About Morgan

Morgan Real Estate & Financial is a group of licensed real estate and mortgage consultants serving homeowners and investors. Home buying, selling, and mortgage services are coordinated in one place.

Our Approach

Buying a home and obtaining a mortgage can be complicated. Morgan uses a consultative approach to build a solution around each client's goals, property, finances, and timeline.

The company works with more than 50 major banks to compare available loan programs and solutions. Morgan is an Equal Housing Lender and Broker.

Our Services

  • Real estate buying and selling
  • Purchase loans
  • No-point, no-fee refinance options
  • EB-5 investment support for foreign investors
  • Broker price opinions
  • Free consultations

Our Values

  • Customers deserve strong service and competitive rates
  • Customers are entitled to shop and compare
  • Customer satisfaction is the goal
  • Business is based on honesty and integrity
  • Solutions should create a win for everyone involved

Agent Training and Support

Morgan provides comprehensive training for new agents, weekly product and industry education, on-the-job training, manager mentoring, and processing support.

New agents who share Morgan's service standards are welcome to contact the office about joining the team.

Morgan Real Estate & Financial, Inc.
2051 Junction Ave., Suite 237
San Jose, CA 95131
408-320-8080
408-728-9787
Fax 866-219-8987
home2loan@gmail.com
BRE #01929550
NMLS #1042844
☎Call 408.320.8080