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I know you have a lot of options when it comes to home loans, and I appreciate you contacting me. I'll review your information and reach out to you as soon as possible.

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Hi, I'm Al and I'm a Bank of America lending specialist here to help with your home loan needs.

On this page, you'll find tools and resources to help you understand your home loan options. While you're browsing, my website will help guide and refer you to informative content, ensuring you're having the best experience possible.

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Jon Margolis

Jon Margolis

Retail Sales Manager Assistant Vice President NMLS ID: 485086

120 Vantis, Suite 410, Aliso Viejo, CA 92656
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Current Mortgage Rates

Jon Margolis
Estimate your personal rate with the mortgage calculator or the refinance calculator. If you want to talk about your options, set up a timeset up a time and I can go through them with you.
Rates based on a loan in ZIP code 92656
Jon Margolis

Jon Margolis

Retail Sales Manager Assistant Vice President NMLS ID: 485086

120 Vantis, Suite 410, Aliso Viejo, CA 92656
Call me today

Hi, I’m Jon, and I’m a local Retail Sales Manager in Aliso Viejo. This summer, take some time to review your home finances. Whether you're thinking about buying a home or already own one, I'm here to help you explore your options. In my 32 years of experience, I've helped high-net-worth borrowers, self-employed borrowers, investment borrowers, first time homebuyers, and others finance their homes. As a part of your team, I’ll be ready to guide you through the process every step of the way.

Get started
Get started

My lending reviews

5.00 out of 5.0 stars, based on 3 reviews

Provided by


  • Bachelors degree in Economics from USC

Areas of expertise

  • Jumbo loans
  • Home equity lines of credit
  • High-net-worth borrowers
  • Self-employed borrowers
  • First time homebuyers


  • Homebuyer Assistance Classes


  • New Construction Specialist

I'm here for you

As a Bank of America Lending Specialist, I want to make sure that we find the right home loan for you.

These resources can help you learn about each step of the home loan process, whether you're looking for a home, hoping to refinance or interested in accessing your home's equity. If you have any questions, feel free to reach out to me at any time.

Discover recent trends in homebuyer attitudes, behaviors and preferences.
Learn more

Build your financial knowledge with educational videos and articles on common home loan topics.
Explore Better Money Habits

Find your future home by city and state or ZIP code.
Search now on the Real Estate Center

Search for down payment help in your area.
Learn more about the Down Payment Resource Center

Help where you
need it

When you apply for a home loan with me, the Bank of America Home Loan Navigator can help you track your loan status and more.
Learn more on Home Loan Navigator

Watch our First-Time Homebuyer Online Edu-Series to learn about affordable mortgages, grants for first-time homebuyers and more.
Watch videos from the First-Time Homebuyer Affordable Home Buying Solutions Page

Get tips, tools and more from Bank of America specialists as they chat with Buzzfeed's Hannah Williams.
Watch videos from the First-Time Homebuyer Page

Footnote 2

It's easy to manage your Bank of America home loan account with secure access from your laptop, tablet or smartphone.
Find out more about Online and Mobile Banking