Mortgo Holdings

The modern
mortgage platform.
Built to execute.

One demand engine, two origination channels, and a single operating stack — held under one balance sheet.

Loans closed
0

Since inception, all divisions

Sponsored producers
0

Active under Broker Partnerships

Leads originated monthly
0 K

Owned channels, July 2026

States licensed
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.

ONE SYSTEM OF RECORD

The platform

One demand engine.
Two origination channels.
No handoffs.

Lead Generation originates demand at cost and routes it in-network first. Consumer Lending closes what fits the balance sheet. Broker Partnerships places what doesn't. Nothing leaves the system.

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.

$2.41BFunded, trailing 12 mo
18dMedian 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.

512Sponsored producers
31States 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.

74KLeads 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 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

Newsroom

Recent

Aug 04, 2026
Mortgo closes $180M warehouse facility with Cordell Bank
→
Jun 17, 2026
Broker Partnerships adds sponsorship in four states, bringing active coverage to 31
→
May 02, 2026
Lead Generation crosses 70,000 originated leads in a single month
→

Underwrite the platform,
not the pitch.

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