Company lists · Data refreshed September 2026

Top 25 Mortgage banking consulting firms based in San Diego, United States

Name: Mortgage banking consulting firms based in San Diego, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 67 companies tracked

RevenueBase identified 67 mortgage banking consulting firms headquartered in San Diego, United States as of September 2026 and tracks 1,550 professional contacts across them, including 685 with verified work emails. San Diego is the largest hub.

This list covers mortgage banking consulting firms headquartered in San Diego, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 5, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review

67Companies

1,550Contacts tracked

685Verified emails

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The 25 largest mortgage banking consulting firms based in San Diego, United States

Ranked by team size

Top 25 of 67 mortgage banking consulting firms based in San Diego, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names mortgage banking consulting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Synergy ONE Lending, Inc. Nmls 1907235Indirect evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	501-1,000	561
	“At Synergy One Lending, we believe possibility is powerand we’ve proven it by helping thousands of families achieve their homeownership goals.” Source: company website · checked Sep 5, 2026
2	RWM Home LoansPartial evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	51-200	221
	“RWM Home Loans is a family-owned community mortgage bank with over 3 decades of experience, proudly providing award-winning 5-star service to help clients achieve their home…” Source: company website · checked Sep 5, 2026
3	Iserve Residential Lending, LLC Nmls 2914Indirect evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	51-200	148
	“No matter what success looks like for you, we're here to help you build something extraordinary and achieve your goals.” Source: company website · checked Sep 5, 2026
4	Saxton Mortgage, LLC Nmls 1717191Partial evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	n/a	74
	“Saxton Mortgage is a full-service mortgage lender specializing in providing exceptional customer service to satisfy all your mortgage financing needs.” Source: company website · checked Sep 5, 2026
5	PSRSStrong evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	51-200	63
	“Founded in 1972, Pacific Southwest Realty Services is one of the largest privately-held commercial mortgage banking firms in the Western United States.” Source: company website · checked Sep 5, 2026
6	Homeplus Corporation DBA Homeplus Mortgage Nmls 78669 CA DRE Broker 01426454Indirect evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	51-200	46
	“With just two employees and a home office, HomePlus was built in on a foundation of personal relationships with our clients.” Source: company website · checked Sep 5, 2026
7	Cabrillo Mortgage And Realty ServicesPartial evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	n/a	42
	“Cabrillo Mortgage is a full service mortgage broker licensed in California.” Source: company website · checked Sep 5, 2026
8	Finest City Homes & LoansPartial evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	11-50	37
	“Finest City Homes and Loans is a full service; local, real estate and mortgage company built on Integrity.” Source: company website · checked Sep 5, 2026
9	KAM Financial & Realty, INCIndirect evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	n/a	32
	Source: company website · checked Sep 5, 2026
10	M5 FinancialIndirect evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	11-50	31
	“WHAT DOES M5 FINANCIAL DO?” Source: company website · checked Sep 5, 2026
11	Click MortgagePartial evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	11-50	16
	“Combining industry-leading technology with world-class service, the professionals at Click Mortgage work tirelessly to ensure their clients are well informed, on schedule, and…” Source: company website · checked Sep 5, 2026
12	Valor Lending GroupPartial evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	11-50	13
	“We are a boutique mortgage broker in San Diego, California.” Source: company website · checked Sep 5, 2026
13	C2 FinancialPartial evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	501-1,000	13
	“C2 Financial Corporation is a mortgage brokerage based out of San Diego, California.” Source: company website · checked Sep 5, 2026
14	Mission Home MortgagePartial evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	11-50	11
	“At Mission Home Mortgage, we give our clients the individual attention they deserve.” Source: company website · checked Sep 5, 2026
15	Senior American Funding, INCIndirect evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	11-50	10
	“Located in Mission Valley, we have been serving San Diego County since 1990.” Source: company website · checked Sep 5, 2026
16	Usafc RealtyIndirect evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	11-50	9
	“USAFC Realty is a unique real estate company that thrives for a smooth and personalized buying or selling experience.” Source: company website · checked Sep 5, 2026
17	MarketpointeIndirect evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	11-50	8
	“MarketPointe Realty Advisors has been providing housing market analysis, feasibility studies, litigation support, proposed development databases and real estate databases for…” Source: company website · checked Sep 5, 2026
18	Fiducia Home LoansPartial evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	11-50	7
	“With over 50 years of combined experience, we are trusted local Mortgage resource.” Source: company website · checked Sep 5, 2026
19	Different MortgagePartial evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	1-10	7
	“Different Mortgage offers a different approach to helping you find the best mortgage solution to your needs.” Source: company website · checked Sep 5, 2026
20	Builders Funding CorpPartial evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	11-50	6
	“Builders Funding Corp has been your trusted source for innovative home financing for the past quarter century, We are a San Diego based Mortgage Banker and Mortgage Broker.” Source: company website · checked Sep 5, 2026
21	Trinity Real Estate Services And Trinity MortgagePartial evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	11-50	5
	“As a full service real estate and mortgage brokerage in the San Diego, LA, and Riverside counties, we are dedicated to providing our clients with the finest customer service…” Source: company website · checked Sep 5, 2026
22	ARC Mortgage, LLCPartial evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	1-10	5
	“ARC Mortgage, LLC, is a team of mortgage loan officers licensed in California, Colorado, Hawaii, Florida, Georgia, and Texas.” Source: company website · checked Sep 5, 2026
23	Mortgage Capital ManagementPartial evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	1-10	3
	“Since 1994, MCM has helped mortgage bankers maximize profitability, decrease earnings volatility and powerfully manage their risks.” Source: company website · checked Sep 5, 2026
24	Swanson LendingIndirect evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	1-10	3
	“Swanson Lending is a DBA of C2 Financial Corporation As a veteran-owned & family-owned business, Swanson Real Estate serves all of Southern California.” Source: company website · checked Sep 5, 2026
25	Birdrock FundingPartial evidence	San Diego, CA, United StatesHQ checked Sep 5, 2026	1-10	3
	“Bird Rock Funding is San Diego's Unrivaled Mortgage Broker.” Source: company website · checked Sep 5, 2026

Showing 25 of 67 mortgage banking consulting firms based in San Diego, United States

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Mortgage banking consulting firms based in San Diego, United States at a glance

As of Sep 5, 2026

1-10Median size (employees)

San DiegoLargest hub · 67 HQs

Contacts with mobile numbers

Sep 5, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

1,001-5,000

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 67 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among mortgage banking consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in San Diego, United States whose own description of what they do matches “mortgage banking consulting firms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among mortgage banking consulting firms, and records with no verified work email. Companies headquartered outside San Diego are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 685 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 5, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Mortgage banking consulting firms by metro in the United States

Frequently asked

How many mortgage banking consulting firms are there based in San Diego, United States?

RevenueBase identified 67 mortgage banking consulting firms headquartered in San Diego, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Synergy ONE Lending, Inc. Nmls 1907235, headquartered in San Diego, tops this list with the largest team on record.

Which city has the most mortgage banking consulting firms?

San Diego leads with 67 headquartered companies, followed by Houston (65) and Miami (59).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 685 verified decision-maker contacts tracked across these 67 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 5, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.