The NEW approach to your mortgage.
At NEO Home Loans, we empower you with financial literacy and help guide your journey to financial freedom.
Schedule your dreams & goals call
Dan Summerfeldt
Mortgage Advisor & Certified Liability Advisor (CLA)
Certified Reverse Mortgage Professional (CRMP) - NMLS#
For more than two decades, Dan Summerfeldt has been helping clients make confident and informed financial decisions. Through periods of economic growth and recession, shifting interest rate environments, and times of financial uncertainty, Dan has remained a steady, trusted advisor. Many of his long-term clients now refer their children to him for guidance as they purchase their first homes — a testament to the trust he’s earned across generations.
Able to help in all 50 states, Dan offers a wide range of loan programs including Conventional, FHA, VA, USDA, Second Mortgages/HELOC’s, and non-traditional financing. Dan’s expertise also extends to complex lending scenarios including those involving self-employed borrowers, investment properties, manufactured home financing, and reverse mortgages for older homeowners and their families.
Dan takes pride in helping clients clearly understand all their options — whether that means pursuing a traditional loan or determining that no change at all is the best fit for the current situation.
Reverse Mortgages - A Commitment to Excellence in Expertise and Ethics
Dan understands that Reverse Mortgages are not one-size-fits-all solutions. While they’ve helped many families achieve greater financial flexibility, they’re not always the best fit for everyone.
Dan is among fewer than 300 Certified Reverse Mortgage Professionals (CRMPs) in the United States — a designation that requires rigorous education, testing, and a commitment to ethical standards that exceed industry and legal requirements.
With patience, transparency, and decades of experience, Dan works closely with clients, families, financial advisors, and professional partners to find the right financial fit for each situation.
The NEO Experience
Being a successful homeowner is so much more than just buying a home and making your mortgage payment. The NEO Experience will make sure your home will always be a powerful tool that can help you achieve your financial goals, create generational wealth, and enjoy a secure retirement.
OUR PROCESS
Step 1
Discovery
We need to learn about you so we can understand your financial situation and long-term goals before we prescribe a mortgage strategy.
Step 2
Strategy
We will analyze mortgage options with the lowest cost and greatest prosperity potential for you and your family, then present you with a Total Cost Analysis - a digital and easy-to-read breakdown of your mortgage options.
Step 3
Execution
We create a flawless home loan experience for you. If you are in a highly competitive market, we will position you to close your loan as quickly as possible. If you need more time to prepare, we will continue to advise you on your financial situation until you are ready to buy or refinance your home.
Step 4
Wealth Maximization
Your life and the real estate market where you live can change rapidly. Even after you are in your new home, we will continue to manage your mortgage and help you maximize your wealth.
The closing of your loan is just the start of our relationship.
