Jackson, 39206, MS,
United States
HomeEquity Bank Technographics
HomeEquity Bank Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by HomeEquity Bank and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 300 HomeEquity Bank employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that HomeEquity Bank has purchased the following applications: LoanPro Platform for Loan Management in 2019, Microsoft 365 for Collaboration in 2017, 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 HomeEquity Bank is running and its propensity to invest more and deepen its relationship with LoanPro , Microsoft , Salesforce 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 HomeEquity Bank revenues, which have grown to $80.0 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 HomeEquity Bank 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.
HomeEquity Bank Tech Stack and Enterprise Applications
HomeEquity Bank ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LoanPro | Legacy | LoanPro Platform | Loan Management | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019, HomeEquity Bank implemented the LoanPro Platform to centralize Loan Management across its lending operations and servicing teams. The LoanPro Platform was configured to manage core loan lifecycle functions and to support business functions including lending operations, loan servicing, compliance, and customer support.
Configuration work focused on core functional modules common to loan management, including loan origination workflows, servicing and payment schedules, automated collections workflows, compliance and document management, and reporting and audit trails. The implementation emphasized the platform workflow engine and rule configuration to standardize underwriting decision points and servicing event automation while preserving role based access controls for operations and compliance users.
Operational scope covered lending operations, servicing, compliance, and customer service groups within HomeEquity Bank, with the LoanPro Platform acting as the central system of record for loan accounts. The narrative of the implementation indicates configuration of end to end loan lifecycle processes, orchestration of servicing events, and centralized reporting to support regulatory and operational oversight without named third party integrations specified in the source.
Governance and process changes focused on formalizing servicing procedures and system driven workflows, establishing audit logging and user permission controls within LoanPro Platform, and embedding standardized operational handoffs between lending and customer support teams. These controls were positioned to enforce consistent servicing and compliance workflows across the bank through the platform configuration and governance rules.
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HomeEquity Bank Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, HomeEquity Bank implemented Microsoft 365 to support Collaboration across the organization. The implementation deployed Microsoft 365 services including Exchange Online, SharePoint Online, Microsoft Teams, and OneDrive for Business to address email, meetings, document collaboration, and content publishing, and Microsoft 365 is also surfaced on the company website. HomeEquity Bank Microsoft 365 Collaboration supports corporate communications, knowledge management, and employee productivity functions.
The deployment followed a cloud tenant architecture with centralized administration for security policy configuration and user provisioning across departments, reflecting common Collaboration category governance. Operational scope covered internal teams and web-facing content workflows, with configuration focused on mailbox and document lifecycle management, meeting and chat collaboration, and site publishing control.
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HomeEquity Bank 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, HomeEquity Bank implemented Salesforce Pardot. Salesforce Pardot is deployed as the companys Marketing Automation platform and is instrumented on their customer facing website to capture prospect activity and support digital engagement.
The implementation uses core Marketing Automation capabilities including email marketing, web forms and landing pages, website tracking and prospect scoring, segmentation and automation rules, and campaign asset management. Configuration focuses on web lead capture and automated nurture workflows to move prospects through marketing stages.
Deployment is embedded on the corporate website to collect behavioral signals and manage inbound marketing activity, with operational ownership assigned to marketing and demand generation functions at HomeEquity Bank in the United States. Salesforce Pardot supports orchestration of campaign workflows and centralized management of marketing assets across digital channels.
Governance elements include centralized campaign templates, role based access controls, and approval workflows to maintain consistent messaging and control over email and form assets. The implementation emphasizes ongoing web instrumentation and campaign orchestration as the primary operational model for Marketing Automation.
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HomeEquity Bank TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Treasury Management | TRM |
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2014 | 2014 |
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HomeEquity Bank PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2019 | 2019 |
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HomeEquity Bank IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at HomeEquity Bank
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Executive Vice President & Chief Financial Officer | CXO | Finance | ||||
| Vice President, Finance | VP | Finance | ||||
| Vice President & Treasurer | VP | Treasury |
Apps Being Evaluated by HomeEquity Bank Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||