As someone who was very nervous going into the home buying process, I discovered Jason through his helpful videos on YouTube, and decided to reach out. His knowledge of the process was very reassuring and he has been fantastic to work with! Started working with Jason and immediately felt like we were in good hands. Jason has helped us purchase our first home within the space of a month, and provided great guidance and communication on all the steps that were going to occur. He has been very diligent in terms of following up with the seller and keeping us in the loop. He has also been great about finding us a good rate on our mortgage, helping us find insurance and even financial planning services if we needed them. Overall a great experience, and I would recommend anyone work with Jason to take the stress and confusion out of the home buying process! read more

Our real estate selling experience with Jason Wheeler was extremely amazing! My husband and I are so pleased with the type of service received from him. He went above and beyond to helping us find the right buyer given the time constraints during the Christmas holidays, not to mention, our leaving for a long vacation. His commitment to helping his customers is second to none. Cal State Realty is fortunate to have him in their team! Being a trustworthy, reliable, supportive, professional to work with, just to name a few are attributes a real estate agent must possess which definitely what Jason had exhibited to helping us achieve our goal! read more

Jason was a pleasure to work with Very informative throughout the whole process. Would definitely recommend.

Simply the best. Buying a home could be a confusing and intimidating process for anyone, but I knew when we found Jason on yelp years ago that we were in great hands. He is trustworthy, honest, direct with his advice based on experience, kind, extremely helpful and full of great tips, sensitive to our needs and personalities, and he made the process smooth, twice now! With Jason, both times we worked with him, we knew we could just let go and trust him and the process, with excellent results. I feel like he is a God send. I recommend him to everyone!! read more

It was lovely working with Jason, He made the process very easy and made us feel so comfortable, keeping us updated with all that was going on with our loan . I will definitely recommend Jason. He is very attentive to your needs. read more

I highly recommend choosing Jason Wheeler as your real estate agent. He helped me and my husband purchase our first home and just in time before our baby's due date. Jason was very professional and pleasant to work with. He was very organized, knowledgeable and prepared in every aspect of our journey to buying a home. From setting up showings to closing on our house in a timely manner, everything went smoothly thanks to Jason. He was always on time to every appointment. He has great communication skills. He was always very responsive to our calls, messages and emails. He really showed us that he cared about us as his clients and he went above and beyond our expectations. We found Jason on Yelp based off his great reviews and we are so glad we chose him as our real estate agent. We will definitely recommend him to our family and friends. Thank you so much Jason for all your hard work! read more

This is our second time working with Jason! He goes above and beyond in all aspects of mortgage financing! We cannot recommend him enough! Thank you so much Jason! Lynn and Ron read more

Happy to announce that I closed on my house last week! Jason cannot thank you enough for all your hard work. Jason was an excellent broker, I still can't believe I own a house. I highly recommend working with Jason he was honest, experienced and straight forward throughout the entire transaction. As he will tell you, he has access to the BEST rates and will find a loan that works for YOUR needs. The best part is he delivered on what he said he could do, I not only received a great deal I walked away with a better deal than I expected. I was pre- approved with other lenders but decided to go with Jason because the service was more personable, the rates were way better and he was always patient no matter how many questions I had. If you're a first time home buyer like myself you want to work with someone who is willing to answer all your questions and that you can trust. From day one he was more than willing to simply give me information and answers all of my question without me being his client, I could tell the difference between him and other lenders right away as he didn't pressure me to work with him, he was genuinely interested in answering my questions. He was very responsive and returned my calls and emails quickly even on the weekend or past 5pm. He met with me at my home to sign my loan application, and when I closed he was there with me at the title company providing moral support and be there in case I had any last minute questions. I was told by the notary that not many brokers show up to watch their client sign loan documents. It really spoke of his integrity and follow through. I guess my point is Jason really takes care of his clients, and doesn't make you feel like your loan is just a number on the assembly line. I can't speak highly enough of him, he is the model of a business man. Thank you again Jason! read more

Jason is one of the best in the lending game! He's especially great at keeping all of the "key players" updated and focused on victory! I highly recommend him for your all of you lending needs. He's a winner and a pleasure to work with. Thanks until next time Jason. @ColetteTheRealtor read more

We recently used Jason for a refinance with the HARP2 program. Jason was great to work with. He is knowledgeable, honest, and quick to respond to any questions. He was even willing to come to our home in the evening to meet the signing deadline for our loan. If you are looking for a responsive and honest person to help with your loan, Jason is your guy. We will use his services with any future loans. read more

Having just recently closed escrow on my home I am still feeling as though I'm on cloud nine and I am so incredibly happy to finally be a homeowner! None of this would have been possible without the help, persistence, dedication, and knowledge of Jason. Jason walked us through the ENTIRE process with such professionalism without being overly formal. He made me feel comfortable to ask all questions and answered them in such a way that the lay/first-time buyer would understand. His expertise made me feel completely at ease. From my perspective, once our fourth and final offer was accepted the escrow process itself went extremely smoothly. However, I know that Jason went above and beyond (working late nights, even on weekends) to make this experience a very positive one for us. It truly felt as though we were his only clients. Thank you, Jason! You made purchasing my first home one of the greatest processes in my life. We could not have accomplished this without you! read more

We had to short sale our other property and Jason was our realtor throughout the entire short sale process. Jason took the time to explain each step of the process, ensured that we had all of our questions/concerns answered along the way, made sure we knew the next step - all while being professional and caring at every moment. A short sale is not an easy process to go through, but with Jason on our side his true persistence, thoroughness, and professionalism made it the process go smoother than we expected. You will find Jason's personality very positive, honest, and downright refreshing! He is a true gem! read more

I found Jason through my realtor, when my own loan guy fell through. My realtor said, "Give Jason a call. He's great." Boy, she wasn't kidding! I am self-employed (ie, difficult to get a loan for) with different amounts deposited randomly (banks hate that), and part of my down payment coming from an account shared by other members of my family (banks hate that, too). In short, my situation isn't ideal! Jason stuck with me, compiling info and answering questions over the ten months it took to find a house. When we did find it, I said, "So... how fast can we have this done? I want to move in last week!" Jason said, "I'll get things done as fast as I can!" And he was true to his word. Because of the above bank-hated problems, issues kept popping up. Through it all Jason was on top of it, letting me know exactly what I needed and why, always there to answer my questions, and never sounding frustrated or exasperated. Even when the bank came up with unexpected paperwork at the twelfth hour, Jason was right there (even talking with my other family members on the bank account!) to find the quickest, easiest solution. And after all that, he and my real estate agent managed to rush things so we could finish on Good Friday (a half day) and I could move over the weekend, rather than waiting until Monday. I can't say enough good things about Jason, and I've already recommended him to several people! Jenna read more

Jason is great to work with. He worked so hard throughout the entire refi process. I asked him to run several different scenarios and he was always responsive and fast. I will never use a bank again - only Jason for all of my future purchases. read more

First yelp review I have written from my NEW HOUSE, woohoo! I actually talked to a few really nice and patient brokers who were happy to explain everything about the mortgage/loan process before we finally started the pre-approval proceedings. Why did we choose Jason over the others? His Yelp reviews! Thank you Yelp for helping me make the EXCELLENT decision we did- Jason was phenomenal. And I liked his voice on the phone. Yes, I judge such things, what? Jason got our pre-approval done in a reasonable time - we had told him we weren't in a hurry, we were going out with our Realtor a week later. Then, when we wanted to make an offer, my Realtor gave him a call and he sent out a different letter in literally 10 minutes flat. Twice! Jason was ready to meet with us even at night to go over the loan documents, but our schedule just didn't permit it. He was great at INSISTING he go over certain key points on the phone with me, even though I promised I would read every page (I did read them too, I swear!). I'm glad he made me take those 10 minutes though, I understood what I reading much better for it. Fast forward, three weeks into our 45 day escrow, we find out that the sellers' Realtor had given our team incorrect information, and the house was not eligible to be purchased under a standard FHA loan. The loan was denied, not through our fault or Jason's- he even called the seller directly to check on the information we needed! He rallied, found a different lender that could do the loan we needed, and even after we accepted the new terms and higher interest rate, continued negotiating them down so our new loan had an equal interest rate. We didn't even ask him to, he just went to bat for us anyway. Jason managed to close our FHA loan in under 3 weeks - my Realtor was impressed, as were we. We didn't even have to change our move-in date! I didn't find out until later just how hard he had to work to get us in the house, he just made everything run so smoothly - definitely what I needed as a first-time home buyer. Jason is such a detailed and hardworking professional, I would absolutely recommend him to anyone looking to purchase or refinance. read more

We were recommended Jason by a friend. He helped us refinance our home. He was hard working and extremely patient (I can be some what challenging with my questions.) he was able to lock us in on a great rate! I really do appreciate how quick he was to respond to text and calls. I am truly grateful that Jason genuinely wanted to help and get the best deal for us. We would definitely use Jason again. And we highly recommend him to anyone looking for a home loan or refinance! Thanks again Jason, we love our new mortgage payments!!! read more

I have known Jason for over 5 years now. He has been, and will continue to be, the person I go to for my home loans. He is very knowledgeable and professional. In my experience, he works through any obstacles and has a "can-do" attitude. I also appreciate how well he communicates the details of the mortgage loan options, and how quickly he responds to voice or e-mails. I highly recommend Jason... read more

I contacted Jason to ask for his help with a project I'm working on for class regarding the home buying process. He responded right away, and was able to spend some time with me over the phone discussing the questions that I had. So helpful and so nice! read more

Jason helped us buy our first home and also got us through our first refinance during quarantine.He was readily available to answer questions and extremely knowledgeable about the entire process. I would highly recommend him to anyone! He will find you the best rates without all of the headache that is usually involved. Thanks Jason! read more

We were refered to Jason by Laurie Berry when we went to her to purchase my moms house. This is our first house and Jason couldn't have made it easier. We had plenty of questuons and he made it all simple. Quick responses so we were never waiting long on answers. We will for sure use him again we we are ready to buy again. read more

We've worked with Jason for two different loans and he's been great through the process. If you have a difficult situation this is the guy to call. read more

I met Jason due to the fact he was a board member for the HOA of a property I was listing. He was very informative and helpful during the sale with any questions I may have had. Based on his fast responses and excellent communication skills I would recommend Jason if you're in the market to buy or refinance a home. Thanks Jason. read more

I highly recommend working with Jason, he was an excellent broker, I still can't believe I own a house!

Jason is super professional, responsive, and knowledgable. He got us through our home purchase flawlessly.

With all these low interest rates, I too wanted to see if I could refinance. Jason took a quick look at our position without a single form. Based on our conversation and his research we wouldn't really gain from a refi. There are countless brokers who would have tried hard to switch me into a number of products, but Jason advised us to sit tight. To me, that's the sign of a true professional - advises in the clients best interest not their own. When the market changes, I'll be sure to talk with Jason first. read more

Jason helped my husband and I with three home loans over the years. The most recent was for a home we bought out in Discovery Bay. Buying a home is always stressful, but Jason made the loan process very smooth. He is great with his communication and always got back to us asap when we had any questions. He is the very best... read more

We have gone through two home purchases and refinanced twice over the past 11 years, and we have worked with Jason every time because of the excellent service that he provides. He always responds promptly to all requests, makes himself available to answer any questions, and takes the time to make sure that you understand all aspects of the lending process. We have always felt well taken care of and fairly treated when working with Jason, and we will continue to work with him for any lending needs that we have in the future. read more

I highly recommend Jason for financing a new home or refinance an existing mortgage. I just completed a refi with Jason and it went extremely smoothly during the entire process. We are very satisfied with our new mortgage. read more

If you are a first-time buyer, I recommend watching Jason's crash course video of 'the 6 most common questions'. It's a short, informative video. Had me so intrigued that I reached out to him the same night for additional information and so began our journey with Jason. My husband and I had already been pre-approved for a loan through another reputable mortgage broker, but we ultimately decided to go with Jason because he came across as a genuine, straight forward person, who would always have his clients' best interests at heart. Of course, it helps that he is extremely knowledgeable in his field - on the brokerage side as well as the real estate side. In our case, he handled the financing and represented us as our real estate agent. It took some time for us to find a home, mostly due to timing and lack of inventory. But we did finally find our home in the specific area we were looking in and we are ecstatic! Jason was able to close in 21 days! He always kept us well informed, on each step of the process. I am certain we asked the same questions over and over, but he never made us feel like we were a bother. He was always patient and communicative. His response rate is on point. Purchasing a home, especially for the first time is very stressful, but Jason made it a somewhat more tolerable experience for us. If anything, we learned so much from him and feel more educated about the process. If you are looking to purchase/refinance a home or have financing questions, and you need someone trustworthy, Jason Wheeler is the guy. read more

I rarely do reviews, but Jason is clearly deserving of one. We were searching for our first home and needed a good, reliable, local Pleasant Hill real estate agent. Luckily I found Jason Wheeler. Jason has been prompt and responsive from the start. I found him on Yelp and was impressed on how responsive he was to my Yelp message on a Sunday night. But it didn't stop once we decided to have him be our Real Estate Agent. He's been consistent with his communication and even provided us with videos to help us learn the home buying process; going over comparable sales, offer letter, loan disclosure, etc. which was perfect for us since we could view it at our convenience from our SF home as we were remotely searching. These videos were extremely important to us as we wanted to learn as much as we could from our first home buying process. Jason has a wealth of knowledge being a real estate agent and a loan broker. In addition, we wanted someone familiar with the Pleasant Hill/Martinez as that was our targeted area, and Jason being a Pleasant Hill local (born and raised) totally fit the bill. His unbiased, objective 3rd party opinion helped my husband and I as we went through multiple open houses over consecutive weekends and signed a handful of offer letters. Luckily, we got a house that checked all our must haves right as we were about to give up hope. Thanks to Jason, we were reassured with our initial over ask offer, discussed the inspections, and understood our loan. If you're looking for a reliable, honest and knowledgeable real estate agent, who is also a loan broker look no further!! Your search has ended!!!! read more

Jason helped me through the refinance process so seamlessly. I appreciate his professionalism, expertise and prompt responses. He was very knowledgable and was able to answer my questions putting me at ease. This is the fastest refinance I have ever completed and I look forward to working with him in the future. read more

My husband and I worked with Jason back a few months ago and seriously this guy is THE BEST! He is super responsive and is always there to answer any questions, even if they seem silly. He was such a pleasure to work with that we will definitely be using him again. Jason made what seemed impossible, possible and we cannot thank him enough for all his hard work. read more

My husband and I just starting looking for homes the middle of this past week. Knowing we would need a lender, we gave Jason a call. 1 Star - Jason answered right away. He was not at his desk, so he asked if he could call me back in 5-10 minutes when he could focus all his attention on me - and that is what he actually did. This was a pleasant surprise considering the other lender I called did not answer and still has not returned my call. 2 Stars - As a total newbie to this process, Jason spent a solid 30 - 40 minutes speaking with me. He answered all of my questions and then some. It was refreshing to work speak with someone who was forthright and honest. 3 Stars - My husband and I attended 9 open houses over the weekend and most of the listing agents we spoke with knew him and all those who did spoke very highly of him. This was comforting, as it is such a good feeling to know that we were in good hands. 4 Stars - Jason had sent me an email listing what he would require in order to get us a pre-approved. We had gathered everything for him, but not yet sent it out, as we intended to look for a little while before making an offer on anything and thus, were in no hurry. This all changed Sunday afternoon when we come across a place we had to have. So there we were, wanting to put in an offer by the next morning, but we did not have a pre-approval letter. I gave Jason a call and he got back to us in less than an hour. He told us to send everything over and he would do everything he could to get us a pre-approval letter by the time bids were due the next morning. Not only was he able to obtain the pre-approval, but he sent it to us Sunday night. I was very impressed. 5 Stars - Fast forward to 7:30 this morning. My husband and I met our agent at 7:30am to write-up our offer. It turned out the property we were looking to purchase was not FHA approved and we had asked Jason for an FHA loan (we are first-time home buyers and felt that an FHA loan would best fit our situation). OH NO! In a complete state of disarray, I emailed and texted Jason to see if he could review the documents we sent him and possibly pre-approve us for a conventional loan. Mind you, bids were requested by 10am. Jason responded in a timely manner, reviewed everything and was able to get a letter to our realtor in time for us to submit a bid! WOW! Talk about customer service. 6 Stars - He did it all with a smile! Okay, I know Yelp does not allow more than 5, but Jason deserves it - and more. He is professional, has competitive (if not the best) rates, and is just a pleasure to work with. I am so thankful we found him. Thank you, Jason! read more

Jason is knowledgable, honest, & efficient! Buying a home is very stressful, but Jason make the lending part very easy due to his vast experience and integrity! read more

I met Jason through a real estate event in Pleasant Hill and we have been in contact ever since. He is honest and will tell you upfront whether he could help you or not. I have dealt with other brokers and it seems it is always about the commision. Not with Jason! I have referred several people to him because I feel that he puts the clients needs first. read more

I'm adding five (*****) more stars to this review!! Words cannot explain nor can a yelp review help you understand that this is the BEST mortgage broker in the BAY AREA. Only your experience with him will help give my review credit. When other lender's told us NO, Jason said "let me see what I can do." Jason did not give up on us and kept moving forward. Background; Our previous lender did not have confidence that we would get funding or help. I was told NO by other banks because I had a previous repo (3 yrs ago), was an authorized user on my fiancee accounts, and had 12 + inquiries. I lost hope and started doubting that I would be a home owner, so I contacted Jason and he immediately responded and worked with us. Each step of the way he explained in great detail of the processes and informed us of what to expect next. He ALWAYS responded to our texts, phone calls and e-mails. Jason's rapid responses were much appreciated! On April 27, 2015, we received our keys to our home and Jason STILL continued to follow up with us afterwards to ask us how we were doing. I really hope this review gives you insight as to how wonderful, intelligent, time giving, and hard working Jason is. Thank you so much Jason for helping our family get our home (my eyes are watering..LOL). read more

Jason is warm, friendly, knowledgeable and a true go-getter. He has a ton of business sense and is very kind and helpful. Get to know him and what his business offers--you won't be disappointed! read more

Where do I begin? This review is long over due. My husband and I were buying a home in October while selling our current home. The whole process was absolutely stressful. Surprisingly working with Jason for the lending process was the easiest part of the process. Jason stayed in contact with us the entire time and made the process seem so smooth and easy. Jason got us great rates and we couldn't be happier. Thank you Jason!! read more

Jason is honest and helpful. Whenever my husband or I had a question, he got back to us quickly. If he didn't know the answer, he knew where to find it! Jason worked tirelessly to make the lending part of our transaction as smooth as possible for us! read more

I had a very unique situation! I had a home to sell and I had a buyer. What I didn't want was a real estate agent wanting to take a 6% commission when I had already done the work. Jason was brought in by the buyers, who had been my tenants for 2 1/2 years. He guided through the signing of the contract, escrow, and closing of the sale. He was always available to us to answer questions, explaining the reasons for certain requirements, and keeping us up to date on where we were in the process. Without hesitation I would recommend Jason if you are looking for honest quality service. read more