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Arbor Financial Group
Location
2932 Daimler St,
Santa Ana, 92705, CA,
United States
Website
https://www.arborfinancialgroup.net/
Phone
1 949-557-6203
Artw industry
Banking and Financial Services
Employee
Revenue

Arbor Financial Group Technographics

Arbor Financial Group Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Arbor Financial Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Arbor Financial Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Arbor Financial Group has purchased the following applications: DocMagic IDP for Intelligent Document Processing in 2018, AdRoll for Digital Advertising Platform in 2016, NextRoll Cookie Consent Banner for Governance, Risk and Compliance in 2019 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Arbor Financial Group is running and its propensity to invest more and deepen its relationship with DocMagic , NextRoll , Salesforce 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 Arbor Financial Group revenues, which have grown to $12.0 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 Arbor Financial Group 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.

Arbor Financial Group Data, Technology Stack, and Enterprise Applications
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
DocMagic Legacy DocMagic IDP Intelligent Document Processing Content Management n/a 2018 2018
In 2018, Arbor Financial Group deployed DocMagic IDP as an Intelligent Document Processing platform to support its closing and funding operations across closing, funding, and loan servicing functions. The implementation centered on automating document intake and regulatory disclosure workflows used by Closing Specialists, Funders, and Doc Drawers in the Santa Ana operational environment. The DocMagic IDP deployment was configured for document ingestion, optical character recognition, data extraction and compliance validation, with explicit support for producing initial and final Closing Disclosures. Functional modules implemented included document classification and indexing, automated extraction of HUD-1, Loan Estimates and Closing Instructions, Closing Disclosure generation and document assembly for final loan packages. The system was used to draw final closing loan documents through DocMagic and to issue initial Closing Disclosures through Calyx Point when applicable. Integrations and operational handoffs documented during the rollout included an explicit link to Calyx Point for initial CD issuance, downstream submission of assembled closing packages to investor delivery channels, and registration workflows touching MERS where required. Operational procedures integrated DocMagic output with escrow and title exchanges and with loan processors who cleared funding conditions, and the platform was used to capture and package documents for investor submission and collateral shipping. Governance and workflow restructuring emphasized role-based responsibilities for Closing Specialists, Funders and Doc Drawers, formalizing review steps for HUD-1, LE and CIC accuracy and compliance, tolerance cure checks, ordering wires and preparing funding breakdowns, and clearing suspense conditions prior to investor submission. The implementation narrative reflects use of DocMagic IDP within Arbor Financial Group to centralize document-centric closing, compliance and funding activities, maintaining traceability from initial disclosures through final collateral shipment.
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
NextRoll Legacy AdRoll Digital Advertising Platform CRM n/a 2016 2016
Marketing Automation CRM 2015 2015
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
NextRoll Legacy NextRoll Cookie Consent Banner Governance, Risk and Compliance TRM n/a 2019 2019
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2020 2020
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2020 2020
IT Decision Makers and Key Stakeholders at Arbor Financial Group
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Arbor Financial Group Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Arbor Financial Group Technographics

Arbor Financial Group is a Banking and Financial Services organization based in United States, with around 100 employees and annual revenues of $12.0 million.

Arbor Financial Group operates a diverse technology stack with applications such as DocMagic IDP, AdRoll and NextRoll Cookie Consent Banner, covering areas like Intelligent Document Processing, Digital Advertising Platform and Governance, Risk and Compliance.

Arbor Financial Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as DocMagic and NextRoll.

Arbor Financial Group recently adopted applications including GoDaddy in 2021, MailChannels in 2020 and Cloudflare CDN in 2020, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Arbor Financial Group’s key decision makers and IT executives, available to Premium subscribers.

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

Subscribe to APPS RUN THE WORLD to access the complete Arbor Financial Group technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.