Newport Beach, 92663, CA,
United States
Pelorus Equity Group Technographics
Pelorus Equity Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Pelorus Equity Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 35 Pelorus Equity Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Pelorus Equity Group has purchased the following applications: The Mortgage Office for Loan Management in 2011, Slack Connect for Collaboration in 2022, WordPress for Web Content Management 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 Pelorus Equity Group is running and its propensity to invest more and deepen its relationship with Applied Business Software , Salesforce , BugHerd 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 Pelorus Equity Group revenues, which have grown to $10.0 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 Pelorus Equity Group 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.
Pelorus Equity Group Tech Stack and Enterprise Applications
Pelorus Equity Group ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Applied Business Software | Legacy | The Mortgage Office | Loan Management | ERP Services and Operations | n/a | 2011 | 2011 |
In 2011, Pelorus Equity Group implemented The Mortgage Office to manage loan origination, servicing, trust accounting, ACH processing, and mortgage-pool workflows for its U.S. mortgage lending and investor reporting operations. The deployment used The Mortgage Office as the primary Loan Management application to consolidate lending and investor reporting functions for a 35 person financial services firm.
Implementation covered The Mortgage Office modules for loan origination and servicing, trust accounting, ACH, and mortgage-pool workflow orchestration, with configuration focused on investor reporting schedules and trust-level accounting ledgers. Workflows were configured to support end to end loan lifecycle tasks including document intake, payment posting, escrow accounting, and pool reporting automation, aligned with Loan Management functional terminology.
Operational scope included origination, servicing, accounting, and investor relations teams across the companys U.S. mortgage activities, centralizing loan data and investor statements within The Mortgage Office. Integrations and operational flows were executed through the platform modules to coordinate payment processing and investor reporting, and day to day operations relied on the application to drive servicing activities and trust reconciliations.
Governance moved toward centralized process control and standardized servicing workflows managed from The Mortgage Office, with scheduled reporting runs and trust accounting controls replacing informal reconciliations. The vendor testimonial explicitly credits faster reporting, happier investors, and substantial portfolio growth since implementation, outcomes reported by the customer.
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Pelorus Equity Group Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Slack Connect | Collaboration | Collaboration | n/a | 2022 | 2022 |
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Collaboration | Collaboration |
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2023 | 2023 |
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Pelorus Equity Group Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | WordPress | Web Content Management | Content Management | n/a | 2018 | 2018 |
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Pelorus Equity Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Tag Management | CRM |
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2018 | 2018 |
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Pelorus Equity Group 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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Domain Name System (DNS) | IaaS |
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2018 | 2018 |
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Network Management and Monitoring | IaaS |
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2023 | 2023 |
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Pelorus Equity Group CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Security (AppSec) | CyberSecurity |
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2019 | 2019 |
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Identity and Access Management (IAM) | CyberSecurity |
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2023 | 2023 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2013 | 2013 |
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Secure Email Gateways (SEGs), Archive as a Service (AaaS) | CyberSecurity |
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2017 | 2017 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2018 | 2018 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Pelorus Equity Group
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Pelorus Equity Group Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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