Guaranteed Rate

Guaranteed Rate Companies, headquartered in Chicago, is one of the largest retail mortgage lenders in the United States, employing over 9,000 people across more than 750 offices nationwide. Founded in 2000 and licensed in all 50 states and Washington, D.C., the company specializes in home purchase loans and refinancing services. In 2020, Guaranteed Rate significantly increased its loan amounts to over $73 billion and tripled its gross revenue to $3 billion. The company is recognized for its innovative technology, including its industry-leading FlashClose technology, which simplifies the mortgage process for clients. In addition to its core lending operations, Guaranteed Rate launched Guaranteed Rate Affinity in 2017, a joint venture focused on mortgage origination, and Proper Rate in 2020, further expanding its services. The company has received numerous accolades for its customer service and technological advancements, and it has established partnerships with various national sports organizations to enhance its brand presence.

CJ Rose

Executive Vice President of Growth and Acquisitions

4 past transactions

Moore Patricia N

Acquisition in 2022
At Moore Patricia N, our mission is to provide exceptional legal services in estate administration, wills and trusts, elder law, conservatorships, and guardianships. With a legacy of serving our community since 1982, we are committed to offering personalized and compassionate assistance to our clients in Irondale, AL, and beyond. We strive to build long-lasting relationships based on trust, integrity, and professionalism. Our attorney is here to guide and support you through every step of the legal process, ensuring your peace of mind and protecting your interests. Contact us today for expert legal counsel you can rely on.

Owning

Acquisition in 2021
Owning is a direct-to-consumer mortgage lender that specializes in providing financial lending services for real estate buyers and investors. The company leverages modern technology, communication, and research tools to streamline the processes of buying, selling, and financing real estate. By focusing on reducing stress, uncertainty, and the time required for these transactions, Owning aims to enhance the overall experience for its customers in the real estate market.

Stearns Home Loans

Acquisition in 2021
Stearns Lending is a financial services company that specializes in mortgage lending. It provides a range of services to various sectors, including wholesale, retail, joint ventures, non-delegated correspondent, and financial institutions. The company is known for its flexible lending approaches, which include private label solutions for retail lending and multi-channel capabilities tailored for banks and credit unions of different sizes. Stearns Lending aims to facilitate home financing by offering comprehensive support and innovative solutions in the mortgage industry.

TurboAppeal

Series A in 2016
TurboAppeal, Inc. is a technology-driven company based in Chicago, Illinois, that offers a web-based platform for property tax assessment appeals, primarily serving homeowners and condominium owners in Chicago and Cook counties. Founded in 2015, TurboAppeal combines exceptional customer service with advanced technology to streamline the appeal process for property taxes. Its platform utilizes a machine-learning algorithm that improves its accuracy with each appeal, ensuring that clients receive the most effective support in contesting their property tax assessments. In addition to individual homeowners, TurboAppeal also caters to real estate attorneys, lenders, real estate brokerages, mortgage companies, and other professionals within the real estate sector. The company aims to simplify the property tax appeal process, helping clients to pay only their fair share of taxes.
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