Waterstone Mortgage
N25W23255 Paul Road,
Pewaukee, 53072, WI,
United States
Pewaukee, 53072, WI,
United States
1 262-691-9300
Banking and Financial Services
Waterstone Mortgage Technographics
Waterstone Mortgage Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Waterstone Mortgage and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 800 Waterstone 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 Waterstone Mortgage has purchased the following applications: Sterling Background Check for BackGround Screening in 2017, ICE Encompass (formerly Ellie Mae Encompass) for Loan Management in 2019, Tableau for Analytics and BI in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Waterstone Mortgage is running and its propensity to invest more and deepen its relationship with Sterling Talent Solutions , UKG , ICE Mortgage Technology 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 Waterstone Mortgage revenues, which have grown to $170.0 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 Waterstone 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.
Waterstone Mortgage Tech Stack and Enterprise Applications
Waterstone Mortgage HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sterling Talent Solutions | Legacy | Sterling Background Check | BackGround Screening | HCM | n/a | 2017 | 2017 |
In 2017 Waterstone Mortgage implemented Sterling Background Check to establish a formal BackGround Screening capability for recruiting and candidate onboarding. The lead corporate recruiter managed the implementation and the work included integrating Sterling Background Check into a new applicant tracking system, aligning screening orders with offer and onboarding triggers used by recruiting and HR teams.
Configuration work focused on standard BackGround Screening workflows, including automated order orchestration, adjudication workflows for adverse findings, and structured result delivery to recruiting teams. The implementation applied typical screening modalities such as identity verification, criminal record checks, and employment and education verifications, and Sterling Background Check was configured to feed screening status into candidate lifecycle views.
Operational integrations centered on the applicant tracking system connection and onboarding touchpoints, supporting recruiting activity across Loan Operations, Human Resources, Marketing, and Information Services. Implementation scope remained recruiting centric, with the screening service embedded into selection workflows and candidate communications to ensure screening status was visible to hiring managers and talent acquisition staff.
Governance and process changes accompanied the technical deployment, the recruiting team rebuilt recruiting and onboarding processes, created a recruiting handbook with phone screen templates and sourcing strategy, and trained and mentored new team members on the integrated screening workflow. The program was managed alongside recruiting metrics reporting and recruiting budget ownership, keeping screening operations aligned with broader talent acquisition governance.
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Recruiting, Applicant Tracking System | HCM |
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2017 | 2017 |
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Waterstone Mortgage ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ICE Mortgage Technology | Legacy | ICE Encompass (formerly Ellie Mae Encompass) | Loan Management | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019 Waterstone Mortgage implemented ICE Encompass formerly Ellie Mae Encompass as a Loan Management application. The company assigned the vice president of Information Services as Encompass system administrator and as the relationship manager with ICE Mortgage Technology, establishing a single point of technical ownership for the application and aligning it to the company s journey to the Digital Mortgage.
Configuration work focused on core loan management and origination workflows consistent with the Loan Management category, including system administration, file and document management, and data extraction for analytics. The information services team provisioned functional support through a mix of web developers and business analysts to extend Encompass capabilities into marketing and CRM touchpoints and to automate data feeds for reporting.
Integrations implemented include Encompass Data Connect feeding the Business Intelligence stack and Tableau for analytics, and the ServiceNow platform for support ticketing and operational incident management. Internal web development resources connected Encompass data flows to website development and marketing CRM systems, creating operational handoffs between origination, marketing, and support teams.
Governance was formalized through centralized system administration, vendor relationship management with ICE Mortgage Technology, and a support organization managed via ServiceNow. Technical training was overseen by information services and delivered in-person and through video production and animation to support ongoing Encompass operations and business intelligence projects.
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Waterstone Mortgage Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tableau Software | Legacy | Tableau | Analytics and BI | Analytics and BI | n/a | 2019 | 2019 |
In 2019, Waterstone Mortgage deployed Tableau as its enterprise analytics platform, initiating a centralized Analytics and BI capability to support reporting and visualization across the firm. The Tableau deployment was positioned within Information Services and oriented toward operational dashboards, executive reporting, and self service visualization for business users.
The implementation emphasized configuration of reusable dashboards, data models for mortgage operations, and scheduled reporting workflows, while Information Services led content production and technical training including in person and video instruction. The company retained responsibility for Encompass System Administration and deliberately embedded Tableau into BI workflows that leveraged Encompass Data Connect to extract loan and operational data for visualization.
Integrations were explicitly built around Encompass Data Connect for mortgage data ingestion, and operational support was tied to the ServiceNow platform for incident and change management. Operational coverage included the Information Services team, web developers and business analysts who support website development, marketing and CRM systems, and the BI support team that manages Tableau content and access.
Governance and rollout were managed by the Vice President of Information Services, who served as relationship manager with ICE Mortgage Technology and led the BI program, support team, and ServiceNow driven workflows. Tableau was the focal application for the Analytics and BI function, with governance centered on centralized content ownership, technical training, and cross functional support between IT, marketing, CRM, and mortgage operations.
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Waterstone Mortgage Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Collaboration | Collaboration |
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2015 | 2015 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Waterstone Mortgage 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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2013 | 2013 |
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Intelligent Document Processing | Content Management |
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2019 | 2020 |
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Web Content Management | Content Management |
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2020 | 2020 |
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Waterstone Mortgage CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2023 | 2024 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Referral Management | CRM |
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2017 | 2017 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Waterstone Mortgage PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2017 | 2017 |
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Transactional Email | PaaS |
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2018 | 2018 |
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Waterstone Mortgage 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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2001 | 2001 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Waterstone Mortgage
| First Name | Last Name | Title | Function | Department | Phone | |
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Mortgage Loan Officer | Manager | Finance | |
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Vice President - Information Services | VP | IT | |
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Vice President Compliance | VP | Legal | |
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Chief Administrative Officer/Chief Information Officer | CXO | IT | |
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Controller - Director of Accounting | Director | Finance | |
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Accounts Payable Clerk | Manager | Finance | |
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Chief Financial Officer | CXO | Finance | |
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IT Manager | Manager | IT | |
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Chief Information Officer | CXO | IT | |
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Talent Acquisition Manager | Manager | HR | |
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Director of Human Resources | Director | HR | |
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Manager, Legal and Vendor Management | Manager | Legal | |
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Apps Being Evaluated by Waterstone Mortgage Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Waterstone Mortgage IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Waterstone Mortgage digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Waterstone Mortgage Technographics
Waterstone Mortgage is a Banking and Financial Services organization based in United States,
with around 800 employees and annual revenues of $170.0 million.
Waterstone Mortgage operates a diverse technology stack with applications such as
Sterling Background Check, ICE Encompass (formerly Ellie Mae Encompass) and Tableau,
covering areas like BackGround Screening, Loan Management and Analytics and BI.
Waterstone Mortgage has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sterling Talent Solutions, ICE Mortgage Technology and Tableau Software.
Waterstone Mortgage recently adopted applications including
Jungo CRM in 2023, Microsoft 365 in 2022 and Microsoft Azure Cloud Services in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Waterstone Mortgage’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Waterstone 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 Waterstone Mortgage technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.