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Review Highlights
“I contacted Jason to ask for his help with a project I'm working on for class regarding the home buying process.” in 3 reviews
“Jason was able to move us out of an FHA loan into a conventional which I didn't think was possible.” in 3 reviews
“It was nice to have someone that knew the mortgage side of things as well as the real estate side.” in 2 reviews
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About the Business
Business owner information

Jason W.
Multi year experienced, top rated Realtor & Bay Area Mortgage Originator Jason Wheeler specializes and
100% caters to Bay Area home buyers. Since 2003 Jason and his team have provided innovative loan
solutions for first time home buyers and seasoned investors alike. With the ability to work with over 6…
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- Tabraz R.Pleasant Hill, CA19252May 6, 2025
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!Helpful 0Thanks 0Love this 0Oh no 0 - Marilou A.Chicago Loop, Chicago, IL020Jan 5, 2024
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!Helpful 0Thanks 0Love this 0Oh no 0 - Jon F.Walnut Creek, CA010May 10, 2023
Jason was a pleasure to work with Very informative throughout the whole process. Would definitely recommend.
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Jason W.
May 10, 2023
Thank you so much for the kind words! I'm thrilled things were quick and easy as they were, and I'm happy to beat out a competitor's rate by such a large margin.
If I can ever assist in the future, please let me know.
I'm never too busy for your referrals. - Lynn Z.Concord, CA0160Apr 1, 2022Updated review
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
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Jason W.
Apr 1, 2022
Thank you so much for the amazing words. I truly appreciate the two of you, and I’m so happy we were able to get your financing goals lined up for the foreseeable future. I appreciate you guys more than I can say.
Oct 9, 2017Previous reviewWe are sooo thankful we found Jason. He handled our complicated loan smoothly, with constant communication and never gave up! We cannot recommend him highly enough for any real estate endeavor you require! Thank you so much Jason...you are tops in our books! Lynn and Ron
- Medini P.San Jose, CA12840Sep 26, 2019
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.
Helpful 1Thanks 0Love this 1Oh no 0 - Gene A.Bay Area, CA733268Oct 21, 2020
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!
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Jason W.
Oct 23, 2020
THANK YOU for the kind words. I can’t tell you how much of a pleasure is was working together. I’m so excited for what’s to come for your family.
- Colette W.San Francisco, CA041Apr 30, 2020
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
Helpful 0Thanks 0Love this 0Oh no 0 - Manoa K.Pleasant Hill, CA041Jul 2, 2019
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.
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Jason W.
Jul 6, 2019
Thank you for trusting us with your Pleasant Hill transaction and your amazing 5 star endorsement! We are never too busy for your questions or referrals.
- Nessa S.Novato, CA1181May 29, 2018
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!!!
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Jason W.
Nov 19, 2018
Great workin with you. Happy it worked out.
- Jinjin S.Brisbane, CA0312Jul 30, 2018
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!
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