Insights

Small but Established Mortgage Plan operates under Bankers Fidelity Mortgage Corporation with a long-standing presence (25+ years) in mortgage financing and real estate services, presenting a stable foundation for partnership with banks, credit unions, and independent brokers seeking reliable lending affiliates.

Multi Channel Offerings The business model includes residential lending, real estate services through HomePreviews Real Estate Network, and a web-based commercial lending platform (majorloanfunding.com), creating cross-sell opportunities across retail mortgage, commercial lending, and real estate services.

Licensed & Scalable Licensed as a real estate corporation in California and regulated under the California Finance Lender program, with loans available outside California, indicating a scalable compliance framework and potential for geographic expansion partnerships.

Revenue Range Current revenue is in the 1 to 10 million range, signaling a mid-market profile that can benefit from mid-market partnerships, co-marketing, and technology integrations to drive efficiency and deal flow.

Agent Ecosystem The company emphasizes an agent-driven model incentivizing loan origination, property listing, and coalitions with other mortgage companies via majorloanfunding.com, offering sales development opportunities through channel partnerships and referral networks.

Similar companies to Mortgage Plan

Mortgage Plan's Email Address Formats

Mortgage Plan uses at least 1 email format:
Mortgage Plan Email FormatsExamplePercentage
First@mortgageplanloans.comJohn@mortgageplanloans.com
100%

Frequently Asked Questions

What is Mortgage Plan's official website and social media links?

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Mortgage Plan's official website is mortgageplanloans.com and has social profiles on LinkedIn.

How much revenue does Mortgage Plan generate?

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As of July 2026, Mortgage Plan's annual revenue is estimated to be $1M - $10M.

What is Mortgage Plan's SIC code and NAICS code?

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Mortgage Plan's SIC code is 6163 - Loan Brokers and NAICS code is 52 - Finance and Insurance.

How many employees does Mortgage Plan have currently?

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As of July 2026, Mortgage Plan has approximately 1 employees across 1 continents, including North America. Key team members include Owner: J. V. Explore Mortgage Plan's employee directory with LeadIQ.

What industry does Mortgage Plan belong to?

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Mortgage Plan operates in the Financial Services industry.

What is Mortgage Plan's email format?

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Mortgage Plan's email format typically follows the pattern of First@mortgageplanloans.com. Find more Mortgage Plan email formats with LeadIQ.
Mortgage Plan logo

Mortgage Plan

Financial ServicesCalifornia, United States0-1 Employees

Mortgage Plan operates within the financial services sector as a subsidiary of Bankers Fidelity Mortgage Corporation, delivering mortgage financing and related real estate services through its network. The group also encompasses HomePreviews Real Estate Network and maintains majorloanfunding.com, a web-based platform that enables agents and other mortgage companies to arrange commercial loans and earn fee income. It offers a Company Benefits Program for firms with 50 to 5,000 employees, providing discounts on real estate and financial services. Its client base includes independent banks, real estate professionals such as Realtors, CPAs, financial planners, attorneys, and other professionals. 

The organization is based in Yorba Linda, California. Bankers Fidelity Mortgage Corporation is licensed as a real estate corporation by the California Department of Real Estate and holds California Finance Lender approval, with loans available outside California.

Section iconCompany Overview

SIC Code
6163 - Loan Brokers
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconFunding & Financials

  • $1M - $10M

    Mortgage Plan's revenue is estimated to be in the range of $1M - $10M

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