Coppell, 75019, TX,
United States
Caliber Home Loans Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Caliber Home Loans and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 4000 Caliber Home Loans employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Caliber Home Loans has purchased the following applications: Exela Lockbox for AR Automation in 2017, ADP Workforce Now Benefits for Benefits Administration in 2019, Harbor Flex for Lease Management in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Caliber Home Loans is running and its propensity to invest more and deepen its relationship with Exela Technologies , Oracle , SAP 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 Caliber Home Loans revenues, which have grown to $900.0 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 Caliber Home Loans 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Exela Technologies | Legacy | Exela Lockbox | AR Automation | ERP Financial Management | n/a | 2017 | 2017 |
In 2017, Caliber Home Loans deployed Exela Lockbox as its AR Automation platform to centralize receivables processing and automate remittance handling. Exela Lockbox was configured to support check and electronic remittance capture, automated cash application, exception management, and structured account resolution workflows for mortgage payment processing.
The implementation included modules for remittance imaging and data extraction, rule-based cash application, exception queueing, and escrow posting logic to align payments to borrower accounts. Exela Lockbox was used to drive account resolution workflows that surfaced exceptions for specialist review, and it was configured to feed case objects to servicing teams for follow up on payment arrangements and promises to pay.
Operational integrations referenced in day to day support included connectivity to Microsoft Outlook for documentation, Aspect for contact routing, Sagent formerly Fiserv for loan servicing data, Carbon Copy and Transcentra for document handling, and the departmental MyAssistant tool for case research and servicing context. The deployment covered collections, customer service, escrow analysis, and virtual call center operations across Caliber Home Loans in the United States, linking lockbox remittance processing to inbound and outbound borrower interactions.
Governance and process changes centered on exception routing to Account Resolutions Specialists, defining escalation rules, and embedding new servicing workflows into daily call handling procedures. Rollout activities emphasized training and peer mentoring for collections and servicing staff to use Exela Lockbox together with existing tools, and the configuration preserved auditability of remittance decisions and case handling.
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ERP Financial | ERP Financial Management |
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2011 | 2011 |
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ERP Financial | ERP Financial Management |
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2020 | 2021 |
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Expense Management | ERP Financial Management |
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2014 | 2014 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ADP | Legacy | ADP Workforce Now Benefits | Benefits Administration | HCM | n/a | 2019 | 2019 |
In 2019, Caliber Home Loans deployed ADP Workforce Now Benefits as its Benefits Administration platform. The implementation targeted enterprise HR workflows for onboarding, benefits enrollment, and employment document management across Caliber Home Loans US HR, recruiting, and payroll functions.
Configuration centered on onboarding workflow orchestration, benefits enrollment setup, confidential employment document storage, and adjudication processes for pre employment screening. ADP Workforce Now Benefits was used to process new hire data, maintain benefits eligibility records, and manage enrollment lifecycle events while enforcing company compliance policies.
Integrations and operational touch points included coordination with external background check vendors and processing completed I 9s through e-Verify, plus routine updates and recommended changes to HRIS, Payroll, and Benefits records based on ADP data. The HR team served as the system liaison to ensure user access rights were established and to communicate onboarding procedures, details, and status to candidates, recruiters, and hiring managers.
Governance emphasized confidentiality controls, adjudication procedures for screening outcomes, compliant document retention, and role based access. The implementation also included change management activities, where HR acted as a change agent to develop and communicate revised onboarding strategies and to align operational practices with the Benefits Administration platform.
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Core HR | HCM |
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2020 | 2020 |
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Learning and Development | HCM |
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2020 | 2020 |
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Recruiting, Applicant Tracking System | HCM |
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2017 | 2018 |
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Time and Attendance | HCM |
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2015 | 2015 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Lease Harbor | Legacy | Harbor Flex | Lease Management | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015 Caliber Home Loans implemented Harbor Flex as a Lease Management platform to centralize corporate real estate and lease accounting functions. Harbor Flex was adopted to provide a single system of record for leases and to standardize lease administration across the enterprise.
The Harbor Flex implementation focused on core Lease Management capabilities including lease abstraction and a centralized contract repository, automated payment scheduling and accounting schedules, critical date tracking and notifications, document management, and operational reporting. Harbor Flex was configured to enforce standardized lease data models and to support audit trails and compliance workflows typical of lease administration.
Operational ownership for Harbor Flex sat with real estate, finance and accounting, facilities and legal stakeholders, reflecting the cross functional nature of lease governance. The deployment emphasized role based access and workflow automation for approvals and renewals, with structured processes for lease intake, abstraction, and ongoing administration.
Governance established formal lease data stewardship, change control for contract templates and policies, and a phased rollout approach with targeted training for business users and administrators. Harbor Flex was positioned to serve Caliber Home Loans as the authoritative Lease Management application for corporate real estate and related financial controls.
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Loan Management | ERP Services and Operations |
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2020 | 2020 |
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2014 | 2018 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Intelligent Document Processing | Content Management |
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2018 | 2018 |
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Web Content Management | Content Management |
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2020 | 2020 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Call Tracking and Recording | CRM |
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2019 | 2019 |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2019 | 2019 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Data Management Platform | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2014 | 2014 |
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Application Performance Management | ITSM |
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2021 | 2021 |
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Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procurement | Procurement |
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2014 | 2014 |
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SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Incentive Compensation Management | SPM |
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2022 | 2022 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2018 | 2018 |
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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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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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