Buena Park, 90620, CA,
United States
Sun West Mortgage Company Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Sun West Mortgage Company and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1040 Sun West Mortgage Company employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Sun West Mortgage Company has purchased the following applications: Ruby Live Chat for Chatbots and Conversational AI in 2020, OptifiNow Business Intelligence for Analytics and BI in 2022, Google Workspace (Formerly Google G-Suite) for Collaboration in 2012 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Sun West Mortgage Company is running and its propensity to invest more and deepen its relationship with Ruby , OptifiNow , 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 Sun West Mortgage Company 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 Sun West Mortgage Company 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.
AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Ruby | Legacy | Ruby Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2020 | 2020 |
|
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 | 2022 | 2022 |
In 2022, Sun West Mortgage Company implemented OptifiNow Business Intelligence. OptifiNow Business Intelligence is an Analytics and BI application deployed across retail, wholesale and a new Home Buyer Connect channel in the United States to consolidate CRM, marketing automation and reporting across the organization.
The implementation centralized CRM and marketing automation capabilities alongside unified reporting, with OptifiNow Business Intelligence providing LOS integration and real time reports so management could stop combining exports and make faster data driven decisions. Configuration focused on consolidating campaign analytics and routing workflows, yielding faster routing and higher conversions across channels.
Operational scope covered sales, marketing and operations teams, providing a single reporting plane for campaign performance and management reporting. Governance changes streamlined reporting workflows and reduced manual export reconciliation, embedding OptifiNow Business Intelligence as the primary analytics and BI platform for customer engagement and lead routing processes.
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2012 | 2012 |
|
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Intelligent Document Processing | Content Management |
|
2017 | 2017 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
CRM | CRM |
|
2020 | 2020 |
|
|
|
|
|
Listing Management | CRM |
|
2018 | 2018 |
|
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|
|
|
Marketing Automation | CRM |
|
2014 | 2014 |
|
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|
|
|
Sales Automation | CRM |
|
2020 | 2020 |
|
PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2020 | 2020 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
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|
|
Application Hosting and Computing Services | IaaS |
|
2019 | 2019 |
|
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Cloud Storage | IaaS |
|
2021 | 2021 |
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Content Delivery Network | IaaS |
|
2022 | 2022 |
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|
Content Delivery Network | IaaS |
|
2021 | 2021 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2019 | 2019 |
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