Asurity Technologies
Asurity Technologies is a U.S. mortgage regulatory technology company that provides rule-driven loan document generation (Propel) and real-time compliance testing (RegCheck) to mortgage lenders and financial institutions, supplemented by compliance advisory and outsourced mortgage services.
- Company typePrivate
- Founded2017
- HeadquartersWashington, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Asurity Technologies does
Asurity Technologies, LLC is a U.S. mortgage regulatory technology company that provides rule-driven loan document generation and real-time compliance testing to mortgage lenders, banks, credit unions, and fintech mortgage originators. Founded in 2017 by Andrew L. Sandler through the combination of Treliant Solutions, Risk Management Solutions, and Mortgage Resources Group, the company sells primarily to the top quartile of U.S. mortgage lenders, with disclosed customers including half of the nation's top 25 originators and named logos spanning Regions Bank, Guild Mortgage, American Financial Resources, Upstart, Figure, and eLEND.
The platform centers on two core products. Propel is a configurable, rule-driven mortgage document generation engine that produces compliant loan document packages across all 50 states with built-in audit checks and native Loan Origination System integration. RegCheck, launched in January 2022, performs real-time loan-level compliance testing against federal, state, and local rules, including HOEPA, HPML, QM, TRID, OFAC, NMLS, state high-cost, FHA/VA/USDA, and GSE guidelines, delivering results through interactive PDF reports and APIs. Supporting offerings include Asurity Advisors (readiness assessments, CMS reviews, program optimization, and data analytics), Asurity Academy (professional training), and Asurity Mortgage Services (outsourced loan closing and loss mitigation). Infrastructure is SOC 2 Type II compliant with FIPS 140-2 key management and 99.9%+ uptime.
Revenue is generated through three streams: SaaS subscriptions for Propel and RegCheck (annual, quote-based enterprise pricing with no public tiers), professional services via Asurity Advisors, and managed services through Asurity Mortgage Services. Distribution combines direct enterprise field sales with embedded integrations through LOS partners (Calyx Path), eClosing partners (NotaryCam), and reseller channels (First American Mortgage Solutions' PredProtect suite for the legacy RiskExec analytics product). The company maintains active industry influence through sponsorship of the MISMO Mortgage Compliance Dataset Workgroup and hosts The Forum, an annual compliance and risk conference.
Asurity Technologies firmographics
Firmographics- Name
- Asurity Technologies
- Legal name
- Asurity Technologies, LLC
- Website
- https://asurity.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Asurity Technologies is a U.S. mortgage regulatory technology company that provides rule-driven loan document generation (Propel) and real-time compliance testing (RegCheck) to mortgage lenders and financial institutions, supplemented by compliance advisory and outsourced mortgage services.
- Ownership category
- akta.pro rank
Asurity Technologies industry classification
Industry- Product category
- Mortgage Compliance Software (RegTech)
- NAICS
- Mortgage and Nonmortgage Loan Brokers (522310), Finance and Insurance (52)
- SIC
- Mortgage Bankers & Loan Correspondents (6162)
- akta.pro primary industry
- Quality Control (QC), Compliance & Audit Tools for Underwriting (FSALALAL)
- akta.pro secondary industry
- Document Collection, eClose & eSignature (Mortgage Closing Tech) (FSALALAE)
Keywords
Where Asurity Technologies is headquartered
LocationHeadquarters
- HQ city
- Washington
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Asurity Technologies business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Revenue model
- SaaS Subscription - Propel & RegCheck: Propel and RegCheck are delivered as cloud-based SaaS subscription products. Propel provides configurable mortgage document generation; RegCheck provides automated compliance testing. Both are sold on a subscription basis to mortgage lenders, with pricing based on volume or seat arrangements.
- Advisory & Professional Services - Asurity Advisors: Asurity Advisors provides regulatory compliance and risk management advisory services including Readiness Assessments, CMS Reviews, Program Optimization, and Data Analytics, delivered by industry experts.
- Mortgage Services - Loan Closing & Loss Mitigation: Outsourced mortgage closing and loss mitigation services providing document preparation, quality control review, recording services, and compliance management strategies.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise SaaS subscription — pricing not publicly disclosed |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels7 records
Asurity Technologies product offering
Product offeringCore offering
Asurity Technologies sells a cloud-based SaaS regulatory technology platform for the U.S. residential mortgage industry. Its core products are Propel, a rules-driven mortgage document generation system producing compliant loan document packages across all 50 states, and RegCheck, an API-first real-time compliance testing engine that evaluates loans against federal, state, and investor rules. The company also offers Asurity Advisors (regulatory advisory), Asurity Academy (training), and Asurity Mortgage Services (outsourced loan closing and loss mitigation).
Product overview
Asurity Technologies offers a platform-plus-modules architecture for mortgage regulatory compliance technology. The core products are Propel (document generation) and RegCheck (compliance testing), which work together to enable lenders to generate compliant loan documents and validate them against federal, state, and local regulations. The ecosystem also includes Asurity Advisors (advisory services), Asurity Academy (training), and Asurity Mortgage Services (outsourced closing services). Legacy products including RiskExec, AsurityDocs, and MRGDocs have been integrated into or replaced by the current platform offerings.
Differentiator
Problem solved
Functional benefit
Brands
- Propel™: Comprehensive, compliant document generation platform for mortgages supporting a wide range of loan types, streamlining workflows, reducing risk, and maintaining compliance.
- RegCheck®
- Propel™
- RegCheck®
- AsurityDocs
Products and services
- Propel Cloud-based, rules-driven mortgage loan document generation platform that produces compliant loan document packages for a wide range of residential loan types across all 50 states, with built-in audit checks, low-code configurability, automated data validation, and API integration with Loan Origination Systems. For U.S. mortgage lenders, banks, credit unions, and fintech mortgage operators.
- RegCheck API-first automated mortgage loan compliance testing solution that runs real-time loan-level tests across federal, state, local, agency, and investor rules including HOEPA, HPML, QM, TRID, OFAC, NMLS License Verification, FHA/VA/USDA, GSE, and state-specific high-cost tests, delivered through interactive PDF reports and APIs with direct citation links to current regulations. For U.S. mortgage lenders, banks, credit unions, and LOS platforms.
- Asurity Advisors Regulatory compliance and risk management advisory service offering Readiness Assessments, Compliance Management System (CMS) Reviews, Risk Assessments, Program Optimization, and Data Analytics to help banks, lenders, and financial institutions mitigate regulatory, operational, compliance, and financial crimes risks.
- Asurity Mortgage Services Outsourced residential mortgage closing and loss mitigation services providing document preparation, quality control review, reporting, recording services, assumptions support, and compliance management strategies, combining expert human support with software-driven efficiency. For U.S. mortgage lenders and servicers.
- Asurity Academy Expert-led professional development training program that builds deep regulatory compliance and financial crimes expertise, equipping professionals in the financial services industry to operate confidently in an evolving regulatory landscape. Delivered via training sessions and continuing education content (CRCM and CERP credits offered at Asurity events).
Quantifiable outcome
- Over 170 institutions rely on Asurity's platforms, including top-25 mortgage lenders
- +2 more outcomes
Companies that use Asurity Technologies
Customer profileNamed customers6 records
Segments2 records
Ideal customer profiles2 records
Asurity Technologies technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature6 records
Asurity Technologies partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- NotaryCamcoreAsurity and NotaryCam expanded their partnership to deliver a fully digital closing experience through Asurity's Propel platform. The integration combines Propel's document generation with NotaryCam's remote online notarization (RON), eNote, eVault, and mobile notary capabilities, enabling end-to-end digital loan document generation, execution, notarization, and vaulting in a single workflow.
- MISMO (Mortgage Industry Standards Maintenance Organization)coreAsurity is a sponsor of the MISMO Mortgage Compliance Dataset (MCD) Workgroup, which represents the first coordinated industry-wide effort to standardize regulatory examination compliance data nationally. Asurity has been actively engaged throughout the dataset's development, contributing expertise across regulatory interpretation, compliance operations, and implementation considerations. Karol Villavicencio serves as Education Representative for the MCD Workgroup.
- RiskExeccoreRiskExec serves as the premier sponsor of The 2026 Forum by Asurity, the company's annual compliance and risk conference. RiskExec's CEO Erik Pieczkowski is quoted highlighting the importance of the forum for industry dialogue on fair lending, CRA, and supervisory expectations.
- CalyxcoreAsurity announced successful integration of RegCheck with Calyx Path, Calyx's enterprise-grade cloud-based loan origination system (LOS). The integration enables Calyx Path users to initiate compliance checks, access results quickly, reduce risk, and move loans efficiently toward closing, with customizable audit reports, concise results with citation links, and real-time parsing.
- First American Mortgage SolutionsminorFirst American Mortgage Solutions provides RiskExec (Asurity's HMDA/CRA/fair lending analytics platform) as part of its PredProtect Regulatory Compliance Suite, giving First American's customers access to Asurity's compliance reporting and analytics capabilities.
Scale indicators6 records
Recent moves8 records
Expansion highlights5 records
Asurity Technologies competitors and assessment
Company assessmentBroad incumbents
- ICE Mortgage Technology (Encompass): ICE Mortgage Technology operates Encompass, the dominant loan origination system, and bundles document generation and compliance testing acquired from Ellie Mae, Black Knight, and ComplianceEase. Comparable to Asurity as a full-stack mortgage technology provider with overlapping document generation and compliance capabilities.
- Wolters Kluwer Compliance Risk Solutions: Wolters Kluwer provides enterprise compliance, risk, and regulatory solutions to banks and financial institutions. Comparable to Asurity Advisors and RegCheck as a broader compliance platform serving overlapping risk and fair lending use cases.
- Black Knight (now part of ICE): Black Knight provides mortgage origination, servicing, and compliance technology to large lenders. Comparable to Asurity across the origination and compliance workflow, now operating as part of ICE.
- Mortgage Cadence: Mortgage Cadence provides enterprise loan origination technology and digital mortgage solutions, now part of Accenture. Comparable to Asurity's Propel and RegCheck as an LOS-adjacent platform with document and workflow capabilities.
- Ellie Mae (now part of ICE): Ellie Mae's Encompass LOS was a primary competitor and integration partner in mortgage origination technology, now part of ICE Mortgage Technology. Comparable to Asurity as a foundational mortgage workflow platform with overlapping compliance and document functionality.
Direct peers
- DocMagic: DocMagic is a leading provider of mortgage document generation, eClosing, and compliance technology, serving lenders of all sizes. Directly comparable to Asurity's Propel and RegCheck as the most established pure-play in compliant mortgage document preparation.
- ComplianceEase: ComplianceEase provides automated mortgage compliance testing (TRID, QM, HOEPA, etc.) and analytics, now part of ICE. Directly comparable to RegCheck's loan-level compliance testing across federal and state regulatory rules.
- QuestSoft: QuestSoft provides mortgage compliance software including HMDA, CRA, fair lending, and quality control testing for lenders. Comparable to Asurity's RegCheck compliance engine and RiskExec HMDA/CRA analytics capabilities.
- Calyx Software: Calyx Software provides loan origination systems including Calyx Path, a cloud-based LOS that integrates directly with Asurity's RegCheck. Comparable as an LOS partner whose lender base overlaps with Asurity's core customer segment.
Others
- NotaryCam: NotaryCam provides remote online notarization, eNote, and eVault capabilities and is an integration partner with Asurity Propel for end-to-end digital closings. Comparable as an adjacent eClosing provider in Asurity's digital mortgage ecosystem.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks7 records
Key highlights7 records
Customer concentration
Asurity Technologies social profiles
Digital presenceAsurity Technologies compliance and trust
Trust signalCompliance1 record
Asurity Technologies financial estimates
Financial estimateRevenue estimate
Valuation estimate
Asurity Technologies leadership team
Management profileNumber of profiles
Profiles12 records
Asurity Technologies subsidiaries and ownership
Company hierarchySubsidiaries1 record
Asurity Technologies funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Asurity Technologies M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Asurity Technologies
What does Asurity Technologies do?
Asurity Technologies sells a cloud-based SaaS regulatory technology platform for the U.S. residential mortgage industry. Its core products are Propel, a rules-driven mortgage document generation system producing compliant loan document packages across all 50 states, and RegCheck, an API-first real-time compliance testing engine that evaluates loans against federal, state, and investor rules. The company also offers Asurity Advisors (regulatory advisory), Asurity Academy (training), and Asurity Mortgage Services (outsourced loan closing and loss mitigation).
Is Asurity Technologies a public or private company?
Asurity Technologies is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Asurity Technologies founded?
Asurity Technologies was founded in 2017. It employs 11 to 50 people.
Where is Asurity Technologies based?
Asurity Technologies is headquartered in Washington, United States, in the North America region.
How does Asurity Technologies make money?
Three revenue lines are on record. SaaS Subscription - Propel & RegCheck is the primary driver. The others are advisory & Professional Services - Asurity Advisors and mortgage Services - Loan Closing & Loss Mitigation.
Who are Asurity Technologies's main competitors?
Broad incumbents on record are ICE Mortgage Technology (Encompass), Wolters Kluwer Compliance Risk Solutions, Black Knight (now part of ICE), Mortgage Cadence and Ellie Mae (now part of ICE). Direct peers are DocMagic, ComplianceEase, QuestSoft and Calyx Software. NotaryCam is listed as an others.
Does Asurity Technologies have an API?
Yes. RegCheck delivers compliance checks with built-in APIs for seamless integration to Loan Origination Systems (LOS). The API enables users to input fees and loan information, parse compliance data in real-time, generate customizable audit reports, and access concise results with direct citation links. RegCheck integrates with Calyx Path LOS and supports real-time loan-level compliance testing via public API.
What industry is Asurity Technologies in?
Asurity Technologies's product category is Mortgage Compliance Software (RegTech). Its primary akta.pro industry code is FSALALAL, Quality Control (QC), Compliance & Audit Tools for Underwriting, with a secondary code of FSALALAE, Document Collection, eClose & eSignature (Mortgage Closing Tech). Its NAICS code is 522310 and its SIC code is 6162.