Board and leadership Primis Mortgage (Primis Bank subsidiary) has recent board expansions with new directors Scott Gamble and Brock Saunders, signaling potential strategic shifts and collaboration opportunities for financial services technology, risk, and governance solutions.

Growth and funding Revenue is in the $50M-$100M range with active expansion into SBA and commercial lending powered by a partnership with Lenders Cooperative, indicating demand for scalable lending platforms and backend financial services integration.

Tech footprint Current tech stack includes Salesforce, Pendo, Shopify, Microsoft 365, and KnowBe4, suggesting opportunities around customer onboarding optimization, CRM automation, security training, and ecommerce-capable loan applications.

Brand and transition Rebranding to Primis Mortgage with continuity in loans and service implies near-term conversion and customer retention initiatives ripe for marketing automation, customer experience tooling, and cross-sell platforms.

Market positioning Competition data shows mid-market lenders as peers; Primis operates in a space with several large revenue players, signaling opportunities for competitive intelligence, vendor consolidation services, and performance analytics to improve loan origination efficiency.