Panorama Mortgage Group

Name

Panorama Mortgage Group

Legal name

Panorama Mortgage Group

Website

https://panoramamortgagegroup.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

501–1,000 employees

Ownership category

akta.pro rank

Product category

Mortgage Brokerage

NAICS

Mortgage and Nonmortgage Loan Brokers (522310), Real Estate Credit (522292)

SIC

Loan Brokers (6163), Mortgage Bankers & Loan Correspondents (6162)

akta.pro primary industry

Retail Residential Mortgage Brokers (Purchase & Refinance) (FSALABAA)

akta.pro secondary industries

Mortgage Comparison, Marketplace & Rate-Shopping Platforms (FSALABAJ), Purchase Mortgage Origination (Homebuyer Focused) (FSALAAAD)

Keywords

• Mortgage brokerage services
• Mortgage renewal solutions
• Home refinancing services
• Self-employed mortgages
• First-time home buyer guidance

Headquarters

HQ city

Las Vegas

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, Others

Revenue model

1. Lender Commission: As a mortgage broker, Panorama Mortgage Group earns commissions from lenders when customers complete mortgage transactions. The service is free for customers; lenders pay the broker's commission.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Panorama Mortgage Group is an independent mortgage brokerage serving Abbotsford and the Fraser Valley in British Columbia, Canada. The company places purchase mortgages, renewals, refinances, and self-employed/alternative-income mortgages for individual consumers by comparing products from over 30 lenders. Services are free to borrowers; the company is compensated via lender commissions. The affiliated US entity (Las Vegas-based) was rebranded to SimplyPMG and operates three channels (SimplyPMG.direct, SimplyPMG.net, SimplyPMG.Pro) plus an Advantage DPA down payment assistance program.

Product overview

Panorama Mortgage Group operates as an independent mortgage brokerage (now rebranded as SimplyPMG in the US) offering mortgage solutions across Canada and the United States. The company provides a unified platform consisting of multiple service channels: SimplyPMG.direct for online borrowers, SimplyPMG.net for personalized guidance, and SimplyPMG.Pro for broker partners, along with subsidiary brands Alterra Home Loans and Travisa Financial. Core services include purchase mortgages, renewals and transfers, refinancing, debt consolidation, and specialized solutions for self-employed borrowers and first-time buyers. The product portfolio includes the Advantage DPA down payment assistance program and a suite of online calculators for mortgage payments, refinancing, repayment acceleration, and BC property transfer tax. The company serves distinct market segments through wholesale channels (Travisa) and retail channels, with a focus on underserved communities including Latino populations in the US.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Average monthly savings of $150-300 by switching lenders at renewal
• +3 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered core.

• Alterra Home LoanscoreOthers · 18 May 2026Subsidiary brand unified under the SimplyPMG rebrand. Alterra Home Loans, along with Travisa Financial and the parent company Panorama Mortgage Group, were consolidated into the single SimplyPMG identity as part of the company's 20th anniversary rebrand.
• Travisa FinancialcoreOthers · 18 May 2026Subsidiary brand unified under the SimplyPMG rebrand. Travisa Financial operates as the wholesale channel for the company, offering the Advantage DPA down payment assistance program nationwide to underserved borrowers.
• Travisa Wholesale Channel (for Advantage DPA program)coreStrategic or Co-development Partner · 18 November 2025Panorama Mortgage Group launched its Advantage DPA (Down Payment Assistance) program through the Travisa wholesale channel, making the program available nationwide to underserved borrowers with various assistance options including forgivable and repayable loans.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Emerging players

• Wahi: Emerging Canadian real estate and mortgage platform providing home-search and mortgage matching tools. Comparable to SimplyPMG.direct as a newer digital-first Canadian mortgage marketplace.
• RateGenius: US rate-shopping and refinance platform that connects borrowers with multiple lenders. Comparable to Panorama's rate-comparison value proposition in the US refinance market.

Direct peers

• Ratehub.ca: Canadian mortgage comparison and brokerage platform that aggregates rates from multiple lenders. Comparable to Panorama's Canadian mortgage brokerage in providing rate-shopping across 30+ lenders to Canadian consumers.
• CanWise Financial: Canadian independent mortgage brokerage with multi-lender rate access and a focus on transparent pricing. Directly comparable as a competing Canadian mortgage broker serving similar retail borrower segments.
• Better.com: Digital-first mortgage lender providing online rate comparison, pre-approval, and closing. Directly comparable to SimplyPMG.direct's self-serve digital channel as a fintech-style alternative to traditional brokerage.
• nesto: Canadian online mortgage brokerage offering rate comparison across multiple lenders with a digital-first experience. Directly comparable to Panorama's Canadian brokerage operation and SimplyPMG.direct channel in serving Canadian borrowers.

Broad incumbents

• loanDepot: Large US retail and wholesale mortgage lender (ldi, loanDepot Wholesale) operating across consumer-direct, retail, and partner broker channels. Comparable to Panorama as a broad incumbent with overlapping retail-plus-wholesale architecture.
• Rocket Mortgage: Largest US mortgage lender offering direct-to-consumer digital origination, retail branches, and a broker channel (Rocket Pro TPO). Compares to Panorama as a broad incumbent spanning retail, wholesale, and digital channels in the same residential mortgage space.
• Centum Financial Group: Large Canadian mortgage broker network operating across Western Canada with multi-lender access. Comparable to Panorama's Canadian retail brokerage as a competing Western-Canadian broker network.
• Mortgage Architects: Canadian national mortgage broker network providing infrastructure, technology, and lender access to independent brokers. Comparable to Panorama's wholesale channel ambitions as a broker-network platform in Canada.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

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 Panorama Mortgage Group