Applications / Mortgage Analytics / Lenders / New York / Planet Management Group
Rochester, NY · Non-bank or government lender · CFPB · 70 loans in 2025
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70
loans originated, 2025
83
applications, 2025
8
states and territories
0
gaps bigger than at similar lenders
Our analysis, 2025
Planet Management Group lends almost only to home buyers, all in conventional loans, and sends a larger share of them to poorer and majority-minority neighborhoods than most similar lenders do.
Home purchases made up 95.7% of its 70 loans in 2025 and refinances the rest. It made no government-backed loans. Its typical loan, $435,000, was close to the $400,000 of similar lenders, meaning non-bank lenders making between half and twice as many loans.
Of its loans, 38.6% went to poorer neighborhoods (low- and moderate-income, or LMI, tracts), against 23.4% at similar lenders, higher than about four in five of them. Another 47.1% went to majority-minority neighborhoods, against 31.5%. Its markets, which run from New York to Hartford, may account for much of that.
Its loans fell 31%, to 70 from 102, while the typical similar lender's fell 4% and the whole market grew 10%. Only about one in ten peers fell further. It first reported in 2023, and a young lender this size can swing with a few deals.
It lent in 24 counties across eight states, with Connecticut its main state. In Hartford it ranked 168 of 464 lenders, with a share of 0.1%, unchanged. It entered Norwich-New London-Willimantic and Lexington Park in 2025.
Similar lenders: same lender type, originations between half and twice the lender's in the data year. Written from the 2025 HMDA data and checked figure by figure against it.
FIG. 1 — LOANS ORIGINATED, 2023–2025
Originated means the loan was made: applications denied, withdrawn or not accepted are not counted. Planet Management Group took 83 applications in 2025.
SOURCE: FFIEC HMDA, LOANS ORIGINATED (ACTION TAKEN: LOAN ORIGINATED)
FIG. 2 — PRODUCT MIX, 2025
Purchase 95.7% · Refinance 4.3%
Conventional 100.0% · of 70 loans. Purchase: buying a home. Refinance: replacing an existing mortgage, including cash-out. FHA: insured by the Federal Housing Administration. VA: guaranteed by the Department of Veterans Affairs. Conventional: neither.
SOURCE: FFIEC HMDA 2025, LOANS ORIGINATED
Where it lends, 2025
| State | Loans | Share |
|---|---|---|
| Connecticut | 25 | 35.7% |
| New York | 24 | 34.3% |
| New Jersey | 12 | 17.1% |
| Florida | 3 | 4.3% |
| Pennsylvania | 2 | 2.9% |
| Texas | 2 | 2.9% |
| California | 1 | 1.4% |
| Maryland | 1 | 1.4% |
Largest metro areas, 2025
| Metro area | Loans |
|---|---|
| Hartford-West Hartford-East Hartford | 18 |
| Nassau County-Suffolk County | 16 |
| New York-Jersey City-White Plains | 11 |
| Newark | 8 |
| New Haven | 3 |
| Norwich-New London-Willimantic | 2 |
| Scranton--Wilkes-Barre | 2 |
| West Palm Beach-Boca Raton-Delray Beach | 2 |
| Bridgeport-Stamford-Danbury | 1 |
| Camden | 1 |
Identifiers
| LEI (Legal Entity Identifier, the global company code HMDA has used since 2018) | 549300HMKAPEK7YMHY76 | 2023–2025 |
Established 27 August 2013. Reported under HMDA 2023-2025.
Mergers, name changes, data editions and corrections: Planet Management Group's data.
Planet Management Group's data
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Planet Management Group and its peers, 2018–2025: every application in the HMDA data, cleaned and corrected, as Parquet files, with the Jenner programs that made these pages.
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