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Polunsky Beitel Green

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uuid000mc7x

Namestring
Polunsky Beitel Green
Legal namestring
Polunsky Beitel Green, LLP
Websiteurl
mortgagelaw.com
Company typeenum
Private
Founded yearint
1975
Descriptiontext

Polunsky Beitel Green, LLP is a Texas-based law firm founded in 1975 by Allan Polunsky and Jay Beitel that provides legal, document preparation, and closing services exclusively to residential mortgage lenders. The firm serves banks, mortgage companies, credit unions, and other originators across all 50 U.S. states, anchored by a structural advantage: Texas Government Code Section 83.001 requires documents related to real estate transfers to be prepared by a state-licensed attorney. With more than 250 professional staff including lawyers, closing professionals, regulatory experts, and operations personnel, the firm reports handling thousands of residential loan closings each month and more than 5 million transactions cumulatively over its history.

The firm's core technology is MortgageLaw, a proprietary platform that generates complete residential closing document packages for any loan program in any state and integrates with clients' loan origination systems for ordering, tracking, and retrieval. Service lines include attorney review of lender documents, full document preparation, full close solutions (including closing disclosure review, warehouse lender coordination, fund balancing, wire ordering, and investor shipping), construction lending, ongoing compliance and legal support, and ancillary services (warranty deeds, lien releases, home equity review letters, subordination and modification agreements, powers of attorney, trust review opinion letters, eClose, and eRecording). Pricing is not publicly disclosed but is structured on a per-loan basis with no charges for loans that do not close, redraws, or routine legal support.

The firm is privately held, organized as a Texas limited liability partnership, and headquartered in San Antonio with additional offices in Dallas and Houston. Embedded personnel operate in client offices across more than 25 states. Revenue is not publicly disclosed. Recent strategic moves include the December 2025 appointment of a CTO (Prasad Kodibagkar) with experience at Mr. Cooper, Rushmore, and Wells Fargo Home Lending Technology to advance AI and automation, the promotion of Peter Idziak to Principal in May 2026, and the February 2026 addition of a business development executive with prior roles at JPMorgan Chase and Broadway National Bank.

Short descriptiontext

Polunsky Beitel Green is a Texas-based law firm providing document preparation, attorney review, and closing services to residential mortgage lenders across all 50 U.S. states. It combines its proprietary MortgageLaw technology platform with 250+ professional staff to serve banks, mortgage companies, and credit unions.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersSan Antonio, United States
HQ citystring
San Antonio
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices3 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
residential mortgage law, closing document preparation, attorney document review, real estate legal services, mortgage compliance support
Industry1 code
1Prime (Agency/Conforming) Mortgage Servicing
CodeFSALAEAAPrimaryYes
SIC code1 code
  • Mortgage Bankers & Loan Correspondents6162
Product category
Residential Mortgage Legal Services
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Legal and Document Services for Mortgage Lenders
TypeProfessional Services
Description

PBG provides document preparation and review services, legal, regulatory, and compliance support to residential mortgage originators. Services include attorney review of lender documents, full document preparation, full close solutions, construction lending, and compliance support. The firm also offers ancillary services including warranty deeds, lien releases, home equity review letters, subordination agreements, modification agreements, powers of attorney, trust review opinion letters, eClose services, and eRecording.

mortgagelaw.com
Marketing channels5 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Pricing details1 tier
1Custom document preparation services with pricing based on service scope
ModelOtherBilling cadenceOther
Notes

Services are fairly priced with no charges for loans that don't close, redraws, or routine legal support

mortgagelaw.com
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Polunsky Beitel Green is a residential mortgage lending law firm that prepares and reviews mortgage closing documents for lenders in all 50 U.S. states. Its core offering combines the proprietary MortgageLaw technology platform with attorney-led document preparation, full close solutions, construction lending documentation, and ongoing regulatory and compliance support tailored to banks, mortgage companies, credit unions, and other residential mortgage originators.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 2 values shown
  • 5 million+ residential loan transactions completed
+1 more record
Product overview1 text field

Polunsky Beitel Green is a law firm providing residential mortgage lending services through a combination of its proprietary MortgageLaw technology platform and specialized legal services. The core offering consists of Attorney Review of Lender Documents and Full Document Preparation (powered by MortgageLaw), supplemented by Full Close Solutions, Construction Lending, Compliance and Legal Support, and Ancillary Services. The firm processes thousands of closing document packages monthly using advanced technology combined with hundreds of closing professionals, serving residential mortgage lenders across all 50 U.S. states.

Product and service6 records
1Full Document Preparation (MortgageLaw)
2Attorney Review of Lender Documents
3Full Close Solutions
4Construction Lending
5Compliance and Legal Support
6Ancillary Services
Scale indicator5 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
Strategic tierCoreTypeOthersAnnounced on2025-12-02
Description

Prasad Kodibagkar appointed as CTO, bringing more than 30 years of mortgage industry experience. He previously led technology modernization at Mr. Cooper, served as CIO at Rushmore, and CTO of Wells Fargo Home Lending Technology. Most recently led mortgage-focused AI, digital, and data strategy in consulting sector.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Market position
Competitive moat6 records

Each record includes

Type, Details

Customer concentration

Classification, Details

Named customers4 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI capability2 records

Each record includes

Type, Description, Source

AI maturity
App detail

Has app

Feature3 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles9 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Polunsky Beitel Green

Residential Mortgage Legal Servicesmortgagelaw.com

Polunsky Beitel Green is a Texas-based law firm providing document preparation, attorney review, and closing services to residential mortgage lenders across all 50 U.S. states. It combines its proprietary MortgageLaw technology platform with 250+ professional staff to serve banks, mortgage companies, and credit unions.

What Polunsky Beitel Green does

Polunsky Beitel Green, LLP is a Texas-based law firm founded in 1975 by Allan Polunsky and Jay Beitel that provides legal, document preparation, and closing services exclusively to residential mortgage lenders. The firm serves banks, mortgage companies, credit unions, and other originators across all 50 U.S. states, anchored by a structural advantage: Texas Government Code Section 83.001 requires documents related to real estate transfers to be prepared by a state-licensed attorney. With more than 250 professional staff including lawyers, closing professionals, regulatory experts, and operations personnel, the firm reports handling thousands of residential loan closings each month and more than 5 million transactions cumulatively over its history.

The firm's core technology is MortgageLaw, a proprietary platform that generates complete residential closing document packages for any loan program in any state and integrates with clients' loan origination systems for ordering, tracking, and retrieval. Service lines include attorney review of lender documents, full document preparation, full close solutions (including closing disclosure review, warehouse lender coordination, fund balancing, wire ordering, and investor shipping), construction lending, ongoing compliance and legal support, and ancillary services (warranty deeds, lien releases, home equity review letters, subordination and modification agreements, powers of attorney, trust review opinion letters, eClose, and eRecording). Pricing is not publicly disclosed but is structured on a per-loan basis with no charges for loans that do not close, redraws, or routine legal support.

The firm is privately held, organized as a Texas limited liability partnership, and headquartered in San Antonio with additional offices in Dallas and Houston. Embedded personnel operate in client offices across more than 25 states. Revenue is not publicly disclosed. Recent strategic moves include the December 2025 appointment of a CTO (Prasad Kodibagkar) with experience at Mr. Cooper, Rushmore, and Wells Fargo Home Lending Technology to advance AI and automation, the promotion of Peter Idziak to Principal in May 2026, and the February 2026 addition of a business development executive with prior roles at JPMorgan Chase and Broadway National Bank.

Polunsky Beitel Green firmographics

Firmographics
Name
Polunsky Beitel Green
Legal name
Polunsky Beitel Green, LLP
Website
https://mortgagelaw.com
Company type
Private
Founded year
1975
Operating status
Operating
Headcount range
101–250 employees
Short description
Polunsky Beitel Green is a Texas-based law firm providing document preparation, attorney review, and closing services to residential mortgage lenders across all 50 U.S. states. It combines its proprietary MortgageLaw technology platform with 250+ professional staff to serve banks, mortgage companies, and credit unions.
Ownership category
akta.pro rank

Polunsky Beitel Green industry classification

Industry
Product category
Residential Mortgage Legal Services
SIC
Mortgage Bankers & Loan Correspondents (6162)
akta.pro primary industry
Prime (Agency/Conforming) Mortgage Servicing (FSALAEAA)

Keywords

  • Residential mortgage law
  • Closing document preparation
  • Attorney document review
  • Real estate legal services
  • Mortgage compliance support

Where Polunsky Beitel Green is headquartered

Location

Headquarters

HQ city
San Antonio
HQ country
United States
HQ region
North America

Offices3 records

Markets served

Polunsky Beitel Green business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

  1. Legal and Document Services for Mortgage Lenders: PBG provides document preparation and review services, legal, regulatory, and compliance support to residential mortgage originators. Services include attorney review of lender documents, full document preparation, full close solutions, construction lending, and compliance support. The firm also offers ancillary services including warranty deeds, lien releases, home equity review letters, subordination agreements, modification agreements, powers of attorney, trust review opinion letters, eClose services, and eRecording.

Pricing tiers

ModelBillingPrice
OtherOtherCustom document preparation services with pricing based on service scope

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Polunsky Beitel Green product offering

Product offering

Core offering

Polunsky Beitel Green is a residential mortgage lending law firm that prepares and reviews mortgage closing documents for lenders in all 50 U.S. states. Its core offering combines the proprietary MortgageLaw technology platform with attorney-led document preparation, full close solutions, construction lending documentation, and ongoing regulatory and compliance support tailored to banks, mortgage companies, credit unions, and other residential mortgage originators.

Product overview

Polunsky Beitel Green is a law firm providing residential mortgage lending services through a combination of its proprietary MortgageLaw technology platform and specialized legal services. The core offering consists of Attorney Review of Lender Documents and Full Document Preparation (powered by MortgageLaw), supplemented by Full Close Solutions, Construction Lending, Compliance and Legal Support, and Ancillary Services. The firm processes thousands of closing document packages monthly using advanced technology combined with hundreds of closing professionals, serving residential mortgage lenders across all 50 U.S. states.

Differentiator

Problem solved

Functional benefit

Products and services

  • Full Document Preparation (MortgageLaw)
  • Attorney Review of Lender Documents
  • Full Close Solutions
  • Construction Lending
  • Compliance and Legal Support
  • Ancillary Services

Quantifiable outcome

  • 5 million+ residential loan transactions completed
  • +1 more outcomes

Companies that use Polunsky Beitel Green

Customer profile

Named customers4 records

Segments2 records

Ideal customer profiles2 records

Polunsky Beitel Green technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature3 records

Polunsky Beitel Green partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • Prasad Kodibagkar (CTO)coreOthers · 2 December 2025Prasad Kodibagkar appointed as CTO, bringing more than 30 years of mortgage industry experience. He previously led technology modernization at Mr. Cooper, served as CIO at Rushmore, and CTO of Wells Fargo Home Lending Technology. Most recently led mortgage-focused AI, digital, and data strategy in consulting sector.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Polunsky Beitel Green competitors and assessment

Company assessment

Market position

Competitive moat6 records

Customer concentration

Polunsky Beitel Green social profiles

Digital presence

Polunsky Beitel Green financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Polunsky Beitel Green leadership team

Management profile

Number of profiles

Profiles9 records

Polunsky Beitel Green funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Polunsky Beitel Green M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Polunsky Beitel Green

What does Polunsky Beitel Green do?

Polunsky Beitel Green is a residential mortgage lending law firm that prepares and reviews mortgage closing documents for lenders in all 50 U.S. states. Its core offering combines the proprietary MortgageLaw technology platform with attorney-led document preparation, full close solutions, construction lending documentation, and ongoing regulatory and compliance support tailored to banks, mortgage companies, credit unions, and other residential mortgage originators.

Is Polunsky Beitel Green a public or private company?

Polunsky Beitel Green is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Polunsky Beitel Green founded?

Polunsky Beitel Green was founded in 1975. It employs 101 to 250 people.

Where is Polunsky Beitel Green based?

Polunsky Beitel Green is headquartered in San Antonio, United States, in the North America region.

How does Polunsky Beitel Green make money?

One revenue line is on record: legal and Document Services for Mortgage Lenders.

Does Polunsky Beitel Green have an API?

No public API is recorded for Polunsky Beitel Green.

What industry is Polunsky Beitel Green in?

Polunsky Beitel Green's product category is Residential Mortgage Legal Services. Its primary akta.pro industry code is FSALAEAA, Prime (Agency/Conforming) Mortgage Servicing. Its SIC code is 6162.

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