Our Process
What to expect
We understand that purchasing a home is one of the biggest purchases in a lifetime. We've streamlined our process to ensure that the experience of obtaining your mortgage is as smooth and stress-free as possible. Typically, once the loan documents are signed and delivered back to us, you’ll receive your funding in 5 to 7 days!
Client Testimonials
Why we should work together
About Dana
Prior to moving to the mortgage sector, Dana spent over 25 years of her career working in the real estate industry closing complex commercial, residential, and builder transactions. Given her natural knack for finance and passion to help people, Dana transitioned into the business of loan origination in 2015. She has quickly become a trusted lending partner among industry associates and clients, making every effort to source the best loan for each borrower’s needs.
When it comes to her work, there’s nothing that brings Dana more joy than building rapport and educating clients. Being able to make an impact on the largest financial transaction of their lives, while guiding them every step of the way has been very rewarding. Her ultimate goal is to ensure that her customers make the best mortgage choice for themselves and their families.
Outside of the office, Dana enjoys spending quality time with her husband and two daughters playing with their dog Harley, hiking, swimming, and traveling. You can find Dana at the San Ramon branch. Please contact her for any of your mortgage financing needs!
CA LIC# CA-DFPI1314193
Mortgage Education Videos
Calculators
Calculate your payment
Crunch your own numbers with our mortgage calculators. Run as many different scenarios as you’d like to see how much home you can afford.
Use this mortgage loan calculator to generate a mortgage estimate. Press the "Calculate" button to find out.
Use this mortgage loan calculator to generate a savings estimate. Press the "Calculate" button to find out.
Contact Dana
