Mission Viejo, 92691, CA,
United States
Nationwide Mortgage Technographics
Nationwide Mortgage Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Nationwide Mortgage and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 18487 Nationwide 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 Nationwide Mortgage has purchased the following applications: Zoho SalesIQ for Chatbots and Conversational AI in 2018, Zoho Mail for Collaboration in 2018, Automattic Jetpack CRM for CRM 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 Nationwide Mortgage is running and its propensity to invest more and deepen its relationship with Zoho Corp. , Automattic , Mixpanel 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 Nationwide Mortgage revenues, which have grown to $500.0 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 Nationwide 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.
Nationwide Mortgage Tech Stack and Enterprise Applications
AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoho Corp. | Legacy | Zoho SalesIQ | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, Nationwide Mortgage deployed Zoho SalesIQ on its public website. Zoho SalesIQ is used as the firm's Chatbots and Conversational AI layer to capture borrower intent and handle initial customer interactions on web channels. The implementation establishes an embedded chat widget as the primary conversational entry point for visitors.
The deployment leverages Chatbots and Conversational AI capabilities such as real time visitor monitoring, proactive messaging, automated bot flows, and structured human handoff, aligning with standard functional modules for web conversational platforms. Configuration work centers on conversation scripts, intent triage, and session transcript capture to route inquiries toward loan officers or customer service. The implementation also includes administrative controls for bot training and message templates to maintain consistent communications.
Operational coverage is focused on customer service and origination intake workflows on the corporate website, positioning Zoho SalesIQ to influence front end engagement and lead capture. Governance and process changes emphasize escalation rules, scripted responses, and compliance oriented data handling in a regulated Banking and Financial Services environment. Nationwide Mortgage uses Zoho SalesIQ to centralize on website conversational activity while keeping the website as the deployment surface.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoho Corp. | Legacy | Zoho Mail | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018 Nationwide Mortgage implemented Zoho Mail as its enterprise email platform. The deployment is referenced on the corporate website and is categorized under Collaboration, indicating Zoho Mail is the primary hosted mail service for the organization.
Zoho Mail is deployed to provide mailbox hosting, webmail access, user account administration, and standard mail routing and security capabilities. Configurations aligned with Collaboration functionality typically include an administrative console for account provisioning, spam and quarantine controls, IMAP POP and SMTP endpoints for client access, and domain-level authentication such as SPF and DKIM for outbound mail protection.
Operational ownership for Zoho Mail is consistent with centralized IT administration supporting companywide communications, customer support inboxes, and marketing contact points. Governance is expected to leverage role based access and centralized provisioning workflows to manage employee mailboxes and external-facing contact channels via the website, keeping the implementation focused on enterprise email and Collaboration use cases.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | Automattic Jetpack CRM | CRM | CRM | n/a | 2018 | 2018 |
In 2018 Nationwide Mortgage deployed Automattic Jetpack CRM on its website as a CRM to centralize web originated contact capture and customer profile management. Automattic Jetpack CRM is embedded in site forms and contact pages to capture leads, persist contact records, and surface interaction history for inbound mortgage inquiries.
Functional modules implemented align with standard CRM capabilities including contact record management, lead capture and routing, activity tracking, and email communication workflows, reflecting the CRM category. Operational ownership is concentrated in digital engagement and loan origination support teams, with website administrators managing form configuration and contact list segmentation within the Automattic Jetpack CRM console. Governance focuses on site level configuration and administrative controls to maintain data quality and route web leads into internal sales and service workflows.
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Social Media Management | CRM |
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2017 | 2017 |
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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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Nationwide Mortgage
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Nationwide Mortgage Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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