Affordable Mortgage Offerings Peterson Funding positions itself with competitive mortgage rates and a broad loan offering including refinance, purchase, construction, FHA, VA, jumbo, USDA 100% purchase, reverse, and stated income loans, suggesting opportunity to upsell rate/term refinances, cash-out refinances, and niche loan products to expand wallet share.

Small to Mid Market Focus With 11-50 employees and revenue in the 10M-25M range, Peterson Funding sits between smaller brokers and large banks, presenting a target for channel partnerships, referral programs, and co-marketing with mortgage tech providers to scale lead flow without large enterprise overhead.

Growth Readiness The breadth of product types including construction, USDA, and stated income loans indicates capacity to handle complex borrower scenarios, offering opportunities to pitch enterprise-grade LOS integrations, CRM enhancements, and data-driven marketing to capture more complex purchase and refinance cycles.

Digital Footprint Active use of WordPress, Zoho, Shopify, and SEO tooling shows a modern digital stack; sales opportunities exist in optimizing lead capture, enhancing CRM workflows, and integrating marketing automation to improve conversion from website visits into qualified lending opportunities.

Regional Footprint Located in Draper, UT with a national loan scope via programs like VA and USDA suggests potential for regional partnerships (e.g., builders, real estate broker networks) and targeted regional campaigns to increase loan volume in underserved markets.