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Loan Atlas Inc.

Thousand Oaks, CA · Founded 2023
LAST FUNDING
$45K

The Loan Atlas installs five AI-powered systems into your mortgage business so you close more loans in less time, with less chaos.

Funding history

RoundAmount
Undisclosed$45K
SEC Form D filed
Mar 12, 2024

About Loan Atlas Inc.

How much funding has Loan Atlas Inc. raised?

Loan Atlas Inc. has raised $45K in total funding.

Where is Loan Atlas Inc. headquartered?

Loan Atlas Inc. is headquartered in Thousand Oaks, CA.

What does Loan Atlas Inc. do?

The Loan Atlas installs five AI-powered systems into your mortgage business so you close more loans in less time, with less chaos.

What problem does Loan Atlas Inc. solve?

Loan officers were trained to originate loans but not to run a business, leaving their production inconsistent, leads unpredictable, and conversations improvised.

What's Loan Atlas Inc.'s solution?

The Loan Atlas installs five AI-powered systems into a mortgage business (business intelligence, planning & execution, sales & marketing advisor, performance coach, and strategic thought partner) to drive better decisions and consistent production.

What makes Loan Atlas Inc. different?

It's used by over 1,000 top-producing loan officers and teams, and replaces generic to-do lists with a personalized business plan and weekly priorities based on the user's real pipeline and goals.

Leadership

James Scott Bertone
Executive Officer, Director
Timothy J. Braheem
Executive Officer, Director
Richard H. Katz
Executive Officer, Director
Industry
B2B
Founded
2023
HQ
Thousand Oaks, CA
Raised
$45K
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Free to use in articles, research, and reference works. Stable URL, will not change. Data on this page last updated September 3, 2026.

MLA
"Loan Atlas Inc.: Funding & Investors." SoCal.Startups, September 3, 2026, https://socalstartups.io/companies/loan-atlas-inc. Accessed September 29, 2026.
APA
SoCal.Startups. (2026). Loan Atlas Inc.: Funding & Investors. Retrieved September 29, 2026, from https://socalstartups.io/companies/loan-atlas-inc
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