InfoEx

What InfoEx does

InfoEx, LLC is a privately held software company headquartered in Tampa, Florida, founded in 2007. The company provides an automated bankruptcy platform built specifically for mortgage default servicers. The platform centralizes the bankruptcy workflow, automates routine legal filings, and enforces compliance with federal procedural rules—particularly FRBP Rule 3002.1—reducing manual docket tracking and the risk of holding mortgage assets through bankruptcy proceedings.

The core product, the InfoEx Bankruptcy Platform, is a machine learning–enabled intelligence engine delivered as a unified suite of modules: Case Event Monitoring (continuous court docket scanning and exception alerting), Proof of Claim Automation (single-click generation and filing of POCs), Motion for Relief (automated assembly of post-petition delinquency packages), and Note of Final Cure (automated responses to trustee cure notices). The platform integrates client, court, trustee, and electronic filing data, and is supplemented by an integrated legal review capability and access to operational bankruptcy experts.

InfoEx operates an enterprise SaaS model, targeting leading mortgage servicers through a consultative direct sales motion anchored by demo requests. Pricing is not publicly disclosed. The company is structured as a private LLC with 11-50 employees, no disclosed institutional funding, no parent company, and serves the domestic US market. Jim Albertelli serves as Chief Executive Officer.

Name

InfoEx

Legal name

InfoEx, LLC

Website

https://infoex.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

InfoEx is a Tampa-based SaaS company founded in 2007 that provides an automated bankruptcy management platform for mortgage default servicers, using machine learning and court data intelligence to automate filings, docket monitoring, and Rule 3002.1 compliance.

Ownership category

akta.pro rank

Product category

Bankruptcy Automation Software

NAICS

Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151), Activities Related to Credit Intermediation (5223)

SIC

Services-Computer Programming Services (7371), Mortgage Bankers & Loan Correspondents (6162)

akta.pro primary industry

Document Collection, eClose & eSignature (Mortgage Closing Tech) (FSALALAE)

akta.pro secondary industries

iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG), Underwriting Automation & Income/Employment Verification (FSAGAHAD)

Keywords

• Bankruptcy automation software
• Mortgage default servicing
• Compliance workflow automation
• Court docket monitoring
• Proof of claim filing

Headquarters

HQ city

Tampa

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Bankruptcy Platform Subscription: InfoEx provides an automated bankruptcy platform to mortgage servicers through a software-as-a-service model. The platform centralizes workflows, automates tasks, and delivers compliance enforcement, suggesting a recurring subscription revenue structure.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

InfoEx provides an automated bankruptcy management platform for mortgage servicers that centralizes default servicing workflows, automates bankruptcy case monitoring and filing tasks (Proofs of Claim, Proof of Claim Notices, Post-Petition Filing Notices, motions for relief, and cure notices), and enforces Bankruptcy Rule 3002.1 compliance. The platform combines a proprietary in-house intelligence engine with integrated legal review to convert court and loan data into compliant, auditable filings and exception-driven workflows at scale.

Product overview

InfoEx offers a single unified product—the InfoEx Bankruptcy Platform—which is an advanced automated bankruptcy platform for mortgage default servicing. The platform consists of integrated modules including Case Event Monitoring, Proof of Claim Automation, Motion for Relief, and Note of Final Cure, complemented by Proprietary Automations, Service Integrations, and Workflow Solutions. These components work together to centralize bankruptcy workflows, automate complex tasks, highlight key exceptions, and enforce compliance across the bankruptcy lifecycle.

Differentiator

Problem solved

Functional benefit

Products and services

• InfoEx Bankruptcy Platform An advanced automated bankruptcy platform for U.S. mortgage servicers that combines proprietary technology, services, and integrated legal review to streamline mortgage account management during bankruptcy filings; delivers automated case monitoring, Proofs of Claim, Proof of Claim Notices, Post-Petition Filing Notices, motions for relief, and cure notices with compliance enforcement under Bankruptcy Rule 3002.1.

Quantifiable outcome

• Faster bankruptcy resolutions
• +2 more outcomes

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature6 records

Scale indicators1 record

Recent moves3 records

Expansion highlights3 records

Direct peers

• Stretto: Stretto is a bankruptcy case management and noticing platform used by trustees, creditors, and claimants. Its creditor-side claims and noticing capabilities overlap directly with InfoEx's POC and bankruptcy workflow automation.
• Xome: Xome provides default services and real estate auction technology, with workflows spanning foreclosure, bankruptcy, and REO. It overlaps with InfoEx on bankruptcy servicing automation and competes for similar enterprise customers.
• Sagent: Sagent is a cloud-based mortgage servicing platform used by large US servicers, with default-management modules that overlap InfoEx's bankruptcy automation. It competes and potentially partners with InfoEx depending on whether bankruptcy workflow is native or integrated.
• ServiceLink: ServiceLink provides default and title services to the mortgage industry, including bankruptcy and foreclosure workflows. It is a service-led peer that competes for the same wallet share inside servicer default operations.
• McCarthy Law: McCarthy Law is a creditor-rights and bankruptcy firm that provides legal services to mortgage servicers, including POCs, motions for relief, and cure notices. As a legal-services-led peer, it competes with InfoEx's combined technology + legal review offering.
• Epiq Systems: Epiq provides technology and managed services for bankruptcy administration, including creditor claims and noticing. It is a direct peer in automating bankruptcy-related workflows for financial institutions and can overlap with InfoEx's creditor-side use cases.
• KMC Information Systems: KMC IS provides bankruptcy and foreclosure technology specifically for mortgage servicers, including automated Proof of Claim, POC amendments, and compliance workflows. It is the closest direct functional peer to InfoEx in the mortgage-bankruptcy automation niche.

Broad incumbents

• Black Knight (ICE Mortgage Technology): Black Knight / ICE Mortgage Technology is the dominant mortgage technology platform, including servicing (MSP) and default-management solutions. As a broad incumbent, it competes with InfoEx at the platform level and could integrate competing bankruptcy automation.

Others

• Dovenmuehle Mortgage: Dovenmuehle is a large US subservicer that manages defaulted and delinquent loans for banks and investors. It is an ecosystem participant — both a potential customer for InfoEx's bankruptcy automation and a potential in-house builder of competing tools.

Emerging players

• Promontory MortgagePath (Mr. Cooper): Promontory MortgagePath provides mortgage servicing technology, now part of the Mr. Cooper ecosystem, and could extend into bankruptcy automation. It is an emerging competitor that combines servicing tech scale with growing default capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 InfoEx