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American Heritage Capital Data, Technology Stack, and Enterprise 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.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
NextRoll Legacy AdRoll Digital Advertising Platform CRM n/a 2011 2011
Marketing Analytics CRM 2017 2017
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2021 2021
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2012 2012
Application Hosting and Computing Services IaaS 2019 2019
Content Delivery Network IaaS 2019 2019
IT Decision Makers and Key Stakeholders at American Heritage Capital
First Name Last Name Title Function Department Email Phone
No data found
Apps Being Evaluated by American Heritage Capital Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD American Heritage Capital Technographics

American Heritage Capital is a Banking and Financial Services organization based in United States, with around 20 employees and annual revenues of $2.0 million.

American Heritage Capital operates a diverse technology stack with applications such as Calyx Point LOS, Microsoft 365 and AdRoll, covering areas like Loan Management, Collaboration and Digital Advertising Platform.

American Heritage Capital has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Calyx Technology, Microsoft and NextRoll.

American Heritage Capital recently adopted applications including Pathwire Mailgun in 2021, Lumen Cloud (ex CenturyLink) in 2019 and Lumen CDN in 2019, highlighting its ongoing modernization strategy.

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Our research team continuously updates American Heritage Capital’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

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