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About David Mo, Your Trusted Mortgage Advisor

Updated: Dec 25, 2023


Mortgages are not a one size fits all solution. Every person has a unique financial situation, aspirations, and challenges that they face. This can make the process of choosing the right mortgage a daunting task, but it doesn’t have to be! As your Epic Mortgage Advisor, David is here to help you navigate through the complexities of home financing in a simplified way while matching you with the perfect mortgage.

Client's Advocate

When clients choose to work with David, they quickly discover that their best interests are his top priority. The home-buying journey can be emotionally charged and stressful. David's role is to be the client's guide through these moments, providing a steady hand and unwavering support. He is dedicated to making the client's experience as smooth and stress-free as possible, ensuring they feel supported every step of the way.

Experience That Matters

David has a background in software development before making a significant entry into the real estate industry. Transitioning from a realtor's role, he garnered substantial experience representing buyers. This dual perspective, as both a realtor and lender, uniquely positions him to offer insights that go beyond traditional mortgage advising.

Client-Centric Approach

David is dedicated to a client-centric approach, placing the client's needs and goals at the forefront. His mission is to empower clients with the knowledge and resources needed to make well-informed decisions about home financing. Recognizing that each client has a unique starting point and distinct aspirations, he believes in first understanding the client's situation and objectives, and then providing tailored advice. David is a natural problem solver, always seeking the best solutions for clients' unique circumstances.

Accessible and Flexible

Communication with David is straightforward. Clients can reach out via email, phone, or text, and he is available during weekdays, evenings, and weekends. David understands that clients' schedules matter, and he is here to accommodate their needs.

About Epic Mortgage

People First

Epic Mortgage operates with an abundance mindset and is always looking to provide more value to our clients and the communities that we serve.

Epic Savings Program

Epic Mortgage partners with local businesses and service providers to provide discounted services to our clients.

Cupcake Anniversary Run

Expect visits from David on your loan anniversary day because we love to celebrate! Cupcakes are made in house by our leadership team and like to stand out from the crowd with tasty treats!

Pizza Delivery Day

Closing day is a big day and a day to celebrate! David delivers pizza on the day you move into your new home.

Epic Heros Program

We support the people that support our communities and recognize the amazing and hard work that the heroes in our community do. Epic Mortgage waives our loan associated fees for people in the following professions:

  • Doctors

  • Nurses

  • Police

  • Firefighters

  • Police

  • Teachers

  • Support staff in these industries

Employee Mortgage Saving Program

We love and support other business owners! Business owners can work with Epic Mortgage to set up benefits packages for their employees. Employees under this package pay no lender associated fees on their mortgage, and it is free for business owners to apply.

Flexible Loan Solutions

Epic Mortgage partners with over 200 investors which means more flexibility when it comes to your home and investment financing options. Here are some of the most popular products that we offer.


  • Conventional Loans

  • FHA Loans

  • VA Loans

  • USDA Loans

  • WHEDA Loans

  • Rate/Term and Cash Out Refinances

  • One Time Close Construction Loans


  • Down Payment Assistance Options

Investment Loans

  • DSCR Loans

  • Conventional Investment Loans

  • Blanket Loans

  • Portfolio Loans

  • Commercial Financing Loans

And a long list of niche products! If there’s a situation, we can find a solution for it.

Free Refinances For Life

The journey of home ownership starts with speaking with a lender, however that journey continues throughout your time of home ownership and we’re committed to taking care of you for life. All of our clients receive free refinances for life in which we waive our bank fees. Our clients cover the appraisal and title fees which works out to around $1200, and you can do this every 6 months!


Every current and future homeowner needs a trusted mortgage advisor in their back pocket, and the first step to finding yours is to reach out to David! He can be contacted via text or cell at any time at 414-269-7259. He can also be reached by email at Dmo@YourEpicLender.Com.

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