Rightstart Mortgage
13191 Crossroads Parkway North, Suite 175,
City of Industry, 91746, CA,
United States
City of Industry, 91746, CA,
United States
1 800-520-5626
Professional Services
Rightstart Mortgage Technographics
Rightstart Mortgage Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Rightstart Mortgage and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Rightstart 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 Rightstart Mortgage has purchased the following applications: Advantage Systems AMB for ERP Financial in 2015, MeridianLink Consumer (ex LoansPQ) for Loan Management in 2019, Microsoft 365 for Collaboration in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Rightstart Mortgage is running and its propensity to invest more and deepen its relationship with Advantage Systems , MeridianLink , 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 Rightstart 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 Rightstart 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.
Rightstart Mortgage Tech Stack and Enterprise Applications
Rightstart Mortgage ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Advantage Systems | Intuit Quickbooks Enterprise | Advantage Systems AMB | ERP Financial | ERP | n/a | 2015 | 2015 |
In 2015, Rightstart Mortgage implemented Advantage Systems AMB as its ERP Financial system. The implementation replaced Intuit Quickbooks Enterprise and centralized core accounting functions on an industry specific platform tailored to mortgage bookkeeping.
Advantage Systems AMB was configured to support trust account management for borrower impounds, recording and reconciliation of loan funding transactions, monthly bank reconciliations, balance sheet account maintenance, and creation of journal entries for monthly financials. The deployment positioned Advantage Systems AMB as the primary financial ledger and transaction engine for the firm, with the application name Advantage Systems AMB referenced in daily accounting workflows.
Operational responsibility rested with the company bookkeeper based in Anaheim, California, covering finance and loan operations activities. Governance and process changes included a monthly close cadence, reconciliations of trust and operating accounts, and journal entry controls executed within Advantage Systems AMB. The project outcome explicitly documented was the conversion of bookkeeping from QuickBooks to AMB industry specific software, establishing Advantage Systems AMB as Rightstart Mortgages ERP Financial system for ongoing accounting and trust management.
|
Rightstart Mortgage ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| MeridianLink | Legacy | MeridianLink Consumer (ex LoansPQ) | Loan Management | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019 Rightstart Mortgage implemented MeridianLink Consumer (ex LoansPQ) as its Loan Management application on the company website. The deployment provided a consumer-facing loan intake channel that captures borrower applications and routes submissions into the lender's operational workflow.
MeridianLink Consumer (ex LoansPQ) was configured to support online application capture, document upload, borrower status tracking, and consumer self-service, reflecting common Loan Management functional modules. The implementation emphasized web-embedded forms and a borrower portal interface to centralize applicant interactions and reduce manual data re-entry.
Operational scope includes retail origination and loan processing activities used by loan officers and operations staff at Rightstart Mortgage, a United States based firm of approximately 50 employees. Governance centered on standardizing intake processes and routing rules to align web-originated applications with the company's underwriting and servicing workflows.
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Rightstart Mortgage Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Rightstart Mortgage implemented Microsoft 365 for Collaboration. The United States based professional services firm with roughly 50 employees provisioned Microsoft 365 as a cloud tenant to standardize communications and productivity across the organization, covering loan origination, processing, sales and back office functions.
The Microsoft 365 deployment for Collaboration included core capabilities such as Exchange Online email, Microsoft Teams for chat and meetings, SharePoint Online and OneDrive for document and content management, and the Office desktop and web applications for authoring. Identity and access management was handled through an Azure Active Directory tenant model with centralized user provisioning and role aligned access controls to support secure sign on and conditional access. Configuration work focused on mailbox and Teams topology, SharePoint site architecture and OneDrive storage governance, alongside native compliance features such as retention and eDiscovery available within Microsoft 365. Public website source references to Microsoft 365 indicate the suite is also used in web-facing contact and email workflows tied to the company site, demonstrating integration between the Microsoft 365 tenant and Rightstart Mortgage online presence.
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Rightstart Mortgage ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Performance Management | ITSM |
|
2021 | 2021 |
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Rightstart Mortgage IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Rightstart Mortgage
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Rightstart Mortgage Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Rightstart Mortgage IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Rightstart Mortgage digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Rightstart Mortgage Technographics
Rightstart Mortgage is a Professional Services organization based in United States,
with around 50 employees and annual revenues of $10.0 million.
Rightstart Mortgage operates a diverse technology stack with applications such as
Advantage Systems AMB, MeridianLink Consumer (ex LoansPQ) and Microsoft 365,
covering areas like ERP Financial, Loan Management and Collaboration.
Rightstart Mortgage has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Advantage Systems, MeridianLink and Microsoft.
Rightstart Mortgage recently adopted applications including
New Relic APM in 2021, Microsoft 365 in 2020 and Cloudflare CDN in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Rightstart Mortgage’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Rightstart Mortgage’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Rightstart Mortgage technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.