Independent mortgage broker · Licensed in California Derek Shao · NMLS 242117 · DRE 01358261 310-869-5678

Service area

Mortgage broker for Orange County

Orange County is 17% of everything Emory Financial has funded — 208 loans, second only to the San Gabriel Valley. You're not getting a broker learning your market on your file.

208Loans placed in Orange County
$86MFunded countywide
32OC cities served
$1,249,1252026 county loan limit

What's different here

Orange County, specifically

Every market has its own way of derailing a loan. These are the ones that come up in Orange County.

2026 loan limits

County
Orange County
Conforming limit, 1 unit
$1,249,125
Above that
Jumbo

Set by the FHFA and revised every January. See all loan programs →

Mello-Roos will change what you can afford — plan for it

This is the Orange County issue nobody warns buyers about. Irvine, Ladera Ranch, Rancho Mission Viejo and most newer master-planned communities carry Mello-Roos (Community Facilities District) assessments on top of the base property tax. It can add hundreds of dollars a month, it counts fully against your debt-to-income ratio, and it can take an approved buyer out of qualification. Get the actual assessment for the specific parcel before you fall in love with the house — not the community average.

HOA dues stack on top of that

Master-planned communities frequently have both a master association and a sub-association. Two sets of dues, plus Mello-Roos, plus base taxes. I build all four into the qualification from the start so your pre-approval reflects what you can genuinely carry.

New construction has its own timeline

Builder financing incentives are real but they're not always the better deal, and builder lock periods on a home completing in eight months work very differently from a resale lock. Worth comparing the builder's lender against the wholesale market before you sign the incentive addendum.

Orange County sits at the high-balance ceiling

The 2026 conforming limit here is $1,249,125 for a single-family home — the highest tier federal law allows. That covers a lot of Orange County, which means conforming pricing on purchases people assume must be jumbo.

Communities served

Where we've placed loans in Orange County

  • Irvine
  • Anaheim
  • Tustin
  • Fullerton
  • Orange
  • Buena Park
  • Santa Ana
  • Placentia
  • Aliso Viejo
  • Ladera Ranch
  • Lake Forest
  • Garden Grove
  • Cypress
  • Huntington Beach
  • Westminster
  • Laguna Niguel
  • Newport Beach
  • Costa Mesa
  • Brea
  • Yorba Linda
  • Mission Viejo
  • Fountain Valley

From Emory Financial's closed-loan records, 2011–present. Licensed throughout California — if your property is elsewhere in the state, that's fine too.

Next step

Start with a conversation.

Fifteen minutes, no credit pull, no obligation. Tell me what you're looking at in Orange County and I'll tell you honestly what's realistic.