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Oak Tree Funding
Location
223 N 1St Ave,
San Bernardino, CA, 91786,
United States
Website
https://www.oaktreefunding.com/
Phone
1 909-982-5945
Artw industry
Banking and Financial Services
Employee
Revenue

Oak Tree Funding Technographics

Oak Tree Funding Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Oak Tree Funding and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Oak Tree 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 Oak Tree Funding has purchased the following applications: MeridianLink Consumer (ex LoansPQ) for Loan Management in 2019, Microsoft 365 for Collaboration in 2018, OptifiNow CRM for CRM in 2021 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Oak Tree Funding is running and its propensity to invest more and deepen its relationship with MeridianLink , Microsoft , Salesforce 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 Oak Tree Funding revenues, which have grown to $1.0 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 Oak Tree 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.

Oak Tree Funding Data, Technology Stack, and Enterprise Applications
ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
MeridianLink Legacy MeridianLink Consumer (ex LoansPQ) Loan Management ERP Services and Operations n/a 2019 2019
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2018 2018
Collaboration Collaboration 2022 2022
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
OptifiNow Legacy OptifiNow CRM CRM CRM n/a 2021 2021
In 2021, Oak Tree Funding implemented OptifiNow CRM, deploying the system in Upland California United States. Oak Tree Funding was OptifiNow’s first client to enable a native integration with LoanScorecard as part of its CRM deployment. The implementation linked OptifiNow CRM's Support OnDemand module to LoanScorecard's automated underwriting engine, creating a one-click scenario creation workflow for account executives. Configurations routed scenario requests from the CRM to LoanScorecard and returned product and pricing decisions into the OptifiNow record. The integration established an orchestration layer for rapid loan scenario quotes and real-time decisioning within the CRM. Operationally the deployment targeted account executives, the call-center, and external brokers, with immediate product and pricing outputs sent to brokers from the CRM. Functional capabilities implemented included automated underwriting calls, scenario templating, quote distribution, and support-case linked decisioning. These changes improved call-center responsiveness and account executive productivity as reported in the implementation notes. Rollout occurred in Upland California United States and was positioned as a production integration to support front-line lending workflows. Governance emphasized CRM-driven workflow orchestration and Support OnDemand module ownership to streamline loan quoting and broker communication.
Sales Automation CRM 2021 2021
Tag Management CRM 2021 2021
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
API Management PaaS 2022 2022
Transactional Email PaaS 2018 2018
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2021 2021
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2023 2023
Secure Email Gateways (SEGs), Archive as a Service (AaaS) CyberSecurity 2021 2021
IT Decision Makers and Key Stakeholders at Oak Tree Funding
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Oak Tree Funding Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Oak Tree Funding Technographics

Oak Tree Funding is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Oak Tree Funding operates a diverse technology stack with applications such as MeridianLink Consumer (ex LoansPQ), Microsoft 365 and OptifiNow CRM, covering areas like Loan Management, Collaboration and CRM.

Oak Tree Funding has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as MeridianLink, Microsoft and OptifiNow.

Oak Tree Funding recently adopted applications including Microsoft Entra ID (formerly Azure Active Directory) in 2023, Slack Connect in 2022 and OptifiNow API in 2022, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Oak Tree Funding’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Oak Tree Funding’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 Oak Tree Funding technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.