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For Immediate Release

Blair Allen Mortgage · Leadership Appointment

Blair Allen Mortgage Names Randy Bongard Vice President

Mortgage industry veteran with 25+ years of leadership across commercial real estate and residential mortgage lending joins the wholesale mortgage brokerage as Vice President, leading originator recruiting, production, and growth across Blair Allen’s integrated real estate, mortgage, insurance, property management, and technology platform in Arizona, Montana, and South Dakota.

In This Release

Leadership Appointment Business Strategy & Structure Owned Technology — BlairCore™ Recruiting, Training & Education Mission & Vision Key Differentiators
25+
Years of leadership & production
$1.6B+
Property assets managed
$750M+
Property transactions
~2,500
Loans funded, approaching $1B

All figures reflect Randy Bongard’s individual career track record prior to joining Blair Allen Mortgage.

SCOTTSDALE, Ariz. — October 20, 2026 — Blair Allen Mortgage (BAM, NMLS #2897249), an independently licensed wholesale mortgage brokerage within Blair Allen Financial, Inc. (BAF) — a vertically integrated real estate and financial services organization — today announced that Randy Bongard (NMLS #832622) has joined the company as Vice President and a licensed mortgage loan originator. Based in Arizona, Bongard will lead originator recruiting, production, and Blair Allen Mortgage’s national expansion. The appointment strengthens Blair Allen Mortgage’s executive leadership team as the company operates as an independently licensed mortgage broker across Arizona, Montana, and South Dakota. Bongard brings more than 25 years of mortgage industry leadership spanning commercial real estate and residential mortgage lending, including a career track record managing more than $1.6 billion in property assets, facilitating more than $750 million in property transactions, and funding almost 2,500 residential mortgage loans approaching $1 billion in volume.

01

A mortgage industry veteran with a proven track record

Over a 25-plus year career spanning commercial real estate and residential mortgage lending, Bongard has built a reputation as a hands-on producing leader who pairs deep loan origination experience with an ability to recruit, train, and scale high-performing originator teams. His background — spanning institutional commercial real estate, top-producing residential mortgage loan origination, and branch management — gives him a rare combination of production-level credibility and strategic leadership, the exact mix Blair Allen Mortgage is looking to scale as it grows its wholesale broker footprint across South Dakota, Montana, and Arizona.

Bongard has been in the real estate industry since 1993, spending his first two decades in commercial real estate with two of the country’s largest publicly traded real estate investment trusts (REITs) before moving into residential mortgage lending. He spent roughly seven years with one of the industry’s leading mortgage bankers, where he was consistently a top-producing loan officer and co-managed one of the top-producing lending offices in the Phoenix Valley. Bongard is a top-1% nationally ranked producer (RETR / RealTrends verified), with more than $70 million in annual volume across 180-plus transactions in a single year.

02

Why Blair Allen Mortgage

Bongard says the decision to join Blair Allen Mortgage came down to the company’s business model and corporate structure: a vertically integrated family of companies — spanning mortgage, real estate, insurance, property management, capital, and proprietary technology — built to serve borrowers, real estate agents, and referral partners under one roof, rather than as a single-product wholesale lender competing for standalone transactions.

“I joined Blair Allen because it isn’t simply another mortgage company to work for. It’s a family of companies built to help driven professionals build, protect, and grow their own careers and wealth.”

Randy Bongard — Vice President, Blair Allen Mortgage
03

A business built on strategy and structure

Blair Allen Mortgage operates as an independently licensed wholesale mortgage broker within Blair Allen Financial, Inc. (BAF), a vertically integrated real estate and financial services holding company whose family of companies includes Blair Allen Luxury Real Estate (BALR), Blair Allen Mortgage (BAM), Blair Allen Property Management (BAPM), Blair Allen Insurance (BAI), Blair Allen Capital (BAC), and Blair Allen Technologies (BAT). As a wholesale broker — rather than a retail mortgage lender — Blair Allen Mortgage places each residential mortgage loan with the wholesale investor offering the best fit for the borrower, giving clients competitive, multi-investor pricing while the company itself carries no warehouse line, funding, or interest-rate risk. That low-fixed-cost, broker-only business model is central to Blair Allen Mortgage’s growth strategy: it scales with production rather than infrastructure, remains resilient through mortgage rate cycles, and lets the company reinvest in recruiting, technology, and originator compensation instead of retail overhead. As an Arizona mortgage broker expanding its licensed footprint, Blair Allen Mortgage also operates as a Montana mortgage lender and South Dakota mortgage broker, giving originators a growing multi-state platform to build a career on.

The wholesale broker channel itself is fragmented — thousands of small shops, most dependent on a handful of producers, most without owned technology or a path to ownership for their people. Blair Allen Mortgage’s growth strategy is built around consolidating that opportunity: recruiting established, licensed originators onto the BlairCore platform, extending BlairCore technology partnerships to other independent mortgage shops, and pursuing disciplined acquisition of independent mortgage banks over time — all under one growing, multi-state license footprint.

That footprint is built deliberately: each state license is maintained under Blair Allen Mortgage’s own NMLS company record, with the required surety bonds, a designated principal, and qualified originators in place before the company originates in that state. Because re-licensing from scratch in a new state typically takes six to eighteen months, Blair Allen Mortgage’s established Arizona, Montana, and South Dakota footprint gives incoming originators — including Bongard’s recruits — room to grow into an existing, compliant license base rather than waiting on new state approvals.

04

Owned technology — the BlairCore™ platform

Behind Blair Allen Mortgage’s strategy is BlairCore™ — a proprietary, AI-driven platform that Blair Allen Technologies (BAT) owns and is investing heavily to build and deploy. BlairCore is designed as more than a software stack: an IT service management (ITSM) and orchestration layer meant to serve as a single operating system across every Blair Allen company, holding one record of authority as a client moves between mortgage, real estate, insurance, and property management. On the mortgage side, BlairCore is being built to bring together originator-tuned CRM, the loan-origination system (LOS), a learning management system (LMS) for onboarding and continuing education, lead and preferred-partner engines, and per-producer digital marketing within one access-controlled, compliance-automated workflow. The goal is efficiency the company can keep improving because it owns the technology outright — as BlairCore rolls out, the stack is designed to give loan officers lower per-seat software cost, faster file turnaround, and built-in compliance checkpoints across every state Blair Allen Mortgage is licensed to originate in.

On the origination side, Blair Allen Mortgage maintains relationships across leading national wholesale investors and shops each file for the best fit — giving borrowers access to conventional (Fannie Mae / Freddie Mac), government (FHA/VA), jumbo, and non-QM mortgage programs without the company holding any funding, underwriting, or interest-rate risk on the loan itself.

BlairCore is also the engine behind what comes next. Over time, the platform is being built to open beyond the family of companies — giving the broader market, from independent mortgage shops to individual originators, access to the same orchestration, automation, and compliance tooling Blair Allen is deploying across its own teams. That roadmap is paired with strategic technology partnerships and a disciplined mergers-and-acquisitions path, positioning Blair Allen Mortgage to grow both by recruiting established originators and by bringing entire teams and independent shops onto the platform. Randy Bongard and Zachery Blair will lead Blair Allen Mortgage through that growth and its strategic direction.

05

Recruiting, training & education

Mortgage loan officer recruiting is central to how Blair Allen Mortgage grows. The company brings on experienced, licensed mortgage loan originators through disciplined recruiting rather than acquisition or outside debt. New originators onboard through BlairCore’s learning management system, which is being built to track required pre-licensing and continuing education, product and compliance training, and ongoing professional development alongside mentorship from company leadership. Producer compensation is structured to reward both production and longevity: originators earn a majority split of net commissionable revenue on every closed loan, with a path to production-based equity ownership in Blair Allen Financial, Inc. for originators who help build the platform — a long-term wealth-building opportunity that goes beyond a traditional commission-only mortgage career.

That structure reflects Blair Allen Mortgage’s broader recruiting philosophy: producers who join the company step into a defined path — from onboarding and mentorship through BlairCore’s learning management system, to production milestones tied to compensation, to equity ownership in Blair Allen Financial, Inc. as they help grow the platform. The company is built to reward originators for building something lasting, not just for closing the next loan.

Training runs continuously, not just at onboarding. Originators complete annual instruction covering SAFE Act licensing requirements, RESPA affiliated-business disclosure rules, TILA / Regulation Z advertising and loan officer compensation standards, and fair-lending requirements under ECOA and the Fair Housing Act — all designed to be tracked automatically through BlairCore’s learning management system so nothing falls through the cracks as the originator team scales.

06

Leading national expansion — starting in Arizona

Beyond his own production, Bongard says a core part of his mandate as Vice President is building the originator base that carries Blair Allen Mortgage into new markets — recruiting and training top-producing loan officers and branch managers beginning in Arizona, then expanding across the company’s licensed footprint as it scales toward a national platform. He is looking for experienced originators who want more than a commission-only mortgage job.

“I’m building a team of originators and branch managers who want more than a job — a platform to grow, lead, and build lasting wealth. If that’s you, let’s talk about your future at Blair Allen Mortgage.”

Randy Bongard — Vice President, Blair Allen Mortgage
07

Strengthening Blair Allen Mortgage’s leadership bench

Company leadership says Bongard’s addition strengthens Blair Allen Mortgage’s executive leadership team at a pivotal point in its growth strategy, adding experienced mortgage industry leadership as the company expands its licensed footprint and deepens the warm referral flow between Blair Allen’s mortgage, real estate, property management, and insurance companies.

“Randy raises the ceiling for everyone here. He brings the production credibility and recruiting reach to expand fast — from our Arizona base toward a national footprint — and plugs straight into the referral flow between our real estate, insurance, and property management teams. Landing a leader of his caliber this early tells you exactly where Blair Allen Mortgage is headed.”

Zachery Blair — President, Blair Allen Mortgage

“We’re not a family of service companies looking for the next deal. We’re using technology to build an ecosystem — one that changes how people buy, sell, rent, finance, and protect their most valuable assets. The goal is a more efficient customer journey, with less time and less cost at every step, and a new model that helps our own team members build and protect long-term wealth. Randy joining is a big win for Blair Allen Mortgage and for our entire family of companies — his depth of knowledge, professionalism, and reputation across the financial services community are unmatched.”

Jason Blair — Founder, Chairman & Chief Executive Officer, Blair Allen Financial
08

Leadership team

Bongard joins a leadership team headed by Zachery Blair (NMLS #1963875), President of Blair Allen Mortgage and the company’s designated principal, who has led BAM’s operations since 2023. Blair’s career began in hospitality before he joined State Farm in 2018 as an Account Strategist and licensed insurance agent, quickly becoming one of the top producers in Montana. He later transitioned into mortgage lending, securing originator licenses in Montana, South Dakota, and Arizona and serving as Montana Branch Manager for a national real estate and mortgage lender before founding Blair Allen Mortgage. Blair holds a business management background from Arizona State University’s W.P. Carey School of Business, with advanced studies in digital strategy and marketing management from the University of Maryland and Babson College. Together, Blair’s operational and compliance leadership and Bongard’s production and recruiting experience round out Blair Allen Mortgage’s executive bench heading into its next growth phase.

09

Mission & vision

Blair Allen’s brand philosophy is simple: build and protect wealth — for the clients it serves and the people who build it. In mortgage, that means giving borrowers institutional-grade choice and service through an owner-operator team rewarded for doing right by the customer.

Mission

To help families build and protect wealth through home ownership — pairing broad, competitive wholesale access with a technology-driven, compliant, high-touch process.

Blair Allen Mortgage
Vision

To be the wholesale broker of choice for top producers who want to own the platform they build on — expanding a multi-state footprint on owned technology, disciplined compliance, and genuine equity for the team.

Blair Allen Mortgage
10

Key differentiators — the Blair Allen difference

Blair Allen Mortgage is built on the idea that borrowers, agents, and originators are better served when mortgage, real estate, insurance, property management, capital, and technology work together instead of in silos.

  • Warm, integrated lead flow from Blair Allen Luxury Real Estate (BALR) and Blair Allen Property Management (BAPM), not cold-market origination alone.
  • One-roof client experience across mortgage, real estate, and insurance (Blair Allen Insurance), reducing friction across the transaction.
  • Owned mortgage technology — the BlairCore™ platform, owned and actively being built to support loan officers instead of a rented, disconnected vendor stack.
  • Structured recruiting, training, and education through BlairCore’s learning management system.
  • Producer equity and long-term ownership in Blair Allen Financial, Inc. for originators who help build the platform.
  • Multi-state licensed footprint across Arizona, Montana, and South Dakota, with room to grow without re-licensing from scratch.
  • Backed by the full Blair Allen Financial (BAF) platform — real estate, insurance, property management, capital, and technology working together beyond a single transaction.
◆

Momentum across the platform

Randy’s arrival comes as the wider Blair Allen platform moves into a period of visible acceleration. Blair Allen Luxury Real Estate (BALR), Blair Allen Mortgage (BAM), Blair Allen Property Management (BAPM), and Blair Allen Technologies (BAT) are all launched, in market, and scaling quickly, with Blair Allen Capital (BAC) scheduled to open in Q4 2026. As a privately held company, Blair Allen does not disclose financial results — but across every company the trajectory is the same: growing demand, expanding teams, and a widening footprint. As each company scales, Blair Allen is deepening its leadership bench — including an active search for a President of Blair Allen Insurance (BAI) to lead that company’s next phase of growth.

“We’re building Blair Allen for people who want to own what they build. The platform is live and it’s accelerating, and we’re adding leaders and producers across every company. If you’re exceptional at what you do and you’re ready to build something that’s yours — not just work inside someone else’s company — this is the place, and now is the time.”

Jason Blair — Founder, Chairman & Chief Executive Officer, Blair Allen Financial

Leadership, branch, and originator inquiries are welcome at [[email protected]].

About Blair Allen Mortgage

Blair Allen Mortgage (BAM, NMLS #2897249) is an independently licensed wholesale mortgage brokerage within Blair Allen Financial, Inc. (BAF), a vertically integrated real estate and financial services organization, licensed as a mortgage broker in Arizona, Montana, and South Dakota. Alongside its sister companies, Blair Allen Mortgage helps borrowers and referral partners build, protect, and preserve wealth for generations through an integrated, one-roof approach to real estate and financial services, owned mortgage technology, and disciplined originator recruiting, training, and education.

BALRBlair Allen Luxury Real Estate — real estate brokerage
BAMBlair Allen Mortgage — wholesale mortgage brokerage
BAPMBlair Allen Property Management
BAIBlair Allen Insurance — insurance brokerage
BACBlair Allen Capital — capital & real estate
BATBlair Allen Technologies — BlairCore™ platform
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