UPF Services
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UPF Services - overview
Established
1983
Location
Spokane Valley, WA, US
Primary Industry
Commercial Property
About
UPF Services provides innovative technology solutions focused on enhancing the efficiency and compliance of the mortgage and capital markets, serving lenders, servicers, and investors across various stages of the mortgage lifecycle. UPF Services, founded in 1983 in Spokane Valley, US, specializes in offering technology-enabled solutions for the mortgage industry. The company was acquired by Chronos Solutions in July 2016; financial details of the deal were not disclosed. The firm has completed two deals to date.
UPF Services offers a comprehensive suite of tech-enabled solutions tailored for lenders, servicers, and investors within the mortgage and capital markets. Key offerings include the Funding Suite®, which provides robust credit scoring and re-scoring capabilities, and Taxdoor®, which delivers streamlined verification services for document preparation and tax form retrieval. Additionally, UPF Services specializes in compliance solutions like DocData™ for imaging, indexing, and data extraction, appraisal services, and closing scheduling tools, all aimed at enhancing processing efficiency and improving the borrower experience. UPF Services generates revenue through B2B transactions with lenders and servicers via subscription models that grant access to its suite of products, including the Funding Suite® and compliance solutions.
Revenue is derived from service fees associated with document preparation, credit scoring, and data extraction services, designed to enhance operational efficiency and compliance in the mortgage process. Following its acquisition in July 2016, UPF Services plans to leverage its technology to roll out new products aimed at improving operational efficiency in the mortgage process. The firm is strategically looking to expand into new geographic markets, although specific regions and timelines for this expansion have yet to be detailed. Funding from the acquisition will support these initiatives, enabling UPF Services to enhance its service offerings and address the evolving needs of its client base.
Primary Industry
Commercial Property
Sub Industries
Commercial Property
Website
www.upfservices.com
Verticals
Real Estate Tech
Company Stage
Acquired
Total Amount Raised
Subscriber access only
UPF Services - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Trade Sale | Completed | UPF Services | - | ||||||||
| Buyout | Completed | UPF Services | - |
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