True North Mortgage
Calgary Place, 340 5 Ave SW,
Calgary, T2P 1R2, AB,
Canada
Calgary, T2P 1R2, AB,
Canada
1 403-474-4955
Banking and Financial Services
True North Mortgage Technographics
True North Mortgage Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by True North Mortgage and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 True North Mortgage employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that True North Mortgage has purchased the following applications: Plooto for AP Automation, AR Automation in 2024, Newton Velocity for Loan Management in 2021, Olark Live Chat for Chatbots and Conversational AI in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems True North Mortgage is running and its propensity to invest more and deepen its relationship with Plooto , Intuit , Newton Connectivity Systems 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 True North Mortgage revenues, which have grown to $20.0 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 True North Mortgage 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.
True North Mortgage Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Plooto | Legacy | Plooto | AP Automation, AR Automation | ERP Financial Management | n/a | 2024 | 2024 |
In 2020 True North Mortgage implemented Plooto for AP Automation,AR Automation. The Calgary-based mortgage broker configured Plooto to centralize payables and receivables workflows, aligning with the controller's requirement to send payments quickly to employees, vendors and clients. The deployment emphasized an enforced two-approver authorization workflow on every payment to meet internal control requirements. The scope targeted the finance and accounts payable functions across the organization of roughly 130 employees.
Plooto was configured to deliver category-standard capabilities such as automated approval routing, electronic payment orchestration, and reconciliation support for AP Automation,AR Automation, with payee-facing simple payment flows. Operational governance was formalized under controller Srinivas Pabbaraju, who mandated approval sequencing and streamlined payee onboarding to reduce manual check handling that had proven slow in other contexts. The implementation prioritized process controls, reduced manual handoffs, and centralized payment orchestration for finance, vendor management and client disbursements.
|
|
|
|
|
ERP Financial | ERP Financial Management |
|
2023 | 2023 |
|
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Newton Connectivity Systems | Legacy | Newton Velocity | Loan Management | ERP Services and Operations | n/a | 2021 | 2021 |
In 2021, True North Mortgage selected Newton Velocity as its broker submission and connectivity platform within the Loan Management category. The announcement identified Newton Velocity as the central submission hub to support mortgage origination and submissions across Canada for more than 100 agents managing roughly $3 billion in annual funded volume.
The implementation centered on Newton Velocity's submission and connectivity capabilities together with loan origination functions, configured to standardize broker intake, package loan files, and route applications to lenders. Configuration work focused on submission workflows, data validation rules, and lender product mapping to support consistent application packaging and more rapid lender access.
Newton Velocity was deployed to provide consolidated connectivity to lender channels and centralized submission endpoints across the broker network, enabling agents to submit to multiple lenders from a single platform. Operational scope included mortgage origination teams and broker channels across Canada, with the platform intended to unify submission processing and lender access points.
The program was announced in 2021 with a same year go live expected and a phased rollout across the broker network. Governance emphasis was placed on submission workflow standards, agent onboarding, and lender credential configuration to enforce consistent packaging and traceability within Newton Velocity.
|
AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Olark | Legacy | Olark Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2016 | 2016 |
|
|
|
|
|
Chatbots and Conversational AI | AI-Powered Application |
|
2018 | 2018 |
|
|
|
|
|
Chatbots and Conversational AI | AI-Powered Application |
|
2020 | 2020 |
|
|
|
|
|
Chatbots and Conversational AI | AI-Powered Application |
|
2020 | 2020 |
|
|
|
|
|
Chatbots and Conversational AI | AI-Powered Application |
|
2021 | 2021 |
|
|
|
|
|
Chatbots and Conversational AI | AI-Powered Application |
|
2004 | 2004 |
|
|
|
|
|
Chatbots and Conversational AI | AI-Powered Application |
|
2022 | 2022 |
|
|
|
|
|
Chatbots and Conversational AI | AI-Powered Application |
|
2023 | 2023 |
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Audio Video and Web Conferencing | Collaboration |
|
2022 | 2022 |
|
|
|
|
|
Collaboration | Collaboration |
|
2015 | 2015 |
|
|
|
|
|
Survey and Questionnaire | Collaboration |
|
2024 | 2024 |
|
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application, Web and Enterprise Search | Content Management |
|
2020 | 2020 |
|
|
|
|
|
Content Management | Content Management |
|
2024 | 2024 |
|
|
|
|
|
Enterprise Content Management | Content Management |
|
2023 | 2023 |
|
|
|
|
|
Web Content Management | Content Management |
|
2014 | 2014 |
|
|
|
|
|
Web Content Management | Content Management |
|
2020 | 2020 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Customer Experience | CRM |
|
2017 | 2017 |
|
|
|
|
|
Customer Support | CRM |
|
2021 | 2021 |
|
|
|
|
|
Data Management Platform | CRM |
|
2016 | 2016 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2012 | 2012 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2014 | 2014 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2014 | 2014 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2016 | 2016 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2016 | 2016 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2016 | 2016 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2016 | 2016 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2013 | 2013 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2014 | 2014 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2019 | 2019 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2020 | 2020 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2023 | 2023 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2023 | 2023 |
|
|
|
|
|
Marketing Automation | CRM |
|
2018 | 2018 |
|
|
|
|
|
Marketing Automation | CRM |
|
2020 | 2020 |
|
|
|
|
|
Marketing Automation | CRM |
|
2007 | 2007 |
|
|
|
|
|
Tag Management | CRM |
|
2014 | 2014 |
|
ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
IT Service Management | ITSM |
|
2024 | 2024 |
|
PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Apps Development | PaaS |
|
2021 | 2021 |
|
|
|
|
|
Transactional Email | PaaS |
|
2020 | 2020 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2013 | 2013 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2013 | 2013 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2022 | 2022 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2022 | 2022 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2022 | 2022 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Identity and Access Management (IAM) | CyberSecurity |
|
2023 | 2023 |
|
IT Decision Makers and Key Stakeholders at True North Mortgage
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by True North Mortgage Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from True North Mortgage IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the True North Mortgage digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD True North Mortgage Technographics
True North Mortgage is a Banking and Financial Services organization based in Canada,
with around 200 employees and annual revenues of $20.0 million.
True North Mortgage operates a diverse technology stack with applications such as
Plooto, Newton Velocity and Olark Live Chat,
covering areas like AP Automation, AR Automation, Loan Management and Chatbots and Conversational AI.
True North Mortgage has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Plooto, Newton Connectivity Systems and Olark.
True North Mortgage recently adopted applications including
Plooto in 2024, Typeform in 2024 and Box in 2024,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of True North Mortgage’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates True North Mortgage’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 True North Mortgage technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.