Los Gatos, 95030, CA,
United States
Direct Mortgage Funding Technographics
Direct Mortgage Funding Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Direct Mortgage Funding and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20 Direct Mortgage Funding employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Direct Mortgage Funding has purchased the following applications: Encompass ERP for Food and Beverage ERP in 2017, Microsoft Azure Cloud Services for Application Hosting and Computing Services 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 Direct Mortgage Funding is running and its propensity to invest more and deepen its relationship with Encompass Technologies , Microsoft 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 Direct Mortgage Funding revenues, which have grown to $2.0 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 Direct Mortgage Funding 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.
Direct Mortgage Funding Tech Stack and Enterprise Applications
Direct Mortgage Funding ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Encompass Technologies | Legacy | Encompass ERP | Food and Beverage ERP | ERP Services and Operations | n/a | 2017 | 2017 |
In 2017 Direct Mortgage Funding implemented Encompass ERP, using Encompass ERP within the Food and Beverage ERP category to operationalize branch-level loan intake and borrower pre-qualification workflows. The firm operates with about 20 employees and holds licenses in California, Nevada, and Illinois, aligning the application to state-level licensing requirements and localized intake processes.
Configuration of Encompass ERP centers on pipeline management, CRM synchronization, document request and review, credit checks, automated AUS execution, and triggering initial disclosure workflows. Encompass ERP was configured to manage the run and review of credit, to request supporting documents for pre-qualification, and to automate the Automated Underwriting System run and subsequent application trigger for initial disclosures.
Integrations explicitly include the company CRM and Outlook Calendar, with the CRM driving lead and pipeline records and Outlook Calendar used for scheduling branch activity. Operational coverage focuses on branch pipeline management and a managed pipeline of pre-qualified borrowers, with a single point of contact handling between 40 percent and 60 percent of inbound leads and routing tasks through Encompass ERP and CRM.
Governance and workflow rules were established to centralize intake, credit review, document collection, AUS execution, and disclosure issuance within Encompass ERP. Role-based assignments in the CRM and calendar-driven scheduling supported the workflow orchestration, while Encompass ERP provided the core transaction and disclosure orchestration for lending operations.
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Direct Mortgage Funding 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 | 2021 | 2021 |
In 2021, Direct Mortgage Funding implemented Microsoft Azure Cloud Services to host its public website and deliver web-based application assets. The deployment uses Microsoft Azure Cloud Services within the Application Hosting and Computing Services category to provide the company with platform-hosted compute and web delivery capabilities.
The implementation is structured around platform hosting and managed compute, with configuration focused on web app hosting, scalable compute instances, object storage for media and backups, and platform networking for DNS and TLS termination. Microsoft Azure Cloud Services supports standard hosting modules such as content delivery, secure transport, and workload scaling, aligning with common functional workflows in Application Hosting and Computing Services.
Operational scope is centered on the company website and associated customer-facing application delivery, covering online information pages, contact workflows, and any embedded customer forms. The integration surface indicated by the source is primarily within the website layer, encompassing DNS, certificate provisioning, HTTP routing, and platform-native monitoring and logging within the Azure environment.
Governance and operational ownership are expected to be managed through internal IT or web operations practices, with configuration management, access control, and routine platform monitoring aligned to Microsoft Azure operational models. Microsoft Azure Cloud Services, as deployed by Direct Mortgage Funding in 2021, serves as the Application Hosting and Computing Services backbone for their web presence, emphasizing managed platform hosting, web delivery, and cloud-native operational controls.
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IT Decision Makers and Key Stakeholders at Direct Mortgage Funding
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Apps Being Evaluated by Direct Mortgage Funding Executives
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