Advisors Mortgage Group

What Advisors Mortgage Group does

Advisors Mortgage Group is a privately-held, multi-state residential mortgage banker founded in October 1999 in Shrewsbury, New Jersey and currently headquartered in Ocean Township, NJ. The company originates conventional, government-backed (FHA, VA, USDA), reverse (HECM), renovation, and non-QM mortgage loans for individual consumers and small residential borrowers across 31 states, distributed through a hybrid branch-and-digital model that combines 42 physical branch offices, a phone-based inside sales channel, and its proprietary Lighthouse point-of-sale platform with mobile applications on iOS and Android. Lighthouse includes Plaid integration for bank-account verification and 128-bit SSL encryption, and supports digital application, status tracking, and loan management from origination through closing, with a stated emphasis on personal loan-officer relationships over automated call-center interactions.

The company generates revenue primarily through mortgage origination fees (transaction-based, quoted as points and closing costs of 3–6% of loan amount) and secondary-market sale proceeds or portfolio interest income on originated loans. Its customer base is segmented across home buyers (first-time, move-up, second-home), existing homeowners seeking rate/cash-out refinancing, seniors aged 62+ (HECM), self-employed and real estate investors (non-QM, DSCR, bank-statement), and renovation borrowers (FHA 203(K), Fannie Mae HomeStyle, Freddie Mac CHOICERenovation, VA Renovation, plus the in-house "FIX-IT MORTGAGE" product). Marketing is predominantly referral-driven (realtors, contractors), community-oriented (charitable partnerships, weekly market video show), and content-driven via blog and email newsletters, with the company explicitly avoiding mass digital advertising in favor of local-market positioning.

Advisors Mortgage Group is wholly privately owned, with no disclosed institutional investors, parent company, or external funding rounds, and is led by founder/President Steven T. Meyer and VP Sean Clark. The company has appeared on the Inc. 5000 list of America's fastest-growing private companies nine times, has been named an NJBIZ Best Places to Work for eight consecutive years, and reports 236% growth over the trailing three years. It holds NMLS license #33041 and operates as an LLC domiciled in New Jersey.

Name

Advisors Mortgage Group

Legal name

Advisors Mortgage Group LLC

Website

https://advisorsmortgage.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Advisors Mortgage Group is a privately-held multi-state residential mortgage banker founded in 1999, originating conventional, government-backed, reverse, and non-QM loans across 31 states via 42 branch offices and its proprietary Lighthouse digital platform.

Ownership category

akta.pro rank

Product category

Residential Mortgage Lending

NAICS

Mortgage and Nonmortgage Loan Brokers (522310)

SIC

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

akta.pro primary industry

Residential Mortgage Brokerage (Purchase & Refinance) (FSAEAEAA)

akta.pro secondary industry

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

Keywords

• Residential mortgage lending
• Mortgage refinancing services
• Reverse mortgage HECM
• Home purchase loans
• Mortgage banker

Headquarters

HQ city

Ocean City

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, Others

Revenue model

1. Mortgage Origination Fees: Revenue generated from originating mortgage loans including origination fees charged at closing, which are typically calculated as a percentage of the loan amount (points). Fees vary based on loan type and program.
2. Interest Income from Loan Portfolio: Income earned from holding mortgage loans in portfolio or selling them to investors in the secondary mortgage market (Fannie Mae, Freddie Mac, HUD).

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Advisors Mortgage Group is a multi-state residential mortgage banker that originates and funds home purchase loans, refinances (rate, cash-out, HELOC), government-backed loans (FHA, VA, USDA), non-QM loans, reverse mortgages (HECM), and renovation loans under its FIX-IT MORTGAGE program. Services are delivered through 42 branch offices in 31 states supported by its proprietary Lighthouse digital application platform with Plaid-powered financial verification.

Product overview

Advisors Mortgage Group offers a comprehensive mortgage lending platform centered around its proprietary Lighthouse technology, which provides a digital mortgage application and point-of-sale system accessible via web and mobile apps. The company provides a full spectrum of mortgage products including conventional loans, FHA loans, VA loans, USDA loans, reverse mortgages (HECM), and non-qualified mortgages (Non-QM). Their FIX-IT MORTGAGE program specializes in renovation financing bundling purchase and renovation costs. Additional offerings include cash-out refinancing, rate refinancing, HELOCs, and mortgage calculators. The product portfolio is delivered through 42 branch offices across 31 states, with technology-enabled processing using Plaid for financial verification.

Differentiator

Problem solved

Functional benefit

Brands

• FIX-IT MORTGAGE: Renovation loan program that allows home buyers to bundle the costs of home renovation into their mortgage.

Products and services

• Lighthouse Mobile App and Point-of-Sale Software Proprietary mobile application and point-of-sale software that enables customers to apply for mortgages, check application status, and manage their mortgage process digitally, with Plaid integration for automated financial verification. Available to home buyers, homeowners refinancing, and loan officers across all 31 states served.
• Home Purchase Loans Conventional and government-backed loans for purchasing residential properties, with options for first-time home buyers, starter homes, upgrade homes, and second homes including FHA, VA, USDA and other program variants. Designed for prospective homeowners across all credit and income profiles.
• Rate Refinancing Mortgage refinancing service that helps homeowners obtain better interest rates, shorten loan terms, eliminate private mortgage insurance (PMI), or access home equity. Available to current homeowners looking to optimize their existing mortgage.
• Cash-Out Refinance Mortgage refinancing option that allows homeowners to borrow additional money against their home equity, providing cash for debt consolidation, home improvements, or other financial needs. For homeowners with available equity.
• Home Equity Line of Credit (HELOC) Home Equity Line of Credit providing flexible revolving credit access based on home equity, with structured draw and repayment periods. For homeowners seeking flexible access to their home equity.
• Reverse Mortgage / HECM Reverse mortgage product (HECM) for homeowners aged 62 and older that converts home equity into cash or eliminates monthly mortgage payments, including H4P purchase option for seniors relocating. For senior homeowners seeking retirement income or to eliminate mortgage payments.
• FIX-IT MORTGAGE Renovation Loan Program Renovation loan program that bundles home purchase and renovation costs into a single mortgage, including FHA 203(K), Fannie Mae HomeStyle, Freddie Mac CHOICERenovation, VA Renovation, and FIX-IT MORTGAGE Jumbo options. For buyers of fixer-upper properties or homeowners financing major renovations.
• Non-QM Loans (DSCR, Bank Statement, Jumbo) Non-qualifying mortgages for borrowers who do not meet conventional underwriting standards, including DSCR loans for real estate investors, bank statement programs for self-employed individuals, and jumbo loans. Designed for self-employed borrowers and real estate investors.
• FHA Loans Government-backed mortgages for borrowers with lower credit scores or limited savings, requiring as little as 3.5% down payment with a 580+ credit score. For first-time home buyers and borrowers with limited down payment funds.
• VA Loans Mortgages guaranteed by the U.S. Department of Veterans Affairs for eligible service members, veterans, and their families, typically requiring no down payment. For veterans, active-duty service members, and eligible military families.
• USDA Loans Zero down payment mortgage for home buyers in eligible rural and suburban areas, with competitive interest rates and low monthly mortgage insurance. For borrowers purchasing in USDA-eligible rural and suburban areas.

Quantifiable outcome

• 236% company growth over three years
• +2 more outcomes

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

Feature2 records

Partnerships

Seven partnerships are on record, tiered minor.

• Holiday ExpressminorOthersCharitable partner receiving donations from Advisors Mortgage Group. Holiday Express provides holiday assistance and support to families in need during the holiday season.
• Trees for TroopsminorOthersCharitable partner receiving donations from Advisors Mortgage Group. Trees for Troops provides Christmas trees to military families.
• Free Wheelchair MissionminorOthersCharitable partner receiving donations from Advisors Mortgage Group. Free Wheelchair Mission provides wheelchairs to individuals with disabilities globally.
• NEADS World Class Service DogsminorOthersCharitable partner receiving donations from Advisors Mortgage Group. NEADS trains service dogs for people with disabilities including veterans.
• Holiday Food DriveminorOthersCharitable partner receiving donations from Advisors Mortgage Group. Holiday food drives support families experiencing food insecurity during holidays.
• NJHMFA (New Jersey Housing and Mortgage Finance Agency)minorStrategic or Co-development PartnerState housing agency partnership. Advisors Mortgage hosts info sessions for NJHMFA loan programs and can combine NJHMFA first-time buyer grants (up to $15,000 for closing costs) with USDA loans.
• NJBIZminorOthersMedia partner for awards recognition including Best Places to Work, Leaders in Finance, and Forty Under 40 awards.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• NewRez (Rithm Capital): Large-scale mortgage originator and servicer operating retail, wholesale, and correspondent channels. Comparable to Advisors as a multi-channel mortgage banker with diversified loan products.
• United Wholesale Mortgage (UWM): Largest U.S. mortgage lender by volume, operating primarily through the wholesale broker channel. Comparable to Advisors as a scaled mortgage banker with technology investment, though with a different distribution model.
• Pennymac Financial Services: One of the largest U.S. mortgage originators and servicers, with significant correspondent and direct lending operations. Comparable to Advisors as a mortgage banker selling into the GSE secondary market.

Direct peers

• Paramount Residential Mortgage Group (PRMG): Independently owned, multi-state mortgage banker with retail, wholesale, and correspondent channels. Comparable to Advisors in independent ownership, broad geographic footprint, and diverse product mix including government and specialty programs.
• Rocket Mortgage: Largest U.S. retail mortgage lender, originating purchase and refinance loans nationally through a direct-to-consumer model. Comparable to Advisors in core mortgage origination activity, though significantly larger and more digitally focused.
• Guild Mortgage: National mortgage banker with retail branches across more than 30 states, specializing in purchase lending with diverse loan programs. Directly comparable to Advisors in multi-state retail distribution and program diversity.
• Prime Lending: National retail mortgage banker with branch network and a relationship-driven culture. Comparable to Advisors in branch-based distribution model and broad loan program offering.
• Caliber Home Loans: Mid-to-large independent mortgage banker with strong retail branch network and specialty products including Non-QM. Directly comparable to Advisors in branch-based distribution and product breadth including government and renovation loans.
• loanDepot: Multi-channel mortgage originator (retail, wholesale, consumer direct) with the mellohome POS platform. Comparable to Advisors in offering purchase, refinance, and HELOC products across a national footprint.
• Fairway Independent Mortgage: Independently owned, retail-focused mortgage banker with multi-state branch presence and relationship-driven culture. Comparable to Advisors in branch-led model, family culture, and broad loan program offering.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/advisorsmtg
• Facebookfacebook.com/advisorsmortgagegroup
• LinkedInlinkedin.com/company/advisors-mortgage-group-llc

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Advisors Mortgage Group