Santa Ana, 92707, CA,
United States
Kind Lending Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Kind Lending and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 500 Kind Lending employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Kind Lending has purchased the following applications: Microsoft 365 for Collaboration in 2020, ConformX Doc Gen Engine for Intelligent Document Processing in 2020, HappyFox Help Desk for Customer Support in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Kind Lending is running and its propensity to invest more and deepen its relationship with Microsoft , First American Docutech , HappyFox 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 Kind Lending revenues, which have grown to $3.00 billion 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 Kind Lending 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 |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| First American Docutech | Legacy | ConformX Doc Gen Engine | Intelligent Document Processing | Content Management | n/a | 2020 | 2020 |
In 2020, Kind Lending implemented First American Docutech’s ConformX Doc Gen Engine as part of an Intelligent Document Processing deployment that also included the Solex eDelivery and eSignature platform and digital-to-print fulfillment services. Kind Lending implemented ConformX Doc Gen Engine to enable end to end document generation and electronic signing across the loan lifecycle, aligning the Intelligent Document Processing capability with its wholesale lending product set.
The implementation centered on ConformX dynamic document generation for producing disclosure packages and closing documents, coupled with Solex functionality for eDelivery, eSignature, eClosing and eVault. The solution was provisioned to digitally generate and sign all loan documents from initial disclosures through closing, and to support digital-to-print fulfillment for physical document distribution when required.
Integration work focused on a strong connection between Docutech components and Kind Lending’s loan origination software, enabling automated package creation and signature orchestration within existing origination workflows. Operational coverage extended to Kind Lending staff, participating brokers, credit unions and banks using the Kind Lending platform, and borrowers who gain device agnostic access for review and electronic signing.
Governance and workflow changes emphasized a unified document generation and signing process that reduces manual handoffs from application to closing, standardizes document packages and centralizes fulfillment controls. Reported outcomes in the announcement include reduced time from application to closing, streamlined operations, improved processing speed and accuracy and lower operational cost exposure, while leveraging Docutech’s scale in mortgage document generation and Solex eClose experience.
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Intelligent Document Processing | Content Management |
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2020 | 2020 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HappyFox | Legacy | HappyFox Help Desk | Customer Support | CRM | n/a | 2021 | 2021 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Treasury Management | TRM |
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2021 | 2021 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2021 | 2021 |
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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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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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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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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