Mentor, 44060, OH,
United States
Union Capital Mortgage Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Union Capital Mortgage and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Union Capital 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 Union Capital Mortgage has purchased the following applications: Microsoft 365 for Collaboration in 2021, Kofax ControlSuite for Intelligent Document Processing in 2020, Barracuda Email Security Gateway for Secure Email Gateways (SEGs) in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Union Capital Mortgage is running and its propensity to invest more and deepen its relationship with Microsoft , Tungsten Automation , Barracuda Networks 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 Union Capital Mortgage revenues, which have grown to $6.0 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 Union Capital 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.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021, Union Capital Mortgage implemented Microsoft 365. The company deployed Microsoft 365 as its Collaboration platform to provide cloud-hosted email, office productivity applications, and document collaboration for its 50 employee US mortgage operations. The corporate website includes references to Microsoft 365 indicating the public presence of the service.
The implementation scope covered user account provisioning, centralized mailbox and document storage configuration, and standard security and access controls aligned with small business Microsoft 365 practices. Functional capabilities deployed include Office productivity suites, cloud email, and file collaboration and synchronization to support customer communications and internal document workflows. Governance focused on organizational account management and content access policies to unify collaboration across the company.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tungsten Automation | Legacy | Kofax ControlSuite | Intelligent Document Processing | Content Management | n/a | 2020 | 2020 |
In 2020 Union Capital Mortgage implemented Kofax ControlSuite to address federal seven year document retention requirements and lengthy interoffice transfer of mortgage packs. The deployment targeted loan operations and records management workflows across Union Capital Mortgage offices in Ohio and Florida, applying Intelligent Document Processing to the companys residential loan origination and servicing functions.
Kofax ControlSuite was configured to deliver capture, document workflow orchestration and output management, leveraging Kofax AutoStore for scan capture, Kofax Equitrac for print and output controls, and Kofax Output Manager for routing and distribution. The implementation included integration with Legato ApplicationXtender as the document repository, and physical capture points were established using HP Laserjet 4101 MFP and HP Scanjet 8290 devices to convert 150 to 250 page mortgage packs into searchable digital files. The solution design emphasized automated scan-to-repository workflows and controlled output distribution consistent with Intelligent Document Processing capabilities.
Operational coverage included onsite setup and end user training delivered during rollout, and a roadmap was developed for integration of LanFax to remove remaining fax dependencies. Documents were digitized and made available across the corporate network, removing the need for courier transport and decentralized storage boxes while centralizing access for loan processors and operations staff. MCPcs Output Management Team worked with Union Capital Mortgage on workflow design and training as part of the implementation.
Governance and process changes focused on hardcopy reduction, electronic sharing, and workflow management standards for mortgage document handling. The Kofax ControlSuite implementation eliminated the need for an offsite storage facility and multiple fax lines, reduced operating costs by more than 43,000 in the first year, and reduced loan processing time by over 50 percent according to Union Capitals operations leadership.
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Barracuda Networks | Legacy | Barracuda Email Security Gateway | Secure Email Gateways (SEGs) | CyberSecurity | n/a | 2021 | 2021 |
In 2021, Union Capital Mortgage deployed Barracuda Email Security Gateway. The implementation is categorized under Secure Email Gateways (SEGs) and is used to secure the company email channels, with the Barracuda footprint visible on the corporate website.
The Barracuda Email Security Gateway configuration for a 50 employee financial services firm typically includes spam and phishing filtering, inbound and outbound scanning for malware and malicious attachments, content filtering and quarantine management, and an administrative console for policy and user quarantine workflows. Operational ownership aligns with IT and compliance functions, with policy-based controls for message handling, user-level quarantine review and administrative role separation to support regulatory controls in Banking and Financial Services. The deployment narrative emphasizes perimeter email protection and policy orchestration through the Barracuda Email Security Gateway to centralize email security controls across the organization.
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Secure Web Gateways (SWG) | CyberSecurity |
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2016 | 2016 |
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