The Two-Steps Refinance Process

I’ve created a Two-Step Refinance Process that will help you make a smart decision with your money and home equity. I am confident that this information will save you money & time (less than 30 days); AND take the anxiety out of the home refinance process.  Watch this short video explanation and then follow steps 1 and 2 below…

  1. Apply online – Secure Online Mortgage Application
  2. Review ALL PAGES of my Mortgage Planning Guide – The Dan Keller Refinance Mortgage Planning Packet

(see pp. 5- “items needed checklist” for list of required docs you need to submit)

  1. Fax or scan the Items Needed to us at (fax) 206-374-5264 or (scan/email) –

Once you’ve completed steps 1 and 2, you can expect a phone call within 24-hours from Jason Hoskins my loan processing assistant. At that time, Jason will set-up your mortgage planning meeting with me!

(PS – That meeting will be one of the most valuable meetings you’ve ever had. We will review your credit, loan options, dial-in how you prefer your new home loan to be structured, and most importantly, I will also introduce you to the 6 Steps To Financial Freedom CD that I give all of my clients).

Please feel free to call my processing assistant Jason Hoskins at (206) 295-5433 (or email us at

In the evenings or on weekends, you can reach me via text at (425) 350-7136 or e-mail.


(425) 350-7136



Buying a home is the largest financial decision is the largest financial decision you'll make in your life.

Who you have managing that process is more important than you know.