North Canton, 44720, OH,
United States
Residential Bancorp Technographics
Residential Bancorp Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Residential Bancorp and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Residential Bancorp employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Residential Bancorp has purchased the following applications: BytePro Loan Origination for Loan Management in 2015, DocuSign eSignature for Digital Signing in 2021, FreshDesk Customer Support for Customer Support 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 Residential Bancorp is running and its propensity to invest more and deepen its relationship with Byte Software , DocuSign , DocMagic 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 Residential Bancorp revenues, which have grown to $20.0 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 Residential Bancorp 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.
Residential Bancorp Tech Stack and Enterprise Applications
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Byte Software | Legacy | BytePro Loan Origination | Loan Management | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015, Residential Bancorp implemented BytePro Loan Origination as its primary Loan Management application to support retail mortgage processing at its Rancho Cucamonga loan operations site. The deployment established BytePro Loan Origination as the system of record for loan intake and file assembly within the bank's loan processing department.
BytePro Loan Origination was configured to support end to end origination activities common to Loan Management workflows, including borrower intake and document ingestion, NMLS lookup for loan officers, USPS address validation, flood certification ordering, 411 reverse searches and license validation for agents and brokers. The platform was used to capture escrow, title, listing and selling agent details for Closing Disclosure preparation, and to track and order closing‑related items such as closing protection letters, escrow instructions, tax rolls, amendments, payoffs, settlement statements, E and O documentation, wire instructions, earnest money receipts, preliminary reports and plat maps. Processors also used BytePro to order hazard insurance quotes and to bind coverage at time of Closing Disclosure, and to request 4506T transcripts and perform verification of employment for current and previous employers.
Operational integration included inbound disclosure package handling from Doc Magic, where Residential Bancorp reviewers validated signatures, dates and legibility before uploading finalized documents into BytePro Loan Origination. Governance and process controls centered on a standardized submission checklist enforced by processors, structured document ordering workflows to open escrow and assemble closing packages, and role based document upload and review procedures used by junior processors on site in July 2018 and thereafter.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021 Residential Bancorp implemented DocuSign eSignature as a Digital Signing solution embedded on its public website to enable electronic execution of customer-facing documents. The deployment targets online customer onboarding and agreement execution workflows, positioning DocuSign eSignature as the primary Digital Signing application for retail account workflows and web-delivered consent flows.
The implementation leverages embedded signing and server-side API calls to initiate envelope creation and manage recipient routing, templates, and envelope status. Functional capabilities implemented include reusable templates for standard agreements, recipient authentication options aligned with banking requirements, audit trail and certificate of completion generation, and envelope lifecycle management.
Integration scope is centered on the public website, where DocuSign eSignature is invoked from authenticated web sessions to present in-browser signing ceremonies and return signed artifacts to the bank via API. Operational coverage focuses on customer-facing online channels and associated back-office validation processes, with role-based administrative controls for template management and signing policy enforcement.
Governance and rollout emphasized template governance, administrative user roles, and compliance-oriented audit logging to support electronic acceptance of documents. DocuSign eSignature is described in the implementation as the core Digital Signing tool used by Residential Bancorp to standardize digital signature workflows across its online customer interactions.
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Intelligent Document Processing | Content Management |
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2020 | 2020 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Freshworks | Legacy | FreshDesk Customer Support | Customer Support | CRM | n/a | 2019 | 2019 |
In 2019 Residential Bancorp implemented FreshDesk Customer Support on its website to centralize Customer Support for retail banking customers. Residential Bancorp deployed FreshDesk Customer Support as the Customer Support application to handle website-driven customer service and inquiries for its US operations. The implementation used a cloud-hosted SaaS deployment embedded on the corporate website through a web widget, providing a public-facing entry point for tickets and live interactions. The configuration emphasized core ticketing workflows, web chat, a customer-facing knowledge base, email intake, automation for routing and SLA management, and built-in reporting and dashboarding capabilities. Operational coverage focused on the bank’s customer support function, aligning agent roles, escalation workflows, and standard operating procedures to the FreshDesk Customer Support ticket lifecycle. Governance centered on centralized support ownership and workflow standardization to ensure consistent handling of web-originated customer contacts across the organization.
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Marketing Automation | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Incentive Compensation Management | SPM |
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2021 | 2021 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2019 | 2019 |
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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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2016 | 2016 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Residential Bancorp
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Residential Bancorp Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||