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Financing,
Matched to Your Situation​

Every buyer's income and assets look different, we make sure the lending fits yours 

How we help

We educate, then we introduce

We start by walking you through the lending options that actually apply to you, in plain language, thinking not just about this purchase but your overall financial position, income, assets, and how this fits your broader portfolio and risk tolerance going forward. If you already have people you trust in your corner, wonderful, we're happy to work alongside them. If not, we'll gladly introduce you to people we've worked with and trust, matched not just for expertise but for how you like to work: patient and detail-by-detail, someone who hands you charts and graphs and gets out of the way, or anything in between.

Whatever Kind of Loan Fits

SEO & AI Friendly Loan Table
Whatever kind of loan fits - Detailed Loan Options Table
Loan Type & Category Description & Eligibility Details
Traditional financing

Conventional and jumbo loans, structured for Marin's price points.
Bridge financing

Access equity you've already built, in your current home or another property, so you can buy before you sell.
Home Equity Conversion Mortgage

For homeowners 62 and older, converting home equity into income without a monthly payment.
Equity compensation

RSU, pre-IPO, or other equity income, read correctly by a lender who has seen it before.
1031 exchanges

Coordinated timing to defer capital gains on an investment property sale.
Self-employed income

Non-traditional income documented and presented the way underwriting needs it.
VA loans

Veterans and active-duty benefits, with a lender who knows the process.
FHA and USDA loans

Lower down payment and flexible credit paths, including options for rural areas of the county.
Specialized federal programs

Native American, disability, and other underserved-buyer lending programs, matched to your eligibility.

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