AI Buyer Insights:

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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.
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.
Intelligent Document Processing Content Management 2019 2019
Web Content Management Content Management 2016 2016
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.
Member First Mortgage ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
IT Service Management ITSM 2023 2023
Member First Mortgage PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2017 2017
Transactional Email PaaS 2019 2019
Transactional Email PaaS 2019 2019
Member First Mortgage IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2004 2004
Content Delivery Network IaaS 2017 2017
Member First Mortgage CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2021 2021

IT Decision Makers and Key Stakeholders at Member First Mortgage

First Name Last Name Title Function Department Email Phone
President and CEO CXO Finance
Chief Operations Officer CXO Finance
VP of Operations VP Operations
Mortgage Loan Officer Manager Finance
Senior Mortgage Loan Officer Director Operations

Apps Being Evaluated by Member First Mortgage Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Member First Mortgage IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Member First Mortgage digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Member First Mortgage Technographics
Member First Mortgage is a Banking and Financial Services organization based in United States, with around 180 employees and annual revenues of $25.0 million.
Member First Mortgage operates a diverse technology stack with applications such as Microsoft 365, Exclaimer Cloud Signatures for Office 365 and Optimal Blue Platform (formerly Black Knight Optimal Blue Platform), covering areas like Collaboration, Digital Signing and Marketing Automation.
Member First Mortgage has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Exclaimer and Perseus Group.
Member First Mortgage recently adopted applications including Freshservice in 2023, Okta Identity Cloud in 2021 and Optimal Blue Platform (formerly Black Knight Optimal Blue Platform) in 2020, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Member First Mortgage’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Member First Mortgage’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Member First Mortgage technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.