Ratings include all 499 reviews. Reviews collected directly from clients are shown only with their permission.
Working with Julee Felsman and her team at Rate was a very pleasant and hassle free experience. The Rate team communicated with me every step along the way and were excellent at troubleshooting some of the scenarios and obstacles we came across along the way. My loan closed within great time and I am grateful for the expertise and assistance offered to me during the entire process.
Response from Owner
Thank you, Michael! It was such a pleasure coming along for the ride, and I'm happy to hear we were able to make the process hassle-free and help keep things on track. :)
Ashley and I are always here if you have any questions! I hope you get settled in quickly and enjoy your new home!
Julee and her team were exceptional. They made the process as clear and smooth as possible, and were always present to provide extra support when needed. I’d highly recommend working with them!
Response from Owner
Thank you for the recommendation, Jessica! Jorah and I are honored that you place your trust in us and happy to hear you felt well-supported. Enjoy this exciting new chapter, and please don't hesitate to reach out whenever you need anything at all!
Julee is truly wonderful to work with! She’s an amazing communicator, incredibly knowledgeable about all the different lending options available, and always takes great care of her clients (and their agents 😆). I really appreciate how responsive and proactive she is, and how easy she makes the lending process feel. She and her team are also fantastic at keeping everything on track and on schedule throughout a purchase, which makes a huge difference in keeping stress levels down for everyone involved. She’s great at thinking through different scenarios and finding the best solution for each client, and her team is just as wonderful; they're friendly, organized, and always on top of the details. I never hesitate to recommend Julee and her team!
Response from Owner
Danielle, thank you so much! This means a lot coming from someone as thoughtful, responsive, and truly invested in making the homebuying process smooth and stress-free.
Thank you for your trust, your partnership, and your kind words. I’m so grateful we’ve had the chance to serve so many mutual clients. Here's to many more! 😊
We had a great experience with Julee’s team. They took the time to answer questions and make sure we were as educated as possible on the process. Julee, Jorah, and the rest of the team helped take away a lot of the stress that comes with purchasing a home. Highly recommend
Response from Owner
Thank you, Caroline! I’m so glad we could help make the process easy to understand and as low-stress as possible. It’s about a billion times easier to feel confident (and get some sleep along the way!) when you know what’s happening and why.
Jorah, Vanessa, and I loved being along for the adventure. We’re so excited for you! Congratulations on your new home, and thank you for the recommendation. :)
We had a great experience with Julee Felsman and her team at Rate. They worked with us every step of the way to help us as first-time homebuyers understand what we were getting into and the different steps and options for our mortgage. Very personable, helpful, and responsive! Would recommend!
Response from Owner
Thank you, Sylvia! I’m so glad we helped make your first home purchase feel clear and easy to navigate. I’m a big believer that it’s easier to make good decisions when you’re working from good information and when the process doesn’t feel like a black box.
Jorah and I loved working with you, and I truly appreciate your recommendation. Congratulations on your new home, and please let us know if questions come up as you settle in! :)
Julee was awesome! Julee and her team did a phenomenal job to get approved. Her knowledge is over the top and very helpful. The team at Rate ultimately did everything they said would do. In my case the builder in my home had a offer that I could pass up. That is the only reason why we couldn't close the deal. Julee and the Rate team will be my first place I go for my future mortgage loan needs. A Big Thank you to Julee & her team.
Response from Owner
Thank you so much, Genaro! I really appreciate your kind words and the trust you placed in me and my team. Even though the builder’s offer ended up being the path that made the most sense for this purchase, I’m so glad we met and had the chance to help you understand your options.
At the end of the day, my goal is always to help provide the information you need to understand your options and choose the one that's the best fit. Sometimes that means cheering you on from the sidelines. :) My team and I would be honored to help with your future mortgage needs whenever the time is right. Thank you again!
Patient and helpful getting our loan and title handled
Response from Owner
Thank you so much, Matt! Tom and I are so pleased we could help out and keep both elements moving along. We hope you have many (more) happy years in your home. Please reach out anytime we can answer a question or make ourselves helpful!
Made everything easy. Was very responsive to our need!
Response from Owner
Thank you so much, Wayne! Ashley and I are thrilled to hear the process felt easy and that we were there when you need us. We loved having the opportunity to come along for the adventure, and we’re so happy for you! :) :) :) Congratulations again. Please let us know if you need any information or if any questions come up while you (and the loan) are settling in!
Julee and her team were seamless from start to finish! They were always available and on top of it. It's our 10th property and this was our smoothest purchase ever. Def going to recommend Julee to our friends, families and new clients.
Response from Owner
Thank you so much, Mark! I'm so happy to hear this was your smoothest purchase ever, especially given the sample size and your perspective as a fellow real estate professional. Your kind words mean mean so much to me, McKenzie, and the rest of the team.
We can't wait to collaborate with you on future transactions. But for the moment, we're over-the-moon excited about your new property. I hope you're already working on fun summer memories. Congratulations!!! :)
Julee and her team were responsive, knowledgeable, personable, and gave a competitive rate. What more could you want?
This is the second time they've supported us and we'll be back again if we need to move or refinance.
Response from Owner
That’s so kind of you to say, David. Thank you! We were honored you chose us to help with another home purchase — that’s truly the highest compliment. Needless to say, we wanted to return the favor with another positive experience. :)
It’s nice to know you’re planning on coming back when you’re ready for another move or refinance, but here’s hoping you have many happy years in your beautiful new home before another move is in the cards. In the meantime, we’ll continue monitoring rates and let you know when there’s an opportunity to refinance.
Congratulations again, and thank you for trusting me and my team a second time!
This was our first time buying a home and Julee and her team made the whole process incredibly easy, were very helpful when we had questions, and were always available to handle the necessary tasks required for our loan. Julee is great at breaking the process down in easy-to-understand ways, and her videos are a great resource for teaching you all the ins and outs of buying a home. We would absolutely recommend her and the team to anyone who is new to getting a mortgage!
MMelissa
Julee and her entire team are incredible. They walk you through every step of the journey, have quick response times and work with you and your budget to get everything lined up perfectly.
Response from Owner
Thank you so much, Marie! I’m happy to hear the process felt clear and well-organized, and that we were able to keep all the moving parts (especially the financial ones) aligned with your goals.
Thank you for the opportunity to assist, and congratulations on your new home!!! Please reach out anytime if you have questions or need anything as you settle in! :)
They were clear and very helpful in explaining things
BBarnaby T.
Easy, clear, communicative, quick to answer
RRachel A.
Very good communication
KKelley A.
The communication from the entire team was fantastic from start to finish.
BBeth D.
My loan process was long and complicated - resulting in THREE loan applications!! Julee’s team was responsive and helpful all along and did everything necessary for my sale to close quickly once the title barriers were removed. HUZZAH!
MMisty N.
Fast
Excellent communication
EEllen C.
Smooth process
JJacob T.
No written review
BBrian P.
Helpful throughout the process. Quick to respond. Julee's videos are full of information and much needed for 1st time home buyers
AAlexandra W.
Excellent service from very knowledgeable people,
RRichard W.
The process was easy and well-explained. Julee knew lots of tips and tricks to help me be smart about my choices.
SSara D.
Very professional, great information and very helpful.
KKayci M.
Exceptional process and people
DDiane G.
Julee and team were fantastic. They patiently explained the complex process and were very friendly and professional.
RRobert R.
Julee and her team are an absolute dream to work with! Their speed and communication made our first home buying experience so seamless. They helped educate us on every aspect of home buying loans and went the extra mile every time to help answer any of our questions. Highly recommend working with them!!
Julee and her whole team were extremely professional, thorough, and great to work with! I highly recommend them. They helped us with our original mortgage loan and then refinancing our mortgage laon.
Response from Owner
Thank you so much, Alisa! It was lovely to have an excuse to reconnect, and a nice bonus to find a path to improve your original loan terms by refinancing. It means the world that you came back for help with another loan, so the least we could do is to make sure you had a pleasant, smooth experience! We truly appreciate your recommendation and are here as a resource whenever you have questions or need help with anything in the future. :)
Julee and her team are amazing. They are knowledgeable and kind and very efficient. They made a hard pricess much easier. I have worked with Julee with questions and concerns of my loan long before it was time for the re-finance and Julee has always taken extra time and care to help clarify and offer sound advice.
Thank you Julee and team. I’m so appreciative of you. Danielle
Response from Owner
Thank you so much, Danielle! I’m so grateful for your kind words and for the opportunity to help… not just with the refinance, but also with the questions, decisions, and planning that came before. It was important to me that you two made a decision that was fully informed, in alignment with your goals, and the best solution for your family's situation. That we got extra chances to chat and get to know each other was just an added bonus. :)
Tom and I are pleased to hear you felt supported and cared for along the way. We appreciate you so much, and we’re always here whenever you need us!
Julee Felsman has worked with my family multiple times now and she was absolutely wonderful and knowledgeable about the entire process. My wife and I really appreciate her and the whole team.
CCorey R.
Just closed on my FOURTH loan through Rate. Julee and her team are A-MAZING! I would give them 6 stars, if I could.
My loan process was a DOOZY, including restarting the loan application THREE TIMES due to title issues and address number changes... They worked SO hard to get everything done to allow me to close as soon as possible once we were cleared, including pushing through a surprise appraisal requirement in TWO BUSINESS DAYS!
I highly recommend Rate!
HUZZAH!
Response from Owner
Hi Misty! HUZZAH indeed! Thank you for trusting us with loan number four. It means the world to me and the team that you've trusted us time-after-time.
And this one was one for the record books. In 30+ years of lending I've never seen a similar circumstance. It was a real team effort, so thank you for your collaboration, to Wick and Karoline, and to the amazing effort by Kelsey and her team at Chicago Title!
We loved working with you again, and Jorah and I were so grateful for your patience, persistence, and fantastic sense of humor through the whole crazy adventure. Congratulations again, and thank you for the 6-star energy!!! :))
Very quick and painless experience. Julee and her team were incredibly responsive whenever I had questions. Locked in to a rate which I deem fair in the current market. I would use them again.
AAndrew G.
Julee and her team are so efficient and responsive, we were never in the dark about our loan. The best service we ever experienced. This is our fifth home purchase.
Response from Owner
Thank you so much, Anita! Given that this wasn't your first (second, third, or fourth) rodeo and I'm thrilled to hear we cleared the bar, made it pleasant and efficient for you two, and that you felt informed from start to finish. Congratulations again, and thank you for trusting me and my team to help get you settled into your new home base! :)
Working with Julee and Jorah was an absolute pleasure! They did an incredible job breaking down the different concepts of home loans and explaining them to first time buyers like my wife and I.
I would definitely recommend working with the Rate team to anyone on the market!
Julee and her team are exceptional to work with! They explain the process well are fantastic communicators and do their best to make things go smoothly. I highly recommend them!
Response from Owner
Aw, thank you so much, Adi! My teammates and I really appreciate the kind words. I’m glad the process felt clear from start to finish. We aim to keep things smooth and predictable (or as smooth and predictable as real estate allows anyway!). Congratulations again, and thank you for the recommendation! :)
Thank you so very much for the kind words and positive review. And... congratulations on your new home!!! :) I'm honored by the trust you placed in me and my team, and happy to hear we served you well and answered your questions along the way. If any additional questions pop up as you (and your loan) settle in, we're not going anywhere... just reach out for whatever you need!
Thank you for the 5-star review! It was wonderful to reconnect and help with your latest move. I hope you're having fun settling into your lovely new home! Please reach out if you need anything or have questions. I'm always here and happy to be a resource. :)
Easy, clear, communicative, and quick to answer--even on the weekend on a Sunday night when we're trying to revise our pre-approval because we are in a bidding war!!
All that to say we got the house and I can't say confidently we could have done it without Rate.
Would work with them again. Would recommend.
Response from Owner
Thank you for the kind words and recommendation, Rachel! I’m so glad we could jump in when it mattered. (Real estate doesn't work 9-5 so neither do we!) I'm thrilled you won the bidding war and with it the opportunity to buy your lovely new home! My team and I really appreciate the trust and opportunity to come along for the adventure. Congratulations, again!!! And if you need anything as you get settled, I’m here for you. :)
Straight forward and organized process, good videos, very fast
CCara B.
Super easy to work with and very straight forward
FFrancisco V.
They were consistent, knowledgeable, responsive, and just plain great!
SSuzanne W.
Enjoyable to work with
AAmber L.
They did a great job helping me every step of the way.
VVanessa B.
Great team and systems
TThomas D.
Excellent customer service! The team isn’t afraid to tackle tough situations and handles them beautifully!
SSarah M.
They were so fast and communication was great. The process was easy
SSteve W.
Simply outstanding and wonderful work from the entire team - Julee, Jorah, Nathaniel, Susan, I'm sure many others.
SScott B.
Prompt service, clear feedback and guidance - I always feel taken care of and that they aren't going to drop the ball or that I will miss something if I don't triple check it.
