Blue Sage Solutions
The mortgage technology dictionary is full of acronyms and terms that create a language all its own. To adequately support clients in today’s market, this language needs to be understood. In order to understand mortgage technology, you have to speak mortgage. At matchbox, we speak mortgage.
With our core focus on improving Mortgage Banking Operations, technology consulting and development has always been central to our approach. Mortgage Technology has grown to be a significant part of any mortgage company’s ability to succeed in any market cycle. Whereas the technology discussion used to center around the Loan Origination System (LOS), today’s discussion requires a deep knowledge of the offerings in the POS, LOS, LOP, and DSP space, with an additional focus on API development, database management, and IT Security. The Blue Sage Solution provides all of these solutions in one robust offering.
With varying levels of complexity and offerings, the mortgage tech stack has become the most foundational of pillars for client and Member experience, new employee recruitment, operational efficiency, and data capture for reporting. Your tech stack provides a solid foundation for companies to build on to support their business models adequately. But as strong as your systems may be, they also require a strong understanding of the mortgage industry to take advantage of all that the various systems offer truly.
The matchbox team is comprised of mortgage bankers with diverse areas of mortgage expertise. With each technology project, we use our mortgage IQ to translate how to get the most out of the systems within your tech stack. To truly understand any system, you must understand mortgage, and our team provides our clients with that knowledge.
With over 1,000 technology engagements, our team is well-versed in all facets of supporting your technology project. Our goal is to provide you with the best guidance and insight to ensure your technology is being utilized and supporting your clients and team for years to come.
Although each Technology engagement is customized, the following is a high-level summary of our Technology offerings.
Blue Sage Technology Offerings
New Implementations
As a trusted and experienced implementation partner of Blue Sage, matchbox offers a suite of tailored services designed to support Independent Mortgage Bankers, Community Banks, and Credit Unions implementations through successful implementations.
Our implementation packages are built to deliver a streamlined and efficient transition, typically within a 6–12 month timeline, while aligning with the unique needs of your business model. Each engagement is customized in close collaboration with your internal implementation team to ensure long-term success.
With deep expertise in Blue Sage’s integrated platform, Matchbox helps clients fully leverage the system’s flexibility to optimize workflows, vendor relationships, and tech stacks from Origination through Servicing.
What's Included:
Our implementation support includes experienced resources across:
- Project Management
- Development
- Secondary Setup
- User Acceptance Testing (UAT)
- End-User & Admin Training
- Ongoing Support
As part of the implementation plan are custom integrations for Warehouse Banks, Core Banking Systems, Secondary Exports, and Accounting. Matchbox also has strong expertise in leveraging BlueSage’s API framework and working directly within its database, allowing us to build custom integrations, automate workflows, and optimize data accessibility across your tech stack.
Admin Support
Following implementation, Matchbox provides ongoing virtual admin and support services to extend and strengthen your internal technology team. From daily help desk coverage to hands-on product support, our team is ready to meet both short-term and long-term operational needs.
Whether you’re looking to maintain system performance, onboard new team members, or roll out product updates, Matchbox offers flexible, scalable support to keep your organization running smoothly.
User & Admin Training – Matchbox University
Through Matchbox University, we offer fully customizable training programs for both system administrators and end-users of the Blue Sage Suite.
Whether you’re post-implementation, hosting recurring training sessions, or holding town halls, Matchbox will develop a tailored training package to ensure your team is confident, capable, and fully aligned with system best practices.