Our Story.
With very diverse backgrounds, our founders came together in business and in life to form Outline Financial. Their goal was to build a customer-focused mortgage and insurance brokerage with minimal bureaucracy. The strategy was simple: stay lean and nimble enough to quickly respond to customer needs and growth opportunities, while constantly implementing new service improvements to deliver a truly unique broker experience built on professionalism and trust.
To realize that vision, the Outline family continues to add top industry professionals and executives which share a common set of core values.