Tustin, 92780, CA,
United States
New American Funding Technographics
New American Funding Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by New American Funding and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 4800 New American Funding employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that New American Funding has purchased the following applications: Exela Lockbox for AR Automation in 2018, Experience.com Employee Experience for Employee Experience in 2017, FreeWheel Demandsuite for Agency Management in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems New American Funding is running and its propensity to invest more and deepen its relationship with Exela Technologies , Lereta , Experience.com 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 New American Funding revenues, which have grown to $1.00 billion 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 New American Funding 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.
New American Funding Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Exela Technologies | Legacy | Exela Lockbox | AR Automation | ERP Financial Management | n/a | 2018 | 2018 |
In 2018 New American Funding deployed Exela Lockbox as an AR Automation solution to centralize incoming payment processing and accounts receivable operations at its Cedar Park, TX operations. The deployment is documented in operational notes from a Systems Analyst I who supported daily lockbox workflows from February 2018 to December 2021, indicating the Exela Lockbox implementation was operational at a transactional level for the mortgage servicing organization.
Exela Lockbox was used to capture and reconcile daily lockbox transactions, apply wired funds and remittances to a range of payment types, and automate posting to accounts. Functional capabilities implemented include daily wired funds processing, automated application of funds to monthly payments, escrow, restricted escrow, payoffs, recast events, bankruptcy and foreclosure accounts, exception queue handling for payment reversals and check stops, processing of approved returns to customers, and waiver of approved fees. The operational pattern also included processing 203K rehabilitation funds to customers and end of day transaction balancing.
Operational coverage focused on loan servicing and payment operations, with the Exela Lockbox supporting downstream business functions such as loan payment posting, escrow accounting, payoff processing and customer refund flows. Governance and workflow controls were implemented at the transactional level, with daily reconciliation routines and distribution processes, approval steps for reversals and fee waivers, and mandatory end of day balancing to ensure accounting completeness. Exela Lockbox is described in context as the primary AR Automation tool for these payment processing and reconciliation workflows.
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Tax Management | ERP Financial Management |
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2020 | 2020 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Experience.com | Legacy | Experience.com Employee Experience | Employee Experience | HCM | n/a | 2017 | 2017 |
In 2017, New American Funding deployed Experience.com Employee Experience to collect structured post-close customer feedback across its retail channel, targeting nearly 1,300 loan officers. The Experience.com Employee Experience implementation focused on company wide feedback capture and public review generation, producing approximately 35,000 reviews in the first 18 months and materially improving local market visibility.
Configuration centered on survey orchestration for post-close interactions, automated review collection workflows, and leaderboard style visibility for loan officer performance, inferred from case detail describing loan officer leaderboards and engagement workflows. Experience.com Employee Experience was used to centralize customer feedback data and create operational signals for field teams, aligning employee facing engagement tooling with customer experience processes.
Operational scope included the retail loan officer population and local market teams, linking customer feedback to frontline sales and local marketing efforts. Governance emphasized ongoing review moderation and performance visibility for individual loan officers, with engagement workflows driving repeat feedback collection and local market positioning. The implementation narrative documents a focused use of the Employee Experience platform to instrument customer feedback at scale for loan officer networks and local market activation.
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| FreeWheel, A Comcast Company | Legacy | FreeWheel Demandsuite | Agency Management | ERP Services and Operations | n/a | 2023 | 2023 |
In 2023, New American Funding deployed FreeWheel Demandsuite on its public website. The deployment is cataloged under the Agency Management category and centers on demand activation, campaign management, and ad decisioning for the companys digital properties. FreeWheel Demandsuite is used to manage programmatic demand workflows and to centralize advertising inventory control across site pages, aligning the application with marketing and digital advertising business functions. The implementation reflects a SaaS delivery model embedded into the customer-facing web layer to surface and manage third party demand signals and campaign trafficking.
New American Funding configured FreeWheel Demandsuite to govern campaign configuration, reporting, and real time ad decision workflows while consolidating tag management and traffic operations within marketing and digital channels. Integrations are implemented at the website level, linking the FreeWheel Demandsuite instance to the site ad serving and tag ecosystem to orchestrate demand side activity and measurement. Governance changes included centralized campaign approval and trafficking processes operated by the marketing and digital advertising teams, with operational coverage focused on the corporate website and associated digital properties. New American Funding FreeWheel Demandsuite Agency Management supports the companys advertising operations and digital marketing functions.
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Loan Management | ERP Services and Operations |
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2018 | 2018 |
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Loan Management | ERP Services and Operations |
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2018 | 2018 |
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Loan Management | ERP Services and Operations |
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2023 | 2024 |
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2018 | 2018 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2020 | 2020 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Content Management | Content Management |
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2018 | 2018 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2017 | 2017 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Digital Advertising Platform | CRM |
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2017 | 2017 |
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Listing Management | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2014 | 2014 |
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Marketing Analytics, Data Management Platform | CRM |
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2023 | 2023 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2018 | 2018 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2016 | 2016 |
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Application Performance Management | ITSM |
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2016 | 2016 |
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PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2021 | 2021 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Treasury Management | TRM |
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2021 | 2021 |
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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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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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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Threat Modeling, Managed Detection and Response (MDR) | CyberSecurity |
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2025 | 2025 |
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IT Decision Makers and Key Stakeholders at New American Funding
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by New American Funding Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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