AI Buyer Insights:

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

Solve Mortgage
Location
5016 N. Parkway Calabasas, Suite 200,
Calabasas, 91302, CA,
United States
Website
https://www.solvemortgage.com/
Phone
1 888-881-2802
Artw industry
Banking and Financial Services
Employee
Revenue

Solve Mortgage Technographics

Solve Mortgage Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Solve Mortgage and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 25 Solve 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 Solve Mortgage has purchased the following applications: OptifiNow Business Intelligence for Analytics and BI in 2023, GoDaddy Webmail for Collaboration in 2013, Trustpilot Manage Reviews for Product Information Management 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 Solve Mortgage is running and its propensity to invest more and deepen its relationship with OptifiNow , GoDaddy , Google 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 Solve 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 Solve 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.

Solve Mortgage Data, Technology Stack, and Enterprise Applications
Analytics and BI
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
OptifiNow Legacy OptifiNow Business Intelligence Analytics and BI Analytics and BI n/a 2023 2023
In 2023, Solve Mortgage implemented OptifiNow Business Intelligence alongside OptifiNow's TPO CRM to support wholesale and Non QM lending. OptifiNow Business Intelligence provided integrated reporting and real time sales and marketing insights, delivering Analytics and BI capabilities designed to improve broker account management and sales productivity. The deployment covered sales, marketing, and broker relations functions across the United States and aligned analytics with the company s operational focus on wholesale channels. The implementation delivered KPI dashboards, pipeline and conversion reporting, ad hoc query capabilities, and scheduled executive reporting to surface broker performance and loan funnel metrics. Configuration work centered on data models that joined loan pipeline records, broker activity, and campaign attribution, enabling stakeholder specific dashboards for broker managers and sales leadership. Automation of report refresh and alerting for sales activity was part of the BI configuration to support near real time operational decision making. OptifiNow Business Intelligence was deployed as a cloud native analytics layer integrated with OptifiNow TPO CRM, ingesting transactional and broker engagement data to populate dashboards and reports. Operational users included loan officers, broker managers, sales operations, and marketing teams, with the platform used to unify sales and marketing views of broker accounts and loan pipelines. Data governance and access controls were structured to centralize reporting ownership in sales operations while allowing role based dashboard access. Governance and rollout followed a phased approach with training for broker relations and sales staff and iterative dashboard refinement based on stakeholder feedback. According to the case study, the combined TPO CRM and OptifiNow Business Intelligence implementation improved broker account management and sales productivity across the U.S., with integrated reporting and real time insights cited as primary enablers.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
GoDaddy Legacy GoDaddy Webmail Collaboration Collaboration n/a 2013 2013
Collaboration Collaboration 2021 2021
Collaboration Collaboration 2024 2024
eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Trustpilot Legacy Trustpilot Manage Reviews Product Information Management eCommerce n/a 2020 2020
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Marketing Analytics CRM 2017 2017
Marketing Analytics CRM 2021 2021
Tag Management CRM 2021 2021
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2020 2020
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2025 2025
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2013 2013
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2025 2025
Application Hosting and Computing Services IaaS 2021 2021
Cloud Storage IaaS 2022 2022
Cloud Storage IaaS 2024 2024
Content Delivery Network IaaS 2018 2018
Content Delivery Network IaaS 2021 2021
Content Delivery Network IaaS 2024 2024
Content Delivery Network IaaS 2021 2021
Domain Name System (DNS) IaaS 2013 2013
Domain Name System (DNS) IaaS 2018 2018
Domain Name System (DNS) IaaS 2021 2021
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2025 2025
IT Decision Makers and Key Stakeholders at Solve Mortgage
First Name Last Name Title Function Department Email Phone
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Show All Contacts
Apps Being Evaluated by Solve Mortgage Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Solve Mortgage Technographics

Solve Mortgage is a Banking and Financial Services organization based in United States, with around 25 employees and annual revenues of $20.0 million.

Solve Mortgage operates a diverse technology stack with applications such as OptifiNow Business Intelligence, GoDaddy Webmail and Trustpilot Manage Reviews, covering areas like Analytics and BI, Collaboration and Product Information Management.

Solve Mortgage has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as OptifiNow, GoDaddy and Trustpilot.

Solve Mortgage recently adopted applications including Phusion Passenger in 2025, Amazon EC2 in 2025 and reCAPTCHA in 2025, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Solve Mortgage’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Solve 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 Solve Mortgage technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.