Jackie Cuneo: Direct Lender & Mortgage Broker



Jackie Cuneo: Direct Lender & Mortgage Broker

Purchase loans: I work with buyers beginning with purchase preapproval, identification of most advantageous financing options, Realtor collaboration, and working hands-on with underwriting and funding to insure a timely close.

Refinance lending: I work with property owners to identify opportunities to improve their current loan structure, either through rate reduction, term reduction, restructure, or obtaining cash out for reinvestment. I also work with underwater homeowners to identify opportunities to refinance using today's government sponsored loan programs.

How do I work?: I provide clients clear information about required documentation and the mortgage process, cloud-based document sharing, clear explanations of available options, competitive rates, and frequent status updates. Unlike larger lenders, clients always have a single point of contact and can access information as needed.

About Opes Advisors: Opes is a direct lender, offering mortgage products from our investors to accommodate a wide variety of lending circumstances. We offer competitive rates, in-house underwriting and funding of loans to $2M with as little as 3% down. We also function as a mortgage broker with access to hundreds of programs when clients need specialty financing solutions.

Differentiation: My prior experience as a busy San Francisco Real Estate Broker, homeowner and investment property owner allows me to provide clients a 360 degree view of the real estate transaction, to provide solutions based on clients' individual priorities, and to offer highly effective Realtor collaboration.

I am committed to the success of my Realtor partners and strive to provide them comprehensive CARE: Confidentiality, Advocacy, Responsiveness, and Exceptional service before, during, and after each transaction.

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Specialization(s): Purchase and Refinance Loans


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