Irving, 75062, TX,
United States
American Heritage Capital Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by American Heritage Capital and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20 American Heritage Capital employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that American Heritage Capital has purchased the following applications: Calyx Point LOS for Loan Management in 2011, Microsoft 365 for Collaboration in 2015, AdRoll for Digital Advertising Platform in 2011 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems American Heritage Capital is running and its propensity to invest more and deepen its relationship with Calyx Technology , Microsoft , NextRoll or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing American Heritage Capital revenues, which have grown to $2.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for American Heritage Capital intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Calyx Technology | Legacy | Calyx Point LOS | Loan Management | ERP Services and Operations | n/a | 2011 | 2012 |
In 2011 American Heritage Capital implemented Calyx Point LOS as its Loan Management application within the Irving, Texas loan operations. The deployment centered on loan origination and document lifecycle handling for a small, centralized lending team.
Calyx Point LOS was used to establish and maintain document tracking and management, to record and update incoming documents, and to manage loan origination workflows and exception handling. Functional capabilities described include review of loans in process for accuracy and compliance, appraisal condition management and clearance, calculation and verification of income, assets and liabilities, and final document verification for closing and clearing conditions.
Operational coverage was the loan processing function at American Heritage Capital, with activities documented from January 2011 to August 2013, and business functions impacted included loan processing, underwriting coordination, appraisal coordination, and closing administration. No explicit third party integrations are listed in the source notes, the implementation signals focus on capabilities delivered within Calyx Point LOS for document management and condition tracking.
Governance practices embedded in Calyx Point LOS usage included routine record maintenance, systematic updating of the system to reflect newly added documents, adherence reviews for policies, laws and guidelines, and coordinated communications with loan officers, underwriters, and appraisal vendors. The source notes explicitly state the establishment of a good, sound and secure document tracking and management system through Calyx Point LOS.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| NextRoll | Legacy | AdRoll | Digital Advertising Platform | CRM | n/a | 2011 | 2011 |
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Marketing Analytics | CRM |
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2017 | 2017 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2021 | 2021 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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