Landmark Real Estate Company

What Landmark Real Estate Company does

Landmark Real Estate Company, operating under the DBA Landmark Home Loans, is a privately held California-based mortgage lender and real estate brokerage founded in approximately 2007 and headquartered at 1440 N. Harbor Blvd, Suite 640, Fullerton, CA, under the legal entity Landmark Trust Investment Company Inc. (NMLS 1135939). The firm operates with 11–50 employees and serves individual home buyers and homeowners in California with home purchase loans and refinance products, including conforming loans up to the 2025 SFR limit of $200,750 and Super Jumbo loans above $2,000,000. The broader firmographic description also encompasses selling, buying, managing, and leasing real estate services, positioning the company as a full-service residential real estate provider anchored in mortgage origination.

The company runs a direct-to-consumer go-to-market motion, acquiring customers through its website via organic search and driving applications through a digital intake stack composed of the third-party Floify online application portal and a proprietary 1003 uniform residential loan application hosted at trustlandmark.my1003app.com. Loan officers provide personalized guidance throughout the financing process, and the firm positions itself around a "trusted friend" low-pressure brand stance rather than transactional sales. Revenue is generated through mortgage origination fees on closed loans, with rates not publicly disclosed because they vary by borrower qualification, loan size, property, and market conditions. Down payment options around 10.10% are advertised, and the firm reports a 5-out-of-5-star customer satisfaction rating based on website testimonials.

Operationally, Landmark is a small independent lender competing against larger fintech-mortgage players and bank lenders in the California market. There is no public disclosure of funding, M&A, partnerships, or AI/automation capabilities, and ownership is independently held with no institutional backers identified. Strategic posture appears defensive and stability-oriented: maintaining a niche consumer brand, expanding modestly up-market via Super Jumbo products, and digitizing intake through standardized application portals rather than pursuing aggressive geographic or volume expansion.

Name

Landmark Real Estate Company

Legal name

Landmark Trust Investment Company Inc.

Website

https://landmarkagents.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Landmark Real Estate Company (DBA Landmark Home Loans) is a California-based independent mortgage lender and real estate brokerage serving individual home buyers and homeowners with purchase and refinance loans via direct-to-consumer online applications and personalized loan officer support.

Ownership category

akta.pro rank

Product category

Mortgage Lending

NAICS

Mortgage and Nonmortgage Loan Brokers (522310)

SIC

Mortgage Bankers & Loan Correspondents (6162)

akta.pro primary industry

Purchase Mortgage Origination (Homebuyer Focused) (FSALAAAD)

akta.pro secondary industry

Residential Mortgage Brokerage (Purchase & Refinance) (FSAEAEAA)

Keywords

• Mortgage lending services
• Home purchase loans
• Mortgage refinancing
• Conforming loan financing
• Super jumbo mortgages

Headquarters

HQ city

Anaheim

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. Mortgage Origination: Revenue generated from originating mortgage loans for home purchases and refinances. The company earns origination fees and potentially retains or sells the loans on the secondary market.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

Landmark Home Loans is a California-based mortgage lender operating under the legal entity Landmark Trust Investment Company Inc. (NMLS: 1135939), originating home purchase loans and refinance mortgages for individual borrowers. Customers apply through a secure online application portal powered by Floify and a proprietary 1003 app (trustlandmark.my1003app.com), with loan officers guiding applicants through conforming and super jumbo loan options in a deliberately low-pressure, 'trusted friend' experience.

Product overview

Landmark Home Loans operates as a mortgage lending company offering two core products: Home Purchase Loans for buyers seeking to purchase new homes, and Home Refinance Loans for homeowners looking to refinance existing mortgages. The company provides an online application platform accessible via Floify and a proprietary 1003 app, with support for various loan types including conforming loans (with 2025 loan limits up to $200,750 for SFR) and Super Jumbo loans ($2,000,000+).

Differentiator

Problem solved

Functional benefit

Products and services

• Home Purchase Loans Mortgage financing for individuals purchasing a new home, with online application and approval process and personalized loan officer support. Includes conforming loan options (with 2025 SFR limits referenced up to $200,750) and Super Jumbo loan options ($2,000,000+), with down payment options around 10.10%. Targeted at first-time and experienced homebuyers in California.
• Home Refinance Loans Mortgage refinancing options to help existing homeowners find better loan terms and rates. Application is initiated online via the same secure portal (Floify/1003 app) and supported by loan officers guiding borrowers through a streamlined refinance process. Targeted at California homeowners seeking a low-pressure, transparent refinance experience.

Quantifiable outcome

• 5-star customer satisfaction rating

Named customers2 records

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• loanDepot: Major non-bank mortgage lender (LDLC) offering conforming, jumbo, and refinance products through digital and retail channels; same product mix and consumer purchase/refinance focus as Landmark.
• Rocket Mortgage: Largest U.S. direct-to-consumer mortgage lender, originating home purchase and refinance loans through a fully digital application flow — directly comparable to Landmark's D2C purchase/refi model and Floify-style online application.
• Paramount Residential Mortgage Group: Multi-channel residential mortgage lender offering conforming, jumbo, and government loans through retail, wholesale, and consumer-direct channels; comparable product set with overlapping California footprint.
• United Wholesale Mortgage: Largest U.S. wholesale mortgage lender; while primarily wholesale rather than retail, its product set (purchase, refi, jumbo) and use of digital origination platforms make it a relevant comparable for origination economics.
• Caliber Home Loans: Residential mortgage lender providing purchase, refinance, and jumbo products through retail and D2C channels; comparable product set and origination economics.
• New American Funding: California-headquartered non-bank mortgage lender offering purchase, refinance, and specialty products (including jumbo) via direct-to-consumer and retail channels; near-clone of Landmark's geographic and product footprint.
• Guild Mortgage: Non-bank residential mortgage lender with a heavy Western U.S. presence (notably California), offering purchase, refinance, and jumbo products through retail branch and digital channels — highly comparable geography and product overlap.
• Better.com: Digital-first mortgage lender focused on streamlined purchase and refinance origination with an entirely online application experience — directly comparable D2C digital model.

Broad incumbents

• Bank of America Home Loans: Major retail bank offering home purchase and refinance mortgages, including jumbo; broad incumbent that competes with Landmark for California borrowers but offers cross-sell from deposit and wealth products.
• Wells Fargo Home Mortgage: Large diversified bank with a substantial home mortgage division offering purchase and refinance products nationwide; competes with Landmark for the same borrower but operates at vastly greater scale and with broader product/balance-sheet capabilities.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/landmarkrealestate.agents
• LinkedInlinkedin.com/company/landmark-real-estate-company

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 Landmark Real Estate Company