Sun West Mortgage Company
6131 Orangethorpe Avenue, Suite 500,
Buena Park, 90620, CA,
United States
Buena Park, 90620, CA,
United States
1 800-345-7884
Banking and Financial Services
Sun West Mortgage Company Technographics
Sun West Mortgage Company Technographics, Software Purchases, AI and Digital Transformation Initiatives
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.
Sun West Mortgage Company Tech Stack and Enterprise Applications
Sun West Mortgage Company 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 |
In 2020, Sun West Mortgage Company implemented Ruby Live Chat on its public website. Ruby Live Chat is deployed as a Chatbots and Conversational AI application to provide real-time customer engagement and inbound conversation capture for retail mortgage customers.
Deployment uses an embedded website chat widget that centralizes visitor conversations from the public site, routing messages to live agents and supporting asynchronous messaging for account inquiries and loan application questions. Operational scope targets customer service and sales functions that interact directly with borrowers via the website, with configuration aligned to typical chat capabilities such as live agent handoff, session logging, and message persistence. Governance is organized around web channel management and agent workflow rules to standardize inbound chat handling and handoffs to downstream mortgage servicing processes.
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Sun West Mortgage Company 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.
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Sun West Mortgage Company 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 |
In 2012, Sun West Mortgage Company implemented Google Workspace (Formerly Google G-Suite). The deployment uses Google Workspace as a Collaboration platform to centralize corporate email, calendaring, document creation, and team collaboration, and public web resources indicate Google Workspace is referenced on the company website.
The implementation of Google Workspace (Formerly Google G-Suite) centers on core collaboration modules including Gmail for email, Google Calendar for scheduling, Drive for cloud storage, and Docs, Sheets and Slides for real time document collaboration. Administrative controls are provided through the Google Admin console, with role based administration, group management, and mobile device management capabilities used to enforce access and device policies.
Operational coverage targets corporate productivity and communications across Sun West Mortgage Company, supporting business functions such as corporate communications, lending operations, and support teams. Governance emphasizes centralized user provisioning, group based access controls, audit logging and retention policies available within Google Workspace, providing administrative oversight and compliance oriented record retention.
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Sun West Mortgage Company Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Intelligent Document Processing | Content Management |
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2017 | 2017 |
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Sun West Mortgage Company CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2020 | 2020 |
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Listing Management | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Sales Automation | CRM |
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2020 | 2020 |
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Sun West Mortgage Company PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2020 | 2020 |
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Sun West Mortgage Company 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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2019 | 2019 |
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Cloud Storage | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Sun West Mortgage Company 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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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Sun West Mortgage Company
| First Name | Last Name | Title | Function | Department | Phone | |
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Senior Mortgage Loan Officer | Director | Operations | |
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Vice President Financial Analytics | VP | Finance | |
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Senior Managing Director | Director | Operations | |
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IT Director | Director | IT | |
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CFO | CXO | Finance | |
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Apps Being Evaluated by Sun West Mortgage Company Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Sun West Mortgage Company IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Sun West Mortgage Company digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Sun West Mortgage Company Technographics
Sun West Mortgage Company is a Banking and Financial Services organization based in United States,
with around 1040 employees and annual revenues of $250.0 million.
Sun West Mortgage Company operates a diverse technology stack with applications such as
Ruby Live Chat, OptifiNow Business Intelligence and Google Workspace (Formerly Google G-Suite),
covering areas like Chatbots and Conversational AI, Analytics and BI and Collaboration.
Sun West Mortgage Company has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Ruby, OptifiNow and Google.
Sun West Mortgage Company recently adopted applications including
OptifiNow Business Intelligence in 2022, Amazon CloudFront in 2022 and Amazon EC2 in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Sun West Mortgage Company’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Sun West Mortgage Company’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 Sun West Mortgage Company technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.