City of Industry, 91746, CA,
United States
Rightstart Mortgage Technographics
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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Advantage Systems | Intuit Quickbooks Enterprise | Advantage Systems AMB | ERP Financial | ERP Financial Management | 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.
|
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 |
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
|
ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Performance Management | ITSM |
|
2021 | 2021 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
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