Slade Mortgage Group

What Slade Mortgage Group does

Slade Mortgage Group is a privately held regional mortgage brokerage founded in 1997 and headquartered in Falmouth, Massachusetts. The firm operates as a licensed mortgage broker in Massachusetts (MA Broker #1617, NMLS #1617) and as a licensed mortgage lender in Florida (FL Lender License #MLD581), serving individual homeowners, prospective homebuyers, and real estate investors across Cape Cod, broader Massachusetts, and Florida markets. The product portfolio spans purchase mortgages (FHA, VA, USDA, Conventional, First-Time Buyer, Construction, Rehab, Low Down Payment), refinance products (rate-and-term and cash-out), home equity solutions (HELOC, Bridge Home Loan), and specialized programs including Reverse Mortgage for homeowners 62+ and a Bank Statement Program for self-employed borrowers. Supporting tools include online mortgage calculators and a real estate agent referral matchmaking service.

The business model is sales-led and relationship-driven, generating revenue primarily through transaction-based mortgage origination fees, with potential secondary income from loan servicing (typically sold to larger servicers). Lead generation occurs through content marketing (blog, learning center, calculators), organic social media, and a referral network of vetted real estate agents; lead capture funnels through multi-step quote-request forms and dedicated Floify-hosted online application portals assigned to each loan officer. The firm employs 51–100 people, including primary loan officer Mike Burton (46 years on Cape Cod, NMLS #3373/1617) and Scott Liebkemann, supported by a team with over 85 years of combined mortgage experience. Customers receive free consultations with no commitment, and loan officers meet clients in person anywhere in-market.

Technology infrastructure is minimal and largely outsourced: the website runs on WordPress, applications process through the third-party Floify platform, and there is no disclosed proprietary technology, mobile application, API, or AI/ML capability. Marketing emphasizes local expertise, community involvement (Chamber of Commerce, Community Health Center), and personalized service rather than digital automation. The ownership structure is founder/operator-controlled with no external investors or parent company disclosed.

Name

Slade Mortgage Group

Legal name

Slade Mortgage Group

Website

https://slademortgage.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

51–100 employees

Short description

Slade Mortgage Group is a privately held, Falmouth, MA-based mortgage brokerage founded in 1997, licensed as a broker in Massachusetts and a lender in Florida, serving individual homeowners and homebuyers across Cape Cod, Massachusetts, and Florida with purchase, refinance, reverse, and specialized mortgage products.

Ownership category

akta.pro rank

Product category

Residential Mortgage Brokerage

NAICS

Mortgage and Nonmortgage Loan Brokers (522310)

SIC

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

akta.pro primary industry

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

akta.pro secondary industries

Residential Mortgage Brokerage (Purchase & Refinance) (FSAEAEAA), Reverse Mortgage Brokerage (FSAEAEAE)

Keywords

• Mortgage brokerage services
• Residential home loans
• Refinance solutions
• Reverse mortgage programs
• Home equity lending

Headquarters

HQ city

Falmouth

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. Mortgage Origination: The company originates mortgage loans and earns origination fees from borrowers and/or lenders. As a mortgage broker (MA) and lender (FL), they process loans and earn fees for arranging financing between borrowers and ultimate lenders/investors.
2. Loan Servicing: The company may earn ongoing servicing fees by managing loans post-closing, though this is typically sold to larger servicers in the secondary market.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Slade Mortgage Group is a regional mortgage broker founded in 1997 that originates and arranges residential home loan products for individual borrowers in Cape Cod, Massachusetts, and Florida. The company acts as a mortgage broker in Massachusetts (Broker #1617) and a lender in Florida (Lender License #MLD581), offering purchase mortgages, refinance loans, home equity products (HELOC, bridge loans), reverse mortgages for seniors, and specialized programs for self-employed and first-time buyers through personalized, relationship-based loan officer service.

Product overview

Slade Mortgage Group offers a comprehensive portfolio of mortgage products designed to serve various borrower needs across Cape Cod, MA and Florida. The core offerings include purchase mortgages (First Time Home Buyer, Construction Home Loan, Rehab Loan, Low Down Payment options, USDA Loan), refinance products (Rate-and-Term Refinance, Cash Out Refinance), home equity solutions (HELOC, Bridge Home Loan), and specialized programs (Reverse Mortgage for seniors 62+, Bank Statement Program for self-employed borrowers). Supporting tools include a Mortgage Calculator and Real Estate Agent Referral service. The company acts as a mortgage broker, facilitating loan products from various lenders to match borrowers with appropriate financing solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Reverse Mortgage

Quantifiable outcome

• No commitment or fees required for initial consultations and quotes

Named customers3 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

Integration1 record

Partnerships

One partnership is on record.

• Real Estate Agent NetworkcoreChannel Partner/ Reseller/ DistributorThe company maintains a network of recommended real estate agents who come highly recommended by clients and peers. The service provides personalized matchmaking by connecting prospective buyers with agents who align with their unique requirements, budget, desired location, and specific property features. This creates a mutually beneficial referral ecosystem between the mortgage company and real estate professionals.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• CrossCountry Mortgage: Large US retail mortgage originator and broker offering purchase and refinance products across multiple states. Highly comparable business model of origination via loan officers with multi-channel loan products, though operating at materially greater scale.
• Fairway Independent Mortgage: Independent retail mortgage lender with a distributed branch and loan officer model. Closely comparable in offering a broad suite of conventional, government, and niche mortgage products to retail consumers.
• Guild Mortgage: Retail-focused mortgage lender emphasizing purchase and government loan programs. Directly comparable product set and customer base, with comparable distributed origination model.
• Academy Mortgage: Independent retail mortgage lender with branches serving regional markets across the US. Comparable size and distributed origination model, particularly in geographic markets outside major metros.
• Planet Home Lending: Multi-channel mortgage lender with retail, wholesale, and correspondent channels. Comparable diversified product offering including government and specialty programs.

Broad incumbents

• loanDepot: Large national retail mortgage lender and servicer offering purchase, refinance, HELOC, and HELOAN products. Same product categories and customer segments, but at far greater scale and with proprietary technology.
• Rocket Mortgage: Largest US retail mortgage originator with a digital-first origination platform. Competes for the same purchase and refinance demand and pressures broker economics through direct-to-consumer marketing.
• Guaranteed Rate: National retail mortgage lender with a strong distributed loan officer network. Comparable relationship-based origination model but with substantially greater scale and proprietary technology.
• NewRez (Rithm Capital): Multi-channel mortgage platform with retail, wholesale, and servicing operations under Rithm Capital. Same retail mortgage origination business but operates at significantly larger scale with servicing portfolio offset.

Regional players

• Embrace Home Loans: Northeast-focused retail mortgage lender with strong New England presence. Especially comparable to Slade given overlapping geographic focus on Massachusetts and broader Northeastern US.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights5 records

Customer concentration

• Xx.com/slademortgage
• Facebookfacebook.com/slademortgagegroup
• Instagraminstagram.com/slademortgagegroup
• LinkedInlinkedin.com/company/slade-mortgage-group-inc.

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 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 Slade Mortgage Group