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Guidance Residential
Location
11107 Sunset Hills Road, Suite 200,
Reston, 20190, VA,
United States
Website
https://www.guidanceresidential.com/
Phone
1 866-484-3262
Artw industry
Banking and Financial Services
Employee
Revenue

Guidance Residential Technographics

Guidance Residential Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Guidance Residential and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 250 Guidance Residential employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Guidance Residential has purchased the following applications: Olark Live Chat for Chatbots and Conversational AI in 2016, Microsoft 365 for Collaboration in 2018, DocMagic eSign for Digital Signing in 2015 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Guidance Residential is running and its propensity to invest more and deepen its relationship with Olark , Microsoft , DocMagic 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 Guidance Residential revenues, which have grown to $25.0 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 Guidance Residential 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.

Guidance Residential Data, Technology Stack, and Enterprise Applications
AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Olark Legacy Olark Live Chat Chatbots and Conversational AI AI-Powered Application n/a 2016 2016
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2018 2018
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
DocMagic Legacy DocMagic eSign Digital Signing Content Management n/a 2015 2015
In 2015, Guidance Residential implemented DocMagic eSign to standardize Digital Signing across mortgage closing operations, initiating a company wide closing process upgrade that included a seven month program testing a software database of more than 300 documents. The deployment targeted electronic signature conversion and form digitization to move paper closing documents into an e close workflow using DocMagic eSign. Configuration work focused on document template mapping and data population, with teams revising over 200 mortgage documents to correct data delivery from the firm s database so fields populate correctly on closing forms. DocMagic eSign was used to convert and validate signature data across those documents, and configuration and testing reduced manual signature handling by approximately 15 minutes per file based on internal process measurements. Integrations centered on the internal database system for data delivery to populated documents, and operational support included an ongoing Jira ticketing workflow that tracked and resolved more than 20 user issues per month. The implementation spanned closing operations and related internal departments, while maintaining vendor relations with external consultants during rollout and ongoing validation of the software database. Governance and process changes included orchestration of internal signature data controls and updated workflows for document assembly and e signing, which supported higher throughput in the closing queue. Operational outcomes stated by the implementation include closing more than 80 files per week while saving about 20 hours of departmental labor weekly, and a projected annual budget reduction of $96,000 tied to the DocMagic eSign driven process changes.
Digital Signing Content Management 2020 2020
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Digital Advertising Platform CRM 2020 2020
Marketing Analytics CRM 2015 2015
Marketing Automation CRM 2021 2021
Marketing Automation CRM 2018 2018
Sales Automation, CRM, Sales Engagement CRM 2021 2021
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
IT Service Management ITSM 2021 2021
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2016 2016
Transactional Email PaaS 2017 2017
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2017 2017
Content Delivery Network IaaS 2019 2019
Content Delivery Network IaaS 2021 2021
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2020 2020
IT Decision Makers and Key Stakeholders at Guidance Residential
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Guidance Residential Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Guidance Residential Technographics

Guidance Residential is a Banking and Financial Services organization based in United States, with around 250 employees and annual revenues of $25.0 million.

Guidance Residential operates a diverse technology stack with applications such as Olark Live Chat, Microsoft 365 and DocMagic eSign, covering areas like Chatbots and Conversational AI, Collaboration and Digital Signing.

Guidance Residential has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Olark, Microsoft and DocMagic.

Guidance Residential recently adopted applications including Hubspot Marketing Automation in 2021, Salesforce Sales Cloud in 2021 and Atlassian Jira Service Desk in 2021, highlighting its ongoing modernization strategy.

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

Our research team continuously updates Guidance Residential’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 Guidance Residential technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.