Transactions et services

Accruit

Juridique et échange 1031 · Services immobiliers · Denver, CO · National (États-Unis)

Intermédiaire qualifié pour échange 1031.

Acrisure

Assurance · Assurance · Grand Rapids, MI · National (États-Unis)

Courtage en assurance commerciale et conseil en gestion des risques.

Alefy

Proptech / Fintech / AI · Data / Analytics

Alefy develops technology for real estate and lending organizations, with tools focused on property intelligence and portfolio risk. Its offering helps users analyze real estate information in support of investment and lending workflows. The business supplies analytical technology rather than presenting itself as a direct lender.

Alliant Insurance Services

Insurance · Insurance · Irvine, CA · Nationwide (USA)

Courtage en assurance commerciale et conseil en gestion des risques.

Alpha7X

Proptech / Fintech / AI · Technology / Software

Alpha7X develops technology for loan and collateral verification. Its tools support warehouse lenders and other financial businesses reviewing collateral before funding and monitoring loan quality throughout the funding lifecycle. The platform organizes evidence and audit records for credit and risk management teams.

Alterity Group

Insurance · Insurance

Alterity Group advises employers, private equity firms and other organizations on employee benefits, human resources and risk management. Its consulting work includes health and welfare programs and property and casualty insurance considerations. The company supports organizational decisions and insurance programs rather than originating real estate loans.

Aon

Insurance · Insurance · Chicago, IL · Nationwide (USA)

Courtage en assurance commerciale et conseil en gestion des risques.

AppFolio

Proptech / Fintech / AI · Proptech / Fintech · Santa Barbara, CA · Nationwide (USA)

Real estate & mortgage technology.

Appraisal Nation

Appraisal & Valuation · Appraisal / Inspection

Appraisal Nation provides appraisal management and property valuation services to the mortgage industry. Its services support lenders and other participants that need residential property valuations during lending transactions. The business operates within Class Valuation and is represented here as a valuation service brand.

Arch MI

Insurance · Insurance · Greensboro, NC · Nationwide (USA)

Private mortgage insurance.

Armanino LLP

Accounting & Tax · Accounting / Advisory

Armanino LLP is a licensed CPA firm providing audit and attest services. It operates under the Armanino brand alongside independently owned entities, including Armanino CPA LLP and Armanino Advisory LLC. Tax, advisory and business consulting services associated with the broader brand are provided through the advisory organization and its subsidiaries.

Arthur J. Gallagher & Co.

Insurance · Insurance · Rolling Meadows, IL · Nationwide (USA)

Courtage en assurance commerciale et conseil en gestion des risques.

AskBobAI

Proptech / Fintech / AI · Technology / Software

AskBobAI provides a knowledge management platform for business teams. Its software uses company information to produce answers within work processes and supports functions such as operations and sales. The company offers artificial intelligence technology for organizational knowledge workflows rather than providing loan capital.

Asset Preservation, Inc.

Legal & 1031 Exchange · Real Estate Services · Roseville, CA · Nationwide (USA)

Intermédiaire qualifié pour échange 1031.

AssuredPartners

Insurance · Insurance · Orlando, FL · Nationwide (USA)

Courtage en assurance commerciale et conseil en gestion des risques.

Baker Tilly

Accounting & Tax · Accounting / Advisory

Baker Tilly provides advisory, tax and assurance services through its US professional services businesses. Attest work is performed by Baker Tilly US, LLP, while related advisory entities provide tax and business consulting services. Its industry practices include financial services, construction and real estate.

Baseline

Proptech / Fintech / AI · Technology / Software

Baseline provides software for private lending businesses. Its platform supports the operational work involved in managing loans and lending relationships. The company serves lenders as a technology vendor, with its software offering and product information presented through the official Baseline Software website.

BCHH

Title & Escrow · Title / Escrow · Coraopolis, PA

BCHH provides title insurance and settlement services for residential, commercial and default-related real estate transactions. Its work supports lenders, servicers and other transaction participants through title and closing coordination. The company operates from Coraopolis, Pennsylvania, and uses a network of closing professionals to support transactions across markets.

Berlandi Nussbaum & Reitzas LLP

Legal & 1031 Exchange · Legal

Berlandi Nussbaum & Reitzas LLP is a law firm with corporate, real estate and litigation practices. It represents lenders and borrowers in financing transactions, commercial mortgage closings and lien enforcement. Its real estate work also covers acquisitions, development, leasing, workouts and restructurings, with offices in New York and Connecticut.

Blend

Proptech / Fintech / AI · Proptech / Fintech · San Francisco, CA · Nationwide (USA)

Real estate & mortgage technology.

Brown & Brown Insurance

Insurance · Insurance · Daytona Beach, FL · Nationwide (USA)

Courtage en assurance commerciale et conseil en gestion des risques.

Build Check Pro

Appraisal & Valuation · Appraisal / Inspection

Build Check Pro provides services related to construction project risk and monitoring for the lending industry. Its work supports lenders assessing construction projects and tracking progress during a loan. The company serves the operational and risk management needs of construction finance participants.

Business Screen

Proptech / Fintech / AI · Data / Analytics

Business Screen provides business background screening and due diligence services. Its work helps organizations examine companies and the people connected to commercial transactions. The service focuses on business information and investigative screening, supporting professional decision making rather than originating loans or supplying lending capital.

Caballero Lender Services

Legal & 1031 Exchange · Legal

Caballero Lender Services operates a legal services network for the mortgage industry. Its network supports lenders and investors with legal matters involving mortgage assets, including default-related work. The business connects industry participants with legal resources and is categorized as a service provider rather than a lender.

Carta Title Company

Title & Escrow · Title / Escrow · Houston, TX

Carta Title Company provides title and closing services for real estate transactions. Based in Houston, the company works with participants in property purchases and financing transactions. Its services support the closing process and related title requirements, placing it within the real estate transaction services industry.

Cathedral CPAs & Advisors

Accounting & Tax · Accounting / Advisory

Cathedral CPAs & Advisors provides accounting, tax and advisory services. The firm brings together professional practices serving business and individual clients. Its services support financial reporting, tax matters and business decisions, placing the firm among professional service providers in the lending and real estate industry network.

Class Valuation

Appraisal & Valuation · Real Estate Services · Troy, MI · Nationwide (USA)

Appraisal & valuation services.

Clear Capital

Appraisal & Valuation · Real Estate Services · Reno, NV · Nationwide (USA)

Appraisal & valuation services.

CohnReznick

Accounting & Tax · Accounting / Advisory

CohnReznick provides assurance, tax and advisory services to businesses across multiple industries. Its professionals work on financial reporting, tax planning and business advisory engagements. The firm serves the real estate and financial services sectors among its client industries and participates as a professional services provider.

Consolidated Analytics

Accounting & Tax · Accounting / Advisory

Consolidated Analytics provides services for mortgage and real estate organizations. Its offering includes due diligence, valuation and operational support across the loan lifecycle. The company works with mortgage industry participants on transaction analysis and business processes, supplying services rather than being classified here as a lender.

CoreLogic

Appraisal & Valuation · Real Estate Services · Irvine, CA · Nationwide (USA)

Appraisal & valuation services.

CoStar Group

Proptech / Fintech / AI · Proptech / Fintech · Washington, DC · Nationwide (USA)

Real estate & mortgage technology.

CRS Credit API

Proptech / Fintech / AI · Data / Analytics

CRS Credit API provides data infrastructure for lending platforms. Its services include access to business and personal credit information, identity and fraud checks, and configurable decision workflows. The company supplies technology and data for financial businesses evaluating applicants and managing credit assessment processes.

Duner & Foote, LLP

Accounting & Tax · Accounting / Advisory · Irvine, CA

Duner & Foote provides accounting, tax and assurance services from Irvine, California. Its clients include small businesses, real estate professionals and private lenders. The firm offers bookkeeping, financial statement services, tax preparation and planning, and audit-related work for businesses with specialized reporting requirements.

Enact

Insurance · Insurance · Raleigh, NC · Nationwide (USA)

Private mortgage insurance.

Entity Scan

Proptech / Fintech / AI · Technology / Software

Entity Scan provides technology for reviewing business entities in lending and related transactions. Its tools support borrower and entity due diligence workflows, using software to organize and analyze information. The company serves financial industry users as a technology provider rather than a source of loan capital.

Eris Innovations

Proptech / Fintech / AI · Technology / Software

Eris Innovations develops intellectual property and analytical tools associated with Eris interest-rate futures. Its resources support users of Eris SOFR products with contract information, pricing and risk calculations, market data and educational material. The business serves capital-markets participants managing interest-rate exposure rather than providing mortgage financing to borrowers.

Essent Guaranty

Insurance · Insurance · Radnor, PA · Nationwide (USA)

Private mortgage insurance.

Exeter 1031 Exchange Services

Legal & 1031 Exchange · Real Estate Services · San Diego, CA · Nationwide (USA)

Intermédiaire qualifié pour échange 1031.

Fidelity National Financial

Title & Escrow · Real Estate Services · Jacksonville, FL · Nationwide (USA)

Title insurance & settlement services.

Fidelity National Title

Title & Escrow · Title / Escrow

Fidelity National Title provides title insurance and escrow or settlement services for real estate transactions. Its services support buyers, sellers, lenders and other closing participants. The national brand operates through title and settlement businesses; a specific local office and legal service provider should be selected for each transaction.

First American Title

Title & Escrow · Real Estate Services · Santa Ana, CA · Nationwide (USA)

Title insurance & settlement services.

First Trinity Financial

Insurance · Insurance Holding Company · Tulsa, OK

First Trinity Financial is a financial holding company based in Tulsa, Oklahoma. Its insurance businesses include Trinity Life Insurance Company, Family Benefit Life Insurance Company and Trinity American Insurance Company. The group is associated with life insurance and annuity products offered through its subsidiaries, rather than a single borrower-facing mortgage program.

Forecasa

Proptech / Fintech / AI · Data / Analytics · Philadelphia, PA

Forecasa provides data and analytics for the private lending industry. Its information products help users examine lending activity, market participants and transaction patterns. The company serves lenders and other real estate finance professionals as a data provider, supporting research and business development workflows.

Fortra Law

Legal & 1031 Exchange · Legal

Fortra Law provides legal services to private lenders and other real estate finance participants. Its practice supports lending transactions and the legal documentation associated with them. The firm participates in the lending industry as legal counsel, with information about its attorneys and services available through its official website.

Hartmann Doherty Rosa Berman & Bulbulia LLP

Legal & 1031 Exchange · Legal

Hartmann Doherty Rosa Berman & Bulbulia LLP is a law firm serving corporate and individual clients. Its Private Lending Group represents lenders in multistate closings, title review, transaction structuring and loan workouts. The broader firm also handles commercial real estate, corporate matters, litigation and other legal practices.

HUB International

Insurance · Insurance · Chicago, IL · Nationwide (USA)

Courtage en assurance commerciale et conseil en gestion des risques.

Huntington Escrow, Inc.

Independent Escrow Company · Independent Escrow Company · Pasadena, CA · CA