Company lists · Data refreshed September 2026
Top 11 Mortgage platforms based in Plano, United States
RevenueBase identified 26 mortgage platforms headquartered in Plano, United States as of September 2026 and tracks 1,315 professional contacts across them, including 397 with verified work emails. Across the United States, Miami is the largest hub for this category (107 companies); Plano has 26.
This list covers mortgage platforms headquartered in Plano, 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 11 largest mortgage platforms based in Plano, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 336 contacts → | ||||
Strong evidence “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: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 145 contacts → | ||||
Partial evidence “Willow Bend Mortgage was founded in North Dallas by Bill Shaddock in December 1993.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 38 contacts → | ||||
Partial evidence “Eleven Mortgage is setting a new standard in the wholesale mortgage market.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 19 contacts → | ||||
Indirect evidence “What was once the beginning of a small, humble business founded in North Dallas by a young, excited entrepreneur over 30 years ago has become an ever-growing expansion of the real…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 11 contacts → | ||||
Partial evidence “In 2005, Castle Hills Mortgage was created to deliver the best possible interest rates, with the lowest closing costs, while providing the highest level of customer service.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 6 contacts → | ||||
Partial evidence “FeeWise Disclosure Automation transforms the mortgage disclosure process by empowering originators to self-serve in the point of sale while lenders benefit from reduced compliance…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 4 contacts → | ||||
Partial evidence “Trelix is a provider of real estate, mortgage and technology services.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 4 contacts → | ||||
Partial evidence “At American Premier Mortgage, we treat each customer as an individual, not a number.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 1 contacts → | ||||
Partial evidence “At AWay Home Loans, our goal is to simplify the mortgage process and provide our clients with exceptional customer service while using state of the art technology from start to…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 1 contacts → | ||||
Partial evidence “Easy Mortgage Comparison Software and followup for Loan Officers to create a referable experience with extreme conversion database reports that your clients love.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 1 contacts → | ||||
Partial evidence “Market Alert is the only service designed specifically for the mortgage originator.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: mortgage platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names mortgage platforms.
- Partial evidence
- Its own public description names part of mortgage platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name mortgage platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 11 of 26 mortgage platforms based in Plano, United States
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Mortgage platforms based in Plano, United States at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Plano, so it is reported there. Company counts and contact totals on this page are exact for Plano, over 26 companies.
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 platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search 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 Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Plano, United States whose own description of what they do matches “mortgage platforms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names mortgage platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among mortgage platforms, and records with no verified work email. Companies headquartered outside Plano 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 its RevenueBase Smart Search 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, 397 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 29, 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.
Mortgage platforms by metro in the United States
- Mortgage platforms in Miami107
- Mortgage platforms in San Diego105
- Mortgage platforms in Irvine100
- Mortgage platforms in Houston82
- Mortgage platforms in New York82
- Mortgage platforms in Austin72
- Mortgage platforms in Los Angeles70
- Mortgage platforms in Denver67
- Mortgage platforms in Dallas61
- Mortgage platforms in Orlando59
- Mortgage platforms in Scottsdale58
- Mortgage platforms in Phoenix55
- Mortgage platforms in Atlanta54
- Mortgage platforms in Tampa51
- Mortgage platforms in Charlotte50
- Mortgage platforms in Chicago47
- Mortgage platforms in Las Vegas46
- Mortgage platforms in San Francisco43
- Mortgage platforms in Troy43
- Mortgage platforms in Fort Lauderdale31
- Mortgage platforms in Boca Raton29
- Mortgage platforms in Newport Beach29
- Mortgage platforms in Santa Ana26
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names mortgage platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many mortgage platforms are there based in Plano, United States?
RevenueBase identified 26 mortgage platforms headquartered in Plano, 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?
Optimal Blue, headquartered in Plano, tops this list with the largest team on record.
Which city in the United States has the most mortgage platforms?
Miami leads the United States with 107 headquartered companies, followed by San Diego (105) and Irvine (100). Plano has 26.
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 397 verified decision-maker contacts tracked across these 26 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 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 26 mortgage platforms based in Plano, 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 Smart Search, 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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