List of Finastra MortgageBot Customers
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United Kingdom
Since 2010, our global team of researchers has been studying Finastra MortgageBot 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 Finastra MortgageBot for Loan 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 Finastra MortgageBot for Loan Management include: North Shore Bank, a United States based Banking and Financial Services organisation with 500 employees and revenues of $150.0 million, Firefighters First Credit Union, a United States based Banking and Financial Services organisation with 300 employees and revenues of $101.0 million, Beacon Bank, a United States based Banking and Financial Services organisation with 2000 employees and revenues of $90.0 million, ESSA Bank & Trust, a United States based Banking and Financial Services organisation with 250 employees and revenues of $65.0 million, CNB Bank & Trust, a United States based Banking and Financial Services organisation with 180 employees and revenues of $56.0 million and many others.
Contact us if you need a completed and verified list of companies using Finastra MortgageBot, 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 Finastra MortgageBot 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 |
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Alabama ONE | Banking and Financial Services | 210 | $50M | United States | Finastra | Finastra MortgageBot | Loan Management | 2018 | n/a |
In 2018 Alabama ONE implemented Finastra MortgageBot as its Loan Management solution. The implementation was delivered as part of an enterprise conversion program that ran multiple concurrent projects across core banking, digital channels, payments, and back office automation.
Finastra MortgageBot was configured as a loan origination and intake platform, providing Loan Management capabilities such as application intake, origination workflow orchestration, and pipeline management aligned with mortgage processing requirements. Configuration emphasized business rule and workflow orchestration consistent with loan origination systems and preparation for operational processing by lending teams.
The MortgageBot deployment was coordinated alongside Corelation Keystone, Q2 Digital Banking, iPay online bill pay, Enacomm IVR telephone banking, Alogent branch check capture and remote deposit capture, SMA Opcon process automation and job scheduling, VisaDPS debit card processing, Hyland OnBase enterprise content management, and MeridianLink lending solutions. This placement reflects enterprise scope across retail lending, digital channels, branch capture, payments, and content management systems, with Finastra MortgageBot implemented as the primary loan origination component within that landscape.
Governance followed a centralized program delivery model, with a senior IT project manager overseeing third party vendor coordination and full lifecycle conversion activities. All projects in the program went live and were operational on the same day within 8 months of start, indicating a coordinated cutover approach for the Finastra MortgageBot Loan Management implementation.
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Beacon Bank | Banking and Financial Services | 2000 | $90M | United States | Finastra | Finastra MortgageBot | Loan Management | 2015 | n/a |
In 2015, Beacon Bank implemented Finastra MortgageBot as its Loan Management platform to centralize consumer lending origination and underwriting across retail branches, the bank call center, first mortgage referrals, and outside broker channels. The Finastra MortgageBot deployment provided a single loan origination and decisioning environment to support application intake, conditional and final approval workflows, and loan processing from application to closing.
The implementation configured Finastra MortgageBot modules for underwriting rules enforcement, document validation, and pipeline reporting, and it was used to generate weekly and monthly consumer lending pipeline, application, and closing volume reports for operational teams. Underwriters used the system to standardize credit decisioning for products including HELOC, direct auto financing, personal unsecured loans, and secured loans, while end-user testing was performed for upgrades, enhancements, and compliance changes.
Operational integration centered on distributing credit decisions and workflow tasks to retail branch staff, the bank call center, and outside broker representatives, and on managing appraisal, title, and income verification document workflows necessary for conditional and final approvals. The deployment emphasized workflow handoffs between underwriting and loan processing and alignment of system outputs with branch and broker channels.
Governance and process ownership were embedded with underwriting leadership who advised the loan processing team, managed workflow from application to closing, performed end-user level testing for regulatory and compliance updates, and coordinated communication with appraisal companies and title counsel. Finastra MortgageBot was therefore instrumental in institutionalizing Loan Management controls and operational workflows within Beacon Bank's consumer lending function.
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Beacon Credit Union | Banking and Financial Services | 150 | $30M | United States | Finastra | Finastra MortgageBot | Loan Management | 2015 | n/a |
In 2015 Beacon Credit Union began using Finastra MortgageBot in a Loan Management deployment. The engagement expanded when the credit union implemented Mortgagebot LOS in 2021, with a final go-live at the beginning of 2022.
Implementation work centered on Mortgagebot LOS loan origination workflows, with internal configuration and process automation managed by a dedicated Loan System Analyst. That analyst executed system configuration changes, tailored application intake and decision workflows to lending operations, and delivered end user training to improve process alignment across loan operations.
Operational coverage included support and training for all end users within the credit union's lending function, and ongoing configuration to optimize LOS behavior post-go-live. The Loan System Analyst served as the primary administrator for functional configuration, change control for workflow rules, and user enablement activities.
Support model choices played a material role in post-implementation operations, with Beacon using both Standard Support and Preferred Active Support. Preferred Active Support provided continual one on one calls with Finastra, faster case turnaround, consistent ownership of cases, and a deeper understanding of Beacon Credit Union's unique process, and the Loan System Analyst cited Karen Hatch as the Preferred Active Support contact who helped clarify Mortgagebot LOS capabilities.
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Banking and Financial Services | 180 | $56M | United States | Finastra | Finastra MortgageBot | Loan Management | 2019 | n/a |
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Banking and Financial Services | 250 | $65M | United States | Finastra | Finastra MortgageBot | Loan Management | 2015 | n/a |
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Banking and Financial Services | 300 | $101M | United States | Finastra | Finastra MortgageBot | Loan Management | 2020 | n/a |
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Banking and Financial Services | 500 | $150M | United States | Finastra | Finastra MortgageBot | Loan Management | 2011 | n/a |
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Banking and Financial Services | 224 | $27M | United States | Finastra | Finastra MortgageBot | Loan Management | 2012 | n/a |
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Banking and Financial Services | 100 | $12M | United States | Finastra | Finastra MortgageBot | Loan Management | 2020 | n/a |
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Buyer Intent: Companies Evaluating Finastra MortgageBot
- Citizens National Bank, a United States based Banking and Financial Services organization with 20 Employees
- NIH Federal Credit Union, a United States based Banking and Financial Services company with 200 Employees
- Northwest Bank, a United States based Banking and Financial Services organization with 2190 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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