Who is Direct Mortgage Funding?

Direct Mortgage Funding is a Banking and Financial Services organization based in United States, with around 20 employees and annual revenues of $2.0 million.

What enterprise applications does Direct Mortgage Funding use?

Direct Mortgage Funding operates a diverse technology stack with applications such as Encompass ERP, covering areas like Food and Beverage ERP.

What digital transformation initiatives has Direct Mortgage Funding undertaken?

Direct Mortgage Funding has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Encompass Technologies.

What are the most recent software purchases made by Direct Mortgage Funding?

Direct Mortgage Funding recently adopted applications including Encompass ERP in 2017, highlighting its ongoing modernization strategy.

Which IT decision makers lead technology initiatives at Direct Mortgage Funding?

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

How does APPS RUN THE WORLD track Direct Mortgage Funding’s IT investments?

Our research team continuously updates Direct Mortgage Funding’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

How can I access the full list of applications used by Direct Mortgage Funding?

Subscribe to APPS RUN THE WORLD to access the complete Direct Mortgage Funding technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.

Direct Mortgage Funding Technographics, Software Purchases, AI and Digital Transformation Initiatives

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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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 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 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.

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.

Vendor

Previous System

Application

Market

VAR/SI

When

Live

Insight

Encompass Technologies

Legacy

Encompass ERP

Food and Beverage ERP

ERP Services and Operations

n/a

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 Technographics