Blue Sage Solutions
Englewood Cliffs, US · Delaware LLC
Blue Sage Solutions provides a cloud-based, automated mortgage lending platform covering correspondent, retail, and wholesale lending, with embedded AI for task automation, loan officer assistance, and document data recognition. It serves mortgage lenders and their borrowers with configurable workflow tools and integrations.
Founders & leadership
DA

David AachExecutive
JR
Jerry ReedPresident and CEO
Reported raises · per SEC filings
Form D private placements$35M disclosed across 1 round · 2020
▶$35MraisedJan 2021 · 3 investors · ComputersRule 506(b)
▶$35MraisedJan 2021 · 3 investors · Computers
Rule 506(b)Officers, directors & promoters on the filing
- David AachExecutive Officer
- Offering amount
- $35M
- Amount sold
- $35M
- Minimum investment
- $2M
- Proceeds to insiders
- $30M
- First sale
- Dec 2020
- Incorporated
- Limited Liability Company, Delaware
- Federal exemptions
- 06b, 4a5
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 3
by search overlapExperian34 shared keywordsExperian offers consumers tools to access their credit report and FICO Score, build credit, and manage money, including credit card matching, bill and subscription negotiation, car insurance comparison, and a digital checking account with debit card. It serves individual U.S. consumers through its app and financial products.
Vaultedge20 shared keywordsVaultedge offers a Document AI suite that classifies and extracts data from documents, verifies information across sources, and automates compliance checks, with a focus on mortgage and loan processing. It integrates with loan origination systems such as Ellie Mae Encompass, Calyx, and Black Knight Empower to reduce processing time and improve underwriter productivity.
MeridianLink19 shared keywordsMeridianLink provides a digital lending platform that combines account opening, mortgage, HELOC, personal lending, and credit cards, with automation and AI for loan origination and decisioning. It serves community banks, credit unions, and independent mortgage banks (IMBs).
Companies competing with Blue Sage Solutions for the same Google search keywords, organic and paid, via search-intersection analysis.
Frequently asked questions
- What does Blue Sage Solutions do?
- Blue Sage Solutions provides a cloud-based, automated mortgage lending platform covering correspondent, retail, and wholesale lending, with embedded AI for task automation, loan officer assistance, and document data recognition. It serves mortgage lenders and their borrowers with configurable workflow tools and integrations.
- How much funding has Blue Sage Solutions raised?
- Blue Sage Solutions has disclosed $35M raised across 1 round.
- Where is Blue Sage Solutions headquartered?
- Blue Sage Solutions is headquartered in Englewood Cliffs, US.
