Beeline Holdings, Inc. is classed by the SEC under Mortgage Bankers & Loan Correspondents (industry code 6162), based in Providence, RI. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $8 million and a loss of $32 million (its filed statements).
Lending businessMortgage Bankers & Loan CorrespondentsProvidence, RIfilings since 20118 of 9 filed, 1 estimated
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a lending business: prior from its industry code (SEC 6162, Mortgage Bankers & Loan Correspondents); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 2.6 out of ten, 8 of 9 metrics filed and 1 estimated: past 1.6 out of ten, present 2.2 out of ten, future 4.8 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
Surviving crises (past): 1.8 out of ten. 28 warning events since 2017; the latest 2025-05-16. 18th percentile among 20 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Track record (past): 2.3 out of ten. +12.8% a year over 10 filed years; profitable in 0 of 10. 23rd percentile among 19 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Shareholder treatment (past): 0.8 out of ten. CrossAssetData estimate 0.8/10, confidence 35 of 100 (one part). 8th percentile among 19 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
Financial health (present): 3.8 out of ten. ROE -43%: lost 43¢ per shareholder dollar. Leverage 24%: owes 24¢ per asset dollar. 38th percentile among 19 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Industry position (present): 0.5 out of ten. bottom 4% of 19 in its family; net margin -298.2%. 4th percentile among 19 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Leadership (present): 1.5 out of ten. bottom 15% of 14 in its family for leadership; chief executive since 2024. 15th percentile among 14 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
Room to expand (future): 3.7 out of ten. bottom 37% of 19 in its family for room to expand. 37th percentile among 19 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Growth drivers (future): 4.0 out of ten. bottom 40% of 19 in its family for growth drivers. 40th percentile among 19 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
Expectations vs reality (future): 6.8 out of ten. top 32% of 17 in its family for expectations against reality. 68th percentile among 17 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-03-31 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-14 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-13 (on EDGAR). Newest filing: Form 8-K, 2026-10-07. Filings on record since 2011. Read from EDGAR 2026-10-12.
Where the revenue comes from
Lines of business in fiscal 2025: Beeline 83%, Craft CP 15%, Nimble Title Holdings LLC 2%. As tagged in its annual report (Form 10-K, filed 2026-03-31).
Who runs it
Liuzza, Nicholas Reyland Jr (Chief Executive Officer); Moe, Christopher R. (Chief Financial Officer); Milton, Tiffany (Chief Accounting Officer); Caltabiano, Joseph (director); Francis, Knuettel II (director); Romano, Stephen Michael (director); Freedman, Joseph David (director); Finnsson, Eric J. (director). 8 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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