Daniel Crookshanks
Mortgage Loan Originator @Merchants Bank IN
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WORK HISTORY
Mortgage Loan Originator @Merchants Bank IN
Carmel, IN, US
Serving financially sophisticated borrowers and their advisory teams as a dedicated mortgage specialist at one of Indiana\'s top-performing financial institutions. My approach combines 30+ years of wealth management and financial planning expertise with deep mortgage knowledge — bringing a fundamentally different level of service to the lending process.Specialties include:→ Complex borrower profiles — business owners, executives with RSUs or deferred compensation, multi-property investors, and high-net-worth individuals→ The All-In-One Loan — a 30-year mortgage with integrated checking account that dramatically reduces total interest paid while keeping equity fully accessible at all times→ Conventional, jumbo, and portfolio mortgage products→ Collaborative partnership with financial advisors, CPAs, and estate planners to ensure the mortgage strategy serves the broader wealth plan
EDUCATION
St. Petersburg College
Associate of Arts - AA
SKILLS
ABOUT DANIEL CROOKSHANKS
Most mortgage lenders hand you a rate sheet. I hand you a strategy. With a background spanning wealth management, financial planning, and mortgage lending — plus Series 7 and 66 credentials — I work with financially sophisticated borrowers and the advisors who serve them. My clients aren\'t looking for a transaction. They\'re looking for a lender who thinks the way they do. What makes the difference: → Structuring loans around liquidity, cash flow, and long-term wealth strategy → The All-In-One Loan — a 30-year mortgage with integrated checking that slashes total interest paid while keeping equity fully accessible → Complex borrower profiles done right — business owners, executives with RSUs or deferred comp, multi-property investors → Seamless collaboration with your financial advisor, CPA, or estate planner so the mortgage serves the plan If you\'re a financial advisor who needs a mortgage partner that protects your client relationships — or a borrower who wants a strategist, not an order taker — let\'s talk. Carmel, Indiana | NMLS #11•••30
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