About CANDID
CANDID is a Financial Services company based in Roseville (United States) founded in 2008 by Scott Lidberg, and was acquired by Candid in December 2024. A CRM solution is provided for mortgage industry operations. It operates on a SaaS (Software-as-a-Service) model in Financial Services and Technology sectors. CANDID offers products and services including CANDID CRM and CANDID for Enterprise. Its focus areas include Financial Technology and Mortgage Tech. Its legal entity is CandidApp LLC. Its competitors include Eltropy, Pegasystems and Zipari; 2 of its 3 listed competitors have raised funding.
Company details
A specialized mortgage marketing and sales ecosystem is offered by CANDID for modern loan originators and enterprises. Solutions are designed to structure, manage, and grow businesses targeting 100Myear in volume. AI technology and task management features are integrated to enhance client engagement and operational efficiency. Services cater to both individual loan originators and larger mortgage enterprises across the USA. Automation of communications with borrowers and realtors is facilitated, driving repeat business and referrals. Pipeline management from contract to close is streamlined to improve conversion rates. The platform is positioned as a critical tool in the mortgage industry.
- Headquarters Roseville, United States
- Founders Scott Lidberg
- Stage Acquired
- SectorsFinancial ServicesTechnology
- Email••••••••
- Phone•••• ••••
- Website unifycrm.com
- Social LinkedIn X Facebook Instagram
- Acquired by Propertybase (Feb 2021)
- Legal Name Candidapp Llc
- InvestorsPropertybase
& 1 more
- Acquired by
Products & Services of CANDID
CANDID offers a comprehensive portfolio of products and services, including CANDID CRM and CANDID for Enterprise.
A CRM platform is provided for mortgage originators.
Enterprise solutions are offered for mortgage business management.
Investors in CANDID
CANDID has secured backing from 2 investors. Prominent investors backing the company include Propertybase and CANDID.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
CRM and marketing solutions are offered for real estate professionals. | 2010 | propertybase.com | Berkeley, United States | |
CANDID is recognized as a mortgage marketing and sales ecosystem. | candid.inc |
Investor details for CANDID
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of CANDID
2 people are tracked at CANDID (1 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
Scott Lidberg | Founder, Managing Partner & President | Leadership |
Shaun Sauve | Application Manager, Marketing Platform | Team |
Complete people profiles for CANDID
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of CANDID
3 dated milestones of CANDID across 16 years, from founding to its latest funding, stage changes and deals.
- Founded CANDID is founded.
- Exit Acquired by Propertybase.
- Exit Acquired by Candid.
Competitors of CANDID
CANDID has 3 listed competitors in our database, 2 of them funded. They include Eltropy, Pegasystems and Zipari.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| eltropy.com | 2014 | Milpitas, United States | $25M | 113 | Reputation management software is provided for solar industry sales. | |
| pega.com | 1983 | Cambridge, United States | 5,406 | Wealth management solutions via AI decisioning and automation are provided. | ||
| zipari.com | 2014 | Brooklyn, United States | $44.83M | Provider of cloud-based customer experience management platform for payers |
Detailed competitors of CANDID
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Insurance Technology & Support Services
3 companies that operate in the same segment as CANDID (Insurance Technology & Support Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based platform for property and casualty insurance is provided. | 2001 | San Mateo, California, United States | USD 1.48 B | 226 | ||
Claims administration, loss adjusting, and benefits management services are provided. | 1969 | Memphis, Tennessee, United States | USD 2.63 M | |||
Online property and casualty insurance is provided for businesses. | 2017 | San Francisco, California, United States | USD 800 M | 699 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Candid
Complete news archive for CANDID
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about CANDID
CANDID was founded in 2008.
CANDID is headquartered in Roseville, United States. It is registered at Roseville, California, United States.
A specialized mortgage marketing and sales ecosystem is offered by CANDID for modern loan originators and enterprises. Solutions are designed to structure, manage, and grow businesses targeting 100Myear in volume. AI technology and task management features are integrated to enhance client engagement and operational efficiency. Services cater to both individual loan originators and larger mortgage enterprises across the USA. Automation of communications with borrowers and realtors is facilitated, driving repeat business and referrals. Pipeline management from contract to close is streamlined to improve conversion rates. The platform is positioned as a critical tool in the mortgage industry.
CANDID's top competitors include Zipari, Eltropy and Pegasystems.
CANDID offers CANDID CRM and CANDID for Enterprise.
CANDID has 2 investors. Key investors include Propertybase, and CANDID.
CANDID operates through Candidapp Llc.
Yes. CANDID was acquired by Propertybase in February 2021.