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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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  • google
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    S M
    Posted on August 6th, 2026 03:23 AM
    Thank you so much Dan! I wanted to express our sincere thanks for all your help throughout the reverse mortgage process. Navigating every step was much easier with your guidance, patience, and expertise! Thank you again from The Lopez Family...
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    Reply from Owner
    August 6th, 2026 04:56 AM
    It was my pleasure, Socorro. It was great to see many family members involved with this important decision. Thank you for all the guidance you gave to your family to secure their reverse mortgage. I believe they're set for the rest of their...
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    Lucy M
    Posted on August 5th, 2026 03:48 PM
    Dan was extremely helpful and attentive throughout the process of obtaining my Reverse Mortgage. He made the entire process seamless, and if you are looking for a broker you can trust to do an excellent job for you, Dan is the one.
    Reply from Owner
    August 6th, 2026 05:08 AM
    It was my pleasure, Lucy. I wish all my clients were as quick to supply the necessary documentation and responses to my calls, texts and emails as you! You bought well many years ago. The equity you have achieved over the years is amazing....
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    Robert K
    Carmel-by-the-Sea, CA
    Posted on July 6th, 2026 06:15 PM
    Speed and accuracy
    Reply from Dan Casagrande
    July 6th, 2026 06:31 PM
    Thanks Bob! Coming from a doctor, that's high praise. I'll take it. I truly enjoyed are conversations throughout the process. I'm envious! Enjoy your retirement with that big bag of money! Call me if you need anything in the future. I'm here...
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    Hap A
    Posted on July 1st, 2026 08:49 PM
    We did not have a "cookie cutter" type of property and Dan got us the money we needed, like the pro he is! He always personally answered the phone, even when he was on vacation in Flordia! If anyone is looking into a reverse mortgage I would...
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    Reply from Owner
    July 2nd, 2026 01:42 AM
    Thank you, Hap and Susan for the kind words. You're loan wasn't easy. You two did as much work as Therese and I did. You helped find comps, past loan documents, letters from the county etc. And, you took good care of your horse while all this...
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    Monroe A
    Posted on June 15th, 2026 03:49 PM
    Dan is a phenomenal broker. I found him professional yet kind, helpful, and friendly. Always responded to my questions and concerns promptly. He has extensive knowledge of the industry. If you're considering a reverse mortgage I can highly...
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    Reply from Owner
    June 16th, 2026 08:14 PM
    Thank you Linda! I appreciate your trust in me and your kind response. The best part of my job is working with great clients like you and seeing the impactful results. I wish you all the best and look forward to being here for you now and in...
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    Lil V
    Posted on June 12th, 2026 07:17 PM
    The most wonderful experience all because of "Dan-Dan the Money Man"Dan was there each and every time I called, text, or emailed him. He kept me informed every step of the way and made this, once a scary move for me to make, very calm & a pleasant...
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    Reply from Owner
    June 16th, 2026 08:15 PM
    Thank you Lil! I greatly appreciate this kind review! It has been a pleasure working with you and helping you find the right solution to meet your needs. I’m so glad to know you’re happy. You were a great help as we moved forward together....
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    Kristin L S
    Monterey, CA
    Posted on June 11th, 2026 03:54 PM
    Both Dan and Therese were very helpful every step of the way. Thank you very much!
    Reply from Dan Casagrande
    June 16th, 2026 03:55 PM
    I'm grateful for your kind words, Kristin. It's wonderful to hear that both Therese and I could assist you every step of the way. Thank you for choosing Mutual of Omaha!
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    Dudley E T
    Monterey, CA
    Posted on May 28th, 2026 12:15 AM
    Having completed everything much sooner
    Reply from Dan Casagrande
    June 2nd, 2026 05:04 PM
    I'm pleased to hear that everything was completed sooner, Dudley. Thank you for sharing your experience, and feel free to reach out if you need anything in the future.
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    John A D
    Santa Cruz, CA
    Posted on May 18th, 2026 12:32 PM
    Working with Dan Casagrande
    Reply from Dan Casagrande
    May 25th, 2026 04:52 PM
    I'm glad to hear about your experience working with me, John. I appreciate your feedback and am here to assist you with any future needs you may have.
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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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    Reply from Owner
    June 16th, 2026 12:31 PM
    Hi Michelle MyBelle, We are grateful that you took the time out to leave us a review. Your feedback is appreciated - Dan Casagrande
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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.
    Products & Services
    Mortgage Loan Officer
    Specialities
    HECM and Proprietary Products
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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.