Insights

Growth potential Mid-market mortgage services provider with estimated revenue between 50M and 100M and a focused regional footprint in Greenville, SC presents an opportunity to upsell enterprise-grade compliance, security, and digital marketing solutions tailored to lenders expanding product lines or regional branches.

Tech stack Current use of WordPress, Contact Form 7, reCAPTCHA, and standard hosting suggests room to enhance website security, lead capture, compliance tooling, and performance monitoring with scalable CMS, CRM integrations, and automated fraud prevention to support growth and higher conversion.

Security emphasis Statement about data security and privacy combined with web technologies indicates potential to offer advanced data protection, encryption, secure data storage, and privacy-by-design services to strengthen trust with borrowers and align with regulatory requirements.

Sales enablement Small to mid-size team (11-50 employees) implies a need for scalable CRM, outbound sales automation, loan origination workflow optimization, and customer success tooling to boost efficiency as the business scales.

Market positioning Competitive landscape includes large mortgage players; position opportunities exist to provide differentiators in analytics, rate comparison platforms, or white-labeled customer experiences that enhance value propositions to borrowers and referral partners.

Preferred Financial Services Tech Stack

Preferred Financial Services uses 8 technology products and services including WordPress, RSS, Font Awesome, and more. Explore Preferred Financial Services's tech stack below.

  • WordPress
    Content Management System
  • RSS
    Content Management System
  • Font Awesome
    Font Scripts
  • Imunify360
    Security
  • HSTS
    Security
  • Contact Form 7
    Web Platform Extensions
  • Apache HTTP Server
    Web Servers
  • Apache
    Web Servers

Preferred Financial Services's Email Address Formats

Preferred Financial Services uses at least 1 format(s):
Preferred Financial Services Email FormatsExamplePercentage
First@thegreatestrates.comJohn@thegreatestrates.com
100%

Frequently Asked Questions

What is Preferred Financial Services's phone number?

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You can contact Preferred Financial Services's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Preferred Financial Services's official website and social media links?

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Preferred Financial Services's official website is thegreatestrates.com and has social profiles on LinkedIn.

How much revenue does Preferred Financial Services generate?

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As of August 2026, Preferred Financial Services's annual revenue is estimated to be $50M - $100M.

What is Preferred Financial Services's NAICS code?

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Preferred Financial Services's NAICS code is 52 - Finance and Insurance.

How many employees does Preferred Financial Services have currently?

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As of August 2026, Preferred Financial Services has approximately 41 employees across 1 continents, including North America. Key team members include Vice President: M. E.Manager: M. D.Mortgage Loan Originator: M. W. A.. Explore Preferred Financial Services's employee directory with LeadIQ.

What industry does Preferred Financial Services belong to?

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Preferred Financial Services operates in the Financial Services industry.

What technology does Preferred Financial Services use?

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Preferred Financial Services's tech stack includes WordPressRSSFont AwesomeImunify360HSTSContact Form 7Apache HTTP ServerApache.

What is Preferred Financial Services's email format?

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Preferred Financial Services's email format typically follows the pattern of First@thegreatestrates.com. Find more Preferred Financial Services email formats with LeadIQ.
Preferred Financial Services logo

Preferred Financial Services

Financial ServicesSouth Carolina, United States11-50 Employees

Preferred Financial Services operates in the financial services industry, offering mortgage-focused guidance to clients in the Greenville area. A team of mortgage professionals provides one-on-one support to tailor financing solutions for purchasing a home, refinancing an existing loan, or consolidating debt, with an emphasis on obtaining favorable rates for local borrowers. The firm prioritizes client privacy and long-term relationships, aiming to deliver reliable service over time.

Based in Greenville, South Carolina, the company operates with a small to mid-sized team of loan professionals. Its website, thegreatestrates.com, outlines its service approach and includes interactive tools for potential borrowers.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

    Preferred Financial Services's revenue is estimated to be in the range of $50M - $100M

Section iconFunding & Financials

  • $50M - $100M

    Preferred Financial Services's revenue is estimated to be in the range of $50M - $100M

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