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I'm Dana Smith
Sr. Mortgage Consultant

NMLS#: 270704

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Hello, welcome to my page.

Dana has been with Planatek Financial, Inc. since 1999 and has done everything from administration to origination. She got her DRE license in 2005 and is currently one of our Sr. Mortgage Consultants. Having held just about every position, her knowledge and experience make her a natural leader. She is hands on with Borrowers and works closely with Real Estate Agents, TCs, Escrow and Insurance Agents to create a smooth and successful transaction on all sides.

She strives to provide a custom fit mortgage for you and your needs, keep you updated along the way and answer any questions along the way.

All-in-One Solution

Our Loan Process...


A loan pre-approval sets you up for a smooth home buying experience.


Start working with a real estate agent and viewing homes.


A few documents are needed to get a loan file through underwriting.


Assemble all the necessary paperwork and details for the underwriter.


They closely evaluate all the documentation in the loan package.


Documents are drawn and sent to the title company for closing.

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