Insights

Growth scale Mid-sized mortgage firm with revenue between 10M and 25M and a multi-state license footprint presents upsell opportunities for technology-driven efficiency, lender partnerships, and expanded product offerings as they scale.

Tech stack Adoption of a modern tech stack including Salesforce, iCIMS, WordPress, Shopify, Slack and Trello indicates readiness for automation, CRM-led marketing, and digital onboarding partnerships to improve lead conversion and customer experience.

Market expansion Licensed in multiple states (OR, WA, ID, CA, TN, TX, AZ, CO) and presence in Beaverton and Bend suggests opportunities for regional bank partnerships, wholesale channels, and localized marketing collaborations to accelerate growth.

Brand positioning Clear emphasis on education and communication positions the company well for content marketing collaborations, financial literacy initiatives, and consumer fintech integrations that enhance trust and lead generation.

Competitive landscape Operating in the mortgage services space with peers ranging from regional lenders to large aggregators implies potential for technology-enabled efficiency gains, CRM-driven sales motion, and cross-sell of ancillary services to existing clients.

Similar companies to Options Financial Residential Mortgage

Options Financial Residential Mortgage Tech Stack

Options Financial Residential Mortgage uses 8 technology products and services including iCIMS, WordPress, Salesforce, and more. Explore Options Financial Residential Mortgage's tech stack below.

Options Financial Residential Mortgage's Email Address Formats

Options Financial Residential Mortgage uses at least 3 email formats:
Options Financial Residential Mortgage Email FormatsExamplePercentage
First.Last@optionsrm.comJohn.Doe@optionsrm.com
86%
First.MiddleLast@optionsrm.comJohn.MichaelDoe@optionsrm.com
7%
First.L@optionsrm.comJohn.D@optionsrm.com
7%

Frequently Asked Questions

What is Options Financial Residential Mortgage's phone number?

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You can contact Options Financial Residential Mortgage'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 Options Financial Residential Mortgage's official website and social media links?

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Options Financial Residential Mortgage's official website is optionsrm.com and has social profiles on LinkedIn.

How much revenue does Options Financial Residential Mortgage generate?

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As of September 2026, Options Financial Residential Mortgage's annual revenue is estimated to be $10M - $25M.

What is Options Financial Residential Mortgage's SIC code and NAICS code?

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Options Financial Residential Mortgage's SIC code is 6029 - Commercial Banks, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Options Financial Residential Mortgage have currently?

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As of September 2026, Options Financial Residential Mortgage has approximately 11 employees across 1 continents, including North America. Key team members include Office Manager: J. C. Explore Options Financial Residential Mortgage's employee directory with LeadIQ.

What industry does Options Financial Residential Mortgage belong to?

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Options Financial Residential Mortgage operates in the Financial Services industry.

What technology does Options Financial Residential Mortgage use?

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Options Financial Residential Mortgage's tech stack includes iCIMS, WordPress, Salesforce, Shopify, Microsoft 365, Trello, Slack and Piwik PRO Core.

What is Options Financial Residential Mortgage's email format?

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Options Financial Residential Mortgage's email format typically follows the pattern of First.Last@optionsrm.com. Find more Options Financial Residential Mortgage email formats with LeadIQ.

When was Options Financial Residential Mortgage founded?

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Options Financial Residential Mortgage was founded in 2011.
Options Financial Residential Mortgage logo

Options Financial Residential Mortgage

Financial ServicesOregon, United States11-50 Employees

Options Financial Residential Mortgage operates in the financial services space with a focus on mortgage guidance and education. The company emphasizes communication, aiming to inform clients about the available options and support informed decisions about home financing and personal finances.
It is based in Beaverton, Oregon, and maintains a Bend, Oregon branch. The firm is licensed in multiple states, including Oregon, Washington, Idaho, California, Tennessee, Texas, Arizona, and Colorado, reflecting a regulated mortgage presence. It notes that it is not a real estate broker and that some real estate links come from third-party affiliates.

Section iconCompany Overview

Phone number
SIC Code
6029 - Commercial Banks, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Options Financial Residential Mortgage's revenue is estimated to be in the range of $10M - $25M

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