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 specializing in financial lending services for real estate buyers and investors. The company leverages modern technology and communication tools to streamline the processes of buying, selling, and financing real estate. By focusing on reducing stress and uncertainty, Owning aims to enhance the overall experience for consumers navigating the complexities of the real estate market. Through its innovative approach, the company seeks to simplify mortgage lending and make homeownership more accessible.

Stearns Home Loans

Acquisition in 2021
Stearns Home Loans is a home financing specialist company.

TurboAppeal

Series A in 2016
TurboAppeal, Inc. is a Chicago-based company that specializes in providing a web-based platform for property tax assessment appeals. Founded in 2015, the company offers services primarily to homeowners, including single-family and condominium owners, while also catering to real estate attorneys and various real estate professionals such as lenders and brokers. TurboAppeal employs advanced technology, including a machine-learning algorithm, to streamline the appeal process and enhance accuracy over time. The platform aims to simplify property tax appeals, ensuring that clients only pay their fair share of taxes. Since its incorporation, TurboAppeal has expanded its operations and continues to grow its presence across the United States. As of 2017, it operates as a subsidiary of Paradigm Tax Group, LLC.
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