About EpochOS
The operating system for modern mortgage brokerages.
Our Story
EpochOS was born from necessity and shaped by experience.
In 2018, founder Evan Wade launched Philadelphia Mortgage Brokers and Epoch Lending. What began as a promising venture quickly flourished, growing to over 50 Loan Officers in just two years. But with rapid growth came unexpected challenges.
As his brokerage expanded, Evan found himself spending countless hours hunched over spreadsheets, manually calculating commissions—a process that was not only time-consuming but prone to errors. Recognizing that his time could be better spent growing the business rather than managing it, Evan began developing an internal solution.
That solution would eventually become EpochOS.
What started as a tool to make his own brokerage more efficient soon caught the attention of others in the industry. As a respected figure in the broker channel, Evan discovered that fellow brokerages were struggling with the same operational challenges. The lightbulb moment was clear: why not make this solution available to everyone?
With that vision in mind, EpochOS began a comprehensive public beta in November 2022, gathering feedback and refining its platform. After two years of development and real-world testing, we proudly launched to the public in November 2024.
Our Mission
We make it easy for anyone with an entrepreneurial spirit to start and manage a mortgage brokerage.
EpochOS exists to remove the operational barriers that prevent great mortgage professionals from building successful brokerages. By automating the complex back-office functions that typically consume time and resources, we free brokers to focus on what they do best: helping clients find the right mortgage solutions.
Our platform transforms the day-to-day management of mortgage brokerages, replacing manual processes with intuitive automation. From commission calculations to compliance tracking, EpochOS handles the operational complexity so you can concentrate on growth.
Whether you're launching your first brokerage or managing an established team, EpochOS provides the operational foundation you need to succeed in today's competitive mortgage market.
Join the Revolution
Join the growing community of forward-thinking mortgage professionals who are using EpochOS to transform their businesses and redefine what's possible in the broker channel.
From one broker's solution to an industry standard—EpochOS is the operating system for the modern mortgage brokerage.