Insights

Niche Focus Assist Home Loans specializes in a broad range of mortgage programs across multiple states (CA, CO, TX, FL), presenting a sales opportunity to partner with lenders and financial advisors serving diverse borrower profiles, including conventional, FHA/VA, USDA, Alt-A, non-Dodd Frank, commercial, SBA and private loan programs.

Strong Relationships The company emphasizes established relationships with multiple banks to shop each borrower’s scenario for the best rate and cost, suggesting collaboration potential with bank partners, brokerage networks, and rate shopping platforms to expand loan volumes.

Tech Enablement Cutting-edge technology simplifies the borrowing process, indicating potential for sales alignment with fintech integrations, CRM and scheduling tools, and marketing automation providers to streamline referral and customer onboarding.

Small Team, Agile With a lean team (2-10 employees) and revenue in the 1–10 million range, there is a need for scalable support, outsourced services, and channel partnerships to sustain growth without compromising service levels.

Market Position Operating in four major states with competitive mortgage products positions Assist Home Loans to target regional originators, broker channels, and credit unions seeking flexible origination partners to expand their product offerings and capture more share in residential lending.

Similar companies to Assist Home Loans

Assist Home Loans Tech Stack

Assist Home Loans uses 8 technology products and services including Hotjar, Calendly, WordPress, and more. Explore Assist Home Loans's tech stack below.

Assist Home Loans's Email Address Formats

Assist Home Loans uses at least 1 email format:
Assist Home Loans Email FormatsExamplePercentage
First@assisthomeloans.comJohn@assisthomeloans.com
100%

Frequently Asked Questions

What is Assist Home Loans's official website and social media links?

Minus sign iconPlus sign icon
Assist Home Loans's official website is assisthomeloans.com and has social profiles on LinkedIn.

How much revenue does Assist Home Loans generate?

Minus sign iconPlus sign icon
As of October 2026, Assist Home Loans's annual revenue is estimated to be $1M - $10M.

What is Assist Home Loans's NAICS code?

Minus sign iconPlus sign icon
Assist Home Loans's NAICS code is 52 - Finance and Insurance.

How many employees does Assist Home Loans have currently?

Minus sign iconPlus sign icon
As of October 2026, Assist Home Loans has approximately 4 employees across 1 continents, including North America. Key team members include Marketing Manager: C. S. and Mortgage Loan Officer Nmls #1836778: J. S. Explore Assist Home Loans's employee directory with LeadIQ.

What industry does Assist Home Loans belong to?

Minus sign iconPlus sign icon
Assist Home Loans operates in the Financial Services industry.

What technology does Assist Home Loans use?

Minus sign iconPlus sign icon
Assist Home Loans's tech stack includes Hotjar, Calendly, WordPress, Squarespace Commerce, Google Workspace, Google Cloud, Brevo and WP Engine.

What is Assist Home Loans's email format?

Minus sign iconPlus sign icon
Assist Home Loans's email format typically follows the pattern of First@assisthomeloans.com. Find more Assist Home Loans email formats with LeadIQ.

When was Assist Home Loans founded?

Minus sign iconPlus sign icon
Assist Home Loans was founded in 2017.
Assist Home Loans logo

Assist Home Loans

Financial ServicesCalifornia, United States2-10 Employees

Assist Home Loans is a small financial services firm based in San Luis Obispo, California, that provides purchase and refinance mortgage financing for customers in California, Colorado, Texas, and Florida. The company offers a wide array of loan programs—including conventional, FHA and VA, USDA, Alt-A, non-Dodd-Frank, commercial, SBA, and private options—to meet diverse borrower needs.

The firm works with multiple banking partners to compare loan scenarios and pursue the lowest rate and overall cost for borrowers. It employs technology to simplify the borrowing process and aim for a smooth transaction. The business is licensed in California (CA BRE# 02047008) and federally (NMLS# 1678642) and participates in professional associations such as the Association of Independent Mortgage Experts and the National Association of Mortgage Brokers.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Assist Home Loans's revenue is estimated to be in the range of $1M - $10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.