Pittsburgh, 15205, PA,
United States
Hma Mortgage Technographics
Hma Mortgage Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Hma Mortgage and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 173 Hma 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 Hma Mortgage has purchased the following applications: Microsoft 365 for Collaboration in 2015, DocuSign eSignature for Digital Signing in 2023, Salesforce Pardot for Marketing Automation 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 Hma Mortgage is running and its propensity to invest more and deepen its relationship with Microsoft , DocuSign , 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 Hma Mortgage revenues, which have grown to $15.0 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 Hma 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.
Hma Mortgage Tech Stack and Enterprise Applications
Hma 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, Hma Mortgage implemented Microsoft 365 as part of its Collaboration tooling to support corporate productivity and internal collaboration across the 173-employee US mortgage firm. The deployment is visible on the company website as part of Hma Mortgage's application footprint, and Microsoft 365 is used to provide employee-facing collaboration capabilities for the business.
The Microsoft 365 implementation includes standard Collaboration components and capabilities such as enterprise email and calendaring, real-time teamwork and chat, cloud document storage and sharing, and the Office productivity suite, with Exchange Online, SharePoint, OneDrive, and Microsoft Teams referenced as canonical functional areas associated with Microsoft 365. Operational coverage focuses on business functions including corporate communications, document management, and shared workflows, with governance centered on user account provisioning, administrative controls and security settings within Microsoft 365 to manage access and collaboration across the organization.
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Hma Mortgage Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2023 | 2023 |
In 2023, Hma Mortgage implemented DocuSign eSignature as a Digital Signing solution embedded on its public website to capture legally binding signatures for mortgage documents. The deployment uses DocuSign eSignature embedded signing flows, envelope and template configuration, and in-browser signing to present, sign, and return documents directly through the web experience. This places DocuSign eSignature as the customer facing signature layer, enabling borrower self-service signature capture during online application and onboarding workflows. Hma Mortgage DocuSign eSignature Digital Signing supports mortgage origination and loan servicing business functions by streamlining web-initiated signature transactions.
Configuration and functional scope emphasize template management, signature authentication options, and DocuSign audit trails and certificates of completion to satisfy recordkeeping needs. Operational coverage is focused on the website channel, with signing sessions completed on desktop or mobile devices and centralized envelope administration to standardize document routing. Governance centered on template controls and envelope lifecycle management to enforce consistent signing workflows and reduce manual handling. The narrative documents application architecture, key functional modules, and the customer facing operational scope of the DocuSign eSignature implementation.
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Intelligent Document Processing | Content Management |
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2016 | 2016 |
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Hma Mortgage CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Pardot | Marketing Automation | CRM | n/a | 2018 | 2018 |
In 2018, Hma Mortgage implemented Salesforce Pardot to support Marketing Automation across its marketing and lead generation functions. The deployment surfaces Salesforce Pardot on the corporate website, using web embedded tracking and prospect capture as the primary channel for inbound lead acquisition.
Configuration centers on Marketing Automation capabilities including form handlers and landing pages, email program automation, segmentation and nurture sequences, and prospect activity tracking. The implementation aligns with Salesforce Pardot campaign and automation rule constructs to orchestrate drip programs and lead qualification workflows.
Operational scope is concentrated on marketing operations and lead qualification, with the website acting as the main touchpoint for prospect lifecycle management. Governance is focused on centralizing campaign configuration and prospect data capture within marketing, supporting handoff into sales engagement processes.
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Hma Mortgage PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2018 | 2018 |
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Transactional Email | PaaS |
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2021 | 2021 |
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Hma 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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Hma Mortgage 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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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Hma Mortgage
Apps Being Evaluated by Hma Mortgage Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-07-07 | Hma Mortgage | Evaluated | Orange Tree Employment Screening | Orange Tree Employment Screening | BackGround Screening | HCM |