This website is HQ for The Workshop Team: our small-but-mighty team of experienced, friendly mortgage professionals.
Buying a home comes with big decisions (look at all those zeroes) (oh boy). But the mortgage process shouldn’t feel mysterious or overwhelming. It should be clear, approachable, and tailored to you — your goals, your timeline, your story.
Below, you’ll find quick links to popular tools and topics. But don’t stop there; there’s so much more. The Process section is your step-by-step guide to the loan and homebuying journey. And the Resources section is stocked with videos, guides, a glossary, a rate tracker with a live market feed, and more.
Or do you want to delve into the “why” behind the numbers, lending rules, or how mortgage rates move with the financial markets? You’re also in the right place.
We’re so glad you’re here. Let’s make your mortgage easy (and maybe even a little fun!).
New around here?
If we haven’t met yet, let’s fix that!
Book a quick call to say “hi!, talk about your goals, and see how we can help.
Resources to help you get started
Planning Survey
Choose your own mortgage adventure. This planning survey kicks off your home financing journey. No pressure—just answer what you know, skip what you don’t, and highlight places you want our help figuring stuff out.
Documentation Checklist
Paperwork… ugh. Nobody likes it (even us!), but it’s part of the process. But a good job up front means a smooth ride later. Grab this checklist to stay one step ahead.
Help us help you
Avoid the potholes. Enjoy the ride! After serving thousands of families over 30+ years, we’ve learned a thing or two. These are our top tips to keep your loan moving like a well-oiled machine.
Documenting assets
Cover your assets! Asset documentation often generates follow-up requests from underwriting. Our guide explains what flies (and what flops) and how to keep things smooth and simple.
Mortgage Rate Watch
Follow the markets (without losing your mind). What’s moving mortgage rates today? Our live feeds keep you informed, so you can follow the markets like a pro (without becoming one).
Video Explainer Library
Your ideas are intriguing to me, and I wish to subscribe to your YouTube channel. Our growing library of videos covers everything from quick hits to deep dives into specialized topics, organized into tidy playlists.
Let’s Get Social!
The money-savvy aunt you wish you had… Follow us on Instagram for mortgage advice, credit tips, market advice, and occasional shenanigans.
Mortgage Glossary
Your jargon decoder ring. LTV, DTI, MI, oh my! We skip jargon whenever we can (which is most of the time), but our glossary is here to translate any alphabet soup into plain English.
Apply now!
Let’s get you home. ❤️ Whether you’re in planning mode or ready to start shopping, we’ll need to gather some info. Our online application is the place to start. It’s quick, secure, and the first step toward turning your dreams into a place to call home.
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We love our clients — they are the best part of what we do and we feel lucky to have helped so many families get into their dream home.