Daniel Jacobs

About Daniel

Daniel started in the mortgage business in 1996, a year after having a grueling first-time home buying experience in the historic Plaza-Midwood neighborhood of Charlotte and feeling there must be a better way.

After moving into management in 2000 he helped grow a modest regional mortgage company into a national brand with $4 billion in annual production and has since launched other national mortgage platforms. Daniel lead the development of custom technology management solutions to best integrate teams and create a unified culture and consistent consumer experience. In 2017 and 2018 his team was awarded prestigious national customer satisfaction awards among mid-sized national mortgage companies. Daniel has been a featured expert at industry events, in the Wall Street Journal and other national publications, has served on various Mortgage Banker’s Association committees, and is an approved TREC Instructor.

Daniel is joined at TruLoan Mortgage by key executives he has worked for nearly two decades to create a local, boutique experience and focus on the communities it serves.

A graduate of UNCC Daniel lives in the Myers Park neighborhood of Charlotte, NC with his wife and three teenage children. Dining, traveling and music are Daniel’s passions when he isn’t focused on creating a lending experience to love!

Favorite Coffee Drink: French Press Dark Roast