Allen Tate Companies

What Allen Tate Companies does

Allen Tate Companies operates as a regional, full-service residential real estate brokerage in the Carolinas, doing business primarily as Howard Hanna Allen Tate Real Estate. Founded in 1957 and headquartered in Charlotte, North Carolina, the company maintains more than 70 offices across North and South Carolina and is described in its own materials as the #1 real estate company in the Carolinas by closed transactions. Following a merger with Howard Hanna, it is now a wholly-owned subsidiary of Howard Hanna, a national strategic operator in residential real estate services. The company serves three core customer groups — home buyers and sellers, luxury property clients (priced from $800,000 and marketed through Luxury Portfolio International), and relocation/mortgage/insurance/title prospects — through a horizontal segmentation model that is, in practice, a B2C transactional business with corporaterelocation contracts layered on top.

The company's core technology is a real estate listing and search platform with deep MLS integration across more than 18 regional IDX feeds (Canopy, Triad, Triangle, GGAR, Charleston Trident, CCAR, GAMLS, Savannah, etc.), interactive map search powered by Google Maps, individualized property websites (IPWs), automated 1st-to-Know email alerts, and a proprietary automated home value estimation tool for sellers. The platform is complemented by agent-locator and worldwide property search functionality tied to the Leading Real Estate Companies of the World network (565 firms across 69 countries). Marketing and distribution are predominantly direct through a 70+ office agent field-sales network, supplemented by the allentate.com website (5M+ annual visitors), social channels (Facebook, LinkedIn, YouTube, Instagram), email/newsletter automation, individual property websites, and print (neighbor postcards); listings are syndicated to Zillow, Trulia, Realtor.com and 5,000+ partner sites.

Revenue is generated primarily from real estate transaction commissions (rates not publicly disclosed), with additional streams from mortgage origination (via Howard Hanna Mortgage Services, the 3rd largest real-estate-owned mortgage company in the U.S.), independent insurance agency commissions (home/auto bundling up to 15% off premiums), title and settlement fees, corporate and individual relocation referral income, home warranty sales (2-10 HBW), builder/new construction referral fees, and rental locator fees. Pricing across mortgage, insurance, title, and warranty is quote-based and transaction-tied rather than tiered/SaaS; the company's transaction-volume model is therefore highly cyclical to the U.S. housing market and Carolinas in-migration trends.

Name

Allen Tate Companies

Legal name

Howard Hanna Allen Tate Real Estate

Website

https://allentate.com

Company type

Private

Founded year

1957

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

Howard Hanna Allen Tate Real Estate (Allen Tate Companies) is a Charlotte-based, full-service residential real estate brokerage operating more than 70 offices across North and South Carolina, providing buying, selling, mortgage, insurance, title, and relocation services to individual consumers and luxury clients, and serving as the #1 brokerage in the Carolinas by closed transactions.

Ownership category

akta.pro rank

Product category

Residential Real Estate Brokerage

NAICS

Offices of Real Estate Agents and Brokers (531210), Offices of Real Estate Agents and Brokers (5312), Offices of Real Estate Agents and Brokers (53121), Other Activities Related to Real Estate (531390)

SIC

Real Estate Agents & Managers (For Others) (6531), Real Estate (6500)

akta.pro primary industry

Traditional Residential Brokerage (Existing Homes) (BPAJAAAA)

akta.pro secondary industry

Residential Real Estate Brokerage (Buy/Sell) (FSAEAJAA)

Keywords

• Residential real estate brokerage
• Mortgage lending services
• Home insurance agency
• Title insurance services
• Corporate relocation services

Headquarters

HQ city

Charlotte

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Real Estate Commission: Traditional real estate commission model where agents earn commissions on completed transactions for home buyers and sellers. The company serves as a full-service brokerage covering buying, selling, and luxury property transactions.
2. Mortgage Services: Howard Hanna Mortgage Services provides mortgage financing, refinancing, and pre-approval services. Now part of Howard Hanna Mortgage Services, the 3rd largest real-estate-owned mortgage company in the country.
3. Insurance Services: Howard Hanna Insurance offers home and automobile insurance products through an independent agency representing multiple carriers. Bundle discounts available up to 15% on annual premiums.
4. Title Services: Title services provided through the company to facilitate real estate transactions.
5. Relocation Services: Corporate and individual relocation services helping clients move to and from the Carolinas region.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels8 records

Core offering

Howard Hanna Allen Tate Real Estate is a full-service residential real estate brokerage operating more than 70 offices across North Carolina and South Carolina, providing home buying, selling, and relocation services through a network of affiliated real estate agents. The company also delivers integrated mortgage lending (Howard Hanna Mortgage Services), home and auto insurance (Howard Hanna Insurance), title services, and custom home building services, creating a vertically integrated one-stop shop for residential real estate transactions.

Product overview

Howard Hanna Allen Tate Real Estate is a full-service residential real estate brokerage operating as a platform-plus-modules architecture. The core product is the real estate brokerage service for buying, selling, and relocating homes across North Carolina and South Carolina, supplemented by integrated financial services including mortgage (via Howard Hanna Mortgage Services), insurance, title, and relocation. Additional modules include home warranty (via 2-10 HBW), luxury services, build-your-dream-home construction services, rental/apartment locator, and worldwide property search powered by Leading Real Estate Companies of the World network. The company also offers proprietary programs such as the 100% Money Back Guarantee and Allen Tate Advantage seller program.

Differentiator

Problem solved

Functional benefit

Products and services

• Residential Real Estate Brokerage (Howard Hanna Allen Tate Real Estate) Full-service residential real estate brokerage providing home buying, selling, and agent representation across more than 70 offices in North Carolina and South Carolina.
• Howard Hanna Mortgage Services Mortgage lending service offering purchase financing, refinancing, pre-approval, and in-house underwriting with local mortgage consultants and faster turnaround times.
• Howard Hanna Insurance Independent insurance agency providing home and automobile insurance policies with bundling discounts of up to 15% on annual premiums.
• Title Services Title insurance and settlement services supporting the closing of real estate transactions.
• Relocation Services Corporate and individual relocation assistance including destination services, incoming/outgoing referrals, and move coordination.
• Build Your Dream Home (Custom Home Building) Custom home building services connecting buyers with experienced builders and providing transparent itemized pricing for new construction projects.
• Builder Services Real estate services for new construction, connecting buyers with builders and assisting with new home purchases.
• 100% Money Back Guarantee Program Exclusive buyer guarantee program under which Howard Hanna Allen Tate agrees to buy back a purchased home at 100% of the purchase price if the buyer is not satisfied within the program period.
• 2-10 Home Buyers Warranty Home warranty coverage for buyers and sellers covering repair and replacement of major home systems and appliances, with a network of 10,000+ authorized service contractors.
• Luxury Real Estate Services Specialized real estate services for luxury properties priced from $800,000, featuring dedicated mobile-friendly property websites, professional photography, and worldwide exposure through Luxury Portfolio International.
• Allen Tate Advantage (Seller Program) Seller program combining the Money Back Guarantee, automated home valuation tools, Certified Pre-Approval, and bundled insurance offers into a single offering for listing clients.
• Rental Opportunities / Apartment Locator Apartment locator service providing up-to-date pricing and availability information for rentals across North Carolina and South Carolina.
• Worldwide Property Search International property search service leveraging the Leading Real Estate Companies of the World network, enabling agents to help clients buy or sell homes in 69 countries.

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration23 records

Feature4 records

Partnerships

Eight partnerships are on record, tiered flagship, core and minor.

• Leading Real Estate Companies of the WorldflagshipChannel Partner/ Reseller/ DistributorHoward Hanna Allen Tate Real Estate is a founding member of Leading Real Estate Companies of the World, a by-invitation-only network of 565 firms in 69 countries. This partnership provides global marketing reach, syndication to 5,000+ websites, and referral connections worldwide. The company has received the LeadingRE Diamond Award six times and the Crown of Excellence Award more than any other network member.
• Luxury Portfolio InternationalcoreChannel Partner/ Reseller/ DistributorThe luxury arm of Leading Real Estate Companies of the World provides Howard Hanna Allen Tate with access to the largest luxury real estate network globally. This partnership enhances marketing of luxury properties priced from $800,000 and connects affluent buyers with distinguished Carolinas properties.
• Howard Hanna Mortgage ServicescoreStrategic or Co-development PartnerAllen Tate Mortgage has rebranded as Howard Hanna Mortgage Services, now the 3rd largest real-estate-owned mortgage company in the country. The partnership provides in-house mortgage services including local consultants, competitive financing, in-house underwriting, and faster turnaround times.
• Howard Hanna InsurancecoreStrategic or Co-development PartnerAn independent insurance agency representing multiple top regional and local insurance carriers. Offers home and automobile insurance bundling with potential savings up to 15% on annual premiums.
• 2-10 Home Buyers WarrantyminorStrategic or Co-development PartnerProvider of home warranty services covering repair and replacement of home systems and appliances. Offers Standard and Supreme plans with network of 10,000+ authorized service contractors. Sellers receive complimentary service agreement during listing period.
• Canopy MLScoreTechnology or IntegrationPrimary MLS provider for Charlotte region listings, enabling comprehensive property listing data and syndication through MLS GRID.
• Triad MLScoreTechnology or IntegrationMLS service for the Triad region (Greensboro, Winston-Salem, High Point area) enabling IDX display of broker listings.
• Triangle MLScoreTechnology or IntegrationMLS provider for the Triangle region (Raleigh-Durham-Chapel Hill area) enabling comprehensive listing data distribution.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Howard Hanna Real Estate: Howard Hanna is the parent company of Allen Tate Companies and the largest privately held residential brokerage in the U.S., operating across the Northeast, Midwest, Mid-Atlantic, and Southeast. Direct overlap in Carolinas operations makes it the most comparable peer from a model and scale perspective.
• Berkshire Hathaway HomeServices: Berkshire Hathaway HomeServices is a national franchise brokerage network with comparable full-service residential offerings and ancillary mortgage/title services. Comparable in scale and integrated platform structure to Allen Tate's one-stop shop model.
• Keller Williams Realty: Keller Williams is the largest residential brokerage in the U.S. by agent count, operating on an agent-centric, technology-enabled model with a similar independent contractor structure. Directly comparable in business model and franchise/agent recruitment approach.
• Coldwell Banker: Coldwell Banker is a global residential brokerage franchise with luxury positioning (Coldwell Banker Global Luxury). Comparable to Allen Tate in offering tiered residential services with luxury and global referral network reach.
• Anywhere Real Estate (formerly Realogy): Anywhere Real Estate owns major national brokerage brands (Coldwell Banker, Sotheby's, Better Homes & Gardens). Comparable as a multi-brand residential brokerage holding company with franchise and integrated services models overlapping Allen Tate's structure.

Direct peers

• Compass: Compass is a national technology-enabled residential brokerage competing for agents and listings in major U.S. metros, including the Carolinas. Overlapping agent-recruitment model, luxury positioning, and integrated services make it a close competitor for Allen Tate's agent network.
• RE/MAX: RE/MAX is a global residential real estate franchise with high agent productivity per office. Competes head-to-head with Allen Tate for agents and listings in the Carolinas, with a comparable commission-driven model and broad geographic coverage.
• Sotheby's International Realty: Sotheby's International Realty is the leading global luxury residential brokerage. Direct overlap with Allen Tate's luxury services arm (priced from $800K) and its Luxury Portfolio International partnership, particularly in affluent Carolinas submarkets.
• eXp World Holdings: eXp Realty is a cloud-based, agent-centric brokerage competing on agent economics, technology, and global reach. Represents a direct competitive threat in Carolinas agent recruitment versus Allen Tate's traditional office-based model.

Emerging players

• Redfin: Redfin is a technology-first residential brokerage and iBuyer platform operating in select Carolinas metros. Comparable as a competing residential brokerage model with differentiated digital-led consumer experience.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@howardhannaallentate
• Facebookfacebook.com/allentatecompany
• LinkedInlinkedin.com/company/allen-tate-company
• Instagraminstagram.com/howardhannaallentate
• Xx.com/allentate

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Allen Tate Companies