CMG Financial

HW Tech100


Over the past year, many mortgage companies have downsized or shut doors, yet CMG Financial has been able to grow because of its unique ability to give loan officers the products, services and technology they need to be successful in any market condition. The company’s most recent innovation is a POS opportunity pipeline that addresses the consequences of a high-rate market — low margins, decreased productivity and taxed originators wondering what they should do next — and provides LOs simplified, actionable items that can help them take advantage of opportunities more quickly. 

CMG is challenging the field with its own proprietary point of sale system and it’s not only focused on efficiently manufacturing a loan but also growing and retaining business which is seen as the opportunity pipeline experience where it helps loan officers get on top of opportunities faster with less effort. Prior to its release, the mortgage origination system only included the data from current, active deals that users are working on and funding. This one brings in data from past sales, creating a convergence between sales and servicing, and turns it into actionable items that LOs can easily discover and use to their advantage.

Company Website:

Markets Served:

Loan Origination

Company HQ:

San Ramon, CA

3d rendering of a row of luxury townhouses along a street

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