Guidance Residential
11107 Sunset Hills Road, Suite 200,
Reston, 20190, VA,
United States
Reston, 20190, VA,
United States
1 866-484-3262
Banking and Financial Services
Guidance Residential Technographics
Guidance Residential Technographics, Software Purchases, AI 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 Tech Stack and Enterprise Applications
Guidance Residential 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 |
In 2016 Guidance Residential implemented Olark Live Chat on its public website. The deployment embeds Olark Live Chat as a client-side web chat widget to provide real-time conversational capability in the Chatbots and Conversational AI category for customer service and sales interactions.
The implementation leverages standard conversation modules common to chat and conversational platforms, including live agent messaging, visitor presence and activity indicators, canned responses, and chat transcript capture for asynchronous follow up. Configuration emphasized web channel workflows and on-page lead capture, with administrative controls used to tune agent availability and canned message libraries.
Operational coverage is the corporate website and digital customer touchpoints, supporting primary business functions in customer service and sales. Governance centered on web channel management and agent workflow adaptation, using Olark Live Chat management interfaces to manage sessions, transcripts, and basic reporting for downstream handling.
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Guidance Residential Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, Guidance Residential implemented Microsoft 365 to establish a Collaboration platform across the organization. The public site indicates Guidance Residential is using Microsoft 365 on their website, and the deployment is positioned to support core corporate collaboration and content delivery needs under the Collaboration category.
The Microsoft 365 implementation centers on standard collaboration capabilities, with configuration and governance aligned to email and calendaring, document management and team collaboration. Deployment patterns observed are consistent with Exchange Online for messaging, SharePoint Online for intranet and document libraries, OneDrive for individual file sync, and Microsoft Teams for synchronous collaboration and conferencing, with configuration of role based access and content sharing controls.
Operational governance emphasizes centralized administration, identity and access controls, and policy based information protection to support corporate compliance requirements. The deployment covers organization level collaboration workflows across business functions, and the explicit use of Microsoft 365 on the public website suggests integration points that extend collaboration and content publishing from internal suites to external web touchpoints.
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Guidance Residential 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.
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Digital Signing | Content Management |
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2020 | 2020 |
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Guidance Residential CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Guidance Residential ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2021 | 2021 |
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Guidance Residential 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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Transactional Email | PaaS |
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2017 | 2017 |
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Guidance Residential 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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2017 | 2017 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Guidance Residential CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Guidance Residential
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Mortgage Officer | Manager | Finance | |
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Senior Compliance Officer | Director | Legal | |
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CFO | CXO | Finance | |
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FInance Manager | Manager | Finance | |
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Apps Being Evaluated by Guidance Residential Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Guidance Residential IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Guidance Residential digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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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.