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Pacific Funding Mortgage Division Tech Stack and Enterprise Applications

Pacific Funding Mortgage Division ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit Quickbooks Enterprise ERP Financial ERP x 2012 2012
In 2012, Pacific Funding Mortgage Division implemented Intuit Quickbooks Enterprise as its ERP Financial system. The deployment centralized core accounting and financial reporting for the 50-employee mortgage division in the United States, aiming to consolidate bookkeeping, transaction processing, and month-end close activities under a single accounting platform. The implementation emphasized ERP Financial capabilities common to QuickBooks Enterprise, including general ledger configuration, accounts payable, accounts receivable, job and cost tracking aligned to mortgage servicing workflows, and financial reporting configuration. Configuration work focused on chart of accounts design, recurring transaction automation, bank reconciliation processes, and role-based access controls to segregate accounting and treasury responsibilities. Operational scope covered the finance and accounting departments, with a rollout plan that included user training and formalized process documentation, reflecting that QuickBooks knowledge was a significant advantage for staff. Governance structures established included change control for chart of accounts and reporting, standardized monthly close procedures, and control points for payment approvals and reconciliations to support consistent mortgage accounting practices.
Pacific Funding Mortgage Division Collaboration
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Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2016 2016
In 2016 Pacific Funding Mortgage Division implemented Microsoft 365 for Collaboration. The implementation is documented on the company website and was targeted at the 50-employee mortgage division operating in the United States. The deployment leveraged core Microsoft 365 capabilities typical of the Collaboration category, including cloud-hosted email and calendaring, SharePoint and OneDrive for document management and version control, and Microsoft Teams for internal collaboration and meetings. Configuration focused on centralizing file storage, enabling controlled document sharing across loan origination and servicing workflows, and applying Microsoft 365 access controls consistent with financial services operational needs. Rollout was applied organization-wide across business functions such as loan origination, underwriting, compliance, and back-office operations. Governance emphasis included centralized account provisioning and role-based access to documents, with policies to manage retention and secure external sharing in line with Collaboration tooling best practices.
Pacific Funding Mortgage Division IaaS
Vendor
Previous System
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Category
Market
VAR/SI
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Insight
Microsoft Legacy Microsoft Azure Cloud Services Application Hosting and Computing Services IaaS n/a 2015 2015
In 2015 Pacific Funding Mortgage Division deployed Microsoft Azure Cloud Services to host its customer-facing website, adopting Microsoft Azure Cloud Services as its Application Hosting and Computing Services platform. The deployment uses public cloud compute, managed application runtime and object storage, and cloud networking to run the web front end and associated application tiers, concentrating hosting for online customer engagement and web operations. Configuration aligns with Application Hosting and Computing Services best practices, emphasizing web application provisioning, scalable compute and storage allocation, and secure transport for web traffic while centralizing platform-level management of runtime environments. The implementation is integrated with the company website and supports web operations, marketing-driven content updates, and customer access workflows, with governance oriented around role-based access control, environment segregation, and cloud provisioning workflows to operationalize hosting and monitoring.
Application Hosting and Computing Services IaaS 2019 2019

IT Decision Makers and Key Stakeholders at Pacific Funding Mortgage Division

First Name Last Name Title Function Department Email Phone
Founder and President CXO Finance
Vice President - Sales VP Sales
Information Technology Manager Manager IT
Accounting and Administration Manager Manager Finance

Apps Being Evaluated by Pacific Funding Mortgage Division Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Pacific Funding Mortgage Division IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Pacific Funding Mortgage Division digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Pacific Funding Mortgage Division Technographics
Pacific Funding Mortgage Division is a Banking and Financial Services organization based in United States, with around 50 employees and annual revenues of $5.0 million.
Pacific Funding Mortgage Division operates a diverse technology stack with applications such as Intuit Quickbooks Enterprise, Microsoft 365 and Microsoft Azure Cloud Services, covering areas like ERP Financial, Collaboration and Application Hosting and Computing Services.
Pacific Funding Mortgage Division has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit and Microsoft.
Pacific Funding Mortgage Division recently adopted applications including Google Cloud Platform (GCP) in 2019, Microsoft 365 in 2016 and Microsoft Azure Cloud Services in 2015, highlighting its ongoing modernization strategy.
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Our research team continuously updates Pacific Funding Mortgage Division’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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