Direct Lender and Mortgage Broker. Purchase and Refinance Loans.

About Jackie

Whether you’re a first time homebuyer or an experienced real estate investor, the mortgage professional you choose to work with can influence the success of your purchase or refinance, and can also help to set you on a course to long-term financial well-being.  Briefly, here’s a little about me to help you decide if we’d make a good team. Please call me or email using the contact page to get in touch.

How Do I Work?

  • Use your preferred method to communicate: phone, text, email, or in person.
  • Provide you with thorough and clear information to help you understand and select the best loan for you
  • Collaborate effectively with your Realtor, Title Company, and anyone else you involve
  • No upfront fees for preapproval other than credit report, no fees other than appraisal until close of escrow.

What do clients say they like about working with me?

  • Creative and detail-oriented approach
  • Great variety of programs and very competitive rates
  • Comprehensive understanding of real estate financing from a buyer’s, Realtor’s, and lender’s perspective
  • Able to thoroughly explain loan options, disclosures, and help clients identify best options based on short and long term goals
  • Patient, empathatic, high ethical standards, willing to work around client’s schedules

Why Opes Advisors?

  • Competitive Rates and Fees. Opes is both a direct lender and broker
  • Very wide variety of loan products
  • Focus on long-term client relationships
  • Comprehensive services: Opes Advisors offers Real Estate Investment analysis, financial advisory services, and mortgage, with a focus on creating a long-term sustainable investment strategy for each client based on his or her goals.  If you have liquid assets of $250k or more, please request a complimentary review of your investment portfolio for analysis. Unlike most financial advisors, Opes views your real estate debt and assets as a critical part of your overall financial plan.

I invite you or your Realtor to contact me by phone or email, and ask me a few questions to help you decide if we’ll work well together. I look forward to hearing from you.

ps: My business thrives on referrals from happy clients! Please consider referring me to a friend
or colleague who’s considering a purchase or refinance.

 

Official Bio:
After 13 years personal experience in Real Estate investment + renovation and 5 years previous experience as a top-producing San Francisco Realtor/Broker Associate, Jackie transitioned over to the financing side of San Francisco Real Estate to become a Mortgage Advisor with Opes Advisors. Over the past several years, she has completed transactions with some of San Francisco’s most well-known Realtors, and understands exactly the kind of teamwork today’s market demands from agents and mortgage professionals to get a purchase or refinance successfully closed.

Jackie has personally bought and sold TIC units, condos, single-family homes and investment property, and brings special knowledge from both personal and professional experience to financing and restructuring debt on a wide variety of property types. As a Realtor/Broker Associate, Jackie has been interviewed and/or quoted by the San Francisco Chronicle, 7×7 Magazine, CurbedSF, Realtor Magazine online, Reuters Newswire, and has contributed Real Estate articles to Jane and Jane magazine. She has also written online content about purchasing and financing property in San Francisco.

Prior to selling Real Estate, Jackie spent over 12 years working in San Francisco’s magazine publishing, prepress, and print industries, including running a small print manufacturing broker and book development business for 3 years, known as Little Jackie Paper.

Jackie grew up on the San Francisco Peninsula. She now lives in San Francisco’s Glen Park neighborhood with her family, and has lived in Mission Dolores, Bernal Heights, Potrero Hill, Dogpatch, and the Duboce Triangle during her 20+ years here in SF.  She enjoys food, gardening, learning about wine, Giants baseball, and following national politics. She also produces a website and twitter feed @westsidelodge covering Sonoma county/Russian River area events, food and wine.

Jackie Cuneo, Mortgage Advisor
California DRE Broker License 01715957
NMLS Mortgage License 340022

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