Your Neighborhood Experts


Licensed with the Department of Real Estate since 1984, Josie Taylor has helped consumers purchase and finance their homes for more than 30 years. In 1992 she opened Heritage Mtg Inc. providing home loan financing for consumers.  Through her efforts the company has been able to provide FHA, VA, Calvet, Conventional, Calhfa, Cal Access, She dedicates her knowledge and expertise in volunteering in her industry to educate the public and her peers to instill ethics and values to the mortgage industry.  

Her past accomplishments include: 

2017 Director and Immediate Past President for Tri Counties Association of Realtors

2017 Director for California Association of Realtors

2017 Director for National Association of Realtors

2016-2017  Grievance, Value, Global Committee Tri Counties Association of Realtors

2017 Homeownership Committee and Assistant Regional Chair for the California Association of Realtors

2016-2017 Director National Association of Realtors

2017 Home Ownership Committee National Association of Realtors

2016 IMPAC Committee California Association of Realtors

2006/2007 President California Association of Realtors

2007/2008 Past president for the Orange County Chapter of the California Association of Mortgage Brokers

Commendation from Congressman Gary Miller for her “Outstanding Service and Tireless Efforts for Preserving Home Ownership”.  


Previous Board Member of the following Organizations

The Tri Counties Association of Realtors, Director

The American Red Cross, Pomona Valley Chapter, 

The Diamond Bar Chamber of Commerce, CFO  

The California Association of Mortgage Brokers

The California Association of Mortgage Professionals, 

Kids N Need, a non profit to service underprivileged children


Current Member of

Tri Counties Association of Realtors

California Association of Realtors

National Association of Realtors 

National Association of Hispanic Real Estate Professionals 


I have  spent years and countless hours preserving home ownership through workshops and counseling at the request of through the efforts of Governor Schwarzenegger, California Association of Mortgage Brokers, Senator Dutton, Congresswoman Loretta Sanchez.  I have participated in 4 telethons and 5 Foreclosure prevention events in which we provided counseling and direction to distressed homeowners.  


Designations

  • REALTOR®