or hidden fees; very transparent and…read morecommunicative throughout the entire process. Robert Lee was fantastic. Will be a repeat customer in the future should I need to finance/refinance another property.

Financial Concepts - mortgagebrokers - Updated July 2026

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