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Katie Perez

Loan Officer - San Francisco, Townsend Office Guarantee Mortgage NMLS #633672/1850 - CA DRE #01215943
Katie Perez has been in the lending industry for more than two decades working with agents and builders. She’s helped families move into their first homes, young professionals invest in real estate, and families realize their forever homes or expand their real estate portfolio with the acquisition of their investment properties. She values an open line of communication with her clients and realtor partners. She is a big believer that knowledge is power and takes the time to explain the qualifying process, the requirements and sets the appropriate level of expectation. A well-informed buyer makes a happy buyer.

She has worked with loan programs like FHA, CalHFA and various down payment assistance programs that are popular with first time homebuyers.

She attributes her longevity in the industry to her realtor partners. She values their trust and respects their partnership.

During her spare time, she enjoys the company of her family and friends. She’s a member of the Cupertino Rotary Club, the St. Simon Adult Choir and volunteers at their parish and school community events. She graduated with a degree in BS Commerce major in Business Management from De LaSalle University in Manila, Philippines.

Equal Housing Opportunity
NMLS #633672 / 1850
APMC CA DRE #01215943
Oct 27, 2023
Katie was super helpful, patient and informative.
Sep 12, 2022
Realtor
Katie Perez is my go-to loan officer. I started out as a loan officer and hold my LO to a higher standard than probably most realtors. Katie is the consummate loan officer due to her diligence on files and more importantly her soft skills with clients. I know that her ability to navigate through what the client says VS. what the client shows with paperwork can be two different things. She has the ability to flag potential pitfalls and the savviness to suggest options that may suit the client. Katie has been at the top of my list when working with time constraints for example in 1031 exchanges. In other situations, she is candid enough to state if the file presented may be better suited with another lender due to her product limitations. I can appreciate that she really looks at the best possible outcome for the client. She is easy to work with and updates me regularly without having to chase her. Katie communicates effectively with my clients and I hear that feedback throughout the process. Katie is the best in class.
Sep 6, 2022
Realtor
It is my pleasure to strongly recommend Katy! I have been working with Katy for 6 or more years and find her to be truly exceptional! Katy is amazing to work with because of her amazing, positive and eagerness to work with people. Always there to meet the needs of her clients and with her "can do" attitude! Call, text, email and she is right there for you! I have been a realtor for 16 years and we need lenders like Katy to always stay on top of our transactions! She is it for me! Love her!
Sep 2, 2022
I have been using Katie for decades and she takes so much time explaining all the details. I always feel like I am the only person she is working with. She has experience, dedication and always goes the extra mile for her clients. I highly recommend her.