Company lists · Data refreshed September 2026

Top 25 Mortgage technology consulting firms based in the United States

Name: Mortgage technology consulting firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 1,563 companies tracked

RevenueBase identified 1,563 mortgage technology consulting firms headquartered in the United States as of September 2026 and tracks 39,794 professional contacts across them, including 11,456 with verified work emails. San Diego is the largest hub.

This list covers mortgage technology consulting firms 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, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review

1,563Companies

39,794Contacts tracked

11,456Verified emails

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The 25 largest mortgage technology consulting firms based in the United States

Ranked by team size

Top 25 of 1,563 mortgage technology consulting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to mortgage technology consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Caliber	Indirect evidence	Coppell, TX, United StatesHQ checked Sep 29, 2026	5,001-10,000	2,402 contacts →
	Indirect evidence “Caliber (NMLS# 3013) is a proud member of the Newrez family of companies.” Source: RevenueBase Database · checked Sep 29, 2026
2	Servicelink	Partial evidence	Moon Township, PA, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,563 contacts →
	Partial evidence “ServiceLink is the premier national provider of mortgage services.” Source: RevenueBase Database · checked Sep 29, 2026
3	Indecomm	Partial evidence	Edison, NJ, United StatesHQ checked Sep 29, 2026	1,001-5,000	1,383 contacts →
	Partial evidence “With over 25 years of experience, Indecomm combines its groundbreaking Genius suite of AI, automation, and SaaS solutions with deep mortgage banking expertise to streamline…” Source: RevenueBase Database · checked Sep 29, 2026
4	Loan Factory	Strong evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	1,001-5,000	905 contacts →
	Strong evidence “Loan Factory is a fintech mortgage company that uses proprietary technology to simplify the mortgage process for borrowers, loan officers, and processors.” Source: RevenueBase Database · checked Sep 29, 2026
5	Mutual Of Omaha Mortgage	Partial evidence	San Diego, CA, United StatesHQ checked Sep 29, 2026	501-1,000	896 contacts →
	Partial evidence “With Corporate Headquarters in both San Diego, CA & Chicago, IL, our organization has a strong leadership team of seasoned mortgage professionals.” Source: RevenueBase Database · checked Sep 29, 2026
6	Digital Risk	Indirect evidence	Maitland, FL, United StatesHQ checked Sep 29, 2026	1,001-5,000	796 contacts →
	Indirect evidence “Digital Risk, an Mphasis company, is the largest independent provider of Risk, Compliance and Transaction Management solutions for the complex and dynamic financial services…” Source: RevenueBase Database · checked Sep 29, 2026
7	E Mortgage Capital, Inc. Nmls 1416824	Partial evidence	Irvine, CA, United StatesHQ checked Sep 29, 2026	1,001-5,000	735 contacts →
	Partial evidence “At E Mortgage Capital, we believe a mortgage isn't just a transaction-it's a life-changing milestone.” Source: RevenueBase Database · checked Sep 29, 2026
8	Mortgage Connect, LP	Partial evidence	Coraopolis, PA, United StatesHQ checked Sep 29, 2026	1,001-5,000	671 contacts →
	Partial evidence “Mortgage Connect delivers a customized, superior consumer experience to support your brand integrity, assure regulatory and compliance standards, and reduce processing costs.” Source: RevenueBase Database · checked Sep 29, 2026
9	Dark Matter Technologies	Partial evidence	Jacksonville, FL, United StatesHQ checked Sep 29, 2026	1,001-5,000	626 contacts →
	Partial evidence “Dark Matter is the force behind modern mortgage operations.” Source: RevenueBase Database · checked Sep 29, 2026
10	Consolidated Analytics	Partial evidence	Santa Ana, CA, United StatesHQ checked Sep 29, 2026	501-1,000	578 contacts →
	Partial evidence “Consolidated Analytics \| End-to-End Mortgage Solutions.” Source: RevenueBase Database · checked Sep 29, 2026
11	Isgn Corporation	Partial evidence	Melbourne, FL, United StatesHQ checked Sep 29, 2026	201-500	576 contacts →
	Partial evidence “This profile is for ISGN Corporation which is focused on Loan Technology.” Source: RevenueBase Database · checked Sep 29, 2026
12	Qualia	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 29, 2026	501-1,000	554 contacts →
	Strong evidence “Qualia is the connected title, escrow, and closing technology infrastructure built for real estate and mortgage professionals.” Source: RevenueBase Database · checked Sep 29, 2026
13	Avanze	Strong evidence	Orlando, FL, United StatesHQ checked Sep 29, 2026	501-1,000	489 contacts →
	Strong evidence “We transform the title and mortgage industry with technology backed products & solutions spanning across the loan cycle - origination, title & settlement, servicing & valuations.” Source: RevenueBase Database · checked Sep 29, 2026
14	Essent	Partial evidence	Radnor, PA, United StatesHQ checked Sep 29, 2026	501-1,000	400 contacts →
	Partial evidence “Essent is a forward-thinking provider of private mortgage insurance (MI) and title insurance through its subsidiaries Essent Guaranty, Inc.” Source: RevenueBase Database · checked Sep 29, 2026
15	Sourcepoint	Indirect evidence	Palm Bay, CT, United StatesHQ checked Sep 29, 2026	5,001-10,000	395 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 29, 2026
16	Canopy Mortgage	Partial evidence	Lindon, UT, United StatesHQ checked Sep 29, 2026	201-500	388 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 29, 2026
17	Archwell	Partial evidence	Fort Lauderdale, FL, United StatesHQ checked Sep 29, 2026	201-500	387 contacts →
	Partial evidence “With combined decades of industry experience, the One Archwell team provides unparalleled, cross-functional support to the greater mortgage industry.” Source: RevenueBase Database · checked Sep 29, 2026
18	Snapdocs	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 29, 2026	201-500	353 contacts →
	Partial evidence “Mortgages help borrowers become homeowners.” Source: RevenueBase Database · checked Sep 29, 2026
19	Assimilate Solutions, A Situsamc Company	Partial evidence	Tucson, AZ, United StatesHQ checked Sep 29, 2026	1,001-5,000	351 contacts →
	Partial evidence “Assimilate Solutions is a US-based, domain-centric mortgage services provider, exclusively servicing the US residential mortgage sector (origination, title/settlement, servicing…” Source: RevenueBase Database · checked Sep 29, 2026
20	Village Capital & Investment LLC	Partial evidence	Henderson, NV, United StatesHQ checked Sep 29, 2026	51-200	349 contacts →
	Partial evidence “Village Capital & Investment LLC is a successful mortgage banking company located in Henderson, Nevada.” Source: RevenueBase Database · checked Sep 29, 2026
21	Stewart Lender Services	Indirect evidence	Houston, United StatesHQ checked Sep 29, 2026	1,001-5,000	346 contacts →
	Indirect evidence “Stewart Lender Services, part of the Stewart family of companies (NYSE-STC), delivers an integrated suite of solutions that helps lenders accelerate decisions, reduce friction and…” Source: RevenueBase Database · checked Sep 29, 2026
22	Hometown Lenders, Inc. Nmls 65084	Indirect evidence	Huntsville, AL, United StatesHQ checked Sep 29, 2026	501-1,000	338 contacts →
	Indirect evidence “NMLS 65084 We make home financing easy & affordable Hometown Lenders is here to serve our partners by operating from the core belief that exceeding expectations is the only way to…” Source: RevenueBase Database · checked Sep 29, 2026
23	Covius	Partial evidence	Glendale, CO, United StatesHQ checked Sep 29, 2026	501-1,000	338 contacts →
	Partial evidence “Covius is a trusted provider of solutions, insight and technology to leading financial services companies.” Source: RevenueBase Database · checked Sep 29, 2026
24	Optimal Blue	Strong evidence	Plano, TX, United StatesHQ checked Sep 29, 2026	201-500	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, 2026
25	BSI Financial Services	Strong evidence	Irving, TX, United StatesHQ checked Sep 29, 2026	201-500	319 contacts →
	Strong evidence “Enlightened by 35 years of financial services experience, BSI Financial develops technology that is revolutionizing the way that mortgage lenders, investors and consumers interact…” Source: RevenueBase Database · checked Sep 29, 2026

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 technology consulting firms. 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 technology consulting firms.
Partial evidence: Its own public description names part of mortgage technology consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name mortgage technology consulting firms. 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 25 of 1,563 mortgage technology consulting firms based in the United States

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Mortgage technology consulting firms based in the United States at a glance

As of Sep 29, 2026

28.8%Verified-email coverage

25.5Average contacts per company

1-10Median size (employees)

2.2%Largest-city concentration · San Diego

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

854

11-50

449

51-200

152

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 1,563 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 technology consulting firms, 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 the United States whose own description of what they do matches “mortgage technology consulting firms”. 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 technology consulting firms), 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 technology consulting firms, 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 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, 11,456 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 technology consulting firms by metro

Mortgage technology consulting firms in San Diego34

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 technology consulting firms, 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 technology consulting firms are there based in the United States?

RevenueBase identified 1,563 mortgage technology consulting firms 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?

Caliber, headquartered in Coppell, tops this list with the largest team on record.

Which city has the most mortgage technology consulting firms?

San Diego leads with 34 headquartered companies, followed by Irvine (24) and Miami (23).

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 11,456 verified decision-maker contacts tracked across these 1,563 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.

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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.