Folsom, 95630, CA,
United States
Sierra Pacific Mortgage Technographics
Sierra Pacific Mortgage Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Sierra Pacific Mortgage and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1000 Sierra Pacific 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 Sierra Pacific Mortgage has purchased the following applications: SAP Concur Expense for Expense Management in 2015, Mercury Network for Title and Appraisal Management in 2019, Microsoft Power BI for Analytics and BI in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Sierra Pacific Mortgage is running and its propensity to invest more and deepen its relationship with SAP , Cotality, formerly CoreLogic , 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 Sierra Pacific Mortgage revenues, which have grown to $250.0 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 Sierra Pacific 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.
Sierra Pacific Mortgage Tech Stack and Enterprise Applications
Sierra Pacific Mortgage ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Expense | Expense Management | ERP | n/a | 2015 | 2015 |
In 2015, Sierra Pacific Mortgage implemented SAP Concur Expense to centralize employee expense reporting within an Expense Management program. Deployment focused on processing employee expense reports using SAP Concur Expense, while invoice allotment, management, and audit for volumes up to $50,000 per month continued to be managed through spreadsheet workflows. The implementation targeted corporate finance and accounts payable functions and extended to reimbursement and travel expense workflows across the organization.
Configuration emphasized expense report capture, policy enforcement rules, receipt imaging, and audit trail capabilities inside SAP Concur Expense to support standardized approval workflows. Operational governance codified approval hierarchies and audit checkpoints in finance, while invoice reconciliation and allotment processes remained manual and spreadsheet driven. The result was a hybrid operational model combining a purpose built Expense Management application, SAP Concur Expense, with spreadsheet based invoice controls to meet the companys monthly invoice handling needs.
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Sierra Pacific Mortgage ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cotality, formerly CoreLogic | Legacy | Mercury Network | Title and Appraisal Management | ERP Services and Operations | n/a | 2019 | 2020 |
In 2019 Sierra Pacific Mortgage expanded its use of Mercury Network within its Title and Appraisal Management environment by implementing the RealView automated appraisal review capability. The RealView deployment established a risk-based review workflow designed to increase underwriter capacity and shorten collateral underwriting turn times across origination and collateral appraisal in the companys U.S. finance function.
The implementation focused on configuring RealView rule sets inside Mercury Network to automate appraisal quality control, creating a consistent appraisal-quality scoring process. Functional capabilities implemented included automated appraisal QC routing, rule-based exceptioning to assign risk tiers for targeted human review, and standardized scoring instrumentation to produce repeatable QC outcomes.
Operational scope covered collateral underwriting and origination appraisal teams within U.S. operations, with appraisal files routed through Mercury Network's RealView engine for automated review before underwriter assessment. Sierra Pacific Mortgage worked with CoreLogic/Mercury to tune rule thresholds and review workflows, embedding the appraisal QC engine into existing appraisal order and underwriting touchpoints.
Governance and process changes formalized rule set ownership and review escalation paths to support the new risk-based QC workflow. The case study documents that RealView usage produced increased underwriting productivity and more consistent appraisal-quality scoring for Sierra Pacific Mortgage.
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Sierra Pacific Mortgage Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Power BI | Analytics and BI | Analytics and BI | n/a | 2016 | 2018 |
In 2016, Sierra Pacific Mortgage deployed Microsoft Power BI as a component of Access Business Technologies MortgageWorkSpace Suite on the Microsoft Azure cloud, emphasizing a solution in the Analytics and BI category. The deployment centered on Mortgage BI, an Azure Power BI Embedded implementation designed to provide cloud based business analytics for mortgage professionals.
Mortgage BI was configured to deliver live, interactive dashboards that monitor the health of Sierra Pacific Mortgage's mortgage business, with ABT programmers leveraging the open APIs of the Microsoft Power BI service to tailor industry specific reporting and extensibility. Functional capabilities implemented include embedded visualization, interactive dashboarding, and a customizable BI layer that customers can use as a basis for their own analytics requirements.
The implementation integrates with Azure SQL Database for managed relational storage and Azure SQL Data Warehouse for elastic analytic storage, orchestrating data flow from business systems into Microsoft Power BI visual layers on Azure. The solution runs within the Microsoft Azure cloud computing environment, targeting mortgage professionals and operational analytics across Sierra Pacific Mortgage's lending workflows.
Governance and platform confidence were explicit parts of the narrative, with decision makers noting the continual updates to Microsoft Power BI and confidence that the Microsoft Cloud platform met security requirements for a highly regulated environment. ABT positioned Mortgage BI as a tailored, maintainable analytics architecture that uses Microsoft Power BI, Azure SQL Database, and Azure SQL Data Warehouse to centralize business analytics for Sierra Pacific Mortgage.
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Sierra Pacific Mortgage Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Collaboration | Collaboration |
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2011 | 2011 |
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Collaboration | Collaboration |
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2017 | 2017 |
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Sierra Pacific Mortgage Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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|
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2017 | 2017 |
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Sierra Pacific Mortgage CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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|
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Marketing Automation | CRM |
|
2017 | 2017 |
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Sierra Pacific Mortgage PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2017 | 2017 |
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Sierra Pacific 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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2015 | 2015 |
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Sierra Pacific Mortgage 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 Sierra Pacific Mortgage
Apps Being Evaluated by Sierra Pacific Mortgage Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||