Let Us Help: 1 (855) CREW-123
Get Published
Dan Casagrande - Reverse Mortgages-Logo

Dan Casagrande - Reverse Mortgages

This business has not yet been verified. Verified status is granted after a short phone interview confirming credentials and professional background.

Is This Your Business? Get Verified
Primary Markets:

Lists the geographic locations where this company operates and offers its services, including specific cities, regions, or states.

Campbell, CA | Carmel, CA | Gilroy, CA | Los Gatos, CA | Monterey, CA | Morgan Hill, CA | Mountain View, CA | Salinas, CA | San Jose, CA | Santa Cruz, CA | Watsonville, CA | Scotts Valley, CA | Aptos, CA

Address:

1414 Soquel Ave Suite 207, Santa Cruz, CA 95062

Short Description:

A brief description of the company and its unique selling points, as summarized by KeyCrew.

Dan Casagrande is a reverse mortgage specialist serving the Santa Cruz, CA area. He helps clients understand their options and provides a personalized experience, advising them on HECM and jumbo reverse mortgages to increase their spendable income in retirement.

This profile was created from KeyCrew's proprietary intelligence platform and human review. To update or correct this information, please schedule a verification interview .

Are You Dan Casagrande - Reverse Mortgages?

Book a verification call to confirm your credentials and activate your Verified profile.

Book Verification Call
Property Types:

Lists the types of properties this service provider specializes in, such as residential, affordable housing, or senior housing.

  • Affordable Housing
  • Commercial
  • Data Center
  • HOA/COA
  • Hospitality
  • Industrial
  • Land
  • Life Sciences
  • Manufactured Housing
  • Medical Office
  • Mixed-Use
  • Multifamily
  • Office
  • Parking
  • Residential
  • Retail
  • Senior Housing
  • Senior Living
  • Specialty Properties
  • Storage
  • Student Housing
Specialities:

Highlights the companys main areas of expertise and the specific services they offer

  • Reverse Mortgage Lending
  • HECM Origination
  • Jumbo Reverse Mortgages
  • Home Equity Conversion
  • Retirement Financing
  • Loan Underwriting
  • Mortgage Brokerage
Why Choose This Company:

KeyCrews recommendation on why this service provider may be the best fit for your needs.

For those aspiring to secure their financial future, Dan Casagrande and his team at Synergy One Lending are the trusted experts in reverse mortgages serving the Santa Cruz, CA area. With over a decade of experience, Dan specializes in HECM and jumbo reverse mortgages, providing personalized guidance to help clients understand their options and maximize the benefits of home equity conversion. Dan's commitment to client comfort and transparency is evident in his willingness to meet clients at their kitchen table or in his office, ensuring a gentle and informative experience. Backed by Synergy One Lending, a respected lender, Dan offers a wide range of reverse mortgage solutions tailored to the unique needs of retirees and seniors in Northern California. Whether you're looking to supplement your income, fund home improvements, or plan for the future, Dan's expertise and dedication make him the ideal partner for your reverse mortgage journey.

Awards & Certifications:

  • NMLS ID 561104
  • Synergy One Lending, Inc., NMLS ID 1025894
  • Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act, License 4131356

Overview

"Generally reviews of Dan Casagrande and his reverse mortgage services are very positive. Reviewers highlight his deep knowledge, excellent customer service, and ability to guide clients through the entire process with patience and care. Many mention how he went above and beyond to ensure a smooth experience, even returning calls promptly while on vacation. Clients express gratitude for how Dan's expertise and professionalism made what is usually a difficult process much easier for them and their families."

People often ask...

What services does the company offer?

The company offers reverse mortgages, including HECM reverse mortgages, jumbo reverse mortgages, and HECM for purchase.

What geographic areas does the company serve?

The company serves Santa Cruz, Monterey, Campbell, and Northern California areas.

Similar Service Providers

Explore alternative companies similar to Dan Casagrande - Reverse Mortgages for your real estate needs.

Bayview Residential Brokerage-Logo

This business has not yet been verified. Verified status is granted after a short phone interview confirming credentials and professional background.

Bayview Residential Brokerage

Westside Mortgage Group-Logo

This business has not yet been verified. Verified status is granted after a short phone interview confirming credentials and professional background.

Westside Mortgage Group

Silicon Valley Mortgage-Logo

This business has not yet been verified. Verified status is granted after a short phone interview confirming credentials and professional background.

Silicon Valley Mortgage

Cypress Realty-Logo

This business has not yet been verified. Verified status is granted after a short phone interview confirming credentials and professional background.

Cypress Realty

Agent, Team & Broker, Property Management

Expert Insights & Market Analysis

In-depth research and expert perspectives from KeyCrew's research team and network of industry leaders, helping you make smarter real estate decisions.

More Articles