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Your home loan made easy!

Intelligent Mortgage Planning

Welcome to the Intelligent Mortgage Planning Team, where your financial future is our top priority. Led by Dan Zufall, our team is dedicated to providing personalized mortgage solutions tailored to your unique needs and goals. With years of expertise in the industry, we understand that securing the right mortgage is more than just a transaction; it's a crucial step towards achieving your dreams. Whether you're a first-time homebuyer or a seasoned investor, we're here to guide you through every step of the process with integrity, transparency, and a commitment to excellence. Take the first step towards a brighter financial future with the Intelligent Mortgage Planning Team today.

First-Time Home Buyers

Buying your first home? We offer the guidance you need to get started.

Mortgage Walkthrough Guide

Get educated! Learn exactly what occurs in every step throughout the mortgage process.

Mortgage Calculator

How much can you afford? What does that monthly payment look like? Find out here.

Home Loan Options

We’re here to help you figure out which mortgage best fits your unique financial picture.

Get started by using one of our FREE tools!

Dan Zufall

Producing Branch Manager  //  NMLS #452556

Dan Zufall is a top 1%, 2023, 2022, 2021, 2020 & 2019 Five Star Mortgage Professional, 8 time Super Mortgage Professional, licensed Wealth Management Advisor, and the leader of the Intelligent Mortgage Planning Team. For the past 24 years, Dan and his team have been providing award-winning service along with sound financial education for their clients looking to buy, sell, or invest in real estate. Dan is licensed to serve his clients’ financing needs in Arizona, California, Colorado, Florida, Georgia, Iowa, Minnesota, Missouri, Texas, and Wisconsin.

On a personal level, Dan is a devout family man, and he enjoys spending quality time with his wonderful wife (college sweet-heart), as well as watching his teenage son play a variety of sports. Dan is an obsessed golfer himself, but his son is a heck of a lefty pitcher, quarterback, and basketball player so golf will have to wait! Dan and his family moved to Scottsdale, Arizona in 2014 to expand the business, but they are blessed to be able to spend their summers on the Lake in Minnesota where he and his wife grew up.

DZufall@BarrettFinancial.com
AZ Team (602) 529-8478MN Team (952) 777-2285
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Why work with us?

We truly care about what is best for you! From pre-approval to closing, our goal is to provide you with the best service while saving you money. We provide a completely customized experience, and will find the right loan program and best terms for you.

The most important part of our success is our clients and real estate agents who trust us every day to educate and advocate for them in the mortgage process. We have multiple loan products, giving our clients more options, competitive rates, and low fees. We are passionate about providing great customer service.

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Mortgage Home Loan

How the process works

1

Documentation

There are a few critical documents we will need to verify to start your process.
2

Appraisal

The appraisal insures the home you are buying is worth the price that is being offered.
3

Initial Underwriting

The Underwriter will verify that all information is accurate and authentic.
4

Conditional Approval

Conditional Approval is granted when the Underwriter approves the loan under certain conditions.
5

Clear To Close

The Underwriter verifies that all documentation has been provided and all conditions have been met.
6

Closing

Signing the final documentation and receiving the keys to your new home!