Employees of Guaranteed Rate, Inc. 503-799-3711 workshopteam@rate.com
LAYING THE GROUNDWORK

Prequalification…

Prequalification is the first step on the path to a mortgage. What loan options are available to you? Which is the best fit? How much can you qualify to borrow? Let’s talk. We’ll trade information and figure things out. We put you and your needs at the center of all we do. This makes for a variety of alternatives when it comes to discussing your loan options.

Discussing your goals & loan options

You know what you want…

If you are clear the loan you want and need that pre-approval letter today for the offer you just wrote for your dream home, we may only need a quick phone call to send you on your way with all the information you need and that precious letter.

You have lots of questions…

If you have lots of questions (maybe you are a first-time buyer just starting to explore loan options) or we have some strategizing to do (maybe you are navigating the move from one home to another or mulling over real estate investments), it may make more sense to schedule time for a lengthier talk or meeting.

Questions? This video is a good place to start!

Check out our YouTube channel

We have a growing library of information about the mortgage process, with advice and information about how to navigate a successful transaction…check it out at YouTube.com/workshopmortgage. And don’t forget to subscribe so you don’t miss new videos!

Let’s set up a time to screen-share. You let us know your preferences, timelines and needs and we’ll tailor what we do for you.
The objective

Laying out your options

Regardless of the form our conversation takes, you should leave our pre-qualification conversation with a clear understanding of the loan options available to you and why you might select one loan versus another. If there are any special programs available to you as, say, a veteran or a first-time homebuyer, we’ll make sure you know all about them.

Figuring out a game plan

We’ll also lay the foundation for some decisions you’ll need to make later in the process, such as when the time comes to lock in a rate. And if there are any actions you could take to improve the outcome of an application or lower loan costs, we’ll tell you just what to do.

Early days of mortgage…

We go out of our way to find you just the right loan. And we cover our mouths when we cough. Beats the alternative…

There are no dumb questions

And by all means, if you have any questions…fire away! We’ll do our best to answer each and every one.

I can’t thank Guaranteed Rate enough! Everyone always talks about what a headache it is to buy a house but due to such a competent and efficient team, the process was a breeze. I can’t thank Guaranteed Rate enough! –Cristina N.

Great team! Thank you so much for all you did to help us through the process! I can't believe it's been a year already, we love being home owners, thank you again!
–Nicole F.

The process was a breeze! I couldn’t possibly have asked for anything more. The communication and the guidance was top notch! I can’t thank Guaranteed Rate enough!
–Cristina N.

Hands-down the best! Julee is hands-down the best in the business. I would never work with or recommend anyone else.
–Amy W.

Communicative & patient... Very communicative, patient, and understanding of our 'first time homebuyer' questions and concerns — the team worked efficiently and quickly — we had no delays of any kind.
–Tim W.

Quick and painless... Thank you to everyone for making this quick and painless! I love knowing that I have such a responsive and helpful team on my side during these hectic moments.
–Elissa P.

The best in the biz... Julee has been my loan officer for 20 years. She has also worked with various members of my family, and 90 percent of my buyers over my 15 year period as a Real Estate Broker. She and her team are the best in the biz!
–Ken C.

Responsive, efficient, effective... The whole team was very professional, responsive, efficient, effective, and courteous. Dealing with Guaranteed Rate was a very pleasant experience. I would do it all again.
–Dan N.

Outstanding... Thank you very much. You and your team did an outstanding job and were very impressive every step of the way.
–Matt T.

Very responsive! Everyone who worked on my loan was very responsive and great to work with! Much better than the bigger lenders that I have worked with in the past.
–Lisa R.

Kind and approachable... The team was a pleasure to work with. With this being my first mortgage, I was a little intimidated at first, but the team super was super kind and approachable, and I felt fully informed every step of the way. Thanks!
–Gustav H.

I really appreciated the time spent... I really appreciated the time spent with me and my co-investor on the phone, walking us through the mechanics of the process.
–Sara K.

Informative & Helpful... Thanks! We found the call to be very informative and helpful to our decision making process.
–Amy & Nick

Amazed & impressed... Thank you so much for the part each of you played in making Maddie and Andrew’s first home-buying experience completely uneventful. The team & process at Guaranteed Rate continue to amaze and impress me!
–Laurel P.

Great team! Great team of people that help from start to finish! Coming from a different state it was invaluable to have local knowledge behind me for my home purchase. This type of service is what makes Guaranteed Rate Great!
–Gigi M.

Experience working with investors... Julee is top notch. It's obvious that she has a lot of experience working with investors. We really leaned on her for answers and advice, and she delivered quickly and thoroughly. Looking forward to working with her and the rest of the Guaranteed Rate crew for our next purchase.
–Jacob S.

Your mortgage. Your way.
We are proud to be members of the Guaranteed Rate family and excited share all that Guaranteed Rate has to offer. Our simple formula: Low, low rates. Cutting-edge technology. Amazing customer service.
Why Guaranteed Rate?
The core values of Guaranteed Rate are aligned with ours: We put your needs at the center of everything we do and so does Guaranteed Rate.
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© Copyright 2019 Julia Felsman. This website is not a solicitation for business. All information provided in website is for informational and educational purposes only, and in no way is any of the content contained herein to be construed as financial, investment, or legal advice or instruction. There is no guarantee the quality, accuracy, completeness or timelines of the information on this website. While efforts are made to verify the information provided, the information should not be assumed to be error free. This website in no way represents the views of Guaranteed Rate, Inc.
503-799-3711 • workshopteam@rate.com • The Workshop Team @ Guaranteed Rate

The Workshop Team are Employees of Guaranteed Rate, Inc.