Gooi Mortgage
400 Locust St Suite 330,
Des Moines, 50309, IA,
United States
Des Moines, 50309, IA,
United States
1 515-313-0580
Banking and Financial Services
Gooi Mortgage Technographics
Gooi Mortgage Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Gooi Mortgage and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 22 Gooi 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 Gooi Mortgage has purchased the following applications: Microsoft 365 for Collaboration in 2015, DocMagic IDP for Intelligent Document Processing in 2016, Automattic Jetpack CRM for CRM 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 Gooi Mortgage is running and its propensity to invest more and deepen its relationship with Microsoft , DocMagic , Automattic 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 Gooi Mortgage revenues, which have grown to $3.0 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 Gooi 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.
Gooi Mortgage Tech Stack and Enterprise Applications
Gooi Mortgage Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015 Gooi Mortgage implemented Microsoft 365 as its primary Collaboration platform. The deployment establishes Microsoft 365 as the backbone for the companys cloud-hosted productivity and collaboration services.
The implementation leverages standard Microsoft 365 collaboration capabilities, including Exchange Online for corporate email, SharePoint Online for document libraries and team sites, Microsoft Teams for chat and meetings, and OneDrive for user file storage and sync. The companys public website indicates use of Microsoft 365, reflecting a visible Microsoft tenant footprint and public-facing Office 365 hosted assets.
Operational scope centers on the firms 22-person US office, where Microsoft 365 supports core business functions such as internal communications, document management, client-facing correspondence, and administrative workflows. Governance is consistent with small-organization tenancy, administered through the Microsoft 365 admin center with tenant-level user provisioning and role-based access controls to manage collaboration and compliance settings.
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Gooi Mortgage Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocMagic | Legacy | DocMagic IDP | Intelligent Document Processing | Content Management | n/a | 2016 | 2016 |
In 2016, Gooi Mortgage implemented DocMagic IDP, an Intelligent Document Processing solution to standardize intake and handling of mortgage documentation. The deployment focused on preparing and processing mortgage loans within established service level agreements and supporting Conventional, Veteran's Affairs, Home Equity, Cooperatives, FHA, and Construction to permanent loan types.
DocMagic IDP was configured to capture and classify incoming borrower and collateral documents, extract structured data for underwriting review, and route document sets to loan processing and underwriting queues. The implementation emphasized automated document assembly and packaging aligned to investor specific secondary market guidelines, enabling consistent investor deliverables and reviewer checklists.
The DocMagic IDP instance was operated alongside existing mortgage systems, with integrated document flows and transactional handoffs involving Mortgagebot, Encompass, DU, and LP. Operational workflows incorporated coordination with third party vendors to clear titles, order appraisals, obtain flood certificates, request homeowners insurance, order tax transcripts, and manage credit updates and verification of employment and income.
Governance centered on SLA driven processing, role based routing for loan processors and underwriters, and procedure controls to enforce investor and underwriting policies. The configuration supported centralized document governance and operational visibility across loan processing, underwriting, and secondary market functions while preserving established client communication and vendor collaboration processes.
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Gooi Mortgage CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | Automattic Jetpack CRM | CRM | CRM | n/a | 2018 | 2018 |
In 2018, Gooi Mortgage implemented Automattic Jetpack CRM on its website. Gooi Mortgage uses Automattic Jetpack CRM as its CRM to centralize prospect and customer data, supporting client intake and ongoing customer communications for a small mortgage firm with 22 employees in the United States.
The deployment is a site-embedded, web-based CRM instance provisioned through the company website, configured to support core CRM capabilities. Functional modules and capabilities implemented include contact and account management, lead capture and qualification workflows, activity and interaction logging, pipeline or case tracking, and basic reporting and email template functionality, consistent with CRM category workflows.
Operational coverage is focused on customer-facing business functions, primarily loan origination, client intake, and customer service teams. Governance and process emphasis reflect a lightweight, centralized contact data model and role-based access for a small team, enabling the company to manage leads and customer records directly through its website using Automattic Jetpack CRM.
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Gooi Mortgage 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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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Gooi Mortgage
| First Name | Last Name | Title | Function | Department | Phone | |
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President & Chief Executive Officer | CXO | Finance | |
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Director, Accounting | Director | Finance | |
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Chief Operations Officer | CXO | Finance | |
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Director, Licensing & Innovation | Director | Finance | |
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Underwriting Manager | Manager | Risk | |
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Apps Being Evaluated by Gooi Mortgage Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Gooi Mortgage IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Gooi Mortgage digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Gooi Mortgage Technographics
Gooi Mortgage is a Banking and Financial Services organization based in United States,
with around 22 employees and annual revenues of $3.0 million.
Gooi Mortgage operates a diverse technology stack with applications such as
Microsoft 365, DocMagic IDP and Automattic Jetpack CRM,
covering areas like Collaboration, Intelligent Document Processing and CRM.
Gooi Mortgage has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, DocMagic and Automattic.
Gooi Mortgage recently adopted applications including
Google Cloud Platform (GCP) in 2021, GoDaddy CDN in 2021 and Automattic Jetpack CRM in 2018,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Gooi Mortgage’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Gooi 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 Gooi Mortgage technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.