Sam Mahshi MBA --Sr. Mortgage Consultant

Mortgage Broker serving Walnut Creek, CA

About Sam Mahshi MBA --Sr. Mortgage Consultant

Preferred Mortgage, Inc operates as a dedicated mortgage broker based in San Ramon, CA, distinguishing itself by treating each customer as an individual rather than adhering to rigid banking formulas. With access to over 100 investors and a wide network of "A" rated lenders, the company focuses on a "common sense" approach to help clients secure the most suitable loan options available.

Their comprehensive residential offerings include Conventional, Jumbo, FHA, VA, Home Equity Loans/Lines of Credit, and Reverse Mortgages. Preferred Mortgage, Inc is adept at handling diverse financial situations, accommodating full documentation, alternative documentation needs, and loans for both owner-occupied and non-owner-occupied (investor) properties, including multi-family residences. They also specifically cater to first-time homebuyers.

Embracing a hybrid service model, Preferred Mortgage, Inc combines cutting-edge online technology, such as secure mobile uploading and online applications, with traditional, personalized customer service. They pride themselves on local market knowledge, fast processing times, and a commitment to clear communication throughout the entire loan process.

Company Information

Lender Type: Mortgage Broker
Headquarters: San Ramon, CA

Digital Capabilities

Online Application
Digital Document Upload
Rate Calculator

Home Loan Products

Residential Mortgage Programs

Loan Types:
ConventionalJumboFHAVAHELOCRefinanceReverse Mortgage
Rate Types:
Fixed RateAdjustable Rate (ARM)
Property Types:
Single-Family HomeMulti-Family (2-4 units)Investment Property
Occupancy Types:
Primary ResidenceInvestment Property
Income Verification:
Full Documentation
Special Programs:
First-Time Homebuyer

Contact Information

Professional Licenses

NMLS ID: 1440176
2950 Buskirk Ave STE 140
Walnut Creek, CA 94583
US
Mailing Address:
210 Porter Dr #200 San Ramon, CA 94583

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Business Information

Category: Mortgage Broker
Location: Walnut Creek, CA
Status: Standard
Type: Mortgage Broker
NMLS ID: 1440176
Profile Views: 13

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