Ready, Set, Own.
Personalized mortgage solutions and expert guidance — finding more pathways to YES.
Start Pre-ApprovalBUY A HOME
Purchase Strategy
Don't just get a pre-approval letter. Execute a plan. We help you analyze payments, structure your down payment, and secure the asset.
REFINANCE
Leverage & Rates
We structure debt that aligns with your financial goals. Whether you want to lower your rate, shorten your term, or tap into your equity.
Rate Quote.
Receive a custom rate quote for your exact scenario.
Get in Touch.
Have a quick question? Send us a message.
The Robertson Approach.
Most lenders focus solely on the "approval"—the finish line of a single transaction. At Robertson Home Mortgage, we believe that ignores the bigger picture: your financial trajectory.
We view your mortgage as a critical financial tool, not just a pile of paperwork. By treating debt structuring as a strategic asset, we ensure your financing supports your long-term goals, whether you are buying your first home or expanding an investment portfolio.
Dan Robertson
STRATEGIST & FOUNDER
Click to read bioWith over a decade of experience spanning credit unions, correspondent lending, and fintech startups, Dan brings a multifaceted perspective to every loan he structures.
Dan’s career has been defined by his role as a builder. Most recently, he helped launch and scale the lending operations for a pioneering fintech startup—serving as the Qualifying Individual responsible for the firm’s lending architecture and investor-focused lien strategies.
Now, as the founder of his own firm, Dan applies that "from-the-ground-up" knowledge to his clients' portfolios. His background allows him to see beyond the paperwork, ensuring that your mortgage is structured as a precise tool that aligns with your specific financial goals.