Insights

Regional Focus Assist Home Loans operates across California, Colorado, Texas, and Florida, indicating growth opportunities in multiple state markets with diverse mortgage needs. Target expansion efforts could prioritize state-specific programs (FHA/VA, USDA, Conventional, Alt-A) and align with local housing trends.

Lender Relationships The company maintains relationships with numerous banks to tailor borrowings and secure favorable rates. This suggests a value proposition for wholesale partnerships, referral networks, and cross-sell opportunities with credit unions and smaller banks seeking competitive pricing and a flexible loan shop.

Technology Edge Cutting edge technology streamlines the borrowing process, which can be leveraged in outreach to buyers and brokers seeking fast closes and excellent user experience. Emphasize scalable digital platforms, automation, and partner integrations in outreach messaging.

Product breadth A broad product suite including Conventional, FHA/VA, USDA, Alt-A, Non-Dodd Frank, Commercial, SBA, and Private loans positions the firm to serve niche borrower segments and complex file types. Opportunities exist to partner on niche programs or advise on alternative financing through referral relationships.

Market positioning Revenue range suggests mid-market scale within a competitive landscape dominated by large incumbents. Positioning benefits from targeting mid-market brokers, mortgage advisors, and independent producers who value personalized service, rate shopping capabilities, and quick transaction times.

Assist Home Loans Tech Stack

Assist Home Loans uses 8 technology products and services including Squarespace Commerce, Chart.js, Choices, and more. Explore Assist Home Loans's tech stack below.

  • Squarespace Commerce
    E-commerce
  • Chart.js
    Javascript Graphics
  • Choices
    Javascript Libraries
  • Lightbox
    Javascript Libraries
  • Google Analytics
    Web Analytics
  • Gravity Forms
    Web Platform Extensions
  • Nginx
    Web Servers
  • EmbedSocial
    Widgets

Assist Home Loans's Email Address Formats

Assist Home Loans uses at least 1 format(s):
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?

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

How much revenue does Assist Home Loans generate?

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As of July 2026, Assist Home Loans's annual revenue is estimated to be $1M - $10M.

What is Assist Home Loans's NAICS code?

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Assist Home Loans's NAICS code is 52 - Finance and Insurance.

How many employees does Assist Home Loans have currently?

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As of July 2026, Assist Home Loans has approximately 5 employees across 1 continents, including North America. Key team members include Marketing Manager: C. S.Mortgage Loan Officer Nmls #1836778: J. S.. Explore Assist Home Loans's employee directory with LeadIQ.

What industry does Assist Home Loans belong to?

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Assist Home Loans operates in the Financial Services industry.

What technology does Assist Home Loans use?

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Assist Home Loans's tech stack includes Squarespace CommerceChart.jsChoicesLightboxGoogle AnalyticsGravity FormsNginxEmbedSocial.

What is Assist Home Loans's email format?

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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?

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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

Section iconFunding & Financials

  • $1M - $10M

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

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