About Morgan

Best service, competitive options,
and one connected team.

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.

One-stop guidance

Complicated decisions, made more manageable.

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.

Services

Real estate and financial support

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

Culture & values

How Morgan approaches the work

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

Training & support

Built to support professionals

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.

Contact information

Morgan Real Estate & Financial, Inc.

2051 Junction Ave., Suite 237
San Jose, CA 95131408-320-8080
408-728-9787Fax 866-219-8987
home2loan@gmail.comBRE #01929550
NMLS #1042844

☎Call 408.320.8080