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Navigating the home refinancing loan process in 2026 can be complex, especially for self-employed borrowers with numerous tax deductions and various Real Estate Investments. Whether you're looking for options on a primary, secondary, or investment home in San Diego, Los Angeles, Sacramento, or elsewhere in California, it's crucial to choose reliable refinancing solutions that align with your goals.
Since 2009, our team has been dedicated to providing time sensitive real estate funding across California for both residential and commercial properties. We source our funds from reputable U.S. institutional banks, mortgage banks, and private mortgage funds with established histories. Our network is continuously expanding to include the latest loan sources and products.
We use alternative documentation. A Lot. 95% of self-employed borrowers get rejected using tax returns when bank statements tell the real story.
Dan Cassel, is a licensed and seasoned Mortgage Loan Professional, and he specializes in assisting self-employed borrowers throughout California and the western United States. Trinity Mortgage is a family owned licensed California mortgage brokerage based in San Diego, Ca. We leverage our proprietary lending platform technology and extensive lending network to efficiently search for and fund refinance loan requests.
Our expertise in loan documentation and mortgage lending positions us at the forefront of timely funding for California residential and investment mortgage loans.
WHAT WE OFFER:
In the past 30 years, Seasoned Loan Professional Dan Cassel and the Trinity Mortgage Loan Team have helped California's self-employed borrowers secure over $300M + in Real Estate Financing that traditional banks wouldn't touch.
Here's how we help them:
First off, we use alternative documentation. 95% of self-employed borrowers get rejected using tax returns when bank statements tell the real story.
Then here's our process:
-We analyze your true cash flow vs your federal tax returns
-We match you with the right lender from our Large Lender network
-We structure your loan using bank statements, P&L, or asset-based qualification
-We typical can close deals in 21-30 days (while most banks take 45-60)
-We provide ongoing Real Estate financing strategies as your portfolio grows
-We help you stack multiple loan types to maximize leverage
-We turn your trapped equity into working capital
Our best clients are:
Self-employed business owners in California
In business over 2 years
Minimum $1M in Investment real estate assets
Seeking Loans and may have complex income situations
Solid Borrowers with good Credit Scores and Credit
Seeking Cash Out for Various Investment and Business Purposes
We've seen tremendous success with real estate investors, business owners, builders, and developers, who need more liquidity and seek Cash Out Financing. The Top uses of funds are for Incomplete projects, Real Estate Investments, Real Estate Improvements, Partner Buyouts and Business funds.
If that's you and we can help, please call Dan direct at 866-310-1112
OR simply request a Free Consultation HERE.
Dan Cassel NMLS # 347918 CA DRE # 01146347
This is not a commitment to lend. All financing is subject to credit approval and program guidelines. Rates, terms, and conditions are subject to change without notice. Restrictions may apply to these loan programs.
