Company lists · Data refreshed September 2026
Top 25 Mortgage CRM software companies based in the United States
RevenueBase identified 816 mortgage CRM software companies headquartered in the United States as of September 2026 and tracks 19,195 professional contacts across them, including 5,162 with verified work emails and 8,433 with mobile numbers. San Diego is the largest hub.
This list covers mortgage CRM software companies headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 5, 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.
The 25 largest mortgage CRM software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 905 | ||||
“Loan Factory is a fintech mortgage company that uses proprietary technology to simplify the mortgage process for borrowers, loan officers, and processors.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 2 | Sierra Pacific Mortgage Company, INCPartial evidence | 711 | |||
“Headquartered in Folsom, CA, Sierra Pacific Mortgage provides quality mortgage lending services throughout the US.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 3 | Mortgage Connect, LPPartial evidence | 671 | |||
“Mortgage Connect delivers a customized, superior consumer experience to support your brand integrity, assure regulatory and compliance standards, and reduce processing costs.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 4 | 626 | ||||
“Dark Matter is the force behind modern mortgage operations.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 5 | 578 | ||||
“Consolidated Analytics | End-to-End Mortgage Solutions.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 6 | 489 | ||||
“We transform the title and mortgage industry with technology backed products & solutions spanning across the loan cycle - origination, title & settlement, servicing & valuations.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 7 | SourcepointIndirect evidence | 395 | |||
“We make it happen for our clients, solving their biggest challenges with hyper-focused, domain-centered teams and cutting-edge tech, data and analytics.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 8 | 388 | ||||
“NMLS - 1359687 Canopy Mortgage, LLC supports Equal Housing Opportunity At Canopy Mortgage we have a passion for finding a simpler, faster, less expensive way to close a mortgage…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 9 | Village Capital & Investment LLCPartial evidence | 349 | |||
“Village Capital & Investment LLC is a successful mortgage banking company located in Henderson, Nevada.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 10 | Optimal BluePartial evidence | 336 | |||
“As the leading provider of capital markets technology for the mortgage industry, Optimal Blue offers the only end-to-end platform that bridges the primary and secondary mortgage…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 11 | Alterra Home LoansPartial evidence | 314 | |||
“Alterra Home Loans in one of the fastest Mortgage Lenders doing business in most U.S.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 12 | 295 | ||||
“We are a team of skilled developers, UX designers, marketing professionals, customer service specialists, software engineers and much more.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 13 | 228 | ||||
“Awarded Scotsman's Guide Top Work Place In 2024!” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 14 | 224 | ||||
“We built Maxwell to change the game for small and midsize mortgage lenders, whether you originate $300M or $3B.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 15 | OutamationPartial evidence | 216 | |||
“Outamation, founded in 2022, is a US mortgage technology firm automating loss mitigation, default servicing and document workflows with built‑in compliance.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 16 | OriginpointIndirect evidence | 214 | |||
“OriginPoint is designed to connect the top loan officers and best real estate agents using innovative technology platforms.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 17 | TOP Flite Home LoansIndirect evidence | 186 | |||
“Top Flite Home Loans has built a solid reputation since inception.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 18 | Mortgage CadencePartial evidence | 180 | |||
“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…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 19 | XpansePartial evidence | 178 | |||
“Xpanse is a technology-driven company transforming the mortgage industry through data, AI, and automation.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 20 | 171 | ||||
“Calyx delivers modern mortgage technology that simplifies and connects the entire lending lifecycle.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 21 | MIACPartial evidence | 149 | |||
“For over 35 years, MIAC Analytics has been the preferred destination for sophisticated mortgage industry participants offering transaction execution services, secondary market…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 22 | POLLYIndirect evidence | 146 | |||
“Polly didn't just set a new bar in product and pricing technology; we redefined it.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 23 | Interfirst Mortgage CompanyPartial evidence | 141 | |||
“Interfirst Mortgage Company is improving the way consumers obtain residential mortgages and our technology is paving the way for licensed loan officers to deliver real value…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 24 | Success LendingIndirect evidence | 118 | |||
“At SUCCESS® Lending, we believe that home financing should inspire confidence.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 25 | Windsor MortgagePartial evidence | 106 | |||
“Rooted in traditional values with our sights set on innovative solutions, Windsor Mortgage draws on an extensive history and years of experience in mortgage lending to bring…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
Showing 25 of 816 mortgage CRM software companies based in the United States
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Mortgage CRM software companies based in the United States at a glance
As of Sep 5, 2026Companies by employee count
Verified emails by last verification
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among mortgage CRM software companies, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.
- 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
- Companies headquartered in the United States whose own description of what they do matches “mortgage CRM software companies”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among mortgage CRM software companies, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 5,162 across the full list. 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 5, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Frequently asked
How many mortgage CRM software companies are there based in the United States?
RevenueBase identified 816 mortgage CRM software companies headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Loan Factory, headquartered in San Jose, tops this list with the largest team on record.
Which city has the most mortgage CRM software companies?
San Diego leads with 23 headquartered companies, followed by Miami (18) and Irvine (14).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 5,162 verified decision-maker contacts tracked across these 816 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 5, 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.
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