Insights

Affordable to Jumbo CDL Mortgage Services offers a wide range of loan products from affordable first-time homebuyer options to jumbo loans, signaling an opportunity to cross-sell across borrower segments including entry-level buyers, move-up buyers, and upscale financing clients.

Flexible Credit Focus The company highlights capabilities with excellent or bruised credit, no income verification, high LTV loans, DSCR for investors, and self-employed borrower options, suggesting a strong sales angle to niche borrowers and harder-to-qualify segments.

Service Continuity With 15+ years of experience and a commitment to servicing after loan origination, emphasize post-close relationship marketing opportunities, referrals, and repeat business through retention programs and cross-sell of additional financial services.

Western Footprint Offices spanning the western states indicate regional focus with potential for localized partnerships, referral networks, and targeted marketing to builders, real estate agents, and mortgage brokers in those markets.

Tech-Enabled Ops A modern tech stack including Webflow, WordPress, cloud services, and email tooling positions CDL to leverage digital outreach, lead capture, and scalable client communications for faster conversions and improved customer experience.

Similar companies to CDL Mortgage Services, Inc.

CDL Mortgage Services, Inc. Tech Stack

CDL Mortgage Services, Inc. uses 8 technology products and services including Unpkg, WordPress, LottieFiles, and more. Explore CDL Mortgage Services, Inc.'s tech stack below.

CDL Mortgage Services, Inc.'s Email Address Formats

CDL Mortgage Services, Inc. uses at least 2 email formats:
CDL Mortgage Services, Inc. Email FormatsExamplePercentage
First@capitolinvest.comJohn@capitolinvest.com
60%
FLast@capitolinvest.comJDoe@capitolinvest.com
40%

Frequently Asked Questions

What is CDL Mortgage Services, Inc.'s official website and social media links?

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CDL Mortgage Services, Inc.'s official website is cdlmtg.com and has social profiles on LinkedIn.

How much revenue does CDL Mortgage Services, Inc. generate?

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As of September 2026, CDL Mortgage Services, Inc.'s annual revenue is estimated to be $10M - $25M.

What is CDL Mortgage Services, Inc.'s NAICS code?

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CDL Mortgage Services, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does CDL Mortgage Services, Inc. have currently?

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As of September 2026, CDL Mortgage Services, Inc. has approximately 9 employees across 1 continents, including North America. Key team members include Ceo: I. R. C., Sr. Mortgage Loan Officer: S. K. and Loan Officer: E. S. Explore CDL Mortgage Services, Inc.'s employee directory with LeadIQ.

What industry does CDL Mortgage Services, Inc. belong to?

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CDL Mortgage Services, Inc. operates in the Financial Services industry.

What technology does CDL Mortgage Services, Inc. use?

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CDL Mortgage Services, Inc.'s tech stack includes Unpkg, WordPress, LottieFiles, Amazon Simple Email Service, Microsoft 365, Lucide, Google Cloud and Webflow.

What is CDL Mortgage Services, Inc.'s email format?

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CDL Mortgage Services, Inc.'s email format typically follows the pattern of First@capitolinvest.com. Find more CDL Mortgage Services, Inc. email formats with LeadIQ.
CDL Mortgage Services, Inc. logo

CDL Mortgage Services, Inc.

Financial ServicesCalifornia, United States2-10 Employees

CDL Mortgage Services, Inc. operates in the financial services sector with a focus on mortgage lending. It offers a broad mix of loan programs, from affordable options for first-time buyers to traditional fixed-rate and adjustable-rate mortgages, including jumbo loans for higher-value financing. The firm guides clients through choosing the right loan or line of credit and emphasizes an easy application process, competitive rates, favorable terms, and suitable payment options.

Based in Rocklin, California, the company has more than 15 years of experience and a footprint across the western states that supports a diverse borrower base. It serves a wide range of credit situations, including excellent and bruised credit, no income verification, high LTV loans, FHA/VA loans, cash-out or debt consolidation, bank statement loans, DSCR loans for investors, and self-employed borrowers.

Section iconCompany Overview

Website
cdlmtg.com
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    CDL Mortgage Services, Inc.'s revenue is estimated to be in the range of $10M - $25M

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