Mountain West Financial
1209 Nevada St Suite 200,
Redlands, 92374, CA,
United States
Redlands, 92374, CA,
United States
1 888-793-6470
Banking and Financial Services
Mountain West Financial Technographics
Mountain West Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Mountain West Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 510 Mountain West Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Mountain West Financial has purchased the following applications: Polly for Loan Management in 2023, Microsoft 365 for Collaboration in 2020, Tungsten Transact (formerly Ephesoft Transact) for Intelligent Document Processing in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Mountain West Financial is running and its propensity to invest more and deepen its relationship with Polly , Microsoft , GoDaddy 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 Mountain West Financial revenues, which have grown to $100.0 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 Mountain West Financial 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.
Mountain West Financial Tech Stack and Enterprise Applications
Mountain West Financial ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Polly | Legacy | Polly | Loan Management | ERP Services and Operations | n/a | 2023 | 2023 |
In 2023 Mountain West Financial implemented Polly in its Loan Management environment. The deployment was integrated with Total Expert to establish a modern customer engagement and lending foundation for the company in the U.S. market.
The implementation centered on Polly's Product & Pricing Engine (PPE). PPE was configured to deliver real time, scenario specific mortgage offers, pricing and rate lock functionality, and to enable rapid creation of MLS and non MLS rate flyers to support loan officer workflows.
Integration with Total Expert allowed mortgage offers and marketing assets generated by Polly to be orchestrated into customer engagement workflows, aligning pricing decisions with outbound communications and flyer distribution. Operational coverage emphasized retail mortgage origination and loan officer productivity across Mountain West Financial's U.S. operations.
Governance focused on pricing rules, scenario templates, and standardized flyer generation workflows to operationalize offer consistency and speed. The deployment resulted in faster pricing and flyer generation and improved loan officer engagement and deal flow.
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Mountain West Financial Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020 Mountain West Financial implemented Microsoft 365 for Collaboration across its operations in the United States, provisioning a centralized Microsoft 365 tenant to standardize productivity, email, and real-time collaboration services. The deployment was positioned to support core business functions including corporate communications, document collaboration, and employee productivity tooling.
The Microsoft 365 implementation encompassed Office desktop and web applications, Exchange Online mail, SharePoint Online intranet and document management, OneDrive for Business file sync, and Microsoft Teams for meetings and chat, reflecting common Collaboration functional modules. Mountain West Financial surfaces Microsoft 365 assets on its public website, indicating client-side referencing of Microsoft 365 services, and governance centered on tenant-level access controls, identity-driven authentication, and information governance workflows to manage email retention and document permissions through IT and compliance team administration.
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Collaboration | Collaboration |
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2013 | 2013 |
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Mountain West Financial Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tungsten Automation | Legacy | Tungsten Transact (formerly Ephesoft Transact) | Intelligent Document Processing | Content Management | n/a | 2018 | 2018 |
In 2018, Mountain West Financial implemented Tungsten Transact (formerly Ephesoft Transact) for Intelligent Document Processing. The deployment addressed a document intake challenge where mortgage loan packages averaged 700 pages, annual paperwork exceeded 4 million pages, and staff needed to correctly identify and index more than 225 distinct document types.
The implementation focused on capture, classification and extraction capabilities, with Tungsten Transact configured for document classification, OCR based data extraction, automated indexing, batch ingestion and human validation workflows. Classifier training and rules based indexing were applied to reduce manual tagging, and validation queues routed ambiguous pages to staff for review.
Operational scope centered on mortgage operations and loan processing workflows, with IT coordinating the rollout to processing teams responsible for intake, indexing and compliance preparation. The solution was embedded into document capture and workflow orchestration functions to streamline downstream processing and records retrieval across the organization.
Governance was led by Information Technology Coordinator Susan Hartsock who evaluated capture technology options and directed configuration to meet regulatory and operational requirements. The project was explicitly aimed at simplifying overall workflow and helping staff handle large loan packages that were previously costing time and money by shifting identification and indexing tasks from manual effort to automated capture processes.
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Mountain West Financial CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Tag Management | CRM |
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2021 | 2021 |
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Mountain West Financial 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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2018 | 2018 |
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Cloud Storage | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Mountain West Financial 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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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Mountain West Financial
| First Name | Last Name | Title | Function | Department | Phone | |
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CISO & VP Information Services | VP | IT | |
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Chief Executive Officer | CXO | Finance | |
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Executive Vice President Operations | VP | Finance | |
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IT Support Lead & Jr. O365 Administrator | Manager | IT | |
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President, Operations | CXO | Finance | |
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Mortgage Loan Originator | CXO | Finance | |
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Mortgage Loan Originator | CXO | Finance | |
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VP Compliance | VP | Legal | |
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Mortgage Loan Originator | CXO | Finance | |
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Mortgage Loan Originator | CXO | Finance | |
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Apps Being Evaluated by Mountain West Financial Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Mountain West Financial IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Mountain West Financial digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Mountain West Financial Technographics
Mountain West Financial is a Banking and Financial Services organization based in United States,
with around 510 employees and annual revenues of $100.0 million.
Mountain West Financial operates a diverse technology stack with applications such as
Polly, Microsoft 365 and Tungsten Transact (formerly Ephesoft Transact),
covering areas like Loan Management, Collaboration and Intelligent Document Processing.
Mountain West Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Polly, Microsoft and Tungsten Automation.
Mountain West Financial recently adopted applications including
Polly in 2023, Amazon S3 in 2022 and Google Tag Manager in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Mountain West Financial’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Mountain West Financial’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 Mountain West Financial technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.