California mortgage broker for agents Financing for your buyer

We're mortgage brokers and licensed real estate brokers, so we understand what a financing question means for the whole transaction. Introduce your buyer or ask about an offer scenario.

Refer a buyer

How we help

Before the offer

Compare payment, cash to close, seller credits and property questions: condos, condition and unpermitted work can all affect the loan.

In escrow

Share the buyer's financing questions with their permission. Underwriting, approval and timing still depend on the lender and the full file.

For your buyers

Plain-English guides you can send them, and explanations without rate promises.

Browse buyer guides

Making an introduction

Get your buyer's OK first, then use the referral form. Your buyer picks their own marketing preferences when we talk. Please don't send Social Security numbers, account numbers or documents by form or email.

Buyer ready to apply? Share the application preparation page. Documents go only in the secure portal.

With your buyer's permission, we'll talk to the listing agent to explain their financing. We can also tailor the pre-approval letter to the offer rather than disclosing the buyer's maximum budget.

Rates, terms, and eligibility depend on credit profile, income, property, loan program, occupancy, market conditions, and underwriting approval.

Meet David & Tasha

We're both mortgage brokers and licensed real estate brokers, so we understand the purchase contract, not just the loan. We explain the trade-offs the way we'd explain them to family.

David is the Broker-Owner, first licensed in Canada in 1999 and a California real estate broker since 2004. Tasha is a mortgage broker and California real estate broker associate with a master's in educational technology.

David also runs Temecula Talk, a local Facebook group with 130,000+ members.

David Wolf NMLS 1826415 · Tasha Wolf NMLS 1832938

More about us