Compass Mortgage
27755 Diehl Rd Suite 100,
Warrenville, 60555, IL,
United States
Warrenville, 60555, IL,
United States
1 630-393-9362
Banking and Financial Services
Compass Mortgage Technographics
Compass Mortgage Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Compass Mortgage and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 350 Compass 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 Compass Mortgage has purchased the following applications: Calyx Point LOS for Loan Management in 2015, Ruby Live Chat for Chatbots and Conversational AI in 2016, Microsoft 365 for Collaboration in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Compass Mortgage is running and its propensity to invest more and deepen its relationship with Calyx Technology , ICE Mortgage Technology , Ruby 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 Compass Mortgage revenues, which have grown to $36.0 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 Compass 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.
Compass Mortgage Tech Stack and Enterprise Applications
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Calyx Technology | Legacy | Calyx Point LOS | Loan Management | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015 Compass Mortgage implemented Calyx Point LOS as its Loan Management application. The deployment was executed alongside a broader infrastructure redevelopment and was positioned to support mortgage origination and servicing workflows across an environment serving more than 150 onsite and remote employees, coordinated by the company VP Infrastructure.
Calyx Point LOS was configured to support core Loan Management functions including loan origination intake, processing pipelines, document management and mortgage-specific compliance workflows, aligned with standard LOS functional modules. Configuration work reflected category-aligned capabilities for underwriting handoffs, automated data capture, and document lifecycle orchestration to support mortgage operations and loan processors.
The Calyx Point LOS implementation was integrated with an existing mortgage software stack and infrastructure components explicitly listed in internal notes, including DocMagic for document services, ShareFile for file exchange, VirPack for packaging, CARS and Zetafax for legacy document handling. Identity and access were tied into Office 365 and Azure AD for Single Sign-On and hybrid Exchange authentication, while disaster recovery and storage relied on Dell PowerVault SAN and Barracuda cloud storage, and endpoint and email protection used Mimecast, Cylance and Duo for dual authentication.
Operational governance for the Calyx Point LOS rollout emphasized IT application development, auditing, metrics, project planning and documentation. The rollout workstreams were executed in concert with infrastructure projects such as Systems Center management, VDI and Remote Desktop Services on Windows Server, SAN and backup architecture, VPN and SSL remote access, VOIP and call recording, and office wiring and failover planning, enabling continuity of mortgage operations and centralized lifecycle management for the Loan Management environment.
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Loan Management | ERP Services and Operations |
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2016 | 2016 |
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Ruby | Legacy | Ruby Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2016 | 2016 |
In 2016, Compass Mortgage deployed Ruby Live Chat on its public website. Ruby Live Chat is used as a Chatbots and Conversational AI application to manage customer facing chat and borrower inquiry workflows on compmort.com and to capture initial contact details during lead qualification.
Deployment consisted of a browser based web chat widget embedded on public pages and an agent console for live response, configured to collect visitor context, persist chat transcripts, and apply canned messaging templates to accelerate responses. Configuration included availability scheduling and session routing to designated staff to align live coverage with business hours.
Operational coverage targeted customer service and loan intake activities, with Compass Mortgage personnel monitoring the Ruby interface to triage inquiries and escalate to phone or email channels when required. Governance focused on chat handling protocols and transcript retention to support record keeping and compliance review.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, Compass Mortgage implemented Microsoft 365 as its Collaboration platform. The Microsoft 365 deployment established a centralized tenant to provide enterprise email through Exchange Online, SharePoint Online for document and intranet publishing, OneDrive for user file sync, and Microsoft Teams for synchronous collaboration and persistent chat. This configuration positions Microsoft 365 to serve core collaboration workflows including email, document lifecycle management, meeting and presence, and team collaboration.
The company website references Microsoft 365 components, indicating the platform is used for corporate communications and externally visible content delivery. Operational coverage extends across Compass Mortgage’s 350 person corporate workforce in the United States and supports business functions such as IT, sales, underwriting and back-office administration. Governance is organized around standard Microsoft 365 controls, leveraging a centralized tenant model with Azure Active Directory based identity and role based access control to manage users, devices and policy enforcement while maintaining Collaboration capabilities.
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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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2017 | 2017 |
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Document Management | Content Management |
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2015 | 2015 |
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Intelligent Document Processing | Content Management |
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2015 | 2015 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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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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Content Delivery Network | IaaS |
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2021 | 2021 |
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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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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Compass Mortgage
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Compass Mortgage Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Compass Mortgage IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Compass Mortgage digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Compass Mortgage Technographics
Compass Mortgage is a Banking and Financial Services organization based in United States,
with around 350 employees and annual revenues of $36.0 million.
Compass Mortgage operates a diverse technology stack with applications such as
Calyx Point LOS, Ruby Live Chat and Microsoft 365,
covering areas like Loan Management, Chatbots and Conversational AI and Collaboration.
Compass Mortgage has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Calyx Technology, Ruby and Microsoft.
Compass Mortgage recently adopted applications including
Salesforce Sales Cloud in 2021, Choopa in 2021 and Constant Company Vultr Cloud Compute in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Compass Mortgage’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Compass 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 Compass Mortgage technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.