First Time Homebuyer Concierge
Get the financial clarity & confidence you need to WIN the home you love!
Buying your first home is the largest financial decision of your life, your strategy matters!
I’ve created this concierge page for you after 18 years of experience as a top 1% mortgage professional in America who's job is to help you win the home you love and equip you to retire well off.
I have an industry-recognized and proven process that empowers first time homebuyers to make a clear and confident financial decision, that ultimately prepares them for a successful homeownership experience!
Your journey to homeownership and financial freedom begins right here! Watch this short video and enjoy my entire playbook below!
Your journey to homeownership and financial freedom begins right here! Watch this short video & enjoy my entire playbook below!
Before you scroll any further, watch this video... Thank me later when you're in the home you love and on track to be financially free!
STEP 01
Understanding "the market" vs "your market"
Often times clients will take my free monthly budgeting class to learn how to ace their finances... At the least, complete my one-page budget form below...
STEP 02
Budget: Personal budget vs. housing budget
You can attend one of my FREE monthly classes or skip the class and watch the short 16-min video below
STEP 03
Mortgage Pre-Approval and Pre-underwriting
Here we will review your credit, income, employment, and max pre-approval amount with you, as well as give you feedback on how to improve your credit rating or pre-approval rating to get a better interest rate
STEP 04
All About YOU Mortgage Planning/Strategy Meeting w/ Dan Keller
This is where we discuss the best and lowest cost loan programs for you, along with building a winning strategy to help you win against other offers! We will also discuss how I will help you master the 6 Steps of Financial Freedom through my on-going FREE mortgage management program.
STEP 05
** BONUS: Getting You Financially Fired Up!
This step is your secret weapon for winning the home you love AND protecting your earnest money deposit. Few lenders offer a full upfront underwritten approval, we do. It’s been my #1 strategy since 2015! It doesn’t cost you anything, it’s just an extension of your pre-approval, but allows you to compete with all cash offers and close quickly if needed!
STEP 06
It's time to shop and win the home you love!
Pick the best realtor in town, and go shopping! If you need a recommendation to a top local realtor w/ a great reputation, just let me know, I get to work with the best!
