Grand Rapids, 49548, MI,
United States
Member First Mortgage Technographics
Member First Mortgage Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Member First Mortgage and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 180 Member First Mortgage employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Member First Mortgage has purchased the following applications: Microsoft 365 for Collaboration in 2015, Exclaimer Cloud Signatures for Office 365 for Digital Signing in 2018, Optimal Blue Platform (formerly Black Knight Optimal Blue Platform) for Marketing Automation in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Member First Mortgage is running and its propensity to invest more and deepen its relationship with Microsoft , Exclaimer , DocMagic 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 Member First Mortgage revenues, which have grown to $25.0 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 Member First Mortgage 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.
Member First Mortgage Tech Stack and Enterprise Applications
Member First Mortgage Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Member First Mortgage implemented Microsoft 365 to support Collaboration across its 180 employee organization. The company, based in the United States, visibly references Microsoft 365 on its public website and positioned the suite as the primary platform for enterprise collaboration and productivity.
Microsoft 365 was configured to provide core collaboration capabilities, including cloud email and calendaring, document management and intranet services, real time chat and meetings, and endpoint file sync and sharing. The deployment emphasized Microsoft 365 core components such as Exchange Online for mail, SharePoint for document libraries and intranet content, Teams for synchronous collaboration and meetings, OneDrive for individual file storage, and the Office desktop and web applications for productivity.
The implementation was delivered as a Microsoft cloud tenant deployment, aligning with standard cloud identity and access patterns for the Collaboration category. Microsoft 365 assets are surfaced on the company website, and the platform was applied across business functions typical for a regional mortgage lender, including loan origination and processing, sales and branch staff, compliance and back office operations.
Governance and operational controls were implemented consistent with Collaboration best practices, including role based administrative separation, information governance and retention settings, user and group provisioning workflows, and Teams lifecycle management. Rollout and adoption activities would logically focus on user training and mailbox and file migration sequencing to align daily loan processing and customer communication workflows with Microsoft 365 services.
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Member First Mortgage Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Exclaimer | Legacy | Exclaimer Cloud Signatures for Office 365 | Digital Signing | Content Management | n/a | 2018 | 2018 |
In 2018, Member First Mortgage deployed Exclaimer Cloud Signatures for Office 365 to centralize corporate email signature management. The implementation is categorized as Digital Signing and was applied across the company email estate running on Office 365, covering a 180 employee mortgage lender operating in the United States.
Configuration focused on centralized signature templates, HTML signature rendering, and dynamic population of user fields drawn from the corporate directory to ensure consistent branding and contact accuracy. Signature policies were defined to enforce legal disclaimers and standardized marketing footers across functional groups. Administrative controls include template versioning and role based access for marketing and compliance editors.
The deployment integrated directly with Office 365 mail flow to append signatures at time of send, and signature assets were referenced on the corporate website to maintain brand consistency in outbound communications. Operational coverage spanned lending, sales, marketing, compliance, and customer service functions, enabling a single control plane for signature updates. Management was performed through the Exclaimer Cloud console hosted by the vendor.
Governance and workflow changes emphasized centralized approval workflows and delegated editing rights to marketing with compliance oversight, reducing local signature variance. Member First Mortgage, Exclaimer Cloud Signatures for Office 365, Digital Signing and corporate email signature governance are linked through this implementation.
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Intelligent Document Processing | Content Management |
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2019 | 2019 |
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Web Content Management | Content Management |
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2016 | 2016 |
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Member First Mortgage CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Perseus Group | Legacy | Optimal Blue Platform (formerly Black Knight Optimal Blue Platform) | Marketing Automation | CRM | n/a | 2020 | 2020 |
In 2020, Member First Mortgage implemented the Optimal Blue Platform, formerly Black Knight Optimal Blue Platform, on its website as a Marketing Automation deployment. The integration embeds the Optimal Blue Platform into the public web surface to enable digital lead capture and customer interaction flows, positioning the application as the web-facing marketing automation layer for the company. This usage reflects a focus on web-driven demand capture and campaign entry points tied to retail mortgage marketing.
Configuration and functional scope center on Marketing Automation capabilities typical for the platform, including form-based lead capture, campaign orchestration, email workflow automation, and web tracking instrumentation. Operational coverage targets marketing and loan officer engagement processes, with governance implications around template management, audience segmentation, and compliant consumer communications workflows. Integrations are implemented at the website level to surface and route inbound leads and event signals into the Optimal Blue Platform marketing workflows.
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Member First Mortgage ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2023 | 2023 |
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Member First Mortgage PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2017 | 2017 |
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Transactional Email | PaaS |
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2019 | 2019 |
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Transactional Email | PaaS |
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2019 | 2019 |
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Member First Mortgage 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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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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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2004 | 2004 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Member First Mortgage CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Member First Mortgage
Apps Being Evaluated by Member First Mortgage Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||