United Wholesale Mortgage
585 South Boulevard East,
Pontiac, 48341, MI,
United States
Pontiac, 48341, MI,
United States
1 800-981-8898
Banking and Financial Services
United Wholesale Mortgage Technographics
United Wholesale Mortgage Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by United Wholesale Mortgage and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 6700 United Wholesale 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 United Wholesale Mortgage has purchased the following applications: Odoo Open Source ERP for ERP Financial in 2022, SAP WalkMe for Digital Adoption in 2017, LivePerson Conversational Cloud for Chatbots and Conversational AI 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 United Wholesale Mortgage is running and its propensity to invest more and deepen its relationship with Odoo , SAP , LivePerson 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 United Wholesale Mortgage revenues, which have grown to $793.0 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 United Wholesale 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.
United Wholesale Mortgage Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Odoo | Legacy | Odoo Open Source ERP | ERP Financial | ERP Financial Management | n/a | 2022 | 2022 |
In 2022 United Wholesale Mortgage implemented Odoo Open Source ERP as part of an ERP Financial presence surfaced on its public website, using Odoo Open Source ERP to expose key financial workflows through the company web channel. The deployment positions the application within the ERP Financial category and is referenced directly on UWM’s website as the platform underpinning web-accessible financial and billing touchpoints.
The Odoo Open Source ERP deployment aligns with core ERP Financial capabilities, including general ledger management, accounts payable, accounts receivable, invoicing and billing, bank reconciliation, tax and compliance configuration, and financial reporting. Configuration emphasis in this deployment is consistent with category-aligned workflows for chart of accounts maintenance, transactional posting, invoice lifecycle management, and consolidated financial reporting.
Operational coverage centers on finance and accounting business functions, with the implementation supporting web-facing billing processes as well as back-office financial operations. The implementation narrative for United Wholesale Mortgage emphasizes the use of Odoo Open Source ERP within an ERP Financial context, integrating web-surface financial interactions with standard accounting modules to streamline transactional and reporting workflows.
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP WalkMe | Digital Adoption | HCM | n/a | 2017 | 2017 |
In 2017 United Wholesale Mortgage implemented SAP WalkMe on their public website. The deployment uses SAP WalkMe as a Digital Adoption solution to deliver in-page guidance across customer-facing flows on uwm.com, positioning the application within online account and mortgage interaction points.
The SAP WalkMe implementation at United Wholesale Mortgage leverages category-aligned capabilities such as guided walkthroughs, contextual tooltips, step-by-step task guidance, and in-product help to support customer onboarding and self-service. Operational coverage is focused on the company website and adjacent digital support workflows, enabling product and support teams to surface contextual assistance and collect interaction-level analytics for experience tuning. United Wholesale Mortgage SAP WalkMe Digital Adoption supports customer-facing business functions including onboarding, account management, and online support workflows.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LivePerson | Legacy | LivePerson Conversational Cloud | Chatbots and Conversational AI | AI-Powered Application | n/a | 2012 | 2012 |
In 2012 United Wholesale Mortgage implemented LivePerson Conversational Cloud. LivePerson Conversational Cloud, categorized as Chatbots and Conversational AI, is deployed on UWM's public website to provide web-based conversational engagement for prospective borrowers and servicing customers.
The implementation centers on web-embedded chat capabilities, automated messaging workflows, intent classification and bot orchestration to handle routine inquiries, and live agent escalation for complex conversations. Configuration focuses on conversational flow design, session routing logic and analytics dashboards to monitor engagement and tune automated responses, reflecting typical Chatbots and Conversational AI functional modules.
Operational responsibility is aligned with UWM's digital customer service and web operations teams, who manage conversation content, flow governance and ongoing tuning of bot interactions. The deployment supports customer service and digital engagement functions tied to mortgage origination and servicing inquiries on the UWM website, with governance practices oriented around iterative improvement of conversational scripts and reporting.
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Chatbots and Conversational AI | AI-Powered Application |
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2017 | 2017 |
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2023 | 2023 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2018 | 2018 |
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Audio Video and Web Conferencing | Collaboration |
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2021 | 2021 |
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2023 | 2023 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application, Web and Enterprise Search | Content Management |
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2021 | 2021 |
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Digital Signing | Content Management |
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2019 | 2019 |
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Web Content Management | Content Management |
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2015 | 2015 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2018 | 2018 |
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Application Performance Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2020 | 2020 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Data Replication | PaaS |
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2022 | 2023 |
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Transactional Email | PaaS |
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2018 | 2018 |
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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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Content Delivery Network | 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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Database Management, Open-Source Database | IaaS |
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2022 | 2022 |
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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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2017 | 2017 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at United Wholesale Mortgage
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by United Wholesale Mortgage Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from United Wholesale Mortgage IT executives and key decision makers. This section highlights United Wholesale Mortgage's latest recorded technology evaluations, including TriNet HR Platform for Core HR on 2026-03-25, TriNet PEO for PEO (Professional Employer Organization) on 2026-03-25, and BBSI Payroll for PEO (Professional Employer Organization) on 2026-02-24. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the United Wholesale Mortgage digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD United Wholesale Mortgage Technographics
United Wholesale Mortgage is a Banking and Financial Services organization based in United States,
with around 6700 employees and annual revenues of $793.0 million.
United Wholesale Mortgage operates a diverse technology stack with applications such as
Odoo Open Source ERP, SAP WalkMe and LivePerson Conversational Cloud,
covering areas like ERP Financial, Digital Adoption and Chatbots and Conversational AI.
United Wholesale Mortgage has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Odoo, SAP and LivePerson.
United Wholesale Mortgage recently adopted applications including
Microsoft Power BI in 2023, Workplace by Facebook in 2023 and Odoo Open Source ERP in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of United Wholesale Mortgage’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates United Wholesale 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 United Wholesale Mortgage technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.