Lewisville, 76067, TX,
United States
Stearns Lending, LLC Technographics
Stearns Lending, LLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Stearns Lending, LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1700 Stearns Lending, LLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Stearns Lending, LLC has purchased the following applications: Microsoft Power BI for Analytics and BI in 2015, Dropbox Business for Enterprise Content Management in 2021, Salesforce Sales Cloud for Sales Automation, CRM, Sales Engagement 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 Stearns Lending, LLC is running and its propensity to invest more and deepen its relationship with Microsoft , Dropbox , First American Docutech 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 Stearns Lending, LLC revenues, which have grown to $530.0 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 Stearns Lending, LLC 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.
Stearns Lending, LLC Tech Stack and Enterprise Applications
Stearns Lending, LLC 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 | 2015 | 2018 |
In 2015, Stearns Lending, LLC implemented Microsoft Power BI as a core Analytics and BI tool. From February 2016 to present the analytics team responsibilities included communicating with business users to deliver reports and user interfaces that drive business value and efficiently leverage data for decision makers.
The implementation combined Microsoft Power BI visualization development with a SQL Server based data warehouse architecture. ETL processes were developed using SQL Server Integration Services to extract transform and load data into fact and dimension tables, with complex logging implemented inside SSIS packages. SSIS packages employed a variety of control flow and data flow tasks including Execute SQL Task, Bulk Insert Task, Data Flow Task, File System Task, Send Mail Task, Active Script Task and XML Task to support transformation and cleansing activities.
Integrations and operational components included MS SQL Server 2016 and 2008 environments, SQL Server Agent for scheduling sequential SSIS executions and automated database backups, and SQL Server Reporting Services for paginated reporting. Reports and Power BI content were deployed to SharePoint Server and shared with stakeholders, while ad hoc analysis was produced via Excel Power Pivot and surfaced through Microsoft Power BI. Tableau was also used in parallel for certain dashboards and reporting workflows with data validation performed using Teradata SQL Assistant and SQL Profiler traces tuned with Database Tuning Advisor.
Governance and operational controls were instituted through report level security and permissions for SSRS and Power BI, creation of parameterized reports and global expressions, and documentation support for report deployments. Best practices were defined for Tableau report development and SSIS package conversion activities included migrating older DTS packages to newer SSIS packages. Ongoing maintenance practices included regular dashboard updates based on business requests and scheduled jobs managed through SQL Server Agent.
The deployment emphasized integrated Analytics and BI workflows that combined Microsoft Power BI visualization with SSIS ETL orchestration, SSRS reporting, and SQL Server based performance tuning. Microsoft Power BI was regularly used alongside Excel Power Pivot and SSRS to support recurring monthly quarterly and ad hoc reporting needs across business users and decision makers.
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Stearns Lending, LLC Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Dropbox | Legacy | Dropbox Business | Enterprise Content Management | Content Management | n/a | 2021 | 2021 |
In 2021, Stearns Lending, LLC implemented Dropbox Business. The deployment is positioned to serve Enterprise Content Management needs across the firm in the banking and financial services sector, providing a cloud-first repository and collaboration layer for corporate document workflows.
Dropbox Business is configured to provide file synchronization, secure file sharing, version control, and centralized document storage, reflecting common Enterprise Content Management functional patterns. The environment is expected to use the Dropbox Business admin console for account provisioning, role-based access controls, audit logs, and content retention controls to support document lifecycle management and internal collaboration.
Operational coverage targets corporate teams and web-enabled document flows, with public-facing signals indicating Dropbox Business assets are present on Stearns Lending web properties. Governance emphasis centers on administrator-managed access, content governance policies, and user provisioning to align cloud content handling with financial services compliance requirements.
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Intelligent Document Processing | Content Management |
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2018 | 2018 |
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Web Content Management | Content Management |
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2021 | 2021 |
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Stearns Lending, LLC CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Sales Cloud | Sales Automation, CRM, Sales Engagement | CRM | n/a | 2021 | 2021 |
In 2021, Stearns Lending, LLC deployed Salesforce Sales Cloud as its Sales Automation,CRM,Sales Engagement platform. The deployment is surfaced on the company website for web lead capture and serves as a centralized CRM to support mortgage origination and retail lending sales workflows. Salesforce Sales Cloud is used to consolidate account and contact records, manage incoming web leads, and present opportunity pipelines to sales teams and loan officers.
The implementation leverages core Sales Cloud functional capabilities including lead management, contact and account management, opportunity and pipeline management, sales engagement tooling, and activity and task tracking. Configuration emphasizes automated lead routing and stage-based opportunity workflows, with role-based page layouts, reporting, and flow-driven automation to enforce standardized sales intake and follow-up sequences. Data model and object customization reflect mortgage-specific fields and sales process stages to support originator and account management use cases.
Integrations focus on website form capture feeding the Salesforce Sales Cloud instance and API-driven synchronization of customer records and interaction history where required. Operational coverage centers on sales, originations, and sales operations teams, with centralized CRM governance to manage data quality, access controls, lead scoring rules, and reporting hierarchies. The rollout concentrated on aligning sales process workflows and establishing a single source of truth for prospect and borrower records.
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Stearns Lending, LLC TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Stearns Lending, LLC PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2021 | 2021 |
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Stearns Lending, LLC 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Stearns Lending, LLC 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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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Stearns Lending, LLC
Apps Being Evaluated by Stearns Lending, LLC Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||