Starting on the ground floor of the mortgage business as an intern 20 years ago allowed Dan Lolli to build a solid foundation of knowledge, learn how a mortgage company operates, and find where his highest and best use was based on his personality and talents. “Building relationships was clearly where my highest value would be,” Lolli recalls.

Today, he says the ability to accurately assess a client upfront is the key to his success, adding that it not only leads to a high pull-through rate, but also to proper expectation setting, accurate rate and cost estimates, and earned trust because it ensures he can execute the plan he establishes with his client. “Too often I get calls from clients who were promised one thing by another lender only to be bitterly disappointed just prior to closing,” he explains. “We often are able to bail out those clients, but it’s a consistent reminder of the importance of properly managing expectations.”

Lolli is proud to have increased his business by more than 40% in the last year while helping clients, some of whom needed his specific expertise to solve especially tricky financing problems with a lot on the line. “Earning the trust of those clients and being able to deliver important results is rewarding,” he reflects.

Dan’s wife of 10 years and their three-year-old get all of Lolli’s non-mortgage-related attention. “I’m so excited for my ‘coach-the-kid’s-team’ era, which is just around the corner,” he enthuses.

Guaranteed Rate Affinity, Inc. is a private corporation organized under the laws of the state of Delaware. It has no affiliation with the U.S. Department of Housing and Urban Development, the U.S. Department of Veterans Affairs, the U.S. Department of Agriculture or any other government agency.