Bee Mortgage App

Bee Mortgage App

By Mortgage Pros for Generation Mobile | $3.4 Trillion Market

Security Type
Financial Services
Min Investment
Ponte, FL
Offering Date
November 18, 2019
Expected Close Date
February 19, 2021
Target Raise
Deal Notes

Price per Share: $10.00

Company Description

Think Robinhood app for mortgages + AI/ML

With AI/machine learning and blockchain, we're building the first end-to-end mobile mortgage experience that will eliminate the need for a human loan officer to manually verify and validate loan file data. In other words, a true mobile mortgage for Generation Mobile that's the largest home buying group this year ($1.2 Trillion).

In five years, we hope to be a unicorn known as the first direct mobile lender onboarding massive numbers of new home buyers (and others), powering super streamlined refinances, generating $100M+ in loans, and an IPO in 10 years. These projections cannot be guaranteed.

Given the Company’s limited operating history, the Company cannot reliably estimate how much revenue it will receive in the future, if any.


Invest $250+ for Bee t-shirt!
$500+ Bee t-shirt and beanie.
$1,000+ Bee t-shirt, beanie and hoodie.
$10,000+ Bee t-shirt, beanie, hoodie, pop socket, and launch party invite.
Invest $250+ for Bee t-shirt!
$500+ Bee t-shirt and beanie.
$1,000+ Bee t-shirt, beanie and hoodie.
$10,000+ Bee t-shirt, beanie, hoodie, pop socket, and launch party invite.

Key Deal Facts

Patent pending AI, machine learning & blockchain tech replace humans unlike Rocket Mortgage.
Successful VC backed pre-seed raise | Revenue generating with major bank partnership.
MIT & UChicago MBA grad software engineers.
Live app with fast growing user base | +314% downloads over the past 30 days.
✅ Founded by licensed mortgage loan officers, real estate agents & certified blockchain experts.
Execution: team released Bee App 1.0 on time and under budget all during a global pandemic.
For young, new buyers who love personal finance apps like Robinhood, Chime, Fair and Carvana.
Possible Amazon licensing deal for Alexa.

Use of Proceeds


  • 30% towards product development
  • 34% towards advertising and traction
  • 28.5% towards operations
  • 7.5% towards WeFunder fees.  


  • 52% towards product development
  • 25% towards advertising and traction
  • 15.5% towards operations
  • 7.5% towards WeFunder fees. 

Management Team / Advisory Board Bios

Curtis Wood
Co-founder & CEO
Licensed Mortgage Loan Originator NMLS 1308125 | Developer | Certified blockchain expert | Previous: TIAA Bank, PHH Mortgage, iMobile3

Cynthia Wood
Co-founder & COO
Designer & Developer | Top ranking woman in blockchain | Certified blockchain expert | Previous: Harden

Matt Offers
Co-founder & VP of Products
Products development lead overseeing the creation of Bee's mobile assets. Previous: Optimal Blue, Pavaso.

Kristin Scheurer
Co-founder & CMO
Responsible for overseeing all promotional initiatives, Kristin is dedicated to ensuring Bee reaches every family who dreams of homeownership.

Holly Davis
Co-founder & CTO
20 years of enterprise level project management experience, Holly works closely with executive leadership leveraging all technological resources to the realization of Bee's core mission.

Angie Luu
Lead Experience Designer
Lead UX designer and researcher. Previous Design Experience: Capital One, Discount Tire, Asics, and Boeing.

Munir Valiani
Co-founder & VP of Originations
Developer | Licensed Mortgage Loan Originator NMLS 939488 | Certified blockchain expert | Previous: PHH Mortgage

Mindy Barker
Interim CFO
Author and financial expert with broad CFO experience.

Dwight Skyers
Director of Agent Partnerships
Retired Navy and active REALTOR®, Broker Associate, Dwight is responsible for agent outreach.

Deal Notes

Price per Share: $10.00

Amount Raised : $0
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The "CrowdScore" for this deal is determined by user ratings and other factors using our proprietary algorithm.
The overall viability and scalability of the business concept as well as the ability to drive the concept to profitability over time.
Business Idea
The progress made thus far in demonstrating that the business has viability, a customer base or other business traction.
Business Traction
The experience of the management team in running, scaling and/or exiting a business that required similar skills to execute the business plan.
Management Team
The value of the company compared to similar companies raising money from investors.

Security Description

A SAFE is an agreement between you—the investor—and the company in which the company promises to give you a future equity stake based on the amount you invested. It also involves some kind of a triggering event that must take place in order for you to get your future equity stake. Be careful as you may only get equity if a particular event is triggered.

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