Houston, 77018, TX,
United States
Docufirst Technographics
Docufirst Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Docufirst and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 11 Docufirst employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Docufirst has purchased the following applications: ATLOS for Loan Management in 2016, Microsoft 365 for Collaboration in 2016, Vimeo Online Video Editor for Video Editing 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 Docufirst is running and its propensity to invest more and deepen its relationship with ATLOS , Microsoft , Vimeo 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 Docufirst revenues, which have grown to $6.0 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 Docufirst 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.
Docufirst Tech Stack and Enterprise Applications
Docufirst ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ATLOS | Legacy | ATLOS | Loan Management | ERP Services and Operations | n/a | 2016 | 2016 |
In 2016, DocuFirst implemented ATLOS as its core Loan Management application. The deployment aligned DocuFirst, a U.S.-based forms automation and e-signature provider, with the ATLOS software family to support mortgage and loan document processing in the United States.
The implementation encompassed inferred Loan Management modules including loan origination workflows, document management and form automation, and integrated e-signature capture for closing and customer acceptance. Configuration work focused on template-driven document assembly, automated form population, signing workflow orchestration and audit trail capture consistent with lending document lifecycles.
Operational coverage centered on lending operations, loan origination teams, mortgage processing and document operations across DocuFirst’s U.S. activity. The ATLOS deployment was positioned to centralize form libraries, enforce document version control and standardize signing workflows to support compliance and reduce manual handling of loan paperwork.
Governance and process changes emphasized controlled template management, signing auditability and workflow standardization to speed form workflows and reduce paper in lending processes. The implementation narrative consistently references ATLOS as the platform enabling DocuFirst’s Loan Management capability, supporting the company’s stated goal to reduce paper and accelerate form processing.
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Docufirst Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
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Docufirst Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Vimeo | Legacy | Vimeo Online Video Editor | Video Editing | Content Management | n/a | 2017 | 2017 |
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Web Content Management | Content Management |
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2016 | 2016 |
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Docufirst CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2017 | 2017 |
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Customer Support | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2015 | 2015 |
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Tag Management | CRM |
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2016 | 2016 |
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Docufirst PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2016 | 2016 |
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Docufirst 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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2015 | 2015 |
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Domain Name System (DNS) | IaaS |
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2016 | 2016 |
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Docufirst CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Security (AppSec) | CyberSecurity |
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2016 | 2016 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Docufirst
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Docufirst Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||