Insights

Client-Centric Approach First Rate Financial Group emphasizes creating 'Clients for Life' by prioritizing client needs over its own, indicating a strong commitment to customer satisfaction and loyalty. This client-centric approach can lead to repeat business and referrals, offering a valuable sales opportunity to capitalize on long-term relationships.

Range of Home Loan Solutions With a diverse range of home loan solutions, including first-time homebuyer programs, FHA and VA loans, and jumbo mortgages, First Rate Financial Group caters to a wide spectrum of clients. This extensive product portfolio presents sales prospects across various segments of the real estate market.

Focus on Financial Advice The company prides itself on offering astute financial advice along with the highest level of customer service. Leveraging this expertise to provide tailored financial solutions can be a compelling sales strategy, positioning the company as a trusted advisor to clients seeking mortgage or refinancing options.

Technology Integration First Rate Financial Group utilizes a modern tech stack, including Simpli.fi, Font Awesome, and OWL Carousel among others. The adoption of technology enhances operational efficiency and customer experiences, presenting sales opportunities for tech-driven services or digitization solutions in the financial sector.

Boutique Lender with Personalized Service As a boutique lender focusing on superior service and experienced loan consultants, First Rate stands out in the market. This personalized approach can be leveraged to attract clients seeking a more tailored and attentive lending experience, creating a niche sales niche in the competitive financial services industry.

First Rate Financial Group Tech Stack

First Rate Financial Group uses 8 technology products and services including Simpli.fi, Font Awesome, jQuery Migrate, and more. Explore First Rate Financial Group's tech stack below.

  • Simpli.fi
    Advertising
  • Font Awesome
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • OWL Carousel
    Javascript Libraries
  • HTTP/3
    Miscellaneous
  • Apache HTTP Server
    Web Servers
  • Nginx
    Web Servers
  • Apache
    Web Servers

Media & News

First Rate Financial Group's Email Address Formats

First Rate Financial Group uses at least 1 format(s):
First Rate Financial Group Email FormatsExamplePercentage
FirstL@frfgp.comJohnD@frfgp.com
47%
First@frfgp.comJohn@frfgp.com
4%
First.Last@frfgp.comJohn.Doe@frfgp.com
2%
FirstL@frfgp.comJohnD@frfgp.com
47%

Frequently Asked Questions

Where is First Rate Financial Group's headquarters located?

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First Rate Financial Group's main headquarters is located at 3027 Townsgate Rd 110 Westlake Village, California 91361 US. The company has employees across 4 continents, including North AmericaEuropeAfrica.

What is First Rate Financial Group's phone number?

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You can contact First Rate Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is First Rate Financial Group's official website and social media links?

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First Rate Financial Group's official website is frfgp.com and has social profiles on LinkedIn.

What is First Rate Financial Group's NAICS code?

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First Rate Financial Group's NAICS code is 522291 - Consumer Lending.

How many employees does First Rate Financial Group have currently?

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As of July 2024, First Rate Financial Group has approximately 36 employees across 4 continents, including North AmericaEuropeAfrica. Key team members include Chief Executive Officer: K. P.COO: J. M.Owner: C. D.. Explore First Rate Financial Group's employee directory with LeadIQ.

What industry does First Rate Financial Group belong to?

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First Rate Financial Group operates in the Financial Services industry.

What technology does First Rate Financial Group use?

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First Rate Financial Group's tech stack includes Simpli.fiFont AwesomejQuery MigrateOWL CarouselHTTP/3Apache HTTP ServerNginxApache.

What is First Rate Financial Group's email format?

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First Rate Financial Group's email format typically follows the pattern of . Find more First Rate Financial Group email formats with LeadIQ.

When was First Rate Financial Group founded?

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First Rate Financial Group was founded in 2004.
First Rate Financial Group

First Rate Financial Group

Financial ServicesCalifornia, United States11-50 Employees

First Rate Financial is a leading lender located in Westlake Village, California, in the heart of the Conejo Valley. Since 1989, First Rate  is a Mortgage Company known for its superior service, integrity, and experienced loan consultants.
 We offer a variety of home loan solutions including first-time homebuyer programs with down-payment assistance, FHA and VA, conventional, jumbo and super jumbo and more! This means you can rest assured that we’ll provide you with a competitive loan that meets your unique needs.

Providing a loan to a client is just the beginning of a financial relationship. We believe that First Rate Financial Group is here to satisfy YOUR needs, not just ours. Our goal is to create a "Client for Life."​

We pride ourselves in offering astute financial advice and the highest level of customer service. We make the process of purchasing or refinancing your loan as simple and worry-free as possible. Whether you are purchasing a new property or you want to refinance for a lower mortgage rate, get a new home mortgage, home equity loan or second mortgage, we are confident that we will satisfy your needs.
 By putting you first, we assure you a pleasurable transaction.

Section iconCompany Overview

Headquarters
3027 Townsgate Rd 110 Westlake Village, California 91361 US
Phone number
Website
frfgp.com
NAICS Code
522291 - Consumer Lending
Founded
2004
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M

    First Rate Financial Group's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    First Rate Financial Group's revenue is in the range of $10M

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