A Mortgage Advisor Who Works With Your Plan
Financial planners in Tampa Bay bring Josh Jampedro into the conversation when a client faces a real estate decision: buying, refinancing, tapping equity or adding a rental. Josh lays out the options in numbers, shows how each one affects cash flow, liquidity and net worth, and keeps you informed so the mortgage supports the plan you've built. Your client gets clear advice. You stay in the loop.
Introduce a Client Book a Call
How it works
- You send an intro. A short email introducing your client to Josh, with whatever context the client is comfortable sharing.
- Josh meets with your client, learns the goal and lays out the options side by side.
- You get updates that fit the situation. With your client's permission, Josh shares the analysis and keeps you informed at the points that matter for that client's plan.
- We stay with the client after closing, with annual reviews as rates, values and goals change.
What your clients get
- Options organized side by side: total cost, payment, cash needed and liquidity impact
- A written analysis they can share with you and their CPA
- Competitive rates through multiple wholesale lenders
- Every loan program: conventional, FHA, VA, jumbo, refinance and investment property, including DSCR
Common planning conversations
- Refinance or not
- Buying before selling
- Cash out versus HELOC
- Keeping a home as a rental
- Paying down the mortgage versus investing
Introduce a client
Email Josh at josh@homeloanadvisors.com with a short intro, or call (724) 510-8447. Josh reaches out to your client directly.
Frequently asked questions
How do I introduce a client?
Send Josh a short email intro. Josh reaches out to your client directly.
Will you share the analysis with me?
Yes, with your client's permission. Updates are tailored to each client's situation.
Do you work with fee only and fee based planners?
Yes. Josh works with planners of any model to keep the mortgage aligned with the client's plan.
What if my client isn't ready to buy yet?
That's often the best time to talk. Early planning gives the client more options.
Do you serve clients outside Tampa Bay?
Home Loan Advisors is based in Tampa and serves clients across Florida, plus other states where Josh is licensed.
Introduce a Client Book a Call
Related: Strategic Mortgage Planning · About Josh Jampedro · Client Reviews
For informational purposes only. This is not a commitment to lend or extend credit. Information and/or dates are subject to change without notice. All loans are subject to credit approval. Home Loan Advisors LLC is a DBA of Go Rascal Inc. | Company NMLS #2072896 | Josh Jampedro, Branch Manager, NMLS #1082889. Equal Housing Opportunity.
