Market Leadership Approved Mortgage is the leading and oldest mortgage banker in Central Indiana, managing over $6.5 billion in funded loans. This establishes their strong market presence and extensive experience, creating opportunities to upsell advanced financial products or expand into new services within regional markets.

Growth Potential With a revenue range of $25M to $50M and a dedicated team of up to 200 employees, the company is positioned for expansion. Sales efforts could focus on offering scalable solutions such as advanced CRM tools, operational software, or strategic partnerships to accelerate growth and onboarding strategies.

Modern Technology Use Approved Mortgage employs a modern tech stack including Microsoft 365, HubSpot CRM, and PWA, indicating openness to innovative digital solutions. Business development opportunities exist in providing integrated tech platforms that enhance productivity, customer engagement, or compliance.

Financial Services Diversification The company offers a broad spectrum of mortgage products, including residential, commercial, and business loans like SBA and lines of credit. This diversity suggests opportunities for cross-selling additional financial solutions such as insurance, asset management, or fintech integrations tailored for banking clients.

Strategic Growth Areas Recent leadership promotions such as Joel Asbury’s elevation to Mortgage Coach highlight a focus on strategic talent development. Sales initiatives could target growth in training tools, leadership development, or consulting services aimed at expanding their market share and operational capabilities.