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Exception Lending

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Agent, Team & Broker

Services offered by this company.

Primary Markets:

Lists the geographic locations where this company operates and offers its services, including specific cities, regions, or states.

Petaluma, CA | San Francisco, CA | Sonoma, CA

Address:

315 Montgomery Street, San Francisco, California, United States, 94104

Short Description:

A brief description of the company and its unique selling points, as summarized by KeyCrew.

Jackie Cuneo is a San Francisco Bay Area real estate broker and mortgage originator with 21+ years of experience, specializing in strategic property transactions and complex mortgage financing for high-net-worth clients, business owners, and investors. Operating across the San Francisco Bay Area and Sonoma County, the company provides buyer and seller representation for residential properties, luxury homes, investment properties, and 1031 exchanges, combined with specialty mortgage solutions including jumbo loans, bank statement loans, and bridge financing for clients with unique income profiles. With over $500M in properties sold and financed, the firm excels at navigating complex scenarios including inherited properties, probate sales, and tax-efficient transaction structuring in collaboration with clients' financial teams.

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Property Types:

Lists the types of properties this service provider specializes in, such as residential, affordable housing, or senior housing.

  • Affordable Housing
  • Commercial
  • Data Center
  • HOA/COA
  • Hospitality
  • Industrial
  • Land
  • Life Sciences
  • Manufactured Housing
  • Medical Office
  • Mixed-Use
  • Multifamily
  • Office
  • Parking
  • Residential
  • Retail
  • Senior Housing
  • Senior Living
  • Specialty Properties
  • Storage
  • Student Housing
Specialities:

Highlights the companys main areas of expertise and the specific services they offer

  • Buyer Representation
  • Seller Representation
  • Mortgage Financing
  • Bridge Loans
  • DSCR Loans
  • 1031 Exchange Sales
  • Probate Sales
  • Transaction Coordination
Why Choose This Company:

KeyCrews recommendation on why this service provider may be the best fit for your needs.

Anyone needing a strategic and experienced real estate professional in the San Francisco Bay Area will find this company excellent. With over 21 years of experience, including 15 years structuring complex mortgage financing, Jackie and her team are the go-to experts for clients who value a more comprehensive approach to property purchases and sales.Whether you are a first-time homebuyer, an investor looking to leverage your assets, or someone navigating the complexities of an inherited or probate property sale, this company can guide you through the process from start to finish. They specialize in luxury homes, investment properties, 1031 exchanges, and unique properties, offering access to a wide range of specialty mortgage solutions tailored to complex income profiles.With a deep understanding of the local market and a commitment to delivering successful outcomes, this company is an excellent choice for buyers and sellers seeking expert guidance and a strategic edge in the San Francisco Bay Area real estate landscape.

Awards & Certifications:

  • CA DRE 01715957
  • NMLS 340022
  • NMLS 1823592
  • CA DRE 02086239
  • NMLS 329189
  • CA DRE 01498198

Pricing

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Agent, Team & Broker Services

Need Help Choosing a Provider? Call KeyCrew Conceirge at 1 (855) CREW-123

People often ask...

What services does the company offer?

The company offers buyer representation, seller representation, and mortgage financing services for property purchases and sales. Mortgage services include jumbo loans, conventional loans, bank statement loans, 1099 loans, asset depletion loans, bridge loans, and delayed financing.

What types of properties does the company work with?

The company works with condominiums, single family homes, investment properties, rural properties, mixed use properties, luxury homes, architecturally significant properties, and probate and trust properties.

What geographic areas does the company serve?

The company serves the San Francisco Bay Area, including Sonoma County.

What is the best way to contact the company?

For any inquiries, contact Exception Lending by phone at +1 415-948-5390.

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