AI Buyer Insights:

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

Brokers Advantage Mortgage
Location
1920 Main St Suite 200,
Irvine, 92614, CA,
United States
Website
https://www.brokersadvantagemortgage.com/
Phone
1 833-393-0547
Artw industry
Banking and Financial Services
Employee
Revenue

Brokers Advantage Mortgage Technographics

Brokers Advantage Mortgage Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Brokers Advantage Mortgage and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 40 Brokers Advantage Mortgage employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Brokers Advantage Mortgage has purchased the following applications: Zoom for Audio Video and Web Conferencing in 2024, OptifiNow Sales Enablement for Sales Enablement in 2022, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2023 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Brokers Advantage Mortgage is running and its propensity to invest more and deepen its relationship with Zoom Video Communications , OptifiNow , Google 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 Brokers Advantage Mortgage revenues, which have grown to $10.0 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 Brokers Advantage Mortgage 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.

Brokers Advantage Mortgage Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoom Video Communications Legacy Zoom Audio Video and Web Conferencing Collaboration n/a 2024 2024
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
OptifiNow Legacy OptifiNow Sales Enablement Sales Enablement CRM n/a 2022 2022
In 2022, Brokers Advantage Mortgage implemented OptifiNow Sales Enablement to launch marketing and sales management processes within its non QM wholesale lending business. The deployment is identified in the Sales Enablement category and was initiated to introduce automated account classification and personalized email touchpoints for mortgage sales and borrower outreach. OptifiNow Sales Enablement usage emphasized modules for automated account classification, email sequencing with personalized touchpoints, and pipeline management workflows tied to sales stages. Configuration work described in the vendor release included rules-driven account segmentation, templated personalized outreach, and workflow triggers to orchestrate borrower communications from initial lead through active pipeline stages. The implementation included integrations with mortgage sales CRM systems and the loan origination system LOS to accelerate pipeline management and automate borrower outreach. Operational scope focused on mortgage sales and marketing teams within the wholesale lending organization, and governance changes introduced automated workflow triggers and clarified handoffs between sales and loan operations to standardize outreach cadence.
Tag Management CRM 2023 2023
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft Azure Cloud Services Application Hosting and Computing Services IaaS n/a 2023 2023
Application Hosting and Computing Services IaaS 2023 2023
Content Delivery Network IaaS 2023 2023
Content Delivery Network IaaS 2023 2023
Content Delivery Network IaaS 2024 2024
Content Delivery Network IaaS 2024 2024
Domain Name System (DNS) IaaS 2023 2023
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2025 2025
Secure Sockets Layer (SSL) CyberSecurity 2023 2023
IT Decision Makers and Key Stakeholders at Brokers Advantage Mortgage
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Brokers Advantage Mortgage Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Brokers Advantage Mortgage Technographics

Brokers Advantage Mortgage is a Banking and Financial Services organization based in United States, with around 40 employees and annual revenues of $10.0 million.

Brokers Advantage Mortgage operates a diverse technology stack with applications such as Zoom, OptifiNow Sales Enablement and Microsoft Azure Cloud Services, covering areas like Audio Video and Web Conferencing, Sales Enablement and Application Hosting and Computing Services.

Brokers Advantage Mortgage has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Zoom Video Communications, OptifiNow and Microsoft.

Brokers Advantage Mortgage recently adopted applications including reCAPTCHA in 2025, Zoom in 2024 and Microsoft Ajax Content Delivery Network in 2024, highlighting its ongoing modernization strategy.

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

Our research team continuously updates Brokers Advantage Mortgage’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 Brokers Advantage Mortgage technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.