Fairfield, NJ · Financial Services · Form D filed Sep 11, 2026
Mortgage Automation Technologies, Inc. raised $150K
Mortgage Automation Technologies, Inc. is a financial services company based in Fairfield, New Jersey. In a Form D filed with the SEC on September 11, 2026, it reported raising $150,000 from 2 investors as part of an offering of up to $2,000,000. The first sale in the offering took place on August 18, 2026.
Mortgage Automation Technologies (MAT) is the lender-built fintech cooperative behind The BIG Point of Sale, BIG AI, The BIG Agent and The Little CRM. Transparent pricing, Encompass-native, 30+…
- 3rd Form D since 2022. Earlier new notices: Feb 28, 2025 · Oct 27, 2022. All filings on EDGAR
- Still raising. $1.9M of the $2M offering was still unsold at filing.
$3.5M raised since 2020
3 Form D offerings, as reported to the SEC, the first in Oct 27, 2022. Amendments update a round; they aren't counted twice.
| Filed | Sold | Offering size | Investors |
|---|---|---|---|
| Sep 11, 2026 | $150K | $2M | 2 |
| Feb 28, 2025 | $120K | $1M | 3 |
| Oct 27, 2022 | $3.2M | $4.7M | 14 |
Lead score
26 out of 100
early raise still raising website found
Outreach kit How it works 1:21
A first message that shows you did your homework, written from this filing. Fill in the brackets and send.
Email · subject: Congrats on the new round
Hi [first name], Congrats on the new round. I saw the raise in your SEC filing. Teams at this stage usually start looking at [what you do] right after a round... [Your name]
LinkedIn note
Congrats on the new round. I work with [who you help] on [what you do] right after a raise. Open to connecting?
Call opener
Hi, this is [your name] from [company]. I am calling because you just filed a raise with the SEC...
Find the right person Founders & CEO · Finance · Operations · People & hiring · Sales & marketing
Track this company How it works 0:56
Saved to your dashboard pipeline, with a badge in Explore.
Loading your outreach kit…
The outreach kit is part of Pro. Copy-ready email, LinkedIn and call openers for every new raise, plus daily alerts for the companies you sell to.
Filing details
- Amount raised
- $150,000
- Offering size
- $2,000,000
- Investors so far
- 2
- First sale
- August 18, 2026
- Securities offered
- Other
- Exemption claimed
- Rule 506(b)
- Industry
- Financial Services
- Headquarters
- Fairfield, New Jersey
- Incorporated
- Delaware
- Entity type
- Corporation
Filings
| Filed | Form | Raised | Offering size | Investors | Source |
|---|---|---|---|---|---|
| D (new notice) | $150,000 | $2,000,000 | 2 | SEC filing |
Figures come from the company's own filing with the SEC and are shown as reported. How to read a Form D.
Updated · Raises in the week of Sep 7, 2026 · Financial Services funding in New Jersey · September 2026 funding report
Similar raises
OceanTailer, Inc.
Fairfield, NJ · filed Oct 75th Form D since 2020Still raising
Freedom Bancorp, Inc.
Maywood, NJ · filed Oct 162nd Form D since 2018
2GenPen Inc.
Morristown, NJ · filed Oct 14First Form D
First Harvest Federal Credit Union
Deptford, NJ · filed Sep 15First Form D
Estee Capital LLC
Short Hills, NJ · filed Aug 1922nd Form D since 2016
Peapack Gladstone Financial Corp.
Bedminster, NJ · filed Aug 33rd Form D since 2015Still raising
First Greenwich Financial, Inc.
Cos Cob, CT · filed Oct 165th Form D since 2017
High Street Holdco, LLC
Traverse City, MI · filed Oct 1634th Form D since 2024