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Jeffrey Smith

Sr. Mortgage Advisor

Marin County Mortgage Lender

NMLS #237059

Adress
1177 Magnolia Avenue, Suite 1
Larkspur, CA 94939
Contact Methods
Email
mobile Mobile
(415) 846-4422
fax Fax
628-216-5847

Awards

About Jeffrey

Hi, I’m Jeff Smith, and with over 20 years in the mortgage and real estate finance industry, I’m committed to helping my clients make informed decisions about their mortgage options. At our Larkspur, CA branch of America’s #1 Retail Mortgage Lender, I start by understanding your financial goals and ensure the mortgage choices you make align with your broader objectives.

Whether you’re buying or refinancing, I’ll help you navigate important questions like the impact of your mortgage on your personal balance sheet or your long-term financial plans. With an MBA from UC Berkeley’s Haas School of Business and experience as a Registered Investment Advisor, I provide expertise that goes beyond just finding a mortgage—I help you reach your financial goals.

I’m proud to be part of a team consistently ranked among the top mortgage originators in the U.S., and I look forward to guiding you every step of the way.

Specialties

  • Purchase and Refinance
  • Purchase
  • Refinance Loans
Equal Housing Opportunity

Tap into your home equity.
Fast.

Would you like to improve your home, pay off higher-interest debt, finance education, or pay for other major expenses? A home equity line of credit (HELOC) can provide the money you need using your home equity.

CCM Equity Express, is fast, secure, and fully automated. A few minutes to apply, a few days to get your funds. That's all it takes.

The kitchen of a new homeowner

Buying now means saving later

 

Don't fixate on rate

Get the home you want now. If rates fall in the future, you can refinance to the lower rate after 6 full payments. And, with a lender credit of up to $1,500*, you'll save upfront and thousands down the line.

Contact Us
*For full terms and conditions, visit ccm.com/buynowrefilater.

Recent Posts and Articles

Blog

Helping your home financing process go smoothly.

Resources

  • The Mortgage Process

    There are some major milestones on your road to home financing. As your loan officer, I’ll be with you every step of the way to make sure you understand each one and get through them quickly.

  • Payment Calculator

    How much will your mortgage payment be? How much can you save if you refinance? Is it better to buy than rent? Use these online calculators to crunch the numbers and see for yourself.

  • Find the Right Loan

    I separate myself from other lenders by offering a broader selection of home financing options — from loans for first-time homebuyers to refinance programs for accessing your home’s equity.

  • Home Loan Check List

    Before you explore the endless options of home financing, some preparation is in order. Planning ahead for your mortgage is the key to an easier and more successful home financing process.

What Our Clients Say

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