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Dan Casagrande - Reverse Mortgage Consultant in Santa Cruz, CA

Dan Casagrande

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Reverse Mortgage Consultant

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Mutual of Omaha Mortgage, a Mutual of Omaha Insurance subsidiary, is one of the largest Reverse Mortgage lenders in America, licensed to operate in 48 states. The company provides government-insured Home Equity Conversion Mortgage loans and...... Show More
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Overall Ratings
4.97
(117)
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Reviews from Web
  • 5.0
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    Michelle M
    Posted on May 12th, 2026 07:58 PM
    I always felt like Dan was looking out for my best interests. He handled my dad's reverse mortgage and when I needed help after my dad died, he stepped in and offered to help me with getting a reverse mortgage for my inherited property. He...
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  • 5.0
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    Michelle D P
    Aptos, CA
    Posted on May 12th, 2026 07:58 PM
    I always felt like Dan was looking out for my best interests. He handled my dad's reverse mortgage and when I needed help after my dad died, he stepped in and offered to help me with getting a reverse mortgage for my inherited property. He...
    read more
    Reply from Dan Casagrande
    May 12th, 2026 10:32 PM
    Thank you so much for your kind words, Michelle. I'm glad to have been able to assist you during such a stressful time. And, it means a lot to me that you felt supported throughout the process. You were put through a lot of necessary hoops...
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  • 5.0
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    Sheila E
    Posted on May 4th, 2026 07:44 PM
    Dan spent time with my family and never hurried me to make a decision.
    Reply from Owner
    May 5th, 2026 03:49 AM
    I'm glad to hear that you and your family felt comfortable with the time we spent together, Sheila. It's important to me that you felt no rush in making your decision. Thank you for your trust and positive feedback! My son, Danny, and I are...
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  • 5.0
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    Sheila A E
    Foster City, CA
    Posted on May 4th, 2026 07:42 PM
    Dan spoke to my family at length and never hurried me into a decision.
    Reply from Dan Casagrande
    May 5th, 2026 04:00 AM
    You're a 5 star client in my book Cesar! Two reverse mortgages! Enjoy your new home and the extra money not tied up in bricks and mortar. Danny and I are here to help with an questions you may have over the long years. Mike was a great real...
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  • 5.0
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    Marc G
    Posted on April 1st, 2026 03:16 PM
    I sold a house to someone Dan helped with financing. The deal was a little complicated on both sides but with Dans help, we closed successfully.
    Reply from Owner
    May 5th, 2026 03:52 AM
    I'm glad to hear that everything worked out smoothly in the end, Marc. It was a pleasure to assist with the financing and collaborate on the deal. Thank you for sharing your experience! See you at St Joseph's my friend.
  • 5.0
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    Cesar I
    Posted on March 28th, 2026 03:08 AM
    Dan Casagrande has received a review with 5 star rating from Cesar I
    Reply from Owner
    May 5th, 2026 03:59 AM
    You're a 5 star client in my book Cesar! Two reverse mortgages! Enjoy your new home and the extra money not tied up in bricks and mortar. Danny and I are here to help with an questions you may have over the long years. Mike was a great real...
    read more
  • 5.0
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    Cesar E I
    Watsonville, CA
    Posted on March 28th, 2026 03:01 AM
    Dan Casagrande provides the most efficient loan application process with a sincere and great concern in meeting my financial needs with encouragements and support as i worked thru the loan process. Thanks Dan
    Reply from Dan Casagrande
    March 28th, 2026 10:48 PM
    You're a gentleman, Cesar. It's been a pleasure working with you on two different loans. You always gave me the documentation that I needed quickly and you responded to all my calls. You were the ideal client. I wish you nothing but the best...
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  • 5.0
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    Albin W
    Posted on January 30th, 2026 11:50 PM
    Altogether, a superior financial transaction. Dan and his staff were always professional and very responsive during every part of the process. We will work with Dan again.
    Reply from Owner
    January 31st, 2026 03:30 AM
    Hi Albin, I'm glad we were able to offer a product where you could keep your low interest rate on your forward mortgage and put a second reverse mortgage behind it to gain extra cash flow. This is a product that can help a lot of people. You...
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  • 4.0
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    Claudia D B
    Aptos, CA
    Posted on January 27th, 2026 07:49 PM
    Many delays and difficulties in getting material to and from Dan.
    Reply from Dan Casagrande
    January 28th, 2026 05:04 AM
    Hi Claudia,I appreciate the opportunity to fund your second reverse mortgage. The "WhatsApp" was not the best way for John and I to communicate and upload multiple trust pages, insurance policies, etc. The next time we will need to meet in...
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  • 5.0
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    Carla R
    Posted on January 26th, 2026 11:36 PM
    Dan casa grande is very prompt and very professional.
    Reply from Owner
    January 27th, 2026 02:53 PM
    Hi Carla Robideaux, Thank you for leaving this wonderful review for us!! We are always there for you. Wish you All the Best - Dan Casagrande - Reverse Mortgages
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    About
    Mutual of Omaha Mortgage, a Mutual of Omaha Insurance subsidiary, is one of the largest Reverse Mortgage lenders in America, licensed to operate in 48 states. The company provides government-insured Home Equity Conversion Mortgage loans and proprietary reverse mortgage loans with competitive rates, for both purchase and refinance transactions. Mutual of Omaha Mortgage has an A+ rating from the Better Business Bureau and has many local Reverse Mortgage specialists available to service customers nationwide, in person or by phone.
    Specialities
    HECM and Proprietary Products
    427
    /850
    Search Rank Score
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    Memberships
    • NAIFA
    • FSP
    • SANTA CRUZ REALTORS ASSOCIATION
    • View All

    Year Started

    1909

    Time Zone

    Pacific Standard Time (PST)
    Licenses
    • NMLS # 561104
    Hobbies
    • Cooking for others; travel.