Dan M.
Sales, Systems, and Software
- Role
- Senior Mortgage Loan Officer at Lower
- Location
- Green Bay, WI, US
- LinkedIn followers
- 500 followers
About Dan M.
Started in financial services in 2006 and moved into mortgage lending in 2009, becoming a top 10% producer at Quicken Loans (now Rocket Mortgage) and later serving as a Sales Director. After Rocket I entered the broker world, ranking #1 of 220 loan officers at JFQ and funding $7M in my first month at Agave. I later founded PHX Lending, building a 10-person team and scaling to $6M–$8M in monthly volume. During that time I began building products, including a CRM, dialer, and workflow automations that reduced average close times from 28 days to 12. At Realtor.com I generated $1M+ in SaaS contract value and ranked #1 nationally in December 2024. Today I originate loans at Lower and build enterprise software through Mektra.
Experience
Senior Mortgage Loan Officer
Nov 2025 — Present · Columbus, OH, US
Education
Codecademy
Professional Certification, Full-Stack Development
Front Range Community College
Associate's degree
Camelback High School
High School Diploma, General Studies
2001 — 2005
DataCamp
AI, Analytics & Automation
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