Our Story
Our core team has been together since 2012, building a foundation of trust and collaboration that fuels everything we do. That long-standing connection allows our operations team to deliver speed and efficiency that only comes from people who truly know and respect one another.
Like many great ventures, we began as a group of experienced professionals with exceptional talent, relentless drive, and a shared passion. From the start, our mission has been clear: to serve our customers with integrity, commitment, and care.
Who We Are
Founded on the belief that partnership drives performance, Preferred Rate is a national mortgage lender.
Built by originators and powered by collaboration, we combine the scale of a national platform with the flexibility and independence our teams need to grow.
Top military lender
NMP
Top 15 mortgage companies
Mortgage Executive
#10 top retail lender
Scotsman Guide
5-star lender
Mortgage Professional America
Top military lender
NMP
Top 15 mortgage companies
Mortgage Executive
#10 top retail lender
Scotsman Guide
5-star lender
Mortgage Professional America
TOP LENDER
CALHFA
TOP EMPLOYER
DIVERSITY JOBS
TOP 100 MORTGAGE COMPANIES
MORTGAGE EXECUTIVE
5-STAR LENDER
Mortgage Professional America
TOP 250 LATINO MORTGAGE ORIGINATORS
NAHREP
MOST LOVED MORTGAGE EMPLOYERS
NMP
TOP MORTGAGE LENDER
Scotsman Guide
TOP MILITARY LENDER
NMP
TOP 15 VA LENDER
Scotsman Guide
Our Mission
At Preferred Rate, our mission is to create experiences that truly matter. We blend innovative digital solutions with personal guidance from trusted local experts, giving every homebuyer the choice of how they want to navigate their journey.
We’ve built our foundation on three simple values
BOLD
Think fearlessly, take initiative & innovate.
COLLABORATIVE
Work openly, share knowledge & build together.
DRIVEN
Pursue growth, achieve goals, & exceed expectations.
Together, those values drive our culture of ownership and trust. With 49% employee ownership through our ESOP program, every team member at Preferred Rate is invested in the success of the company, and in yours.
Our Team
We hire the best talent in the industry—and we’re committed to investing in them for the long run. Our people are the heart of our success, and we believe their growth fuels our ability to serve homebuyers at the highest level.
Training, coaching, and ongoing development are part of our DNA. Combined with forward-thinking innovations and cutting-edge technology, our team is always equipped to stay ahead of the competition and deliver exceptional experiences for our customers.
