Beverly Hills, 90212-2512, CA,
United States
Insignia Mortagae Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Insignia Mortagae and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Insignia Mortagae employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Insignia Mortagae has purchased the following applications: Slack Connect for Collaboration in 2023, DocuSign eSignature for Digital Signing in 2021, Jungo CRM for CRM 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 Insignia Mortagae is running and its propensity to invest more and deepen its relationship with Salesforce , DocuSign , Jungo 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 Insignia Mortagae revenues, which have grown to $1.0 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 Insignia Mortagae 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.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Slack Connect | Collaboration | Collaboration | n/a | 2023 | 2023 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Jungo | Legacy | Jungo CRM | CRM | CRM | n/a | 2015 | 2015 |
In 2016, Insignia Mortgage implemented Jungo CRM, a CRM, to manage loan pipelines, contact and referral tracking, and post close marketing across the United States. The Jungo CRM deployment supports Insignia Mortgage's Beverly Hills originations while extending operational coverage to distributed loan officers and referral partners nationwide.
The implementation centers on mortgage focused CRM capabilities, with configuration of pipeline management, contact and referral tracking, and marketing features tailored to post close engagement. The deployment is consistent with a cloud delivered CRM model for a small lender, and was configured to centralize borrower and referral data, standardize pipeline stages, and align origination and marketing workflows. Jungo is described on the vendor site as instrumental to Insignia's ongoing origination success, reinforcing the functional relationship between Insignia Mortgage, Jungo CRM, CRM, and the loan origination and marketing business functions.
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Customer Experience | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2020 | 2020 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2017 | 2017 |
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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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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2015 | 2015 |
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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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