Arcstone Financial
1917 Hillhurst Ave UNIT 203,
Los Angeles, 90027, CA,
United States
Los Angeles, 90027, CA,
United States
1 323-665-5000
Banking and Financial Services
Arcstone Financial Technographics
Arcstone Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Arcstone Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 60 Arcstone Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Arcstone Financial has purchased the following applications: Microsoft 365 for Collaboration in 2020, DocMagic Total eClose for Intelligent Document Processing in 2016, Twilio Sendgrid for Transactional Email in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Arcstone Financial is running and its propensity to invest more and deepen its relationship with Microsoft , DocMagic , Twilio 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 Arcstone Financial revenues, which have grown to $7.0 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 Arcstone Financial 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.
Arcstone Financial Tech Stack and Enterprise Applications
Arcstone Financial Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Arcstone Financial implemented Microsoft 365 to support Collaboration across the organization. Public web assets show Microsoft 365 usage on their website, indicating a cloud SaaS tenant footprint for core productivity and collaboration services.
Microsoft 365 is configured to deliver Collaboration capabilities including Exchange Online for corporate email, Microsoft Teams for real time chat and meetings, SharePoint Online for shared document libraries, OneDrive for personal file storage, and the Office productivity suite. Configuration focuses on tenant level identity and access controls and standard collaboration workflows such as document coauthoring, versioning, and meeting scheduling to support daily operations.
The deployment covers business functions including finance, sales and operations within the 60 employee firm, centralizing email, document management and internal communications under the Microsoft 365 Collaboration environment. Governance is tenant centered with role based access and centralized user provisioning consistent with Microsoft 365 best practices and observable site signals.
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Arcstone Financial Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocMagic | Legacy | DocMagic Total eClose | Intelligent Document Processing | Content Management | n/a | 2016 | 2016 |
In 2016 Arcstone Financial implemented DocMagic Total eClose as an Intelligent Document Processing solution to centralize loan document generation and funding workflows. Arcstone Financial used DocMagic Total eClose to support loan funding and document drawing functions across its mortgage operations.
The implementation focused on document assembly and automated drawing for FHA, VA, conventional, jumbo and other loan products, reflecting the organization’s Loan Funder and Document Drawer responsibilities. DocMagic Total eClose was configured to support template driven mortgage document generation, automated data validation during draw, and eClosing workflow orchestration to prepare packages for review and execution.
Operational coverage emphasized funder and documentation duties, including requesting missing required documentation, drawing and preparing mortgage documents according to lender guidelines, and routing completed files for underwriter sign off and funding. The system was used to coordinate with brokers, escrow officers, account managers, investors, shippers, and warehouse lines to manage pre funding conditions, verify wire transfer instructions, and ensure correct funding amounts, fees, rates and broker rebates prior to sale of loans.
Workflows embedded compliance and governance checks such as review of signatures, notary information, title reports and escrow instructions, and formal review and approval of HUD 1 settlement statements in line with RESPA 2010 requirements. Process controls enforced lender and investor guidelines, required underwriter sign off prior to funding, and directed post closing follow up for any exceptions or compliance items.
DocMagic Total eClose served as the operational backbone for Arcstone Financial’s document drawing and funding processes, supporting quality control and compliance with company policies and investor requirements while enabling staff to resolve data issues, maintain regulatory awareness, and coordinate timely funding activities.
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Arcstone Financial PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Twilio | Legacy | Twilio Sendgrid | Transactional Email | PaaS | n/a | 2021 | 2021 |
In 2021, Arcstone Financial deployed Twilio Sendgrid for Transactional Email to handle website-driven notifications and customer-facing message delivery. Twilio Sendgrid is used on their website to route transactional emails including account notifications and operational confirmations tied to online workflows.
The implementation leverages core Transactional Email capabilities, configured for SMTP relay and Web API sending, template management for dynamic content, and event webhook processing for delivery, bounce, and engagement events. Arcstone configured suppression lists and activity feed monitoring inside Twilio Sendgrid to support deliverability oversight and event correlation.
Operational ownership is centered in the web development and IT operations teams, who manage template versioning, API key usage, and sending policies. Governance emphasizes centralized template control and role-based access to separate operational and administrative activities, with Twilio Sendgrid providing the Transactional Email layer for Arcstone Financial site communications.
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Arcstone Financial 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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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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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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Arcstone Financial
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Senior Vice President - Mortgage Services, Mortgage Banker | VP | Operations | |
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SVP Operations | VP | Operations | |
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VP Compliance | VP | Legal | |
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Processing Manager | Manager | Finance | |
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Executive Production Manager | Manager | Finance | |
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Apps Being Evaluated by Arcstone Financial Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Arcstone Financial IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Arcstone Financial digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Arcstone Financial Technographics
Arcstone Financial is a Banking and Financial Services organization based in United States,
with around 60 employees and annual revenues of $7.0 million.
Arcstone Financial operates a diverse technology stack with applications such as
Microsoft 365, DocMagic Total eClose and Twilio Sendgrid,
covering areas like Collaboration, Intelligent Document Processing and Transactional Email.
Arcstone Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, DocMagic and Twilio.
Arcstone Financial recently adopted applications including
Twilio Sendgrid in 2021, Google Cloud Platform (GCP) in 2021 and Amazon CloudFront in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Arcstone Financial’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Arcstone Financial’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 Arcstone Financial technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.