Shawn Kaplan | Legacy Mutual
Shawn Kaplan

Senior Loan Officer
NMLS# 184641

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For more than 20 years, Shawn Kaplan has created “raving fans” across Middle Tennessee. In fact, Shawn likes to say that he doesn’t work with strangers as nearly every client is referred to him by someone who has already received concierge level service. With his passion for being involved in the community, helping others, and providing exceptional experiences, Shawn has been able to assist over 5,000 families in home financing for more than a billion dollars of funded real estate transactions.

What makes Shawn Kaplan different from other loan officers?
First of all, he’s a mortgage planner- a consultant. In Shawn’s boldly authentic approach, he takes the time with each client to find out how their home mortgage – one of the biggest financial investments a person can make – fits into their financial health picture. As an avid learner, he’s always going to be up-to-date in the constantly changing world of finance. After 20 years, he’s learned a lot of mistakes that people make, and he’s committed to passing on those learned experiences to save his clients time and money.

Shawn has a hunger about helping others. With his wife, Jennifer, and daughters, Stella and Elliana, Shawn founded the Coffee Drop Project which has partnered with 12 different agencies through mobile pantries to provide more than 1.3 million lbs. of food to nearly 16,000 families. Not only is Shawn committed to helping people purchase a home, but a portion of the proceeds of each mortgage transaction with the Kaplan Team goes directly to this non-profit feeding Middle Tennesseans.
Shawn enjoys digging into his faith through his church and the groups and studies he leads. He can almost always be found outdoors enjoying camping with his girls, hunting, or spending time on his farm.

Let’s Talk

Get in touch with me:

    Office: 615.760.9121

302 Innovation Dr, STE 470
Franklin, TN 37067

Team Members

A.C. Hassall

Team Captain

Erin Telford

Executive Assistant

Jessica Kufta

Production Associate III/ Team Lead

Donna Allen

PA3/Direct Submit

Janee Shaw

Processing Assistant

Matt Hajacos

Production Associate III

Matthew Thorman

Production Associate III

Katie Bieri

Production Associate III

Our Competitive Advantage


Closing Dates Met


Accurate Closing Cost Estimate


Most Preferred Lender


Referral Rate from Past Clients