Insights

Regional Focus Strong Bay Area presence with expertise in residential and commercial property loans suggests expansion opportunities with local real estate agents, developers, and builder networks seeking trusted mortgage partners.

Moderate Scale Revenue range and employee count imply agility to offer personalized service while pursuing growth partnerships, making them an attractive target for mid-market CRM, SaaS, and marketing technology vendors.

Tech Stack Utilizes cloud infrastructure and marketing analytics tools (AWS, Snowplow, Google Maps) enabling data-driven selling motions; opportunities exist to upsell advanced analytics, attribution, or API integrations with loan origination systems.

Funding Signals Annual revenue between one and ten million indicates room for cross-sell of additional financing services, refinancing options, or portfolio products to existing mortgage clients and real estate partners.

Competitive Landscape Competes with large mortgage brokers and banks; partnerships with regional agencies or fintech fintechs could unlock co-branding, referral programs, and joint marketing to capture local market share.

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Preferred Mortgage, Inc Tech Stack

Preferred Mortgage, Inc uses 8 technology products and services including UserWay, Snowplow, Amazon Web Services, and more. Explore Preferred Mortgage, Inc's tech stack below.

UserWay
Accessibility
Snowplow
Analytics
Amazon Web Services
Cloud Hosting
Duda
Content Management System
Microsoft 365
Email
Modernizr
Javascript Libraries
Google Maps
Maps
HSTS
Security

Preferred Mortgage, Inc's Email Address Formats

Preferred Mortgage, Inc uses at least 4 email formats:

Preferred Mortgage, Inc Email Formats	Example	Percentage
First@prefmortgage.net	John@prefmortgage.net	80%
FLast@prefmortgage.net	JDoe@prefmortgage.net	10%
FL@prefmortgage.net	JD@prefmortgage.net	5%
FirstL@prefmortgage.net	JohnD@prefmortgage.net	5%

Frequently Asked Questions

What is Preferred Mortgage, Inc's phone number?

You can contact Preferred Mortgage, Inc's main corporate office by phone at

+1-925-838-****

. 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 Mortgage, Inc's official website and social media links?

Preferred Mortgage, Inc's official website is prefmortgage.net and has social profiles on LinkedIn.

How much revenue does Preferred Mortgage, Inc generate?

As of September 2026, Preferred Mortgage, Inc's annual revenue is estimated to be $1M - $10M.

What is Preferred Mortgage, Inc's NAICS code?

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

How many employees does Preferred Mortgage, Inc have currently?

As of September 2026, Preferred Mortgage, Inc has approximately 29 employees across 1 continents, including North America. Key team members include Real Estate Agent: G. C. and : A. L. Explore Preferred Mortgage, Inc's employee directory with LeadIQ.

What industry does Preferred Mortgage, Inc belong to?

Preferred Mortgage, Inc operates in the Financial Services industry.

What technology does Preferred Mortgage, Inc use?

Preferred Mortgage, Inc's tech stack includes UserWay, Snowplow, Amazon Web Services, Duda, Microsoft 365, Modernizr, Google Maps and HSTS.

What is Preferred Mortgage, Inc's email format?

Preferred Mortgage, Inc's email format typically follows the pattern of First@prefmortgage.net. Find more Preferred Mortgage, Inc email formats with LeadIQ.

When was Preferred Mortgage, Inc founded?

Preferred Mortgage, Inc was founded in 1999.

Preferred Mortgage, Inc

Q: How many employees does Preferred Mortgage, Inc have currently?

Preferred Mortgage, Inc has approximately 29 employees.

Q: What technology does Preferred Mortgage, Inc use?

Preferred Mortgage, Inc's tech stack includes Duda, GoDaddy, html5media, styled-components, jQuery Migrate.

Q: What is Preferred Mortgage, Inc's NAICS code?

Preferred Mortgage, Inc's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States11-50 Employees

Preferred Mortgage, Inc. operates as an independent mortgage broker serving the San Francisco Bay Area. Its seasoned team handles both residential and commercial property loans, aiming to help first-time buyers, individuals, families, and real estate investors obtain loans at favorable rates. The company positions itself within the financial services industry by facilitating access to cost-effective financing and supporting a range of property loan types through its local expertise.
Based in San Ramon, California, the firm emphasizes its West Coast focus and regional experience. With a relatively small to mid-sized team, Preferred Mortgage concentrates on delivering tailored loan solutions in a competitive market, leveraging local knowledge to assist clients in navigating the mortgage process.