Jerry Wilson Group

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Jerry Wilson Group Jerry Wilson, Senior Mortgage Broker (NMLS-267270) & his team are committed to excellence. We can't wait to show you we are crazy good at what we do!

Real Estate Mortgage Expert specializing in 1099 small business owner home loans & out of state relocation | Jerry Wilson Group at Eurekea Mortgage Planning, LLC. Jerry Wilson started in the mortgage industry in 1992 and formed the Jerry Wilson Group in 2001. As the team has evolved, we are excited to make our home at Eureka Mortgage Planning. Just a few of our favorite reasons to work with the Jerry Wilson Group:

• We offer our clients an extensive loan portfolio with multiple options for their home financing needs.

• We offer marketing support for Realtor initiatives.

• We specialize in corporate relocation mortgage services.

• We are solutions oriented in self-employed more complex loan scenarios with limited documentation.

• We work well with investors and fix and flip properties.

• We strive for premium service levels for our client, agent, referral partner, corporate relocation and affinity relationships through service, marketing and technology. Ranked nationally as a Top Originator in the Scotsman Guide 4 times, top 10 in the state of Oregon and #1 best lender in Lake Oswego, Oregon in 2018. Licensed in Arizona, California, Florida, Idaho, Oregon, Tennessee, Texas, and Washington. Learn more and apply online at www.jerrywilsongroup.com!

10/23/2026

🏡 JUST FUNDED!

Another great month of helping clients turn their real estate goals into reality! 🎉

We're grateful to have helped clients successfully close in these communities:

📍 Happy Valley, OR
📍 Lake Oswego, OR
📍 Portland, OR (x2)
📍 Sherwood, OR
📍 Troutdale, OR

Every home and every financial situation is unique. That's why having the right mortgage strategy makes all the difference!

📲 Buying, refinancing, or exploring your options? Let's talk about your next move!

Licensed in Arizona, California, Florida, Idaho, Nevada, New Mexico, Oregon, Tennessee, Texas & Washington.

🏡 𝗧𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝗔𝗯𝗼𝘂𝘁 𝗕𝘂𝘆𝗶𝗻𝗴 𝗮 𝗡𝗲𝘄 𝗛𝗼𝗺𝗲 𝗪𝗶𝘁𝗵𝗼𝘂𝘁 𝗦𝗲𝗹𝗹𝗶𝗻𝗴 𝗬𝗼𝘂𝗿 𝗖𝘂𝗿𝗿𝗲𝗻𝘁 𝗢𝗻𝗲?We've got some exciting news that could make that po...
10/16/2026

🏡 𝗧𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝗔𝗯𝗼𝘂𝘁 𝗕𝘂𝘆𝗶𝗻𝗴 𝗮 𝗡𝗲𝘄 𝗛𝗼𝗺𝗲 𝗪𝗶𝘁𝗵𝗼𝘂𝘁 𝗦𝗲𝗹𝗹𝗶𝗻𝗴 𝗬𝗼𝘂𝗿 𝗖𝘂𝗿𝗿𝗲𝗻𝘁 𝗢𝗻𝗲?

We've got some exciting news that could make that possible for more homebuyers!

Fannie Mae has updated its rental income guidelines, giving qualified buyers more flexibility when turning their current home into a rental property.

Here's what's changed:

🔑 𝗕𝗘𝗙𝗢𝗥𝗘: Buyers generally needed a signed lease and supporting documentation to use rental income from their departing residence to help qualify for their next home.

🏡 𝗡𝗢𝗪: Eligible buyers can use the home's supported market rental value instead, without having a tenant or signed lease in place!

This could be a great opportunity for homeowners who want to keep their current property, build long-term wealth through real estate, and move into their next home.

We love helping our clients explore options they may not have realized were possible!

📲 Thinking about making a move but don't want to sell your home? Let's talk about what this change could mean for you!

🏡 Reverse mortgages have changed. Has your opinion of them?We’re on the road connecting with financial advisors and help...
10/02/2026

🏡 Reverse mortgages have changed. Has your opinion of them?

We’re on the road connecting with financial advisors and helping change the conversation around reverse mortgages!

Today’s reverse mortgage is more regulated than the product many people remember—and for the right client, it can be a valuable financial planning tool.

A big thank you to Cetera Investors for having us and giving us the opportunity to share more about today’s reverse mortgage options!

Wondering if a client may qualify? We just need 4 items to determine initial eligibility:

🎂 Date of Birth
🏠 Property Value
💰 Current Mortgage Balance
📍 Zip Code

Have a client who could benefit? Please reach out!

09/25/2026

POV: The bank said no. 👀

But “no” from one lender doesn’t always mean there isn’t another solution.

While others may be saying no, we’re looking at the full picture, exploring different loan programs, and working to find a path forward.

Every situation is different. Every borrower deserves options.

🏡 Before you give up on your home financing goals, let’s see what’s possible. With decades of experience and many different markets, we're here to help you find solutions when other's can't! Please reach out to review your options!

🏡 More home. More buying power. Same conventional financing.The conventional loan limit just got a boost! 📈Previous limi...
09/18/2026

🏡 More home. More buying power. Same conventional financing.

The conventional loan limit just got a boost! 📈

Previous limit: $832,750
New limit: $850,000
That’s $17,250 MORE in conventional financing!

Curious about buying a multi-unit property and living in one unit while renting the others? Those limits increasing too!

1 Unit → $850,000
🏘️ Duplex → $1,088,350
🏘️ Triplex → $1,315,500
🏘️ 4-Plex → $1,634,950

For buyers shopping at higher price points, this could mean more flexibility—and the ability to stay within conventional loan limits without the need for jumbo financing.

Higher limits = more possibilities. 🔑

📲 Thinking about buying in 2027? We're here to help!

Loan limits vary by county and property type. Additional guidelines and qualifications apply.

09/11/2026

🏡 JUST FUNDED!

We're grateful for another great month helping clients make their next move!

From new home purchases to strategic refinances, we recently helped clients close in:

📍 Lake Oswego, OR
📍 Sherwood, OR
📍 West Linn, OR

Whether you're buying your next home or looking to refinance, the right mortgage strategy can make all the difference.

📲 Thinking about your next move? Let’s talk!

Licensed in Arizona, California, Florida, Idaho, Nevada, New Mexico, Oregon, Tennessee, Texas & Washington.

09/04/2026

🏡 Sometimes the right mortgage strategy can make a life-changing difference.

We recently helped a homeowner who had fallen behind on property taxes and insurance and was getting close to falling behind on their mortgage payment as well.

Through a reverse mortgage refinance, we were able to help them:

✅ Pay off their existing mortgage
✅ Bring their property taxes current
✅ Eliminate their monthly principal and interest mortgage payment*
✅ Create some much-needed breathing room in their monthly budget

For this homeowner, it wasn't just about refinancing—it was about getting back on solid ground and feeling more secure in their home.

If you or someone you know is 62+ and struggling with monthly expenses, a reverse mortgage may be worth exploring. Every situation is different, and we're happy to help determine whether it makes sense.

📲 Reach out, we're here to help you with options!

*Borrower must continue to pay property taxes, homeowners insurance, maintain the home, and meet all loan obligations.

Just checking in… 👀🏡You don’t need 20% down to buy a home. And did you know you may be able to purchase a duplex with as...
08/28/2026

Just checking in… 👀🏡
You don’t need 20% down to buy a home. And did you know you may be able to purchase a duplex with as little as 3.5% down?

Live in one unit and rent out the other, helping offset your monthly housing costs while building equity along the way.

Sometimes it’s not about waiting until you have more saved—it’s about knowing your options.

📲 We're here to help! Let’s see what’s possible!

08/21/2026

🏡 Real estate doesn’t stop for the weekend—and neither do we.

We’re here when our clients and Realtor partners need us, including weekends for pre-approvals and time-sensitive questions.

Recently, we helped a client who was ready to downsize into their next home. With the right mortgage strategy and a team available when it mattered, they were able to move forward confidently.

Every situation is different. Having a mortgage advisor who can look at the full picture—and be available when opportunity arises—can make all the difference.

📲 House hunting this weekend? We’re here to help!

Address

9792 SW Nimbus Avenue
Beaverton, OR
97008

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