CashCall
1 City Blvd W STE 100,
Orange, 92868, CA,
United States
Orange, 92868, CA,
United States
1 949-752-4600
Banking and Financial Services
CashCall Technographics
CashCall Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CashCall and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 CashCall employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that CashCall has purchased the following applications: Persona Verification for Computer Vision in 2022, Microsoft 365 for Collaboration in 2016, DocMagic IDP for Intelligent Document Processing in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems CashCall is running and its propensity to invest more and deepen its relationship with Persona Identities , Microsoft , 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 CashCall revenues, which have grown to $19.0 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 CashCall 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.
CashCall Tech Stack and Enterprise Applications
CashCall AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Persona Identities | Legacy | Persona Verification | Computer Vision | AI-Powered Application | n/a | 2022 | 2022 |
In 2022, CashCall deployed Persona Verification on its website to support online identity verification and KYC workflows. Persona Verification, categorized as Computer Vision, is embedded in web-facing flows to capture and validate customer identity evidence during account opening and loan application processes.
The implementation centers on core computer vision capabilities commonly applied to identity proofing, including document capture and automated identity document analysis, biometric face matching, and liveness checks. Persona Verification is described in the deployment as providing API driven verification services and a web-embedded verification widget to orchestrate document submission and real-time validation within the browser experience.
Operationally the deployment scopes customer onboarding and compliance functions, with the verification flow routed into CashCall’s website-based account creation and application pipelines. Governance and workflow adjustments focused on embedding identity checks into front-end customer journeys and routing verification outcomes into internal review queues used by onboarding, fraud prevention, and compliance teams.
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CashCall Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016 CashCall deployed Microsoft 365 as its Collaboration platform. CashCall is a Banking and Financial Services firm with approximately 200 employees, and the Microsoft 365 implementation established a unified collaboration layer for corporate communications, document management, and internal productivity tools across the organization.
The Microsoft 365 deployment incorporated standard Microsoft 365 services including cloud email and calendaring, SharePoint Online for intranet and document libraries, OneDrive for user file storage, Microsoft Teams for real-time chat and meetings, and Office desktop and web applications for productivity. The implementation was exposed to the company website to support content publishing and to surface approved corporate content, and administrative controls were centralized using Microsoft 365 administration features to manage user provisioning, access policies, and mailbox operations. Operational coverage focused on marketing, corporate communications, and back-office functions, with governance enforced through centralized admin configuration and role based access to collaboration assets.
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Collaboration | Collaboration |
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2016 | 2016 |
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CashCall 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 CashCall implemented DocMagic IDP as an Intelligent Document Processing platform to centralize disclosure assembly and eSignature orchestration for loan operations. The deployment emphasized document lifecycle control and eSignature monitoring, with DocMagic IDP providing automated disclosure packaging and signature tracking for initial disclosures, the Initial LE, Revised LE, and the Initial CD, and supporting eConsent verification workflows used by senior loan processors.
DocMagic IDP was configured to monitor and enforce eSignature completion across transactional document sets, including logic to track non Obligated borrowers for Econsent and Esign requirements. The implementation embedded signing schedule coordination into operational workflows, ensuring signings were arranged on the welcome call and executed through the DocMagic portal on the same day documents were emailed. The platform also supported state specific gating, requiring appraisal inspection completion before signing in dry states and final approval with balanced fees for wet states.
Integrations were instrumented with core loan origination and communication tools that are explicit in operational notes, including Empower for signing scheduling and loan file updates, Blitzdocs for document handling, Microsoft Outlook for email communications, and Alta interactions with Escrow for payoff and escrow reconciliation. Operational coverage spanned loan processing, underwriting handoffs, title review and escrow coordination, with DocMagic IDP serving as the central document orchestration layer tied to Empower driven loan file updates.
Governance and process controls focused on eConsent verification, signature audit trails, and transactional documentation hygiene. Process rules required requesting updated payoff and escrow documents, updating mortgagee clauses and insurance payment proof, balancing figures in Empower upon receipt of Alta confirmations, and recording every action in a running notepad audit to maintain underwriting readiness and compliance visibility.
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Web Content Management | Content Management |
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2022 | 2022 |
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CashCall CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Advertising Platform | CRM |
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2013 | 2013 |
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Digital Advertising Platform | CRM |
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2012 | 2012 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2022 | 2022 |
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Tag Management | CRM |
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2022 | 2022 |
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CashCall 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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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at CashCall
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by CashCall Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from CashCall IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the CashCall digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD CashCall Technographics
CashCall is a Banking and Financial Services organization based in United States,
with around 200 employees and annual revenues of $19.0 million.
CashCall operates a diverse technology stack with applications such as
Persona Verification, Microsoft 365 and DocMagic IDP,
covering areas like Computer Vision, Collaboration and Intelligent Document Processing.
CashCall has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Persona Identities, Microsoft and DocMagic.
CashCall recently adopted applications including
Persona Verification in 2022, ButterCMS in 2022 and Salesforce Sales Cloud in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of CashCall’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates CashCall’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 CashCall technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.