# Haven

> Haven is a New York-based mortgage technology company that gives servicers, subservicers, and lenders a white-labeled platform to keep talking to homeowners long after the loan closes. Instead of a relationship that ends at payment collection, Haven layers borrower-intent prediction, prepayment analysis, personalized offers, and financial education on top of existing servicing systems through a single API integration. Its consumer-facing Haven Wallet lets borrowers pay their mortgage and shop home services in one place regardless of who owns the servicing rights, helping lenders boost recapture, retention, and revenue per borrower.

- **Founded:** 2020
- **Headquarters:** New York (Brooklyn), United States
- **Founders:** Jonathan Chao (Co-Founder, Chief Product Officer (former CEO)), Nipun Kant (Co-Founder), Aditya Acharya (Co-Founder)
- **Team size:** Approximately 30 employees
- **Products:** Haven (Engagement & Retention Platform), Haven Wallet, Borrower Intent & Prepayment Prediction, Personalized Offers & Marketplace, Homeowner Education
- **Notable:** Raised $8M Series A in November 2022 led by Fifth Wall, bringing total funding to $13.5M, Reports a 2x increase in recapture rate for mortgage partners, Platform reports serving 1.4M+ homeowners

## Products & services

- **Haven (Engagement & Retention Platform)** — A white-labeled homeowner loyalty platform that integrates across master servicers, subservicers, data providers, and marketplace partners through a single integration and easy-to-use APIs, powering engagement, marketing, personalization, and retention.
- **Haven Wallet** — A consumer-facing wallet that lets borrowers pay their mortgage and buy other home services in one place, regardless of who owns the mortgage servicing rights.
- **Borrower Intent & Prepayment Prediction** — Predictive analytics that flag prepayment signals and borrower intent so lenders can focus loan officers on the highest-intent leads and protect MSR yields.
- **Personalized Offers & Marketplace** — A marketplace of providers presenting 11+ personalized offer types (refinance, HELOC, insurance, solar, property tax protest, and more) to cross-sell and increase revenue per borrower.
- **Homeowner Education** — Financial education modules that help homeowners assess income, assets, credit, and debt, building trust and loyalty with the servicing brand.
- **AI Voice Agents (with Kastle)** — AI-powered call center voice agents that give homeowners a single branded phone number, handle routine calls, manage call-volume spikes, and route inquiries to the right partner.

## Achievements

- Raised $8M Series A in November 2022 led by Fifth Wall, bringing total funding to $13.5M
- Reports a 2x increase in recapture rate for mortgage partners
- Platform reports serving 1.4M+ homeowners
- Partnered with AI startup Kastle in 2024 to bring AI voice agents to mortgage servicing

## Latest updates

- **2024-10** — Announced partnership with AI startup Kastle to deliver AI-powered voice agents for mortgage servicing, going live for customers in Q1 2025.
- **2023-09** — Daniel Wallace appointed CEO; co-founder Jonathan Chao transitioned to Chief Product Officer.
- **2022-11** — Closed $8M Series A led by Fifth Wall to scale tech-enabled mortgage servicing infrastructure.

## Links

- Website: https://havenservicing.com
- LinkedIn: https://www.linkedin.com/company/haven-2

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Profile page: https://yespress.io/haven
Published by YesPress — https://yespress.io
Last updated: 2026-06-15