Community engagement through financial education and wellness
Rate is committed to helping communities reach the dream of homeownership in a responsible way. We believe financial education and wellness empowers communities.
Community engagement through financial education and wellness
Rate is committed to helping communities reach the dream of homeownership in a responsible way. We believe financial education and wellness empowers communities.
Financial education takes you a step closer to owning your dream home.
Get started Understand your home’s value and neighborhood market trends.
Begin your financial education
Tools, guides and support to help you reach your financial education and wellness goals.


First-time homebuyer course
Enjoy access to homeownership and get the knowledge you need to successfully land a mortgage.
This course covers all the steps to buying your first home. From credit scores and down payments to mortgage options that fit your life. This 30-minute course will empower you on your homebuying journey.


Home retention course
Enjoy access to home retention and get the knowledge you need to confidently manage your home loan.
This course is to help consumers like you get into your dream home and keep it. We are by your side every step of the way while you make your homeownership dreams come true and that support does not stop at the closing table. This 20-minute course will empower you on your homebuying journey.
Financial Education Workshops
432
Events 23/24
25k+
Community attendants
114
YTD events

“
We are committed to helping communities reach the dream of homeownership in a responsible way because in financially capable communities - everyone benefits. Our Loan Officers are dedicated to making a difference in the communities they support and conduct financial education workshops to help people make effective financial decisions.
—Arlyn J Kalinski, SVP of Fair & Equitable Lending Strategies at Rate
Find a free workshop near you. Click here to access the calendar of upcoming events >>
Financial Education Workshops
432
Events 23/24
25k+
Community attendants
114
YTD events
“
We are committed to helping communities reach the dream of homeownership in a responsible way because in financially capable communities - everyone benefits. Our Loan Officers are dedicated to making a difference in the communities they support and conduct financial education workshops to help people make effective financial decisions.
—Arlyn J Kalinski, SVP of Fair & Equitable Lending Strategies at Rate
Find a free workshop near you. Click here to access the calendar of upcoming events >>



RateUniversity
Our consumer-focused financial education event, designed to educate and prepare participants for homeownership. The curriculum includes educational presentations, offered in English and Spanish, on critical financial concepts like establishing and building credit, and all information needed for first time homebuyers to purchase a home, including Affordable Programs.
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