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"I initially learned of Educated mortgage when listening to radio. Dan was being interviewed by the station and was answering questions about the housing market and financing. Dan seemed very knowledgeable about this subject and had great advice for people. After listening for a couple months, we were in the market for a new home and I called Educated Mortgage and set up a meeting with Dan a few days later. From there it was smooth sailing to get a mortgage for our new home. Dan is incredibly professional and always gives options of what is best for your situation. He walked us through the process from start to finish and was never too busy to answer questions. The office admin, Heidi, was also very well informed, professional and helpful. It was a great experience for us and I would highly recommend this business if you are looking for a mortgage. I would rate them as excellent."
Pamela Puls
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"It has been a pleasure to work with Educated Mortgage Services in getting our loan to buy our dream home. We appreciate everyone’s hard work throughout the process. Their customer service was top-notch and they always went the extra mile to answer any questions we had quickly and with patience and understanding. I would highly recommend using them."
Sandra Schleys
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"Was recommended by our niece who is our realtor. Absolutely amazing service, I can see why she is comfortable putting her family in their hands. They jumped on everything immediately, found us options to qualify instantly even though we had not sold our previous home yet. Dan explained every detail so carefully and took his time with us to make sure we got the best deal for us. He really is knowledgeable and smart and looks at all the angles. Very professional!"
Rod Merritt
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"We had a great experience working with Educated Mortgage. They were always available to answer our questions quickly and helped us in each step of the process. They made buying our first home a great experience. Thank you!"
Nathan Pater
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"The team at Educated Mortgage knocked it out of the park. Another mortgage company couldn't get to the closing table, it was issue after issue that came up last minute. Exploring all options, I was referred to Educated Mortgage by by my real estate agent. Joe, with Educated Mortgage, listened to my needs and came up with a new plan. My closing was pushed back with a differentloan arrangement, but I was able to close on our home with no last-minute issues. Joe, Heidi and the rest of the team at Educated Mortgage were quick with communication and nothing was left undone. Would highly recommend."
T Tanner
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"They made the mortgage process so easy. They let us know ahead of time what is needed so we were able to provide everything to them on a timely manner. They explained the process and made sure we knew how everything was going to go. I am so happy we choose to go with them for our mortgage. Thank you Educated Mortgage! You made it possible for us to get our forever home."
Kelly Gard
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"We were able to enjoy our new riverfront property over the weekend to celebrate the new year as a family. Thank you Dan, Craig, Travis and especially to you Hedi for the work you did to make this as smooth as possible for us. We truly appreciate all your hard work and quick responses and because of that, we can start creating lasting memories at the cabin. Our daughter Addy has ready claim the small pond as hers. I anticipate that we'll be in touch again in the near future for any mortgage needs and definitely recommend Educated Mortgage Services to anyone looking to purchase or refinance their home."
Lee Yang
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"I've used Educated Mortgage for two refinances and now a new house loan. Dan and Heidi are super knowledgeable, friendly and accessible. Any question I've ever had they had an answer and always led me in the right direction. I will definitely be coming back again and would not go anywhere else!"
Nathan riedl
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"Educated Mortgage was amazing to work with. We had not bought a home in over 30 years so the process was essentially new to us. Dan, Craig, Heidi and Travis did an excellent job explaining every step and option and answering any questions we had. They were a pleasure to work with and we highly recommend them."
Susan Carey
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"Educated Mortgage was absolutely fantastic and a breeze for my wife and I to work with as we bought our first home. Dan and the team were incredibly pro-active in their communication, made she we had everything we needed, were available for all questions with detailed answers, and were just a pleasure to work with. I'd recommend them highly."
Tyler Nylen
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"Joe and Heidi were diligent in answering my questions and making sure I understood what was going on. Their advice and transparency into the process / costs was consistent with the federally sponsored new homeowner guides. I believe they helped me make better decisions about my mortgage."
Andrew Awve
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"My wife and I recently purchased a new house using financing through Educated Mortgage Services and it could not have gone smoother. They (Dan, Craig and Heidi) all went above and beyond to make sure our questions/concerns were answered. They are willing to explain things in whatever level of detail you need to understand the information they are giving you. We selected them because of their cash advantage program, and while we didn't end up needing it, the edge it gave us in submitting an offer without a house sale contingency was key in getting the house we desired. Will definitely recommend them to anyone who asks."
Doug Miller
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"Wonderful team to work with! Always there to answer any of my questions or concerns. Heidi was always hard at work getting me the answers to the many questions I had! Will always go to them for my mortgage needs! They all went above and beyond! "
Shawna Bourgard
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"I can’t say enough good things about the entire team at Educated Mortgage. Craig, Dan, Heidi and Travis were all incredibly helpful and in the loop so no matter who I talked to they could bring me up to speed on the status. They came into our transaction where tensions were high after a different lender dropped the ball. They worked SO hard and so efficiently to get us to the closing table on an almost impossible timeline all while keeping us calm and in the loop every step of the way. I can honestly and confidently recommend them to anyone looking for a home loan."
nadine kornell
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"I loved working with the the team at Educated Mortgage. This was my first home purchase and it should have been overwhelming but Craig and Dan did a great job explaining everything and Heidi was always on top of things. Great response time!"
April Larsen
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"Dan and his crew at Educated Mtg were great to work with and made the loan process easy and smooth sailing. I started chatting with Dan about a year before we finally bought our home and followed his advice and he and his crew stayed in touch to make sure we were well informed of everything we needed to know prior to making the loan process official.
We look to work with them again in the future."
Beach House Painting
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"Dan and everyone at Educated Mortgage was very easy to work with. From start to finish the Educated staff was helpful throughout our buying process. Always quick to reply to emails and answer any questions we had. My initial inquiry through the website was answered in minutes and in less than a day we had our pre-approval in place. Great group to work with!"
Keith Leitz
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"Dan and the whole team were awesome to work with! He did a great job explaining our options and answering my dumb questions. We used the Cash Advantage program which is the only reason why we got our house as we didnt have the contigency of a house sale. Thanks team!"
Lisa Maier
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"Educated Mortgage is an extremely educated, professional and talented group of individuals! We called them for help after another lender had let us down, Dan, Heidi, Craig, and Travis jumped through hoops and worked with us so that we did not loose our beautiful dream home. If you want excellent service and to sleep well at night knowing youre going with the right lender, I highly recommend Educated Mortgage Services."
Alexus Pena-Bishop
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"Every person at Educated Mortgage is highly professional and skilled at what they do. They made the process seamless from beginning to end. Dan isn't the mortgage man. He is the only mortgage man I will use. Thank you Dan, Craig, Heidi & Travis for all of your hard work and making everything easy and understandable for a newbie like myself."
robert welch
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"They were professional accommodating, knowledgeible and extremely helpful. I would recommend them with great pride and great confidence to friends and family. Super team and awesome job by all"
barb kyle
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"The staff at educated mortgage were wonderful. They answered any questions we had in a timely manner and kept us updated about timelines for the closing. They went above and beyond and will definitely be our first choice when looking for a new mortgage."
Gabe Lubenau
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"The staff at educated mortgage were extremely helpful and accommodating. I recently purchased my parents home and they were able to help us navigate our situation in a way that was easy for everyone. They helped me along the way answer any questions I had. This was such a great team to work with!"
Daniela Arevalo
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"Dan and his team were the best to work with. With my job I never know what time I will be off work and he was able to work around that. They answered all of my questions and they always got back to me in a timely manner. Whether you are a first time home buyer, or buying a home for the second time I would highly recommend Educated Mortgage."
Troy Tischler
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"Educated Mortgage helped get us approved and into a house quickly. I had gone through 2 banks and 2 different branches of credit unions and ran into issues with them not being available when I needed, whether it was a getting a pre-approval or making an offer, or even the loan amount. I was referred to Educated Mortgage by our realtor of 3 years and called them, 20 minutes later I was almost pre-approved and just needed a few pieces of paperwork which was done the next day. It's a smaller team of only 3 or people that share the workload so there is always someone available and even showed up to our closing. They pride themselves on quick and seamless closings and they really do ensure that happens.
I cannot recommend them enough!"
Joe William
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"When we decided to buy our first home we definitely didn't know what to expect, especially with the intimidating peculiarities of a VA home loan in a very aggressive market. Dan, Heidi, and Tomala helped us navigate the home loan process and got us a fantastic loan which landed us an amazing home.
You know you picked a great lender when both realtors compliment how "awesome" your lender is, and how much they "really like your lender."
What are you still reading this review for? Call them, NOW!!!"
John Hanson
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"I've completed a new mortgage and refinance with Dan & Heidi--both experiences were amazing. Everything was completed quickly and accurately. Don't worry about having to commute to Sun Prairie, the application process is electronic and closing was at my home. I'd recommend Educated Mortgage Services to anyone looking to buy or refinance their home mortgage. They truly are on your side. Thank you for helping me save over 1.5%!"
Jim Palmer
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"Dan and his team were the best to work with. With my job I never know what time I will be off work and he was able to work around that. They answered all of my questions and they always got back to me in a timely manner. Whether you are a first time home buyer, or buying a home for the second time I would highly recommend Educated Mortgage."
Troy Tischler
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"Dan O’Brien was the most helpful lender I have ever worked with. He was professional and understanding when it came to my budget and goals. He made us feel comfortable and at ease when discussing our budget and what we could afford.
Dan was also very thorough and took time to go through a number of different scenarios to help us find the right loan to find our dream home. I have never received this level of customer service from any lender we have contacted. I highly recommend working with Dan and his staff!"
Shane Ryan
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"They take the time to help you figure out what you need to do to get you where you need to be. You re not just a number. Will def be back."
Justin Phar
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Dan and Heidi did amazing making our loan process go smooth. Highly recommend Educated Mortgage.
Jeff Gill
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We've used Dan twice now, both times he made the whole process easy. Always on top of things, communication is always perfect from the beginning to the end.
Brian Madl
