Synergy One Lending
3131 Camino Del Rio N #150,
San Diego, 92108, CA,
United States
San Diego, 92108, CA,
United States
1 888 995-1256
Banking and Financial Services
Synergy One Lending Technographics
Synergy One Lending Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Synergy One Lending and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 500 Synergy One Lending employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Synergy One Lending has purchased the following applications: Zoom for Audio Video and Web Conferencing in 2020, DocuSign eSignature for Digital Signing in 2021, Evocalize Marketing Platform for Marketing Analytics, Marketing Automation in 2024 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Synergy One Lending is running and its propensity to invest more and deepen its relationship with Zoom Video Communications , Microsoft , CodeTwo 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 Synergy One Lending revenues, which have grown to $55.0 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 Synergy One Lending 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.
Synergy One Lending Tech Stack and Enterprise Applications
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Synergy One Lending implemented Zoom to provide a unified Audio Video and Web Conferencing capability. The deployment exposes Zoom via the corporate website, enabling external customers to join meetings through browser links and scheduled sessions initiated from s1l.com.
The implementation uses Zoom core conferencing capabilities common to the Audio Video and Web Conferencing category, including real-time video and audio, screen sharing, and meeting scheduling and hosting functions. Configuration emphasizes web client access and meeting link workflows to support customer consultations alongside internal collaboration.
Operational coverage spans company-wide use across lending, sales, and operations teams, supporting both customer-facing consultations from the website and internal team meetings. Governance is centered on centralized user provisioning and access controls for conferencing, with configuration aligned to web-embedded meeting flows on Synergy One Lending's site.
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Collaboration | Collaboration |
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2019 | 2019 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Synergy One Lending implemented DocuSign eSignature as a Digital Signing solution embedded on its public website. The deployment centralizes online signature capture for borrower-facing forms and document execution workflows used in customer interactions.
DocuSign eSignature was configured to support embedded signing sessions and template-driven envelope generation, leveraging standard Digital Signing capabilities such as signer authentication, tamper-evident audit trails, and configurable signing order. Configuration and template management were oriented toward browser-based signing flows to streamline online loan document execution and reduce manual handoffs.
The implementation operates as the company website interface for customer-facing signature capture, impacting lending operations, sales, and customer onboarding functions. Governance and operational ownership are aligned with document control and compliance teams who manage templates, signature policies, and audit retention to maintain consistent workflows and legal traceability for eSignature transactions.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Evocalize | Legacy | Evocalize Marketing Platform | Marketing Analytics, Marketing Automation | CRM | n/a | 2024 | 2024 |
In 2024 Synergy One Lending partnered with Evocalize to implement the Evocalize Marketing Platform. The deployment uses the Evocalize Marketing Platform in the Marketing Analytics,Marketing Automation category to automate local digital marketing for loan officers across the United States.
The implementation centers on automated campaign orchestration, compliant campaign templates, and localized ad provisioning for individual originators. Functional capabilities implemented include data-driven audience segmentation, ad creative orchestration across major channels, campaign scheduling and automation, and marketing analytics to monitor engagement and lead flows.
Synergy One Lending integrated Total Expert data into the Evocalize Marketing Platform to enable more targeted, data-driven campaigns, supporting mortgage marketing and CRM integration workflows. The solution is configured to push compliant campaign assets to major ad channels and to surface performance signals back into sales and marketing workflows used by loan officers and centralized marketing teams.
Governance and rollout emphasized compliance controls and centralized policy guardrails while enabling local execution by originators. The October 9 2024 announcement describes the solution as enabling automated, compliant campaigns across major ad channels to boost lead generation and originator productivity.
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Incentive Compensation Management | SPM |
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2021 | 2021 |
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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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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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Synergy One Lending
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Apps Being Evaluated by Synergy One Lending Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Synergy One Lending IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Synergy One Lending digital transformation priorities and AI adoption trends.
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FAQ - APPS RUN THE WORLD Synergy One Lending Technographics
Synergy One Lending is a Banking and Financial Services organization based in United States,
with around 500 employees and annual revenues of $55.0 million.
Synergy One Lending operates a diverse technology stack with applications such as
Zoom, DocuSign eSignature and Evocalize Marketing Platform,
covering areas like Audio Video and Web Conferencing, Digital Signing and Marketing Analytics, Marketing Automation.
Synergy One Lending has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Zoom Video Communications, DocuSign and Evocalize.
Synergy One Lending recently adopted applications including
Evocalize Marketing Platform in 2024, CodeTwo Email Signatures in 2021 and DocuSign eSignature in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Synergy One Lending’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Synergy One Lending’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 Synergy One Lending technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.