Local Market Focus Peterson Funding operates primarily in Utah, positioning it as a strong regional player with potential growth opportunities through expanding their service offerings or geographic reach within similar markets.

Diverse Loan Portfolio The company's wide range of mortgage products, including FHA, VA, USDA, jumbo, and reverse mortgages, indicates opportunities to upsell or cross-sell complementary loan solutions tailored to various customer segments.

Mid-Sized Market Niche With an employee count of 11-50 and revenue between 10M and 25M, Peterson Funding is well-positioned as a niche player where personalized service can be a key differentiator to attract clients from larger national competitors.

Emphasis on Technology Utilization of tools like Zoho, Shopify, and Google APIs suggests openness to digital marketing and operational efficiencies, creating opportunities for sales of advanced CRM, marketing automation, or online service solutions.

Growth and Partnership Potential Given its active financing in competitive mortgage segments and desire to build lasting customer relationships, there are opportunities for strategic partnerships with real estate agencies, builders, or financial advisors to accelerate market penetration.