A self-employed husband and wife with complex tax returns are repeat clients. I did a loan for them about 4 years ago while at a different financial institution. Despite primarily banking with the other financial institution, they came back to me directly for the mortgage as the enjoyed working with me. I remember from the complexity of their tax returns from the previous transaction knowing that these clients were financially well established – with well over 2x their debt loan in liquid assets, I suggested we do a loan using our liquidity underwriting – thus instead of having to go back and forth with their CPA to get me a ton of documentation – they had their financial advisor provide me their last 4 months asset statements – they were thrilled with the ease of the process. Needless to say I think they’d use me again, in fact he just referred to me his cousin.
Dan provides clients with years of proven experience and an abundance of financing options for their mortgages. His common sense approach and devotion to customer service is what sets him apart in the highly competitive mortgage industry. Dan prides himself on consistently delivering “referable services” to his clients, referral sources, and partners.