North Reading, 1864, MA,
United States
Patriot Mortgage Technographics
Patriot Mortgage Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Patriot Mortgage and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Patriot 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 Patriot Mortgage has purchased the following applications: ICE Mortgage Black Knight MSP for Loan Management in 2021, Zendesk Chat for Chatbots and Conversational AI in 2018, Microsoft 365 for Collaboration in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Patriot Mortgage is running and its propensity to invest more and deepen its relationship with ICE Mortgage Technology , Zendesk , Microsoft 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 Patriot Mortgage revenues, which have grown to $15.0 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 Patriot 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.
Patriot Mortgage Tech Stack and Enterprise Applications
Patriot Mortgage ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ICE Mortgage Technology | Legacy | ICE Mortgage Black Knight MSP | Loan Management | ERP Services and Operations | n/a | 2021 | 2021 |
In 2021, Patriot Mortgage contracted to implement ICE Mortgage Black Knight MSP, a Loan Management application, to centralize and modernize its mortgage origination capabilities. The announcement specified deployment of Black Knight Empower LOS and integrated origination solutions to support Patriot Mortgage's Texas based new construction and resale lending operations, aligning the ICE Mortgage Black Knight MSP implementation with front end borrower workflows and back office processing.
The implementation scope emphasizes Loan Management functional modules including loan origination workflows, digital borrower intake and point of sale, and integrated origination processing through Empower LOS. Configuration work is focused on automating application intake, standardizing loan file assembly and document workflows, and enhancing borrower facing digital touchpoints to improve the end to end origination experience.
Operational coverage centers on Patriot Mortgage's origination and operations teams supporting new construction and resale products within its Texas market footprint. The contract was announced in November 2021 and the program is framed as a phased rollout of ICE Mortgage Black Knight MSP and Black Knight Empower LOS to incrementally onboard origination staff and instrument digital borrower channels.
Stated business objectives for the ICE Mortgage Black Knight MSP implementation include supporting growing business operations, enhancing the borrower experience, and improving Patriot Mortgage's digital presence in the mortgage market. Governance attention is on aligning origination process workflows with the new Loan Management platform to realize consistent borrower interactions and operational consistency.
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Patriot Mortgage AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zendesk | Legacy | Zendesk Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018 Patriot Mortgage implemented Zendesk Chat on its public website. The deployment uses the Zendesk Chat live website widget to deliver real-time messaging and lead capture for mortgage inquiries, aligning the implementation with the Chatbots and Conversational AI category and positioning Zendesk Chat as the customer-facing conversational layer.
The implementation is an embedded web chat architecture, with the Zendesk Chat script provisioning a visitor-facing widget, session transcripts, and an agent console consistent with Chatbots and Conversational AI functional capabilities. Operational scope is focused on customer service and loan intake workflows, enabling agent routing, canned responses, and chat session logging to support agent-led conversations, with governance centered on web channel management and agent response workflows.
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Patriot Mortgage Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019 Patriot Mortgage implemented Microsoft 365 as a Collaboration platform to support employee collaboration and communications. The presence of Microsoft 365 indicators on the Patriot Mortgage corporate website confirms public-facing integration or service references to Microsoft cloud services. At approximately 100 employees, the Microsoft 365 implementation is positioned to address core Collaboration functions including email, file and document collaboration, team chat, and calendar coordination.
Operationally the Microsoft 365 deployment is likely scoped to corporate staff and operational teams across the United States, providing centralized identity, content sharing, and collaborative workflows through Microsoft 365. Architecturally, Microsoft 365 deployments in this Apps Category commonly rely on cloud-hosted Exchange, SharePoint, OneDrive, and Teams capabilities and integrate with web authentication or site-level content links, which aligns with the website-level footprint observed. Governance for Microsoft 365 at this scale typically centers on centralized administration of user accounts, access policies, and collaboration controls to manage secure communications and document lifecycle.
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Patriot Mortgage eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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eCommerce | eCommerce |
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2022 | 2022 |
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Patriot Mortgage PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2021 | 2021 |
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Patriot Mortgage 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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Patriot Mortgage
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Patriot Mortgage Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||