Hi, I’m Jim Juergens — a Dallas–Fort Worth-based mortgage advisor with over 20 years of experience helping families, first-time buyers, veterans, and investors structure smart mortgage plans that build long-term wealth and financial peace of mind.
 
As the founder of The Juergens Group, I believe a mortgage is more than just a loan — it’s a tool. Used correctly, it can unlock generational wealth, increase cash flow, and help you build a legacy.
 
Whether you're buying your first home in Frisco, relocating to Prosper, or investing in a short-term rental near the lake, I’ll help you structure the right financing to match your goals, not just today — but 5, 10, and 30 years from now.

What I Specialize In

 ✅ First-Time Homebuyer Education & Planning
✅ VA Loans & Active Duty/Veteran Mortgage Planning
✅ Move-Up Buyers & Bridge Loan Strategies
✅ Investment Property & Short-Term Rental Financing
✅ Refinance, Recast, & Equity Optimization Plans
✅ Tax-Efficient Mortgage Structuring (in partnership with CPAs/Advisors)

Why Clients Choose Me

**Transparency First:** I give clear, honest answers — not sales pitches. We run side-by-side comparisons and build custom mortgage plans that fit your budget and goals.

**Proactive Communication:** You’ll never be in the dark. I work closely with your Realtor, title company, and financial advisor to keep the process seamless and on track.

**Deep Local Expertise:** With decades of experience in the DFW market, I know the ins and outs of local taxes, insurance, market trends, and hidden cost traps.

**Wealth-First Mindset:** Every loan is designed to strengthen your financial foundation. This isn’t just about getting you a house — it’s about building your future.

Tools & Tech I Use to Serve You Better

📊 Mortgage Coach Total Cost Analysis — Visual side-by-side comparisons
📈 MBS Highway — Real-time interest rate management & market alerts
🎥 BombBomb Video Emails — Clear, personal updates at every step
🔄 Post-Close Monitoring — Refinance & equity alerts when it matters

Client Success Stories

“Jim helped us buy our first home in Frisco and made the process feel less like a transaction and more like a strategy session with a friend who actually cares. We saved thousands because of his advice!” — Jessica & Chris, Prosper, TX

“My credit union had lower fees, but Jim gave me clarity, confidence, and a financial plan that was worth every penny. He’s now our go-to guy for all things mortgage.” — Jen A., Boyd, TX

Areas I Serve

I work with homebuyers, Realtors, and financial advisors throughout the greater DFW metroplex including:
- Frisco
- Prosper
- Flower Mound
- Plano
- McKinney
- Keller
- Celina
- Denton
- Grapevine
- And across the entire state of Texas (remotely)

Let’s Talk

Whether you’re just starting to look, under contract, or refinancing a current mortgage — I’d love to connect and see how I can help.
 
📱 Call or text: (214) 843-1066
📧 Email: jim.juergens@neohomeloans.com
📍 NMLS #231170