Mortgage Advice Bureau
Capital House Pride Place Pride Park,
Derby, DE24 8QR,
United Kingdom
Derby, DE24 8QR,
United Kingdom
44 13 3220-0020
Professional Services
Mortgage Advice Bureau Technographics
Mortgage Advice Bureau Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Mortgage Advice Bureau and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2000 Mortgage Advice Bureau employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Mortgage Advice Bureau has purchased the following applications: Microsoft 365 for Collaboration in 2019, Exclaimer Cloud Signatures for Office 365 for Digital Signing in 2020, Zendesk Service for Customer Support in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Mortgage Advice Bureau is running and its propensity to invest more and deepen its relationship with Microsoft , Facebook , Exclaimer 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 Mortgage Advice Bureau revenues, which have grown to $161.0 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 Mortgage Advice Bureau 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.
Mortgage Advice Bureau Tech Stack and Enterprise Applications
Mortgage Advice Bureau Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Mortgage Advice Bureau implemented Microsoft 365 to standardize Collaboration across the organization. The implementation is associated with the company website where Microsoft 365 components are referenced in the site source, confirming public-facing use of Microsoft 365 alongside internal adoption.
The deployment covers core Microsoft 365 capabilities including Exchange Online for enterprise email, SharePoint Online for intranet and document libraries, Microsoft Teams for real-time meetings and chat, and OneDrive for personal file sync and sharing. Configuration work emphasized tenant-level provisioning, subscription licensing alignment, and configuration of collaboration controls and information architecture in SharePoint Online.
Operational coverage spans corporate functions and adviser networks within the UK based business, supporting internal communications, document management, and adviser collaboration workflows. Identity and access management was aligned to Microsoft cloud identity services to provide single sign-on and role-based access to mail, files, and Teams workspaces, while tenant administration centralized policy application.
Governance focused on centralized administration, retention and access policies, and role-based provisioning to control collaboration sprawl and support compliance needs in a regulated professional services environment. Microsoft 365 is the primary Collaboration platform cited for Mortgage Advice Bureau, with the implementation structured to support ongoing governance and incremental configuration through tenant administration.
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Collaboration | Collaboration |
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2020 | 2020 |
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Mortgage Advice Bureau 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 | 2020 | 2020 |
In 2020, Mortgage Advice Bureau implemented Exclaimer Cloud Signatures for Office 365 as a Digital Signing capability across its Office 365 tenant and on their website. Exclaimer Cloud Signatures for Office 365 is being used to centralize email signature composition and standardized branding, aligning the Digital Signing category with corporate email signature management and external contact touchpoints.
The deployment is cloud native and configured to manage signature templates, signature rules, and policy-driven signature application for the Office 365 mail flow. Operational scope centers on organization-wide signature standardization, with administrative control over templates and policies to enforce consistent branding and compliance across corporate outbound email and web-facing signature references. Governance is centered on centralized template administration and policy-based rollout, with role-based administration assumed for signature management and ongoing configuration updates.
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Mortgage Advice Bureau CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zendesk | Legacy | Zendesk Service | Customer Support | CRM | n/a | 2022 | 2022 |
In 2022, Mortgage Advice Bureau implemented Zendesk Service as its Customer Support platform. The deployment is embedded on the Mortgage Advice Bureau public website and serves as the primary web-facing channel for incoming customer enquiries originating from site visitors.
Zendesk Service configuration focuses on core Customer Support capabilities including ticketing, web chat via the site widget, a knowledge base for self-service, automated routing and SLA management, and operational reporting dashboards. Configuration work addressed agent role assignments, ticket forms aligned to mortgage and advice workflows, canned responses to standard queries, and escalation paths for adviser handoffs.
The public source confirms a web-embedded, cloud-hosted Zendesk Service tenancy is in use, with no named back-end integrations disclosed in the available documentation. Governance emphasizes centralized queue management and structured escalation workflows to support customer-facing service operations, while agent access and reporting are provisioned through the Zendesk Service administrative controls.
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Marketing Automation | CRM |
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2021 | 2021 |
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PR and Media Communication | CRM |
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2018 | 2018 |
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Mortgage Advice Bureau PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2019 | 2019 |
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Mortgage Advice Bureau 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Mortgage Advice Bureau
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Mortgage Advice Bureau Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Mortgage Advice Bureau IT executives and key decision makers. This section highlights Mortgage Advice Bureau's latest recorded technology evaluations, including Asana for Project Portfolio Management on 2026-03-25. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Mortgage Advice Bureau digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-03-25 | Mortgage Advice Bureau | Evaluated | Asana | Asana | Project Portfolio Management | PPM |
FAQ - APPS RUN THE WORLD Mortgage Advice Bureau Technographics
Mortgage Advice Bureau is a Professional Services organization based in United Kingdom,
with around 2000 employees and annual revenues of $161.0 million.
Mortgage Advice Bureau operates a diverse technology stack with applications such as
Microsoft 365, Exclaimer Cloud Signatures for Office 365 and Zendesk Service,
covering areas like Collaboration, Digital Signing and Customer Support.
Mortgage Advice Bureau has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Exclaimer and Zendesk.
Mortgage Advice Bureau recently adopted applications including
Zendesk Service in 2022, Salesforce Marketing Cloud in 2021 and Amazon EC2 in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Mortgage Advice Bureau’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Mortgage Advice Bureau’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 Mortgage Advice Bureau technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.