What Integra Solutions does

Integra Solutions is a privately held, Dallas-based SaaS company founded in 2012 that provides vertically specialized software for the U.S. mortgage servicing and investor accounting market. The company's product portfolio is built on the proprietary PRECISION Platform, a cloud-based loan-level data infrastructure that consolidates information across multiple servicing systems (LMS, LOS, CRM, ERP) to deliver real-time visibility across mortgage portfolios. Its core products include Integra RECON for investor accounting and custodial reconciliation, Integra BILLING for mortgage-specific invoicing, Integra TREASURY for treasury and cash management with instant payment support, Integra ServicerConnect for multi-servicer oversight, and CrediVision, an AI-enabled data unification platform with 500+ system connectors.

The company serves two primary customer segments: mortgage servicers (banks, credit unions, and non-bank servicers) who need to automate reconciliation, billing, treasury, and reporting workflows, and mortgage investors who require oversight and verification of subservicer operations. Documented outcomes include 69% efficiency gains, 50% FTE reductions in reconciliation processes, 283 hours saved monthly in custodial reconciliation, and audit preparation compressed from weeks to 15 minutes.

Integra Solutions operates a consultative enterprise sales motion with quote-based pricing rather than self-serve purchasing. Marketing is content-led, emphasizing thought leadership and quantified case studies. The company remains founder-owned with no disclosed external funding, operates with 11–50 employees, and serves clients nationwide across the United States.

Name

Integra Solutions

Legal name

Integra Solutions

Website

https://integradelivers.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Integra Solutions is a Dallas-based SaaS company providing vertically specialized software for the U.S. mortgage servicing industry, offering reconciliation, billing, treasury, servicer oversight, and AI-enabled data unification built on its proprietary PRECISION Platform for banks, credit unions, non-bank servicers, and mortgage investors.

Ownership category

akta.pro rank

Product category

Mortgage Servicing Software

NAICS

Computer Systems Design and Related Services (54151)

SIC

Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Loan Servicing Platforms (Billing, Statements, Customer Self-Service) (FSAGAHAH)

akta.pro secondary industry

Enterprise Integration, iPaaS & Middleware Services (API/EDI) (BPAEAGAH)

Keywords

• Mortgage servicing software
• Investor accounting software
• Custodial reconciliation
• Mortgage treasury management
• Servicer oversight platform

Headquarters

HQ city

Addison

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscriptions - Mortgage Servicing Software: Annual or multi-year SaaS subscriptions for mortgage servicing software products including RECON, BILLING, TREASURY, ServicerConnect, and CrediVision. Products are sold as integrated solutions or standalone modules to mortgage servicers and investors.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

Integra Solutions is a SaaS provider offering the PRECISION Platform as the foundational technology powering a suite of mortgage servicing and financial operations solutions. Its core products include Integra RECON (investor accounting and custodial account reconciliation), Integra BILLING (mortgage-specific billing and invoicing), Integra TREASURY (cloud-based treasury and cash management), Integra ServicerConnect (servicer oversight platform), and CrediVision (AI-powered enterprise data platform with 500+ connectors). The integrated solutions target mortgage servicers, investors, and subservicers seeking to automate mission-critical business processes and achieve real-time visibility across their loan portfolios.

Product overview

Integra Solutions is a SaaS provider offering the PRECISION Platform as the foundational technology powering a comprehensive suite of mortgage servicing and financial operations solutions. The product portfolio centers on four core products: Integra RECON (investor accounting and reconciliation), Integra BILLING (mortgage-specific billing and invoicing), Integra TREASURY (cloud-based treasury and cash management), and Integra ServicerConnect (servicer oversight with centralized data hub). The suite also includes CrediVision, an AI-powered data platform with 500+ connectors for enterprise data consolidation, plus specialized modules for Investor Accounting, Investor Reporting, Cash Management, GL Reconciliation, Loan Transfer Compare, Servicer Analytics, Servicing Oversight, and Investor Analytics. These integrated solutions target mortgage servicers, investors, and subservicers seeking to automate mission-critical business processes, eliminate spreadsheet-based operations, and achieve real-time visibility across their entire loan portfolios.

Differentiator

Problem solved

Functional benefit

Brands

• Integra RECON: Complete control and visibility over investor accounting, custodial accounts, reconciliations and related reporting. The only end-to-end solution designed for the complex processes critical to servicing success.
• Integra BILLING
• Integra TREASURY
• Integra ServicerConnect
• CrediVision

Products and services

• Integra RECON End-to-end investor accounting, custodial account reconciliation, and reporting solution for mortgage servicers. Provides complete control and visibility over reconciliation processes, automated data gathering and matching, and audit-friendly reporting for custodial accounts.
• Integra BILLING Mortgage-specific billing and invoicing system designed for unique fee structures and data sets. Eliminates costly billing errors and provides performance insights through historical billing data analysis for subservicing customers.
• Integra TREASURY Cloud-based treasury management system custom-built for mortgage industry challenges. Features rule-based reconciliation and exceptions management for principal/interest advances, escrow management, corporate cash/liquidity positioning, and fraud prevention. Supports FedNow, RTP, and other instant payment systems.
• Integra ServicerConnect Multi-servicer oversight platform with automated data aggregation, fee certification at loan level, revenue reporting with verified economics, and servicer scenario modeling capabilities. Provides centralized data hub for multiple servicers, real-time analytics, and audit-friendly insight reporting with API integration capabilities to data warehouses, ERP systems, Black Knight, and Sagent.
• CrediVision AI-powered, cloud-based enterprise data platform with 500+ connectors that unifies LMS, LOS, CRM, and ERP systems for mortgage organizations. Features real-time analytics, customizable dashboards, automated reporting, predictive analytics on KPIs, and advanced security compliance (SOC 2, GDPR, ISO 27001).

Quantifiable outcome

• 69% increase in efficiency in custodial reconciliation
• +6 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability6 records

Feature5 records

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Mortgage Cadence (Accenture): Mortgage Cadence provides enterprise loan origination and servicing technology to large US lenders and servicers; it overlaps with Integra in digital transformation, investor reporting, and servicing operations software for bank and non-bank mortgage players.
• ICE Mortgage Technology (Black Knight): Black Knight's Empower and MSP loan servicing systems are the dominant platforms Integra integrates with and augments; ICE Mortgage Technology competes head-on with Integra's RECON, BILLING, and TREASURY products at the largest US servicers.
• Sagent: Sagent provides a cloud-native loan servicing platform used by many of the same non-bank servicers Integra targets; it is both a data source for Integra ServicerConnect and a potential competitor offering bundled reconciliation and investor reporting capabilities.
• Covius (Covius Holdings): Covius provides mortgage servicing oversight, QC, and technology services to banks and investors, directly overlapping with Integra ServicerConnect and investor reporting offerings in the multi-servicer oversight use case.

Broad incumbents

• Temenos: Temenos is a global core banking and financial software vendor serving retail and commercial banks; it competes for the same bank-IT budget as Integra and increasingly bundles data integration and analytics that overlap with CrediVision's value proposition.
• Fiserv: Fiserv acquired Open Solutions and has a large financial-services software franchise spanning core banking, payments, and lending; Integra's strategic advisor Todd Harbison previously led payments at Open Solutions/Fiserv, and Fiserv is a logical future competitor or partner in integrated servicing technology.
• Finastra: Finastra is a large global financial software vendor with mortgage, banking, and capital markets products; while broader than Integra's mortgage-servicing niche, it competes for enterprise technology budgets and could expand into adjacent investor reporting and reconciliation capabilities.

Emerging players

• Ocrolus: Ocrolus provides AI-powered document and data automation for lending, including mortgage workflows; it overlaps with Integra's AI/data-unification narrative and could compete for the AI-readiness portion of mortgage-servicer technology budgets.
• Polly (PollyEx): Polly provides a mortgage capital markets and loan trading platform used by lenders and investors; it overlaps with Integra's investor-side analytics and secondary-market visibility themes and competes for the same mortgage investor budget pools.
• Valon Technologies: Valon is a modern, cloud-based mortgage servicing platform that has rapidly gained non-bank servicer logos; it competes in the same buyer accounts as Integra and represents the kind of AI-native, venture-backed challenger that could compress Integra's differentiation at smaller servicers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/integradelivers
• LinkedInlinkedin.com/company/integra-mortgage-solutions

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Integra Solutions