Summit Funding
2241 Harvard Street, Suite 200,
Sacramento, 95815, CA,
United States
Sacramento, 95815, CA,
United States
1 916-571-3000
Banking and Financial Services
Summit Funding Technographics
Summit Funding Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Summit Funding and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1200 Summit Funding employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Summit Funding has purchased the following applications: Intranet Connections Employee Engagement for Employee Engagement in 2018, LoanLogics LoanHD for Loan Management in 2017, Instabot for Chatbots and Conversational AI 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 Summit Funding is running and its propensity to invest more and deepen its relationship with Intranet Connections , UKG , LoanLogics 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 Summit Funding revenues, which have grown to $300.0 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 Summit Funding 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.
Summit Funding Tech Stack and Enterprise Applications
Summit Funding HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intranet Connections | Legacy | Intranet Connections Employee Engagement | Employee Engagement | HCM | n/a | 2018 | 2018 |
In 2018, Summit Funding deployed Intranet Connections Employee Engagement to modernize internal communications and reduce email overload across approximately 800 employees, with an initial launch focused on HR and communications and document centralization. The intranet implementation followed a compressed 90 day rollout and delivered rapid adoption, with 80.7 percent of users active in month one, and the project team reported substantial time and cost savings following the launch.
The implementation configured the Intranet Connections Employee Engagement platform as a centralized internal portal, emphasizing document centralization, targeted internal communications, and content publishing workflows aligned to Employee Engagement use cases. Configuration work included site taxonomy, role based access for HR and communications teams, and publishing workflows to replace email driven announcements, enabling consistent content governance and discoverability for staff.
Operational scope centered on HR and communications functions and a company wide employee audience of roughly 800, with the 90 day rollout sequencing content migration and communications training to accelerate adoption. Governance was formalized through content ownership and publishing workflows managed by the HR and communications teams, and the project team reported rapid user adoption and large time cost savings as primary outcomes.
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Onboarding | HCM |
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2018 | 2018 |
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Recruiting, Applicant Tracking System | HCM |
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2020 | 2020 |
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Summit Funding ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LoanLogics | Legacy | LoanLogics LoanHD | Loan Management | ERP Services and Operations | n/a | 2017 | 2017 |
In 2017, Summit Funding implemented LoanLogics LoanHD to centralize post-close quality control and strengthen mortgage data governance. The deployment was framed as a Loan Management initiative to bring QC processes in-house and enhance data integrity, reporting, and automation across post-close workflows.
The implementation used LoanLogics LoanHD together with IDEA data-extraction to automate document-level data capture and populate quality control and compliance workflows. Functional capabilities emphasized included post-close quality control, pre-funding review orchestration, compliance review tracking, and automated reporting to support auditability and exception handling.
Operational coverage targeted QC and compliance processes in the United States and established a centralized, scalable post-close review platform to support higher throughput. The configuration focused on integrating structured data from IDEA data-extraction into LoanLogics LoanHD workflows to standardize exception routing, reviewer assignments, and quality metrics collection.
Governance changes included moving QC ownership in-house and formalizing review and escalation procedures within the LoanLogics LoanHD environment. The vendor case study reports roughly a 40% cost savings versus outsourced QC, alongside higher productivity and scalable post-close and pre-funding review capabilities enabled by the new LoanLogics LoanHD implementation.
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Summit Funding AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Instabot | Legacy | Instabot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2020 | 2020 |
In 2020, Summit Funding deployed Instabot on its public website to provide conversational customer engagement. Summit Funding implemented Instabot as a Chatbots and Conversational AI application to support website lead capture and initial borrower interactions.
The deployment used the web-embedded Instabot chat widget configured with conversational flows for visitor qualification, contextual prompts, and contact capture. Configuration emphasized template-based dialogues, a central administration console for flow editing, and session logging consistent with chatbots and conversational AI operational patterns.
Operational coverage focused on the corporate site summitfunding.net, delivering interactions for marketing, sales intake, and customer service triage. Integrations were limited to on-site embedding and data capture workflows, with escalation configured to route captured leads to Summit Funding human follow-up channels.
Governance established centralized conversation content management, versioning of scripts, and periodic tuning to maintain conversational accuracy and compliance with Banking and Financial Services requirements. The implementation positions Instabot as the front line conversational layer for Summit Funding, reflecting the relationship Summit Funding Instabot Chatbots and Conversational AI customer engagement.
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Summit Funding Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2022 | 2022 |
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Collaboration | Collaboration |
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2015 | 2015 |
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Summit Funding Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Intelligent Document Processing | Content Management |
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2017 | 2017 |
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Summit Funding CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2016 | 2016 |
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Customer Experience | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Summit Funding ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2020 | 2020 |
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IT Service Management | ITSM |
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2019 | 2019 |
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Summit Funding PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2015 | 2015 |
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Transactional Email | PaaS |
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2015 | 2015 |
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Transactional Email | PaaS |
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2017 | 2017 |
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Transactional Email | PaaS |
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2020 | 2020 |
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Transactional Email | PaaS |
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2021 | 2021 |
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Summit Funding 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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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Summit Funding 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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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Summit Funding
| First Name | Last Name | Title | Function | Department | Phone | |
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EVP of Mortgage Operations | VP | Finance | |
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EVP of Accounting, Financing and Servicing | VP | Finance | |
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Director of Compliance | Director | Finance | |
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EVP/Chief Information Officer | CXO | IT | |
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Director of Underwriting | Director | Finance | |
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Apps Being Evaluated by Summit Funding Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Summit Funding IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Summit Funding digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Summit Funding Technographics
Summit Funding is a Banking and Financial Services organization based in United States,
with around 1200 employees and annual revenues of $300.0 million.
Summit Funding operates a diverse technology stack with applications such as
Intranet Connections Employee Engagement, LoanLogics LoanHD and Instabot,
covering areas like Employee Engagement, Loan Management and Chatbots and Conversational AI.
Summit Funding has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intranet Connections, LoanLogics and Instabot.
Summit Funding recently adopted applications including
Zoom in 2022, DocuSign eSignature in 2021 and Twilio Sendgrid in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Summit Funding’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Summit Funding’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 Summit Funding technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.