1
Phoenix Oversight Group
Arlington, Florida, United States
Technology company specializing in the design, delivery and care of mortgage technology solutions in federal and commercial spaces
- Revenue
- $9.8M
- Year founded
- 2015
- Team size
- 89
Top 4 Digital Mortgage Closing Software Companies With $5M–$10M Revenue (September 2026)
As of September 2026, Latka tracks 4 digital mortgage closing software companies with $5M–$10M in annual revenue. They have combined revenues of $29.1M and employ 231 people.
Every company below sells digital mortgage closing software to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.
What Digital Mortgage Closing Software Companies do
Digital Mortgage Closing Software facilitates the electronic processing of mortgage transactions, streamlining the closing process for lenders and borrowers. This software typically offers features such as document management, electronic signatures, compliance checks, and automated workflows, which help mitigate delays and improve accuracy. By providing a secure digital platform, it allows all parties involved in the mortgage closing process to complete necessary tasks remotely and in real-time. Common use cases include automating the collection and verification of required documents, enabling collaborative review and approval processes, and ensuring compliance with regulatory requirements. Ideal for lenders, mortgage brokers, and real estate professionals, this software caters to a range of users looking to enhance operational efficiency and minimize manual handling of documents throughout the closing process.
- Companies
- 4
- Revenue
- $29.1M
- Funding
- -
- Employees
- 231
Filters
Sorting: Highest -> Lowest
Top Digital Mortgage Closing Software Companies With $5M–$10M Revenue
Showing 4 of 4 companies ranked by annual revenue.
2
Lender Toolkit
Cottonwood Heights, Utah, United States
Provider of automated, innovative and comprehensive AI-powered mortgage technology solutions that streamline the mortgage origination process for mortgage lenders
- Revenue
- $7.9M
- Year founded
- 2015
- Team size
- 38
3
Lendesk
Vancouver, BC, Canada
We’re a financial technology company on a mission to create graceful products that simplify the mortgage process, and help fund the future. Our flagship product is an advanced digital mortgage origination platform that connects borrowers, brokers and lenders. We’re a fast-growing team of 50+ employees, comprised of innovative and engaged individuals working collaboratively to deliver a unique digital home buying experience.
- Revenue
- $6.2M
- Year founded
- 2013
- Team size
- 56
4
Smartr365
London, England, United Kingdom
Mortgage technology CRM and platform Smartr365 unites mortgage advisers and state-of the-art technology to empower better financial decisions and planning for clients. Smartr365 gives clients access to all of their financial data – mortgages / insurance / pensions / investments – all in one place. The data is Cloud based, with bank grade security. Data can be updated in real-time, notifying all relevant parties simultaneously. Clients can be paired-up with their existing financial adviser, and have access to the same financial data. Using ‘smart’ data, clients can see the value of their home, mortgage balance and home equity at the touch of a button, along with the relevant mortgage products for their specific circumstances. They will get the advice they need on their finances 24/7. The platform's Experian / HomeTrack / Digidentity / E-Conveyancer integrations are powerful features, as is the auto-email and remortgage feature with Mailchimp. Plus streamlined Lender integrations with some of the biggest banks, including Barclays, Halifax, Leeds, TSB, Accord, and Aldermore. Smartr365 has been built on Microsoft's Azure PaaS framework. It is designed to integrate seamlessly with all aspects of the 365 solution, including auto-syncing of actions to Outlook, client documentation storage and retrieval via SharePoint. If clients or advisers want to proceed with new financial products / offerings, this is delivered at the touch of a button, with no downtime nor expensive, aborted transactions. Smartr365 is the technology behind Capricorn Financial Consultancy, one of the largest brokers in the UK. It has been instrumental in propelling the consultancy as one of the industry’s major players, with more than £1billion of lending in 2016 and £1.4bn forecast for 2017 and will shortly be rolled out to other major brokerages / networks in the UK. We’re here to make mortgages simple.
- Revenue
- $5.3M
- Year founded
- 2016
- Team size
- 48
Frequently asked questions about Digital Mortgage Closing Software Companies With $5M–$10M Revenue
How many digital mortgage closing software companies with $5M–$10M in annual revenue are there?
Latka tracks 4 digital mortgage closing software companies with $5M–$10M in annual revenue. Together they generate $29.1M in annual revenue and employ 231 people.
Which digital mortgage closing software company with $5M–$10M in annual revenue is the largest?
Phoenix Oversight Group is the largest, with $9.8M in annual revenue, founded in 2015.
How much revenue does a typical digital mortgage closing software company with $5M–$10M in annual revenue make?
The average digital mortgage closing software company in this list makes $7.3M a year, across 4 companies with reported revenue.
Who are the leading Digital Mortgage Closing software vendors with $5M–$10M in annual revenue?
Ranked by annual revenue, the leaders are Phoenix Oversight Group, Lender Toolkit, Lendesk and Smartr365.
Related Vertical Industry Software categories
Inclusion Criteria
- Must enable electronic document management and storage - Should provide electronic signature capabilities - Must include workflow automation features to streamline the closing process - Needs to support compliance checks to adhere to regulations - Should facilitate real-time collaboration among different stakeholders - Not just for document storage; must also include features for document verification and processing - Must be tailored for use in mortgage transactions specifically, not general-purpose document management