Conquest
Conquest is a privately held, founder-owned mortgage brokerage in Temple City, California, that brokers purchase, refinance, HELOC, commercial, and reverse mortgage loans up to $10 million across a network of lending partners for individual, small business, and senior borrowers in California.
- Company typePrivate
- Founded2008
- HeadquartersTemple City, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Conquest does
Conquest is a privately held, founder-owned mortgage brokerage headquartered in Temple City, California, operating under NMLS license 245457. The company was relaunched in its current form in 2008 by Stan Guo, a USC accounting graduate and licensed CPA, after its original Old Town Pasadena office closed during the 2007–2008 mortgage crisis. Conquest functions as an intermediary broker, shopping loan products across a strategic network of lending partners rather than underwriting or warehousing loans itself.
Conquest's core products fall into three categories: traditional mortgage loans (purchase, refinance, HELOC, FHA/VA, and specialty programs for self-employed, foreign national, and credit-challenged borrowers), commercial mortgage products (owner-occupant mortgages, bridge/swing loans, investor lending programs), and reverse mortgage loans for homeowners aged 62 and older. Loan sizes are supported up to $10 million through the lending network. Pricing is transaction-based: an origination charge of 0.125% of loan amount, a $945 underwriting fee, a $45 credit report fee, and a standard $485 appraisal fee (with $145–$290 expedited options); no processing or administrative fees are charged. Discounted escrow, title, appraisal, and credit report fees are passed through from established third-party providers.
The firm serves individual homebuyers and homeowners, small business owners, senior homeowners, and community partners, with multilingual coverage in Mandarin, Vietnamese, and Spanish. Differentiation is driven by community engagement rather than technology: 10% of each closed transaction's proceeds is directed to local foster-youth non-profits under the #ConquestCares program, and Conquest partners with local small businesses for cross-promotion and referrals. The go-to-market is sales-led and direct-to-consumer, with loan officers generating leads via word-of-mouth, social media (Facebook, Instagram, Twitter, LinkedIn), and the firm's website (conquest.team). The technology stack is undisclosed, and Conquest does not currently use a proprietary or app-based platform; the firm operates out of a single Temple City office with 1–10 employees.
Conquest firmographics
Firmographics- Name
- Conquest
- Legal name
- Conquest
- Website
- https://conquest.team
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Conquest is a privately held, founder-owned mortgage brokerage in Temple City, California, that brokers purchase, refinance, HELOC, commercial, and reverse mortgage loans up to $10 million across a network of lending partners for individual, small business, and senior borrowers in California.
- Ownership category
- akta.pro rank
Conquest industry classification
Industry- Product category
- Mortgage Brokerage Services
- NAICS
- Mortgage and Nonmortgage Loan Brokers (52231)
- SIC
- Loan Brokers (6163)
- akta.pro primary industry
- Purchase Mortgage Origination (Homebuyer Focused) (FSALAAAD)
- akta.pro secondary industry
- Reverse Mortgage Origination (HECM & Proprietary) (FSALAIAA)
Keywords
Where Conquest is headquartered
LocationHeadquarters
- HQ city
- Temple City
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Conquest business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Loan Origination Fees: Conquest earns revenue through origination points (0.125% of loan amount) and various loan-related fees including underwriting fees, credit report fees, and appraisal fees. As a mortgage broker, they select from their network of lending partners to find the best rates for clients.
- Discounted Third-Party Services: The company has established relationships with escrow, title, appraisal, and credit report providers offering discounted fees to clients, which may generate referral or volume-based revenue for Conquest.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Pay-as-you-go | Traditional Loan Fees |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Conquest product offering
Product offeringCore offering
Conquest is a mortgage brokerage that originates home loans, refinances, HELOCs, commercial mortgages, and reverse mortgages by shopping rates and products across a network of lending partners on behalf of individual consumers and small business borrowers in California. The company charges origination points and standard loan-related fees (underwriting, credit report, appraisal) without processing or administrative fees, and earns discounted third-party service fees from escrow, title, appraisal, and credit report providers.
Product overview
Conquest is a mortgage broker offering three core loan products: Traditional Loans (including purchase, refinance, HELOC, FHA/VA, and specialty programs for self-employed borrowers), Commercial Loans (for owner-occupants and investors), and Reverse Mortgage Loans (for homeowners 62+). The company acts as an intermediary, shopping loans through their network of lending partners to secure competitive rates for clients.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- 10% of transaction proceeds applied to foster youth support
Companies that use Conquest
Customer profileSegments4 records
Ideal customer profiles3 records
Conquest technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Conquest partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- Strategic Network of Lending PartnerscoreConquest has established a strategic network of lending partners through which they routinely close even the most complex deals at competitive rates. As a broker, they can select lenders that offer the products their clients need, providing flexibility and access to unique solutions.
- Non-Profit Partners (Foster Youth Programs)coreConquest has selected a group of local non-profits specializing in foster youth support to help apply funds from each closed transaction. These partnerships enable the company to engage with youth and provide necessary skills as they transition into adulthood.
- Local Small Business PartnersminorConquest collaborates with local business partners who share the same values, helping them gain exposure so they can compete with larger corporations. The company supports small businesses that take pride in their work and help strengthen communities.
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
Conquest competitors and assessment
Company assessmentBroad incumbents
- Rocket Mortgage: Largest direct-to-consumer mortgage lender in the U.S. Operates a retail origination model that competes with brokers like Conquest by offering in-house loan products and an instant-quote digital platform.
- United Wholesale Mortgage (UWM): The largest wholesale mortgage lender in the U.S., explicitly serving the broker channel. Conquest's lending partner network overlaps with UWM's broker-facing products, making UWM both a supplier and competitive benchmark.
- Plaza Home Mortgage: Wholesale and retail mortgage lender with strong correspondent and broker partnerships. Likely sits within Conquest's lending partner network and serves as a benchmark for broker-channel economics.
- loanDepot: National retail and partner-channel mortgage lender offering purchase, refinance, and HELOC products. Competes with Conquest for the same California consumer borrower pool but at much greater scale.
- Caliber Home Loans: National mortgage originator with retail and wholesale channels. Competes for similar borrower segments as Conquest, including FHA, VA, and non-QM specialty products.
- NewRez (New Residential Mortgage): National mortgage lender and servicer offering retail, wholesale, and correspondent channels. Provides non-QM and specialty products that overlap with Conquest's expanded-criteria offerings.
Direct peers
- Guild Mortgage: Retail mortgage lender with strong California and West Coast presence offering purchase, refinance, FHA, VA, and specialty programs. Closely comparable in geography and product mix to Conquest's traditional loan business.
- Mutual of Omaha Reverse Mortgage: Specialty reverse mortgage provider for homeowners 62+, directly comparable to Conquest's Reverse Mortgage Loans product line for senior homeowners.
- Academy Mortgage: Mid-size retail mortgage company with a community-focused culture and relationship-driven loan officers, closely mirroring Conquest's local, cause-tied positioning.
Others
- AIME (Association of Independent Mortgage Experts): Industry association and advocacy group for independent mortgage brokers. Comparable as an ecosystem participant that supports the broker channel in which Conquest operates.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Conquest social profiles
Digital presenceConquest financial estimates
Financial estimateRevenue estimate
Valuation estimate
Conquest leadership team
Management profileNumber of profiles
Profiles1 record
Conquest funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Conquest M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Conquest
What does Conquest do?
Conquest is a mortgage brokerage that originates home loans, refinances, HELOCs, commercial mortgages, and reverse mortgages by shopping rates and products across a network of lending partners on behalf of individual consumers and small business borrowers in California. The company charges origination points and standard loan-related fees (underwriting, credit report, appraisal) without processing or administrative fees, and earns discounted third-party service fees from escrow, title, appraisal, and credit report providers.
Is Conquest a public or private company?
Conquest is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Conquest founded?
Conquest was founded in 2008. It employs 1 to 10 people.
Where is Conquest based?
Conquest is headquartered in Temple City, United States, in the North America region.
How does Conquest make money?
Two revenue lines are on record. Loan Origination Fees are the primary driver. The others are discounted Third-Party Services.
Who are Conquest's main competitors?
Broad incumbents on record are Rocket Mortgage, United Wholesale Mortgage (UWM), Plaza Home Mortgage, loanDepot, Caliber Home Loans and NewRez (New Residential Mortgage). Direct peers are Guild Mortgage, Mutual of Omaha Reverse Mortgage and Academy Mortgage. AIME (Association of Independent Mortgage Experts) is listed as an others.
Does Conquest have an API?
No public API is recorded for Conquest.
What industry is Conquest in?
Conquest's product category is Mortgage Brokerage Services. Its primary akta.pro industry code is FSALAAAD, Purchase Mortgage Origination (Homebuyer Focused), with a secondary code of FSALAIAA, Reverse Mortgage Origination (HECM & Proprietary). Its NAICS code is 52231 and its SIC code is 6163.