Arbor Financial Group
2932 Daimler St,
Santa Ana, 92705, CA,
United States
Santa Ana, 92705, CA,
United States
1 949-557-6203
Banking and Financial Services
Arbor Financial Group Technographics
Arbor Financial Group Technographics, Software Purchases, AI 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 Tech Stack and Enterprise Applications
Arbor Financial Group 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.
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Arbor Financial Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| NextRoll | Legacy | AdRoll | Digital Advertising Platform | CRM | n/a | 2016 | 2016 |
In 2016, Arbor Financial Group implemented AdRoll, deploying a Digital Advertising Platform on its public website to support marketing and customer acquisition. The implementation used AdRoll site tagging and the AdRoll pixel to ingest behavioral signals, enable audience tracking, and execute display retargeting and programmatic campaigns. AdRoll was configured to capture conversion events and build audience cohorts for segmentation, creative targeting, and campaign optimization within the platform.
AdRoll integration is limited to the web property, with the AdRoll JavaScript tag embedded across site pages to feed behavioral data into the Digital Advertising Platform and drive campaign audiences. Operational responsibility sits with the marketing and advertising operations function, which manages campaign setup, creative rotations, budget allocation, and audience exclusions through the AdRoll interface. Governance focused on tag management and campaign workflow controls to maintain data quality and adherence to marketing policies.
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Marketing Automation | CRM |
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2015 | 2015 |
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Arbor Financial Group 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 |
In 2019, Arbor Financial Group implemented NextRoll Cookie Consent Banner. The NextRoll Cookie Consent Banner is deployed on the Arbor Financial Group public website to provide Governance, Risk and Compliance capability for website privacy and consent management, capturing user cookie choices and consent states across customer-facing pages.
The implementation centers on a client-side consent banner and a web-based preference center, configured through NextRoll management settings. Functional capabilities implemented include consent presentation and explicit accept or reject flows, preference toggles for category-level choices, and local persistence of consent state to enforce user selections on subsequent visits.
Operational coverage is the company website and the implementation affects marketing, IT web operations, and privacy or legal oversight functions. The deployment is configured to centralize consent capture across pages and to control cookie and tracking activation based on captured consent, aligning consent enforcement with site behavior.
Governance and workflow changes focus on formalizing consent capture and recordkeeping, enabling privacy teams to review stored consent states and manage configuration, while web operations maintain the client-side banner implementation. Arbor Financial Group, NextRoll Cookie Consent Banner, Governance, Risk and Compliance and website privacy management together describe the relationship between the company application category and the business functions it supports.
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Arbor Financial Group PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2020 | 2020 |
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Arbor Financial Group 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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Arbor Financial Group
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Chief Mortgage Officer | CXO | Finance | |
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Senior Managing Director, Operations | Director | Operations | |
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Vice President of National Expansion | VP | Sales | |
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Controller | Director | Finance | |
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Accounting Manager | Manager | Finance | |
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Apps Being Evaluated by Arbor Financial Group Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Arbor Financial Group IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Arbor Financial Group digital transformation priorities and AI adoption trends.
| 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.