Name
Jess & Terri Perez
Company
BWC Mortgage Services
E-mail
Contact Jess & Terri Perez (BWC Mortgage Services)
Website
http://www.trustedanswermortgage.com
Office Phone
(925) 275-6851
Cell Phone
(925) 984-4545
Fax
(925) 397-3076
Description
Dedicated to communicative, timely, and responsive mortgage lending services for both our clients and real estate agent partners. See how the Perez Team can make you a better agent!

Who we are:

Jess and Terri pack the punch of a 1, 2 Knockout you would expect from any knowledgable mother/son team.  Combining 25 plus years of mortgage lending experience the Perez team has built our success on fundamentals that maintain our 99% referral business.  True professionalism combined with a "family matters" attitude is what seperates us from our competitors.  Underpromising and Over-delivering is our motto and what we bring to the table whether that be with a client or business partner.

  • Terri was born and raised right here in the Bay Area where she finds enjoyment in the simple pleasures the Bay has to offer.  Running, boating, hiking, and home projects keep her busy when not in the office.  Terri is a mother of five, a successful multiple time business owner, a real estate investor, and Nationally ranked telecommunication salesperson. 
  • Jess is an avid mountain biker and snow-sports addict and can now be found all about Marin County, where he recently moved to reside with his new fiancee.  Jess is a graduate of Chico State where he double majored in Manufacturing Technology and Business.  His resume includes top companies such as Cisco Systems, Toyota Manufacturing, and Gap inc. 

The Perez team has been the #1 and #2 Top Producer for their brokerage for the past 3 years and plans to continue our success with a move into Marin county.  Although we have been closing loans all over the state and country, Marin county is quickly becoming a second home base for this team.

How we shine:

Like any great team we diversify ourselves and rely on each other heavily for our respective strengths.  We pride ourselves in providing our clients honest and sensible solutions and NEVER close a loan that isn't in the best interest of the client.  Our core competencies reside in:

  • Construction Lending
  • Investor property financing
  • 1st time homebuyer education and coaching
  • Second Home or Retirement homes in Baja Mexico
  • Real-time loan status updates for the client, agent(s), and escrow
  • Automated Mortgage Review systems that flag a client if we can service them better with changing market conditions
  • Timely follow-up!

A sample of kind words from our clients:

"Jess is an ideal partner to guide you through your mortgage needs. As first-time buyers, the experience was at times, scary, and Jess put my wife and I at ease, ultimately securing us a great mortgage. He's stayed involved with us and after only six months, he just refinanced our loan and saved us over $300 a month." E & O Doyne

"Terri never ceases to exceed expectation.  After working with her for the first time 4 years ago I will never go anywhere else for my mortgage needs.  In a sea of mortgage sharks she stands above the rest!" D. Ortega

"Just when I thought I may very well lose the dream home I was just finishing building, the broker I had been working with referred me to Terri.  Can you believe it!!??  A broker referring another broker!  And for good reason - Terri closed my permenant construction loan in 30 days and secured my wife and I the home of our dreams. Thank you Terri." anonymous

"I knew it was time to buy my first home but I kept hesitating, waiting for something to make it make sense.  Along came Jess. He understood.  He knew how to explain it to me so that I felt informed and confident.  He helped me run through the numbers and feel 100% confident in my purchase.  And most importantly, I know that he'll be there, watching my loan, waiting for the next opportunity to refinance and better my long-term position." H. Suchard

"Jess navigated our already crazy qualifications with clarity in communication and then he delivered us an amazing loan with an amazing rate!  My wife felt like he only worked for us because he was so on it answering our every question.  I can't thank him enough!!! D. Sanchez