List of Blue Sage Docs Customers
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United States
Since 2010, our global team of researchers has been studying Blue Sage Docs customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Blue Sage Docs for Document Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Blue Sage Docs for Document Management include: Planet Home Lending, a United States based Banking and Financial Services organisation with 2500 employees and revenues of $1.00 billion, Service Credit Union, a United States based Banking and Financial Services organisation with 850 employees and revenues of $145.0 million, First Community Mortgage, a United States based Banking and Financial Services organisation with 480 employees and revenues of $110.0 million and many others.
Contact us if you need a completed and verified list of companies using Blue Sage Docs, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Blue Sage Docs customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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First Community Mortgage | Banking and Financial Services | 480 | $110M | United States | Blue Sage Solutions | Blue Sage Docs | Document Management | 2023 | n/a | In 2023, First Community Mortgage implemented Blue Sage Docs as part of a broader adoption of Blue Sage's Digital Lending Platform and LION Consumer POS. The vendor announced the platform was selected in mid-2023 and retail origination went live in late 2023, and module usage of Blue Sage Docs is inferred as part of the overall loan origination system deployment. Blue Sage Docs, categorized as Document Management, was configured to centralize borrower document capture, metadata indexing, secure storage, version control and workflow routing to support retail and wholesale mortgage origination. Typical Document Management capabilities such as automated document routing, audit trails, role based access controls and retention policies were applied to align document handling with origination and compliance workflows. The deployment was embedded within Blue Sage's Digital Lending Platform and LION Consumer POS, providing linkage between point of sale, loan processing and the document repository. Operational coverage explicitly included retail origination which went live in late 2023, and inferred scope extended to wholesale channels as part of the platform roll out. Governance was organized around a centralized document repository model with standardized naming, metadata indexing and access workflows, impacting origination, underwriting, compliance and closing teams. The implementation was undertaken to improve operational efficiency and borrower experience as stated by the vendor. | |
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Planet Home Lending | Banking and Financial Services | 2500 | $1.0B | United States | Blue Sage Solutions | Blue Sage Docs | Document Management | 2024 | n/a | In 2024, Planet Home Lending expanded its use of Blue Sage Docs within Blue Sage Solutions' Digital Lending Platform for correspondent operations. This Document Management deployment is focused on mortgage and finance activity in the United States correspondent division and is centered on improving downstream loan assembly and compliance workflows. The Blue Sage Docs implementation emphasizes centralized document ingestion, automated data extraction and structured indexing to populate loan records. Document Management capabilities in the rollout include optical character recognition and natural language processing driven extraction, rule-based compliance validations and persistent document audit trails that execute at intake and during loan packaging. Blue Sage Docs is embedded in the vendor's Digital Lending Platform to allow automated compliance checks to run inside existing loan workflows, and the deployment is scoped to correspondent operations with coverage for compliance teams, quality control and loan review functions. Governance changes include standardized document checkpoints, role based access controls and immutable audit logging to support automated validation and exception routing within correspondent processing. Planet Home Lending reported improved loan quality and streamlined workflows after expanding Blue Sage Docs usage, and the vendor release explicitly references these Document Management features as part of the Digital Lending Platform enhancement. | |
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Service Credit Union | Banking and Financial Services | 850 | $145M | United States | Blue Sage Solutions | Blue Sage Docs | Document Management | 2023 | n/a | In 2023, Service Credit Union implemented Blue Sage Docs as part of a broader Blue Sage Digital Lending Platform deployment that included point-of-sale and loan origination capabilities. The United States based implementation focused on mortgage origination and borrower facing workflows, and it completed in under 120 days according to the vendor announcement. Blue Sage Docs was configured to provide core Document Management functions typical for mortgage processing, including centralized document capture and storage, indexed search and retrieval, automated document workflows for origination checklists, and support for electronic document exchange and signature orchestration. Configuration emphasized document lifecycle controls and template driven packaging to align with loan origination procedures. The document management capability was implemented alongside the platform point-of-sale and loan origination modules, operating as an integrated component of the end to end lending flow. Operational coverage centered on mortgage origination teams and borrower channels, enabling document handoffs between point-of-sale intake and downstream loan processing within the Blue Sage environment. Governance and process changes accompanied the rollout, with teams adopting standardized document workflows and centralized repositories to streamline review and packaging activities. The vendor cited faster turnaround times and cost savings as outcomes, and the implementation explicitly aimed to improve the borrower experience by accelerating mortgage origination cycles. |
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