San Antonio, 78232, TX,
United States
Pilgrim Mortgage Technographics
Pilgrim Mortgage Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Pilgrim 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 Pilgrim 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 Pilgrim Mortgage has purchased the following applications: Microsoft 365 for Collaboration in 2019, DocuSign eSignature for Digital Signing in 2022, WooCommerce for eCommerce 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 Pilgrim Mortgage is running and its propensity to invest more and deepen its relationship with Microsoft , DocuSign , Automattic 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 Pilgrim Mortgage 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 Pilgrim 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.
Pilgrim Mortgage Tech Stack and Enterprise Applications
Pilgrim 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 Pilgrim Mortgage implemented Microsoft 365. Microsoft 365 is categorized as Collaboration and its presence was detected on the Pilgrim Mortgage website, indicating live SaaS usage for productivity and communication.
Deployment is consistent with a cloud-hosted Microsoft 365 tenant supporting approximately 100 employees, providing core Collaboration capabilities. Functional modules likely provisioned include Exchange Online for corporate email, SharePoint for document management, Microsoft Teams for real-time communication, and OneDrive for endpoint file sync. Configuration signals point to tenant-level identity and access management, role-based administration, and centralized policy controls to govern mail routing and document access, with operational coverage across corporate functions and client-facing correspondence.
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Pilgrim Mortgage Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2022 | 2022 |
In 2022 Pilgrim Mortgage implemented DocuSign eSignature. Pilgrim Mortgage uses DocuSign eSignature in the Digital Signing category to capture electronic signatures for customer facing mortgage documents embedded directly on its public website.
The deployment is a cloud hosted SaaS configuration using DocuSign eSignature core capabilities, including reusable templates, signer authentication options, and tamper evident audit trails. Configuration emphasized web embedded signing workflows and preconfigured document templates to streamline execution of disclosure packets and client agreements.
Integration work focused on embedding DocuSign eSignature into website forms so that signed documents flow from public intake to the eSignature service for signature collection and archival. Operational coverage targets customer facing functions, aligning signature capture with origination intake and closing coordination across origination and closing operations.
Governance practices implemented include standardized signature routing, role based access controls inside DocuSign eSignature, and retention of audit records to support compliance and operational traceability. Rollout concentrated on customer facing teams and support staff to unify signature handling and reduce manual paper processes.
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Pilgrim Mortgage eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | WooCommerce | eCommerce | eCommerce | n/a | 2021 | 2021 |
In 2021, Pilgrim Mortgage implemented WooCommerce to add eCommerce capabilities to its public website. WooCommerce was configured as the customer-facing storefront to manage product and service listings, shopping cart and checkout workflows consistent with standard eCommerce functional models.
Operational ownership resides with web operations and sales teams, who use the WooCommerce administration console for order management, pricing rules, tax handling and basic fulfillment workflows across the United States. The deployment aligns the WooCommerce eCommerce application with Pilgrim Mortgage business functions in sales, customer engagement and billing, and emphasizes content-driven product pages and integrated checkout processes.
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Pilgrim Mortgage IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
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Pilgrim Mortgage Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
PEO (Professional Employer Organization) | Professional Services |
|
2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Pilgrim Mortgage
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| President | CXO | Finance | ||||
| CFO | CXO | Finance | ||||
| CEO | CXO | Finance |
Apps Being Evaluated by Pilgrim Mortgage Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||