Helen B Marshall and Company

What Helen B Marshall and Company does

Helen B Marshall & Company is a privately held, founder-owned residential mortgage brokerage founded in September 2000 and headquartered in Venice, Florida. The firm provides mortgage origination, refinancing, and prequalification services to individual homebuyers and homeowners across the Southeast US, with a particular focus on the Florida market. In January 2012, founder Helen B. Marshall also established Benson Marshall LLC, a Florida full-service real estate brokerage, creating an integrated offering that combines mortgage and property services under a single client relationship.

The core product set comprises mortgage brokerage services (purchase, refinance, and pre-qualification), Benson Marshall LLC real estate brokerage services, and two digital self-service tools: a Home Buying Quiz and a Refinance Quiz, both of which collect credit profile, income, down payment, rate, and homeownership data without a hard credit pull. Loan applications are processed through the LynkSpot platform (helen.lynkspot.com), a third-party technology integration that handles the digital application workflow. The company holds NMLS license #329125 and Florida corporate license #345858, and displays an Equal Housing Opportunity designation. The team consists of two named advisors — founder Helen B. Marshall (45+ years of industry experience, licensed Realtor since 2004) and Paul Giles (licensed since 1999) — with total headcount reported in the 1-10 range.

Revenue is generated through transaction-based commissions on mortgage loans originated, with the company operating as a broker connecting borrowers to lenders. The go-to-market combines a sales-led direct consultation motion (scheduling meetings) with self-service online qualification tools that serve as top-of-funnel lead capture. Customer acquisition relies on the website, online reviews and testimonials, and referral activity. The company is bootstrapped with no disclosed external funding, serves primarily retail consumer clients (first-time buyers, investment property buyers, refinance candidates) on a regional basis, and maintains no enterprise or institutional relationships.

Name

Helen B Marshall and Company

Legal name

Helen B Marshall & Company

Website

https://helenbmarshall.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

1–10 employees

Short description

Helen B Marshall & Company is a privately held, founder-owned residential mortgage brokerage and prequalification services provider founded in 2000, serving individual homebuyers, homeowners, and investment property buyers in the Florida/Southeast US market, with an integrated real estate brokerage subsidiary (Benson Marshall LLC).

Ownership category

akta.pro rank

Product category

Mortgage Brokerage Services

NAICS

Mortgage and Nonmortgage Loan Brokers (522310)

SIC

Loan Brokers (6163)

akta.pro industry

PRIMARYFSAEAEAA

Residential Mortgage Brokerage (Purchase & Refinance)

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

Keywords

• Mortgage brokerage
• Residential mortgage lending
• Home loan services
• Real estate services
• Mortgage origination

Headquarters

HQ city

Venice

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

Revenue model

1. Mortgage Brokerage Commission: The company earns revenue through commissions on mortgage loans originated for homebuyers and homeowners. As a mortgage broker, they connect borrowers with lenders and earn a fee or commission based on the loan amount.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Helen B Marshall and Company is a mortgage brokerage and real estate services firm based in Venice, Florida. The company helps individual homebuyers and homeowners secure residential mortgage financing by acting as an intermediary between borrowers and lenders, while also providing related real estate services in the local market.

Product overview

Helen B Marshall & Company operates as an integrated mortgage and real estate brokerage. The core offering consists of Helen B. Marshall & Company Mortgage Services (established September 2000) for mortgage brokerage, and Benson Marshall LLC (founded January 2012) for full-service real estate in Florida. These are complemented by digital tools: the Home Buying Quiz for pre-qualification and the Refinance Quiz for refinance assessment. All services are unified under one guiding principle of integrated mortgage and real estate guidance.

Differentiator

Problem solved

Functional benefit

Products and services

• Mortgage Brokerage Services Mortgage brokerage assistance for individual homebuyers and homeowners, connecting borrowers with lenders to secure residential home financing.
• Real Estate Services Real estate services supporting residential property transactions in the Venice, Florida market.

Named customers2 records

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• LynkSpotcoreTechnology or IntegrationLynkSpot is the technology platform provider for Helen B Marshall & Company's online loan application system. The company uses LynkSpot's platform (helen.lynkspot.com) to process loan applications and manage the digital customer journey.

Scale indicators3 records

Recent moves1 record

Expansion highlights3 records

Broad incumbents

• Rocket Mortgage: Largest US retail mortgage lender and a dominant fintech brand. Comparable as the scaled digital alternative competing for the same purchase and refinance borrower in the same online acquisition channel as Helen B Marshall.
• United Wholesale Mortgage (UWM): Largest US wholesale mortgage lender operating in the broker channel. Comparable as a counterparty in the wholesale broker ecosystem that ultimately funds many independent mortgage brokerages including smaller shops like Helen B Marshall.

Direct peers

• Cardinal Financial Company: Retail mortgage lender offering purchase and refinance products through a branch network. Comparable as a similarly structured retail originator competing for individual consumer mortgage origination volume.
• LoanDepot: Large-scale retail mortgage lender and broker offering purchase, refinance, and HELOC products across the US. Directly comparable as a multi-channel mortgage originator serving similar consumer segments with overlapping product mix.
• Better.com: Digital-first mortgage lender/broker focused on streamlined purchase and refinance origination. Comparable as a tech-led competitor targeting the same self-service online borrower using no-credit-pull pre-qualification flows.
• PrimeLending: National retail mortgage lender offering purchase, refinance, and home equity products through a branch-based advisor model. Comparable as a similarly structured retail originator serving individual borrowers in regional markets.
• Caliber Home Loans: Retail and correspondent mortgage lender serving purchase and refinance borrowers nationwide. Comparable as a similarly positioned mortgage originator competing in the same retail consumer channel.
• Fairway Independent Mortgage Corporation: Large retail mortgage company with a branch-based advisor model offering purchase, refinance, and renovation financing. Comparable as a similarly positioned retail mortgage brokerage serving individual homebuyers and homeowners through local advisors.
• NewRez LLC: National mortgage lender and servicer offering retail and wholesale origination products. Comparable as a competing originator in both retail and wholesale channels serving similar purchase and refinance demand.
• Guild Mortgage: National retail mortgage lender with a branch network and a full suite of purchase and refinance products. Comparable as a retail mortgage originator competing for the same consumer/homebuyer base via local advisor relationships.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/helenbmarshallandcompany

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 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 Helen B Marshall and Company