Miami, 33132, FL,
United States
Iconic Mortgage Corp Technographics
Iconic Mortgage Corp Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Iconic Mortgage Corp and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Iconic Mortgage Corp employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Iconic Mortgage Corp has purchased the following applications: Tidio Live Chat for Chatbots and Conversational AI in 2021, Microsoft 365 for Collaboration in 2020, DocMagic eSign for Digital Signing in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Iconic Mortgage Corp is running and its propensity to invest more and deepen its relationship with Tidio , Microsoft , Calendly 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 Iconic Mortgage Corp revenues, which have grown to $6.0 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 Iconic Mortgage Corp 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.
Iconic Mortgage Corp Tech Stack and Enterprise Applications
Iconic Mortgage Corp AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tidio | Legacy | Tidio Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
In 2021, Iconic Mortgage Corp deployed Tidio Live Chat on its public website. Tidio Live Chat, categorized as Chatbots and Conversational AI, was embedded as a web chat widget to provide real-time customer messaging and initial lead capture for mortgage inquiries and intake workflows.
Configuration emphasized chatbot automation, predefined response templates, and agent handoff to enable qualification and routing of prospective borrowers. Operational governance was centered in customer service and sales operations, with those teams administering the Tidio Live Chat widget and conversation templates to standardize responses and escalation paths, and the implementation is scoped to the company website as the primary operational surface.
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Iconic Mortgage Corp Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Iconic Mortgage Corp implemented Microsoft 365 to provide core Collaboration capabilities for its 50 employee mortgage operations. The deployment is a cloud SaaS tenant intended to support business functions including loan origination, underwriting, settlement, sales, and back office administration.
Microsoft 365 was configured to deliver Exchange Online email, Teams for real time messaging and meetings, SharePoint for document libraries, OneDrive for file synchronization, and the Office desktop and web apps for productivity. Configuration focused on centralized mailbox policies, Teams channels mapped to loan workflows, SharePoint libraries organized for loan documentation, and OneDrive for individual secure file storage.
Identity and access governance leveraged the native tenant identity model with Azure Active Directory to centralize single sign on and conditional access across Collaboration assets. The rollout covered users across the company and the presence of Microsoft 365 is reflected on their public site, linking Iconic Mortgage Corp Microsoft 365 Collaboration to core lending and back office workflows.
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Online Meeting Scheduling | Collaboration |
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2021 | 2021 |
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Iconic Mortgage Corp Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocMagic | Legacy | DocMagic eSign | Digital Signing | Content Management | n/a | 2017 | 2017 |
In 2017, Iconic Mortgage Corp deployed DocMagic eSign for Digital Signing to standardize electronic execution across its mortgage origination workflows. The implementation supported loan origination and processing for VA, FHA, Jumbo and conventional loans, and was used by loan officers, processors, and underwriting staff at the firm.
DocMagic eSign was configured to handle core digital signing workflows, including electronic signature capture, document routing for borrower and loan officer execution, and generation of client correspondence and report packages. Staff continued to prepare and modify closing and supporting documents, while the eSign layer managed signature sequencing, audit trails, and digital storage consistent with a Digital Signing application.
The implementation was integrated operationally with the Calyx loan origination database, with borrower and loan data entered into Calyx and exported into DocMagic eSign workflows for document assembly and execution. The team also used DocuSign as an alternate electronic signature channel and FedEx for physical document delivery when required, and documents and approvals were forwarded to underwriting after execution.
Operational governance centered on structured document preparation, routing, and submission processes, with loan processors responsible for collecting third party and borrower documentation, analyzing credit reports, and submitting completed packages to underwriting. The deployment aligned DocMagic eSign to loan origination, document control, and underwriting submission functions, consolidating electronic execution within Iconic Mortgage Corp while retaining physical delivery options where necessary.
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Iconic Mortgage Corp CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Iconic Mortgage Corp PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2020 | 2020 |
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Iconic Mortgage Corp 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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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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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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Iconic Mortgage Corp
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Iconic Mortgage Corp Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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