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Work with a Lender Who Understands Real Estate as Part of Your Long-Term Financial Plan

Jackie is a licensed Mortgage Broker with over 15 years experience helping clients purchase and refinance properties throughout California.

In addition to her work as a Mortgage Professional, Jackie is also an active Realtor/Broker Associate based in Sonoma County, California.

She collaborates with buyers, sellers, and investors to provide a level of service and sound advice that looks at each transaction within the context of the client's total financial plan. 

With over 21 years working in Real Estate, including 15 years structuring complex mortgage financing, Jackie is the go-to real estate financing professional for clients who value a more strategic approach to decision making surrounding a property purchase or sale, considering whether to hold and leverage, exchange, or sell.

We work closely with our clients on purchases and sales to balance liquidity and leverage, consider tax and estate planning opportunities, and cooperate with other financial professionals to pursue successful outcomes now and in the future.

Jackie is an ideal choice to work with clients seeking an experienced lending and Real Estate professional who brings a deep understanding of opportunity and the financial consequences of each purchase or sale, in collaboration with attorneys, wealth managers, 1031 exchange facilitators, professional fiduciaries, and even with other lenders.

* Probate and Trust sales /inherited property buyouts

* Divorce sales or buyouts

* Downsizing (including buy then sell bridge strategies)

* 1031 exchanges

* quiet/off-market sales

* HNW (high net worth) and UHNW (ultra high net worth) clients deciding whether to sell or leverage real estate.

* Family Office representatives seeking confidential advice and analysis regarding sale vs leveraging RE assets.

Property Search
JMCseatedBodyshot2026

Guiding clients through real estate transactions since 2005.
Complex scenario specialist.
Over $500M of properties sold and financed.

Comprehensive Real Estate and Financing support. Specialty mortgages for complex scenarios.

Buy, Sell, Leverage, Grow.

Buyer Representation

Ready to purchase a property?

Jackie has helped hundreds of homeowners and investors purchase and finance properties since 2005.

Whether you are purchasing your first home, downsizing, looking for a luxury home, or purchasing an investment property, Jackie can guide you through the process, start to finish.

Jackie is a San Francisco Bay Area native who has spent 30+ years living in San Francisco, and currently lives in Historic Petaluma, in Sonoma County.

Jackie has experience representing buyers of condominiums, single family homes, investment properties, rural properties, and mixed use properties. 

Additionally, Jackie's deep expertise with advanced mortgage strategies can help you evaluate or obtain the financing you need for your purchase. 

Seller Representation

Thinking about selling your property?

Looking for strategies to sell your property quickly for the highest sale price?

We can assist with planning, property preparation, pricing strategy, negotiation, and preparing your next move.

  • Luxury Homes
  • Architecturally significant properties
  • Investment properties

  • 1031 exchange sales

  • Inherited properties

  • Probate & Trust properties

  • Rural Properties
  • Unique Properties
  • Architecturally significant properties

Selling an investment property? If you are contemplating a 1031 exchange, let's discuss your timeline, and whether a forward or reverse exchange could be the best strategy for you. 

Mortgage Financing

Approved with a bank or other lender but seeking alternatives? Prefer the convenience, confidentiality and creativity we can offer as an independent mortgage broker?

  • Jumbo and Super Jumbo Loans

  • Conventional Loans

  • Bank Statement Loans

  • 1099 Loans

  • Asset Depletion Loans

  • Bridge Loans
  • Delayed Financing
  • Qualify with no tax returns 

Our specialty mortgage products may provide clients with access to larger loan amounts, lower documentation requirements, and a much higher degree of privacy than traditional bank or credit union financing.

For business owners and high net worth clients, these features may offer higher loan amounts, speed, and far more flexibility than traditional products. 


 

Two colleages discussing ideas using a tablet computer

Expert Guidance For Buyers and Sellers

Is it better to liquidate assets and pay cash, or use a bridge loan to avoid a tax event?

How do I plan and negotiate a sale and purchase for a successful 1031 transaction?

Should I keep my existing house or turn it into a rental property?

Our years of experience can help you navigate these complex decisions, in collaboration with your financial team.

House on the boardwalk and the shore of the Chesapeake Bay, in North Beach, Maryland.

Mortgage Options for Unique Income Profiles

Whether you're self-employed, a company founder, or have complex income streams, we offer access to multiple specialty mortgage solutions, as well as low-rate conventional and jumbo loans.

Our expertise helps high net worth clients, entrepreneurs, founders, business owners, and cash buyers secure financing without traditional income documentation.

If you already have a preapproval or a lender you prefer to work with, we will work with you and your lender of choice to make sure your purchase goes smoothly.

* Corcoran Icon Properties is not affiliated with Exception Lending. Mortgage transactions originated by Jackie Cuneo or Exception Lending are not managed or monitored by Corcoran Icon Properties.