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The NEW approach to your mortgage.

At NEO Home Loans, we empower you with financial literacy and help guide your journey to financial freedom.

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Jason Russell

Producing Branch Manager | NMLS# 1031566

Establishing my services on the foundations of integrity and passion, I am a longstanding Mortgage Advisor who aims to make home financing fun, seamless, and cordial for everyone involved. As a certified professional who’s helped over 1,500 families, I bring with me an extensive 18+ year background involving the intricacies of financial literacy, client advocation, and tailored program matching. Even more, enjoy every moment of leveraging that dynamicity to ensure clients not just succeed, but feel 100% confident as they navigate this new, exciting chapter of their lives.


A little about myself, I come from a single-parent, blue-collar household in California, which ultimately became the catalyst for me to discover early on the true value of understanding financial literacy at the core level. With this as my base, I earned a BA in Political Science from UC Berkeley (cum laude) and soon stepped into the mortgage industry. Fast forward 18+ years, I have since become one of the top 1% of originators in the country, have helped over 1,500 families achieve the dream of homeownership and take pride in being able to prove that anyone can attain their own version of financial independence with a bit of education, support, and encouraging motivation.


From unlocking new homeownership opportunities to optimizing financial literacy, nothing makes me happier than delivering others the concierge service and financial freedom results they innately deserve. I have a genuine passion for seeing others win at building generational wealth and demonstrate that by not just being an advisor, but also a lifelong mentor and friend along the way. Because to me, loans are more than just transactions, which is why my goal is to ensure my clients attain rich, unbiased insights long-term that enable them to make the best educative decisions for themselves, their families, and their futures. All that, in conjunction with my keen understanding of mortgage guidelines, is what can solidify your confidence that your own financial journey will be nothing shy of positive, memorable, and of course, successful.


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The NEO Experience

Being a successful homeowner is so much more than just buying a home and making your mortgage payment. The NEO Experience will make sure your home will always be a powerful tool that can help you achieve your financial goals, create generational wealth, and enjoy a secure retirement.

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  • Annual Financial Reviews

    Ensure your family's well-being by strategically planning for the future. Continuously receive expert advice and guidance to skillfully manage your real estate and financial matters.

  • Home Concierge Service

    Let our team assist you in maintaining your home's excellent condition and boosting its value as years go by.

  • Monthly Real Estate Wealth Digest

    Gain comprehensive insight into your real estate wealth and explore the array of options available to you. Plus, delight in observing the progress as it appreciably shifts each month!

  • The Perfect Mortgage Promise

    As your life's chapters unfold and transform, your mortgage management strategy should adapt accordingly. Our team is here to help you navigate these changes, ensuring your mortgage aligns with your evolving needs.

  • Maximize Wealth Through Real Estate

    Leverage the full potential of your current real estate holdings to ensure that your property is yielding its maximum benefits.

  • Relocation Services

    Discover the benefits of our NO COST renovation financing, designed to amplify the profits from your home sale. In addition, our advanced technology streamlines your transition into your new residence with ease.

OUR PROCESS

Step 1

Discovery

We need to learn about you so we can understand your financial situation and long-term goals before we prescribe a mortgage strategy.

Step 2

Strategy

We will analyze mortgage options with the lowest cost and greatest prosperity potential for you and your family, then present you with a Total Cost Analysis - a digital and easy-to-read breakdown of your mortgage options.

Step 3

Execution

We create a flawless home loan experience for you. If you are in a highly competitive market, we will position you to close your loan as quickly as possible. If you need more time to prepare, we will continue to advise you on your financial situation until you are ready to buy or refinance your home.

Step 4

Wealth Maximization

Your life and the real estate market where you live can change rapidly. Even after you are in your new home, we will continue to manage your mortgage and help you maximize your wealth.

The closing of your loan is just the start of our relationship.


Unlock Your Home's Financial Potential with Homebot

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