About Josh Dan
Hi, I’m Josh Dan, a mortgage broker with a passion for creating tailored financial solutions that empower individuals and businesses alike. With my years of experience, I specialize in products like bank statement lines of credit and HELOCs that leverage automation and transparency, often eliminating the need for traditional appraisals and other time-consuming processes. My approach is rooted in lean practices and a commitment to staying humble and honest every step of the way.
My Core Values
I believe in being lean, adhering to Six Sigma principles to streamline processes and eliminate inefficiencies. I also prioritize transparency and am guided by a philosophy of “knowing nothing”—a reminder to always approach each situation with curiosity and integrity.
Outside of Work
When I’m not working, you can often find me reading non-fiction books, or breaking down complex subjects into simple, actionable processes. I also enjoy data analysis, finance, Python, career counseling, and even matchmaking. I’m constantly on the lookout for ways to optimize, connect, and create value wherever I can.
For more information, feel free to check my NMLS profile or get in touch to discuss how I can assist with your funding needs.
Regards,
Josh Dan
josh@b2bfundingllc.com
347-794-1592