Company lists · Data refreshed September 2026

Top 25 Loan document management software companies based in the United States

RevenueBase identified 236 company matches for loan document management software companies associated with the United States as of September 2026 and tracks 11,945 professional contacts across them, including 3,633 with verified work emails. New York is the largest hub.

This list covers company matches for loan document management software companies associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built
236Companies
11,945Contacts tracked
3,633Verified emails
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The 25 largest loan document management software companies based in the United States

Ranked by team size
Top 25 of 236 company matches for loan document management software companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchPhiladelphia, PA, United StatesHQ recorded Sep 28, 20261,001-5,0001,189 contacts →

Exact match

“Headquartered in Philadelphia, USA, Odessa is a software company exclusively focused in the leasing industry.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchIrvine, CA, United StatesHQ recorded Sep 28, 2026501-1,000681 contacts →

Exact match

“Making lending human for banks, credit unions, and mortgage lenders.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchJacksonville, FL, United StatesHQ recorded Sep 28, 20261,001-5,000626 contacts →

Exact match

“Dark Matter is the force behind modern mortgage operations.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchSanta Ana, CA, United StatesHQ recorded Sep 28, 2026501-1,000578 contacts →

Exact match

“Consolidated Analytics | End-to-End Mortgage Solutions.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchMelbourne, FL, United StatesHQ recorded Sep 28, 2026201-500576 contacts →

Exact match

“This profile is for ISGN Corporation which is focused on Loan Technology.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchFremont, CA, United StatesHQ recorded Sep 28, 2026501-1,000480 contacts →

Exact match

“Foxit is a software leader delivering a fast, secure, AI-powered document suite that brings greater control, speed, and value to the way people work with documents.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchWestlake, TX, United StatesHQ recorded Sep 28, 2026501-1,000378 contacts →

Exact match

“defi SOLUTIONS is a pioneer in end-to-end, SaaS loan originations, servicing and managed servicing solutions.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchOxford, MS, United StatesHQ recorded Sep 28, 2026201-500295 contacts →

Exact match

“We are a team of skilled developers, UX designers, marketing professionals, customer service specialists, software engineers and much more.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchExton, PA, United StatesHQ recorded Sep 28, 2026201-500284 contacts →

Exact match

“For over 50 years, Automated Financial Systems, LLC (AFS®) has been the trusted foundation for commercial lending.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchSouthlake, TX, United StatesHQ recorded Sep 28, 2026201-500216 contacts →

Exact match

“Outamation, founded in 2022, is a US mortgage technology firm automating loss mitigation, default servicing and document workflows with built‑in compliance.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchDenver, CO, United StatesHQ recorded Sep 28, 2026201-500180 contacts →

Exact match

“Mortgage Cadence has been partnering with lenders since offering the industry’s only true one‑stop‑shop mortgage technology solutions designed for point‑of‑sale through…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchFort Lauderdale, FL, United StatesHQ recorded Sep 28, 2026201-500178 contacts →

Exact match

“Xpanse is a technology-driven company transforming the mortgage industry through data, AI, and automation.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchCarmel, IN, United StatesHQ recorded Sep 28, 202651-200171 contacts →

Exact match

“Lend Better.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchSan Jose, CA, United StatesHQ recorded Sep 28, 202651-200171 contacts →

Exact match

“Calyx delivers modern mortgage technology that simplifies and connects the entire lending lifecycle.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchHouston, TX, United StatesHQ recorded Sep 28, 202651-200128 contacts →

Exact match

“Shaw Systems offers software that’s stood the test of time - we’ve specialized in loan servicing software since 1967.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchTorrance, CA, United StatesHQ recorded Sep 28, 202651-200122 contacts →

Exact match

“For over 38 years, DocMagic has provided innovative technology solutions for the mortgage industry.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchProvo, UT, United StatesHQ recorded Sep 28, 2026201-500113 contacts →

Exact match

“We offer an omnichannel lending software suite for the growing consumer, retail and specialized lending markets.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchOxford, MS, United StatesHQ recorded Sep 28, 2026201-500109 contacts →

Exact match

“mTrade’s primary focus is to improve the efficiency for trading residential whole loans.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchIdaho Falls, ID, United StatesHQ recorded Sep 28, 202651-200101 contacts →

Exact match

“Docutech® provides an end-to-end integrated digital mortgage experience that enables lenders to accelerate the real estate closing process.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchEnglewood Cliffs, NJ, United StatesHQ recorded Sep 28, 202651-20098 contacts →

Exact match

“Blue Sage Solutions was created by the founders of Palisades Technology Partners who sold their established Point of Sale and Loan Fulfillment Platform to a Fortune 20 technology…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchMechanicsburg, PA, United StatesHQ recorded Sep 28, 202651-20097 contacts →

Exact match

“Founded in 1995, CampusDoor designs and delivers innovative, white-labeled loan origination solutions.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchJacksonville, FL, United StatesHQ recorded Sep 28, 202651-20096 contacts →

Exact match

“Founded in 2005, LoanLogics is a provider of mortgage audit software, income calculation and verification technology, and document processing automation.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchOklahoma City, OK, United StatesHQ recorded Sep 28, 20265,001-10,00091 contacts →

Exact match

“a la mode is a pioneer in workflow technology.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchHuntington Beach, CA, United StatesHQ recorded Sep 28, 202651-20087 contacts →

Exact match

“The Mortgage Office is the most trusted loan management platform for lenders worldwide.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchHouston, TX, United StatesHQ recorded Sep 28, 202651-20078 contacts →

Exact match

“Gregg & Valby, LLP is a Houston, Texas-based law firm with more than 48 years of experience in providing mortgage loan document preparation, legal support, and nationwide…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 25 of 236 loan document management software companies based in the United States

See the full list, filter by size, metro and specialty, and access 3,633 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Loan document management software companies based in the United States at a glance

As of Sep 28, 2026
30.4%Verified-email coverage
50.6Average contacts per company
11-50Median size (employees)
4.7%Largest-city concentration · New York
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
66
11-50
115
51-200
33
201-500
10
501-1,000
5
1,001-5,000
3
5,001-10,000
3
10001+
1

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 236 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with the United States whose business descriptions match “loan document management software companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 3,633 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “loan document management software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many loan document management software companies are there based in the United States?

RevenueBase identified 236 company matches for loan document management software companies associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Odessa tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most loan document management software companies?

New York leads with 11 company records, followed by Irvine (6) and San Diego (6).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 3,633 professional contacts with verified work emails tracked across these 236 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

Ready to reach these companies? Verified emails and direct dials for all 236 loan document management software companies based in the United States. Start with a free account, no credit card.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.