The purpose-built CRM and customer-engagement platform that helps banks, credit unions, and mortgage lenders turn customer insight into action—guiding consumers through every major financial milestone.
Founded: 2012
Headquarters: Minneapolis, MN, USA
Ownership: Private (VC-backed)
Funding / valuation: ~$152M total; Series C $52M (2021)
Serves: Both — All tiers; heavy mortgage lender focus
Notable customers: 200+ FIs
Core integrations: Jack Henry (Symitar, SilverLake), Fiserv, FIS, Encompass, Blend, ICE/Black Knight
Loan-officer journeys distribute state-licensed lending content (NMLS, APR, state disclosures) at scale—an ideal place for AI review to complement existing approval workflows under TILA and UDAAP.
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