Insights

Growth Opportunity Small independent lender with potential for scalable credit products and partnerships; target multi-state expansion and build strategic relationships with real estate firms and brokers to unlock higher loan volumes.

Tech Enablement Current tech stack includes modern web and performance tools; opportunities exist to upsell fintech integrations, digital loan origination enhancements, and marketing automation to improve lead conversion and operational efficiency.

Customer Lifecycle Steve Berger emphasizes long-term client education and post-closing strategy sessions; leverage this relationship focus by offering loyalty-based cross-sell of refinance, debt consolidation, or investment property financing programs.

Market Fit Licensed in nine states with a solid local footprint; pursue partner programs with real estate teams, builder referrals, and mortgage broker networks to broaden geographic reach and diversify funding sources.

Financial Health Revenue in the low-to-mid seven figures with a personable founder-led brand; present scalable capital solutions, wallet-share growth through credit line products, and advisor-led asset protection financing to boost deal size.

Similar companies to Coastal Capital Funding, Inc.

Coastal Capital Funding, Inc. Tech Stack

Coastal Capital Funding, Inc. uses 8 technology products and services including UserWay, WordPress, Shopify, and more. Explore Coastal Capital Funding, Inc.'s tech stack below.

  • Accessibility
  • Content Management System
  • E-commerce
  • Modernizr
    Javascript Libraries
  • Really Simple Discovery
    Miscellaneous
  • Yoast SEO
    Search Engines
  • Google Analytics
    Web Analytics

Coastal Capital Funding, Inc.'s Email Address Formats

Coastal Capital Funding, Inc. uses at least 1 email format:
Coastal Capital Funding, Inc. Email FormatsExamplePercentage
First@gocoastalcapital.comJohn@gocoastalcapital.com
100%

Frequently Asked Questions

What is Coastal Capital Funding, Inc.'s phone number?

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You can contact Coastal Capital Funding, Inc.'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 Coastal Capital Funding, Inc.'s official website and social media links?

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Coastal Capital Funding, Inc.'s official website is gocoastalcapital.com and has social profiles on LinkedIn.

How much revenue does Coastal Capital Funding, Inc. generate?

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

What is Coastal Capital Funding, Inc.'s SIC code and NAICS code?

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Coastal Capital Funding, Inc.'s SIC code is 6163 - Loan Brokers and NAICS code is 52 - Finance and Insurance.

How many employees does Coastal Capital Funding, Inc. have currently?

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As of September 2026, Coastal Capital Funding, Inc. has approximately 7 employees across 1 continents, including North America. Key team members include Mortgage Loan Originator: D. D. and Loan Processor: L. D. Explore Coastal Capital Funding, Inc.'s employee directory with LeadIQ.

What industry does Coastal Capital Funding, Inc. belong to?

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Coastal Capital Funding, Inc. operates in the Financial Services industry.

What technology does Coastal Capital Funding, Inc. use?

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Coastal Capital Funding, Inc.'s tech stack includes UserWay, WordPress, Shopify, Microsoft 365, Modernizr, Really Simple Discovery, Yoast SEO and Google Analytics.

What is Coastal Capital Funding, Inc.'s email format?

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Coastal Capital Funding, Inc.'s email format typically follows the pattern of First@gocoastalcapital.com. Find more Coastal Capital Funding, Inc. email formats with LeadIQ.

When was Coastal Capital Funding, Inc. founded?

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Coastal Capital Funding, Inc. was founded in 2012.
Coastal Capital Funding, Inc. logo

Coastal Capital Funding, Inc.

Financial ServicesNevada, United States2-10 Employees

Coastal Capital Funding, Inc. operates in the financial services sector, primarily originating mortgage loans for homeowners and real estate partners across multiple states. Founded in 2003 by Steve Berger, the company emphasizes a client-centered approach aimed at facilitating timely mortgage solutions and maintaining ongoing guidance after closing. Based in Las Vegas, Nevada, Coastal Capital Funding positions itself as a broker-owner-led firm with offices in California and Nevada, licensed to conduct mortgage lending in several states.

Section iconCompany Overview

Phone number
SIC Code
6163 - Loan Brokers
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Coastal Capital Funding, Inc.'s revenue is estimated to be in the range of $1M - $10M

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