The winning combination
of experience, proven technology, and innovation.
Blue Sage Solutions leverages cutting-edge
technology and unparalleled lending experience to
create solutions that help lenders win!


Posted August 8, 2025
At Blue Sage, artificial intelligence isn’t a bolt-on—it’s built in. From intelligent task automation to real-time loan officer assistance and document-level data recognition, we’re embedding AI across our platform to help lenders close faster, reduce cost, and deliver a smarter experience for borrowers and staff alike.
85% boost in overall loan productivity
Save time with 70+ automated processes.
Complete loan processing tasks up to 90% faster.
Dynamic scalability ensures uptime and performance.
Solutions
Every aspect of every loan – Correspondent, Retail, and Wholesale – is rolled into our automated, cloud-based solution. Scalable and intuitive, the platform is simple to configure and use, with next-gen cloud technology that is blazing fast, hyper secure, and incredibly reliable. Borrowers and lenders can use it anywhere, on any device.
Learn more about our solutions for:
Products
Our consumer focused, intuitive products are the cornerstone for providing tools that solve real business problems for our lenders. Each product offers a robust set of functionality to get you up and running quickly, with the ability to customize workflow tasks that allows you to serve your customers as only you can do.
Learn more about:
Experience
Modern and Innovative Technology Tools are only part of the answer. The experience and know-how Blue Sage has amassed over the last several decades is our competitive advantage. The team has experience in creating software to solve complex, mortgage industry specific problems, fostering strong relationships with industry partners, and creating value for our customers.
Solutions
Every aspect of every loan – Correspondent, Retail, and Wholesale – is rolled into our automated, cloud-based solution. Scalable and intuitive, the platform is simple to configure and use, with next-gen cloud technology that is blazing fast, hyper secure, and incredibly reliable. Borrowers and lenders can use it anywhere, on any device.
Learn more about our solutions for:
Products
Our consumer focused, intuitive products are the cornerstone for providing tools that solve real business problems for our lenders. Each product offers a robust set of functionality to get you up and running quickly, with the ability to customize workflow tasks that allows you to serve your customers as only you can do.
Learn more about:
Experience
Modern and Innovative Technology Tools are only part of the answer. The experience and know-how Blue Sage has amassed over the last several decades is our competitive advantage. The team has experience in creating software to solve complex, mortgage industry specific problems, fostering strong relationships with industry partners, and creating value for our customers.
“
We can add new features and capabilities for years without constantly building new bridges to third- party software and services. Blue Sage is completely superior to anything else on the market.
Jerry Reed
President and CEO

by Dee Khullar | August 18, 2025
AI in Action: Key Takeaways from the HousingWire AI Summit
Read on for the final post in our AI Blog Series. The HousingWire AI Summit showed how AI is transforming the housing industry with real-world applications like automation, voice-enabled workflows, sentiment analysis, and no-code tools. Speakers stressed that embedding AI into everyday workflows and empowering users drives adoption, which is an approach Blue Sage embraces with its AI Sales Agent, built into the Digital Lending Platform to streamline loan officer tasks, boost efficiency, and ensure security.
by Steve Octaviano | August 8, 2025
Building AI Culture in Mortgage Technology
In the third installment of Blue Sage Solutions’ AI blog series, the focus shifts from what AI can do to how lenders can build a culture where it thrives. Steve Octaviano emphasizes that successful AI adoption isn’t about rushing into technology; it’s about fostering education, curiosity, collaboration, and trust across teams. By aligning AI with people, purpose, and process, Blue Sage is working to ensure innovation leads to meaningful, lasting impact in mortgage lending.
by Joey McDuffee | July 24, 2025
One Credit Union’s Blueprint for HELOC Automation
Read on to learn how a credit union drastically improved its mortgage and HELOC process by integrating Blue Sage’s Digital Lending Platform. This case demonstrates how built-in automation can transform member experiences and streamline lender operations. By automating backend tasks like credit checks, compliance, and employment verification, they cut manual work by 40% and empowered borrowers to apply and e-sign in under 30 minutes.