Sente Mortgage
901 S Mopac Bldg IV Ste 125,
Austin, 78746, TX,
United States
Austin, 78746, TX,
United States
1 512-637-9900
Banking and Financial Services
Sente Mortgage Technographics
Sente Mortgage Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Sente Mortgage and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Sente 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 Sente Mortgage has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Calendly for Online Meeting Scheduling in 2017, DocuSign eSignature for Digital Signing 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 Sente Mortgage is running and its propensity to invest more and deepen its relationship with Intuit , Calendly , DocuSign 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 Sente Mortgage 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 Sente 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.
Sente Mortgage Tech Stack and Enterprise Applications
Sente Mortgage ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, Sente Mortgage implemented Intuit Quickbooks Enterprise. The deployment established Intuit Quickbooks Enterprise as the companys ERP Financial system, centralizing core financial records and transactional bookkeeping for a 200 employee mortgage lender operating in the United States. The implementation was positioned to consolidate accounting functions and provide a single source of truth for corporate finance and billing workflows.
Configuration centered on standard ERP Financial modules, including general ledger, accounts payable, accounts receivable, cash management, fixed asset tracking, and financial reporting. Intuit Quickbooks Enterprise was configured with a consolidated chart of accounts and role based access controls, and automation was applied to recurring entries and period close procedures to align with monthly financial close and regulatory reporting cadence. The implementation emphasized structured charting and standardized posting rules to reduce manual reconciliation overhead in core accounting processes.
Operational coverage remained focused on the finance and accounting organization, with rollout staged to accounting teams and centralized corporate finance functions. Governance established included documented workflows for month end close, user provisioning and audit trail requirements, and segregation of duties controls embedded within Intuit Quickbooks Enterprise. The narrative reflects a typical mid market ERP Financial deployment, with emphasis on module configuration, process standardization, and finance team enablement.
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Sente Mortgage Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Calendly | Legacy | Calendly | Online Meeting Scheduling | Collaboration | n/a | 2017 | 2017 |
In 2017 Sente Mortgage implemented Calendly to support Online Meeting Scheduling on its public website. The deployment surfaces Calendly scheduling links and embedded booking flows so customers can request appointments directly from the website.
The implementation centers on Calendly event types and scheduling pages, with configuration of availability windows, time zone normalization, and automated confirmations and reminders that are typical of Online Meeting Scheduling platforms. Operational coverage is customer-facing appointment booking for mortgage inquiries and servicing, administered through Calendly account settings and web embed configuration, with calendar synchronization and booking workflow orchestration connecting meetings to internal staff schedules.
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Sente Mortgage 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, Sente Mortgage implemented DocuSign eSignature as a Digital Signing solution embedded on its public website to capture customer signatures for mortgage-related documents. The deployment centralizes customer-facing signature capture, leveraging DocuSign eSignature capabilities for signature fields, audit trails, and standard browser-based signing flows.
Implementation focuses on embedded signing workflows and templated documents, with configuration of signature placement, signer authentication options, and envelope lifecycle management to support application and closing document presentation. Integration is explicitly limited to the website embedding layer, hosting DocuSign eSignature signing sessions within the browser and preserving audit trails and signed documents inside the DocuSign environment. Operational coverage spans customer-facing web channels and internal loan processing teams that consume completed documents, with governance enforced through template versioning and role-based permissions in DocuSign eSignature.
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Sente Mortgage eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2021 | 2021 |
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Sente Mortgage CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sente Mortgage 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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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Sente Mortgage
| First Name | Last Name | Title | Function | Department | Phone | |
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President & CEO | CXO | Finance | |
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VP of Finance | VP | Finance | |
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Vice President - Sales | VP | Sales | |
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VP - Operations | VP | Operations | |
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Apps Being Evaluated by Sente Mortgage Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Sente Mortgage IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Sente Mortgage digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Sente Mortgage Technographics
Sente Mortgage is a Banking and Financial Services organization based in United States,
with around 200 employees and annual revenues of $20.0 million.
Sente Mortgage operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Calendly and DocuSign eSignature,
covering areas like ERP Financial, Online Meeting Scheduling and Digital Signing.
Sente Mortgage has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Calendly and DocuSign.
Sente Mortgage recently adopted applications including
DocuSign eSignature in 2021, WooCommerce in 2021 and Hubspot Marketing Automation in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Sente Mortgage’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Sente 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 Sente Mortgage technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.