LOAN CLOSED
0

Since inception, all divisions

SPONSORED PRODUCERS
0

Active under Broker Partnerships

LEADS ORIGINATED MONTHLY
0 K

Owned channels, July 2026

STATES LICENSED STATES
0

31 with active sponsorship

THE GAP

The people inside the transaction outperform the infrastructure around them.

Loan officers reconcile by hand. Brokers rebuild the same file three times. Every division buys its own demand at retail from the same four vendors. The industry is slow because it is assembled, not built.

Fragmentation is where the margin goes. Mortgo removes the handoffs by owning all three parts of the transaction — demand, origination, and distribution — on one system of record.

The platform

One demand engine.
Two origination channels. No handoffs.

Fragmentation is where the margin goes. Mortgo removes the handoffs by owning all three parts of the transaction — demand, origination, and distribution — on one system of record.

Shared pricing · servicing · compliance
Division 01
Consumer Lending
Direct origination · $2.41B funded
Division 02
Broker Partnerships
512 sponsored producers · 31 states
Mortgo Core
Routing · pricing · identity · ledger
Division 03 · Demand Engine
Lead Generation
74,182 leads / month · 43% routed in-network

Demand at cost

We originate our own leads instead of renting them. Acquisition sits inside the P&L, not on top of it.

Routed, not sold

Every lead is scored against balance-sheet appetite before it is offered to a sponsored producer.

One record

Borrower, file, and payoff live in the same ledger from first touch through servicing transfer.

Divisions

Three businesses. One operating company.

Each division carries its own P&L, licensing, and leadership. They share the core, the data, and the cost of demand.

01 · Consumer Lending

Direct origination on our own balance sheet

Retail origination for borrowers routed in from the demand engine. Underwritten, funded, and serviced in house.

$2.41B

Funded, trailing 12 mo

18d

Median clear to close

02 · Broker Partnerships

Sponsorship and back office for independent originators

Licensing, pricing, processing, and compliance for producers who want to keep their book and drop the overhead.

512

Sponsored producers

31

States with sponsorship

03 · Lead Generation

Owned demand, qualified and routed in-network

Acquisition, qualification, and routing across owned channels. The engine that feeds both origination businesses.

74K

Leads originated monthly

43%

Routed in-network

TECHNOLOGY

The stack is ours.

No division runs on a rented workflow. Six services, one schema, one deployment pipeline — every division writing to the same ledger.

SVC 01

Origination core

SVC 02

Pricing & lock

SVC 03

Routing engine

SVC 04

Identity & KYC

SVC 05

Servicing ledger

SVC 06

Data warehouse

SVC 01

Origination core

SVC 03

Routing engine

SVC 05

Servicing ledger

SVC 02

Pricing & lock

SVC 04

Identity & KYC

SVC 06

Data warehouse

LEADERSHIP

Mortgo is operated by people who have closed the files, run the desks, and carried the licenses.

The company is structured to be underwritten, not pitched: audited financials by division, quarterly investor reporting, and a board with independent representation.

DR

Dana Reyes

Chief Executive Officer

MH

Marcus Hale

President, Consumer Lending

PR

Priya Raman

President, Broker Partnerships

OW

Owen Whitfield

Chief Financial Officer

LO

Lena Okoro

Chief Technology Officer

SD

Sam Delgado

General Counsel & CCO

Underwrite the platform, not the pitch.

Division-level financials, licensing schedule, and operating metrics are available to qualified investors and capital partners.