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investment property refinance lenders · HMDA 2023–2025

Investment property refinance lenders in Marion County, Florida

Fat Boy Data analyzed investment property refinance activity in Marion County, Florida, home to Ocala, to show which lenders are making these loans, how often they approve, how often borrowers accept the offer, and how much they typically finance. 421 applications were decided by 99 lenders between 2023 and 2025.

Marion County at a glance

99Active lenders5 with 20+ decisions
77.0%Market approval rate324 of 421 decided
$185KTypical loanmedian lender, $10K brackets
82%Borrower take-up265 loans funded

How Marion County compares

Approval rate compared
Marion County77.0%Florida68.0%All 616 counties77.7%
Typical loan compared
Marion County$185KFlorida$275KAll 616 counties$235K

What the data shows

Kiavi Funding, Inc. made the most investment property refinances in Marion County, FL, 42 of them.

American Heritage Lending, LLC approved the highest share of applications among lenders with at least 20 decisions here, 100% of 23.

Lenders approved 77.0% of investment property refinance applications in Marion County, FL, 9.0 percentage points above the Florida rate of 68.0%.

The typical investment property refinance here is $185K, 33% smaller than the Florida typical of $275K.

Approval rate of all 5 lenders with 20+ decisions here
0%25%50%75%100%United Wholesale Mortgage, LLC: 61% approved of 23Kiavi Funding, Inc.: 80% approved of 54Dominion Financial Services, LLC: 100% approved of 24Foundation Mortgage Corporation: 100% approved of 24American Heritage Lending, LLC: 100% approved of 23

Each dot is one lender, placed at its approval rate. Hover for the sample size; the 5 largest lenders are named, the rest are behind the unlock.

Investment property refinance lenders in Marion County

LenderApprovalApprovedTaken upTypical loanLoans made
1Kiavi Funding, Inc.80%43 / 5498%$165K42
2Dominion Financial Services, LLCBroker only100%24 / 2483%$175K20
3Foundation Mortgage CorporationBroker only100%24 / 244%$325K1
4United Wholesale Mortgage, LLCBroker only61%14 / 23100%$215K14
5American Heritage Lending, LLC100%23 / 2387%$195K20

Ranked by lending volume. Approval is the share of decided applications a lender approved; taken up is the share of approvals borrowers accepted. Lenders with fewer than 20 decisions are marked as a limited sample and never used for a “highest approval” claim.How the numbers work.

Fat Boy found 94 more lenders.

One email unlocks every lender Fat Boy found.

You are seeing the 5 largest investment property refinance lenders in Marion County. Unlock the full market: every lender that decided one of these loans here, what they approved, how much borrowers took, and how close the nearest office is.

  • Every lender in the market
  • Approval rate and borrower take-up
  • Typical loan size and range
  • Nearest office and distance
  • Branch count and application options
  • How easy each lender is to reach

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