Homevest Mortgage

Name

Homevest Mortgage

Legal name

HOMEVEST MORTGAGE COMPANY, INC

Website

https://homevestmortgage.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Product category

Mortgage Brokerage / Residential Mortgage Lending

NAICS

Mortgage and Nonmortgage Loan Brokers (522310)

SIC

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

akta.pro industry

PRIMARYFSAEAEAA

Residential Mortgage Brokerage (Purchase & Refinance)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Mortgage Brokerage & Loan Intermediation

SECONDARYFSALAAAI

Government-Insured Mortgage Origination (FHA/VA/USDA)

Financial & Insurance/Mortgage & Housing Finance/Residential Mortgage Origination (Retail & Consumer Direct)

SECONDARYFSALAIAA

Reverse Mortgage Origination (HECM & Proprietary)

Financial & Insurance/Mortgage & Housing Finance/Reverse Mortgages

SECONDARYFSALAAAL

Renovation Mortgage Origination (FHA 203(k), HomeStyle, CHOICERenovation)

Financial & Insurance/Mortgage & Housing Finance/Residential Mortgage Origination (Retail & Consumer Direct)

Keywords

• Mortgage loan origination
• Residential mortgage lending
• Home refinance services
• VA loan brokerage
• FHA loan origination

Headquarters

HQ city

Orlando

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 Loan Origination: Homevest Mortgage generates revenue through loan origination fees charged at closing on mortgage transactions. The company offers multiple loan products including conventional loans, FHA loans, USDA loans, veteran loans, reverse mortgages, and construction/turnkey loans. Revenue is earned on a per-transaction basis when loans close.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Homevest Mortgage Company, Inc. originates residential mortgage loans for Texas residents through loan origination solutions. It offers six product types—Conventional (FNMA/FHLMC), FHA (Traditional, 203(b), 203(k)), RD/USDA, Veteran (VA), Reverse Mortgage, and Turnkey (construction)—covering purchase, refinance, cash-out, renovation, and new construction financing for primary, secondary, and investment properties.

Product overview

Homevest Mortgage Company offers a unified loan origination platform providing six distinct mortgage product types for Texas homebuyers. The portfolio includes Conventional Loans (FNMA/FHLMC conforming products), FHA Loans (with 203b and 203k variants for purchase and renovation), RD/USDA Loans (zero downpayment rural financing), Veteran Loans (VA-backed zero down with streamlined refi), Reverse Mortgages (equity conversion for retirees), and Turnkey Loans (construction financing). These products are delivered through a client-centered loan origination service model focused on purchase, refinance, and cash-out options across primary, secondary, and investment properties.

Differentiator

Problem solved

Functional benefit

Products and services

• Conventional Loans FNMA and FHLMC conforming loan programs for Texas residents offering Purchase, Refinance, and Cash-out options for primary, secondary, and investment properties with 30-year fixed terms.
• FHA Loans Federal Housing Administration loan program including Traditional FHA for primary residences, FHA 203(b) for homes needing minor repairs (up to 96.5% financing), and FHA 203(k) for significant renovations combining purchase and renovation financing.
• RD/USDA Loans Rural Development / USDA loans offering zero-money-down financing for eligible homebuyers purchasing properties in designated rural areas of Texas.
• Veteran Loans VA-backed loans allowing zero money down with streamlined refinancing options for eligible Texas veterans and their families seeking primary residence financing.
• Reverse Mortgages Home equity conversion mortgages enabling eligible Texas homeowners to convert built-up home equity into cash for financial flexibility in retirement.
• Turnkey Loans Streamlined construction loans for Texas borrowers building new homes or completing major renovations, providing funds without the complexity of multiple loan stages.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves3 records

Expansion highlights2 records

Broad incumbents

• Rocket Mortgage: Largest U.S. retail mortgage originator, offering Conventional, FHA, VA, USDA, and Jumbo loans through a heavily digitized, direct-to-consumer funnel. Overlaps with Homevest across every product category but competes on technology, brand, and pricing power.
• PrimeLending: National retail mortgage originator (subsidiary of PlainsCapital/Hilltop Holdings) offering a full suite of purchase, refinance, FHA, VA, USDA, reverse, and renovation loans. Overlaps directly with Homevest's product mix but operates at significantly greater scale and geographic breadth.
• Guild Mortgage: National retail mortgage lender offering a comparable product menu including FHA, VA, USDA, Conventional, renovation, and reverse mortgages. Competes with Homevest for similar borrower profiles but operates across more states with more branches.
• Caliber Home Loans: Large national mortgage originator and servicer (subsidiary of Newrez) providing Conventional, Government, renovation, and reverse mortgage products. Comparable offering with much greater geographic reach and balance sheet capacity than Homevest.
• loanDepot: Large national retail mortgage lender and servicer offering Conventional, FHA, VA, USDA, and HELOC products through both retail and direct channels. Comparable product suite, but with materially larger scale, technology investment, and brand recognition than Homevest.
• NewRez (New Penn Financial): National mortgage lender and servicer offering purchase, refinance, FHA, VA, USDA, reverse, and renovation products. Comparable in product breadth, but with significantly greater scale and a servicing-heavy model.

Emerging players

• Better.com: Digital-first mortgage lender using a fintech-style online application and approval experience. Represents the emerging technological competitor to traditional brokers like Homevest in the Texas purchase and refinance market.

Direct peers

• Fairway Independent Mortgage Corporation: Mid-sized U.S. mortgage lender operating a largely broker/originator-driven model with a broad product suite (Conventional, FHA, VA, USDA, reverse, renovation). Highly comparable to Homevest in business model, multi-channel product offering, and mid-market positioning.
• Cornerstone Home Lending: Privately held regional mortgage lender with a similar branch-based, originator-led model and broad product menu. Comparable in scale and approach to Homevest, especially across Sun Belt states.
• Supreme Lending: Privately held multi-state retail mortgage lender with a branch-based originator model offering Conventional, FHA, VA, USDA, and reverse products. Closely comparable in business model and scale to Homevest.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

• Xx.com/homevestrealty
• Facebookfacebook.com/homevestrealty
• LinkedInlinkedin.com/company/homevest-realty

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 Homevest Mortgage