The history of Legacy Mutual Mortgage

Since its humble roots in 2003, Legacy Mutual Mortgage has been serving the home loan needs of homebuyers, real estate professionals and builders. As a full-service mortgage loan company backed by Texas Partners Bank, Legacy Mutual Mortgage has a vast array of products available to their clients—from conventional, FHA and VA loans to construction, cash-out refinance, jumbo lending and Non-QM products for the non-traditional buyer!

Legacy Mutual Mortgage began in San Antonio more than 16 years ago and has seen exponential growth, opening an array of offices throughout Texas. Office locations also include Austin, Houston, Dallas, Ft. Worth, New Braunfels, Schertz and Boerne; however, the company is licensed to lend in 23 of the 50 states!

While the company is growing quickly, it has remained committed to outstanding customer service, focused on continuing to grow and expand into other markets, at the right rate with the right people, to ensure they will always provide the same top quality service, professional expertise and personal involvement.

With a large team of Loan Professionals, Legacy remains focused on serving the Realtor and referral partner community and the end customer with “raving fan” type of service and partnership. When partnering with their real estate partners, Legacy Mutual loan officers make it a priority to provide additional value. The company provides monthly or bi-monthly classes on topics such as pertinent changes in the industry, how to use social media, the latest and greatest business technology tools, understanding credit and its impact on buying a home, and how to create and market to your database.  Additionally, several Legacy Mutual loan officers are also coaches for The CORE Training group, have the ability to teach TREC continuing education courses and give educational talks to the various industry-related associations throughout the states they serve!

In addition to their commitment to customer service, Legacy is committed to their top priority – their employees. Beginning in 2015, through 2021, Legacy has been named a “Best Places to Work” by the San Antonio Business Journal, claiming the top spot several years in a row atop a list of some of the most highly acclaimed large businesses in San Antonio. Employee culture and providing an environment for growth, cross-training and personal/professional improvement is central to its core values and supplemented weekly with internal coaching.

Legacy Mutual Mortgage recently interviewed over 200 Partner Realtors. There were two things that were consistent across the board in their responses. First, the realtors felt that Legacy helps decrease their daily workload, and when they turn their clients over to our loan officers, they know the clients are taken care of. Additionally, Realtors felt that working with Legacy means they don’t have to babysit the deal. Their clients are proactively communicated with, the right steps and processes are happening and the deal will close on time, every time.