Company lists · Data refreshed October 2026

Top 19 Loan processing automation companies based in San Francisco, United States

RevenueBase identified 37 company matches for loan processing automation companies associated with San Francisco, United States as of October 2026 and tracks 1,476 professional contacts across them, including 377 with verified work emails. Across the United States, New York is the largest hub for this category (54 companies); San Francisco follows with 37.

This list covers company matches for loan processing automation companies associated with San Francisco, 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 October 17, 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 Oct 17, 2026 How this list was built
37Companies
1,476Contacts tracked
377Verified emails
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The 19 largest loan processing automation companies based in San Francisco, United States

Ranked by team size
Top 19 of 37 company matches for loan processing automation companies based in San Francisco, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 17, 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 matchSan Francisco, CA, United StatesHQ recorded Oct 17, 2026201-500361 contacts →

Exact match

“Mortgages help borrowers become homeowners.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2Exact matchSan Francisco, CA, United StatesHQ recorded Oct 17, 202651-20091 contacts →

Exact match

“Vesta is the loan origination system (LOS) where people and AI agents work together.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3Exact matchSan Francisco, CA, United StatesHQ recorded Oct 17, 202611-5057 contacts →

Exact match

“HomeVision brings modern document understanding technology to enable more accurate and streamlined collateral review and underwriting for lenders, appraisal management companies…”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4Exact matchSan Francisco, CA, United StatesHQ recorded Oct 17, 202651-20053 contacts →

Exact match

“Informed helps financial institutions fund more loans faster while reducing risk and fraud.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5Exact matchSan Francisco, CA, United StatesHQ recorded Oct 17, 202651-20053 contacts →

Exact match

“Prelim helps automate deposit, treasury services, and lending onboarding for U.S.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6Exact matchSan Francisco, CA, United StatesHQ recorded Oct 17, 202611-5049 contacts →

Exact match

“FDIC-insured banks and fintechs use Casca to process business loan applications with 90% less manual effort and 300% higher conversion rates.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7Exact matchSan Francisco, CA, United StatesHQ recorded Oct 17, 202651-20024 contacts →

Exact match

“TomoCredit, based in San Francisco, uses AI and machine learning for credit underwriting and loan decisioning.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8Exact matchSan Francisco, United StatesHQ recorded Oct 17, 202611-5019 contacts →

Exact match

“Areal.ai is a turnkey AI solution with industry specific document understanding, data extraction and workflow features that enables businesses in the lending and the title…”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9Exact matchSan Francisco, CA, United StatesHQ recorded Oct 17, 20261-1015 contacts →

Exact match

“Willow Servicing automates mortgage servicing operations and compliance.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10Exact matchSan Francisco, CA, United StatesHQ recorded Oct 17, 202611-5013 contacts →

Exact match

“MonJa: Helping Customers Automate Manual Workflows.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11Exact matchSan Francisco, CA, United StatesHQ recorded Oct 17, 202651-20013 contacts →

Exact match

“LoanFlow is the world’s first smart loan technology that uses AI and machine learning to analyze a person’s entire financial picture, and shows them how to benefit with a smart…”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12Exact matchSan Francisco, CA, United StatesHQ recorded Oct 17, 202611-5010 contacts →

Exact match

“Kastle is an Applied AI lab for financial services.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13Exact matchSan Francisco, CA, United StatesHQ recorded Oct 17, 20261-1010 contacts →

Exact match

“Leading lenders trust Tennis to automate up to 90% of collections and legal workflows, from borrower outreach to arbitration, helping them recover more while cutting costs.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14Exact matchSan Francisco, CA, United StatesHQ recorded Oct 17, 20261-109 contacts →

Exact match

“RealKey is an innovative provider of digital mortgage technologies that enable bank and non-bank mortgage loan originators (MLOs) to streamline the mortgage processing experience…”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15Exact matchSan Francisco, CA, United StatesHQ recorded Oct 17, 202611-508 contacts →

Exact match

“SafeboxIQ started as a digitization project of old loan paper files and document handling support for brokers and processors for a medium-sized operation.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16Exact matchSan Francisco, CA, United StatesHQ recorded Oct 17, 202611-505 contacts →

Exact match

“Banker AI provides GenAI agents that support lending and portfolio management processes, integrating seamlessly with existing underwriting and investment platforms to bring…”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17Exact matchSan Francisco, CA, United StatesHQ recorded Oct 17, 20261-105 contacts →

Exact match

“Shiboleth automates consumer lending compliance with AI.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18Exact matchSan Francisco, CA, United StatesHQ recorded Oct 17, 202611-504 contacts →

Exact match

“lBuilding Software for the Real Estate and Mortgage Industry.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19Exact matchSan Francisco, United StatesHQ recorded Oct 17, 202611-503 contacts →

Exact match

“Boost.money is a cutting-edge AI platform empowering Financial Institutions and Lenders to revolutionize lending decisions.”

Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase

Showing 19 of 37 loan processing automation companies based in San Francisco, United States

See the full list, filter by size, metro and specialty, and access 377 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Loan processing automation companies based in San Francisco, United States at a glance

As of Oct 17, 2026
25.5%Verified-email coverage
39.9Average contacts per company
11-50Median size (employees)
Oct 17, 2026Page data refreshed

Companies by employee count

1-10
13
11-50
15
51-200
5
201-500
3
10001+
1

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 37 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 San Francisco, United States whose business descriptions match “loan processing automation 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 377 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 October 17, 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.

Loan processing automation companies by metro in the United States

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 processing automation companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many loan processing automation companies are there based in San Francisco, United States?

RevenueBase identified 37 company matches for loan processing automation companies associated with San Francisco, United States as of October 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?

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

Which city in the United States has the most loan processing automation companies?

New York leads the United States with 54 company records, followed by San Francisco (37) and Miami (21).

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 377 professional contacts with verified work emails tracked across these 37 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 October 17, 2026.

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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.