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Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Insignia Mortagae Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Salesforce Legacy Slack Connect Collaboration Collaboration n/a 2023 2023
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
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.
Customer Experience CRM 2017 2017
Marketing Automation CRM 2020 2020
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Tag Management CRM 2020 2020
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2017 2017
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020
Content Delivery Network IaaS 2021 2021
Content Delivery Network IaaS 2015 2015
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2020 2020
IT Decision Makers and Key Stakeholders at Insignia Mortagae
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Insignia Mortagae Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Insignia Mortagae Technographics

Insignia Mortagae is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Insignia Mortagae operates a diverse technology stack with applications such as Slack Connect, DocuSign eSignature and Jungo CRM, covering areas like Collaboration, Digital Signing and CRM.

Insignia Mortagae has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Salesforce, DocuSign and Jungo.

Insignia Mortagae recently adopted applications including Slack Connect in 2023, DocuSign eSignature in 2021 and Salesforce Sales Cloud in 2021, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Insignia Mortagae’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Insignia Mortagae’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

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