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About TruLoan Mortgage

We founded TruLoan Mortgage to create a lending experience that everyone involved will love. With a fundamental belief that the American Dream of homeownership, including home financing should be a positive and enjoyable experience. . We love working here and you’ll love your home financing experience working with our team of experienced mortgage professionals.

What we do is residential mortgage finance, how we do it is with a delicate balance of great, personalized service and high tech, but why we do it is the reason we exist. Sure, we have a lot of loan programs to meet every need, sure we have highly competitive rates, but so do many others. Too many people report being stressed and worried through the home financing experience, which we find unnecessary. In fact, our entire existence is rooted in the fundamental belief that the lending experience can be great. At TruLoan Mortgage we deliver a lending experience you’ll love.

Meet Our Founders

Daniel Jacobs
Daniel JacobsFounder | Managing Director
Daniel started in the mortgage business in 1996, a year after having a grueling first-time home buying experience in the historic Plaza-Midwood neighborhood of Charlotte and feeling there must be a better way.

After moving into management in 2000 he helped grow a modest regional mortgage company into a national brand with $4 billion in annual production and has since launched other national mortgage platforms. Daniel lead the development of custom technology management solutions to best integrate teams and create a unified culture and consistent consumer experience. In 2017 and 2018 his team was awarded prestigious national customer satisfaction awards among mid-sized national mortgage companies. Daniel has been a featured expert at industry events, in the Wall Street Journal and other national publications, has served on various Mortgage Banker’s Association committees, and is an approved TREC Instructor.

Daniel is joined at TruLoan Mortgage by key executives he has worked for nearly two decades to create a local, boutique experience and focus on the communities it serves.

A graduate of UNCC Daniel lives in the Myers Park neighborhood of Charlotte, NC with his wife and three teenage children. Dining, traveling and music are Daniel’s passions when he isn’t focused on creating a lending experience to love!

Favorite Coffee Drink: French Press Dark Roast

Brenda Jarvis
Brenda JarvisFounder | EVP Business Development
A chance encounter with a friend in 1998 propelled Brenda from the restaurant business into the mortgage business where she quickly realized the positive impact she could make in her community.

Brenda has spearheaded sales and operational infrastructure, training programs, and instituted high-impact sales initiatives for national mortgage brands. These initiatives have resulted in both dynamic sales growth and award-winning customer satisfaction levels on a national level.

An active industry participant, Brenda has been a featured panelist and columnist in industry publications and events. Brenda is also a licensed mortgage loan originator, working closely in the local community experiencing the most current market trends in real time.

A resident of Charlotte’s historic SouthEnd, Brenda is also a co-owner in SouthEnd’s favorite pet store. At home (and at the store) you will find Agnes, a very happy mixed breed pup, and two cats, one of which plays fetch. A graduate of University of Evansville, Brenda lived in Ohio for years prior to moving to Charlotte. Brenda enjoys playing games (cards, poker, board), traveling, great food and friends almost as much as she enjoys the exciting journey of helping provide the means for first-time homeowners to turn the keys to their front door for the very first time.

Favorite Coffee Drink: Iced Almond Milk Latte

Matt Wise
Matt WiseFounder | Branch Manager
After graduating with a degree in Economics from UNCC in the mid 90’s, Matt followed a natural career path in to banking. In 2000 he began working as a Loan Officer and within the first two years, grew into the role of Branch Manager, teaching the industry to others. Over the last 25 years, the constants in Matt’s mortgage career have been creating award winning client experiences through direct client interaction as well as providing support and training to others to be great mortgage/real estate professionals.

When I’m not creating a lending experience to love, you can find me either on a tennis court somewhere in the Southeast, holed up in my home music studio, or chasing toddlers around the yard. I live in Plaza Midwood with my beautiful wife, daughter and son.

Favorite coffee drink: Cappuccino

Client Testimonials