Refinance
Concierge

Getting you a great mortgage is my job. Helping you manage your mortgage is my super-power!

A customized mortgage refinance process for you - Watch this short video first!

STEP 01

The 2 Step Refinance Experience

Apply Online

Secure Online Application

Review all pages of my Refinance Concierge Packet

STEP 02

Dan Keller's Mortgage Planning Guide

The Pre-Approval Specialist Call

Expect a phone call within 24 hours from Jason Hoskins, my pre-approval specialist, after completing steps 1 and 2. At that time, Jason will complete your application and set-up your mortgage refinance planning meeting with me!

The "All About YOU" Mortgage Refinance Planning Meeting

Our meeting together (call, zoom, or in-person) will be one of the most valuable financial meetings of your life. We will review your loan approval and loan options to ensure they are in-line with your housing budget; and most importantly, present a strategy to help you WIN the home you love!

In my opinion, my most valuable role as your mortgage professional is my unique on-going mortgage management process that takes place after we fund your home loan! This is where you get access to my professional vendor network and resources to help you come out the other side of your mortgage in a better financial position from where you started!

I am able to do all of this by introducing you to the following ongoing pieces of content: 6 Steps To Financial Freedom, my Happy Homeowner Podcast, and my weekly Making Cents of YOUR Market videos I make for you (make sure you pay attention to your e-mails from me)!

What To Expect Next

You will receive a follow up email to remind you of what is ahead of the process. It is recommend to watch all four videos below (bonus first one if you are a first-time homebuyer) and pay close attention to the process until your refinance is approved!

Reasons for refinancing:

filler text for now

Get a customized mortgage refinance report like this

View the Refinance Checklist

See how others are describing their experience working with Dan Keller

Most 5 star reviewed mortgage advisor in Washington state!

"Always very responsive"

Dan Keller and his team consistently went above and beyond to help us buy our first home. We appreciated the home buying 'Tool Kit' packet which detailed each step of the process and let us know what to expect next. Each time we completed a loan process step we then received an email. Dan and his team were very easy to reach by phone/text and they were always very responsive. Buying a new home is so stressful but Dan always calmed and reassured us each step of the way. He waited for the perfect time to lock in a low interest rate.

Joy J, Client

"Outstanding client service"

The Dan Keller team came in at the last minute and saved our family's dream, when a big name bank botched the documentation during the underwriting process. Not only did they deftly navigate the tight closing timeline, they were able to do it with such care and attention - which gave us solace in an otherwise stressful situation for us. What truly sets Dan Keller and his team apart is their outstanding client service. They were always available to answer my questions, no matter how trivial, and provided clear, concise explanations that made the complex mortgage process palatable. Their communication was prompt and professional, ensuring I was kept in the loop at every stage.

Eugene L, Client

"Helps you understand your budget"

As a real estate agent who has been referring clients to Dan for over 10 years and as a client of Dan's (he's done numerous mortgages for my wife and I), I can 100% recommend him. I love how when you're just starting out, he helps you understand your budget by working backward (based on how much you want to spend each month to still live the lifestyle that you want to live and not be house-poor). He and his team have worked wonders for my clients when other lenders failed them, and he has been able to save many deals that other lenders couldn't.