List of Finastra MortgagebotLOS Customers
London, W2 6BD,
United Kingdom
Since 2010, our global team of researchers has been studying Finastra MortgagebotLOS 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 MortgagebotLOS for Loan Origination System (LOS) 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 MortgagebotLOS for Loan Origination System (LOS) include: Trustmark, a United States based Banking and Financial Services organisation with 2761 employees and revenues of $600.0 million, Arrow Bank, a United States based Banking and Financial Services organisation with 600 employees and revenues of $140.0 million, Five-Star Bank, a United States based Banking and Financial Services organisation with 600 employees and revenues of $62.0 million, Beacon Credit Union, a United States based Banking and Financial Services organisation with 150 employees and revenues of $30.0 million, Hoyne Savings Bank, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Finastra MortgagebotLOS, 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 MortgagebotLOS 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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Arrow Bank | Banking and Financial Services | 600 | $140M | United States | Finastra | Finastra MortgagebotLOS | Loan Origination System (LOS) | 2020 | n/a |
In 2020, Arrow Bank implemented Finastra MortgagebotLOS as its Loan Origination System (LOS). The deployment was focused on the mortgage operations organization and supported oversight of Underwriting, Processing, Closing and Post-closing functions, covering a 25-person operations team responsible for pipeline management and compliance workflows.
Finastra MortgagebotLOS was configured to manage pipeline controls, compliance checks and the movement of loan files through underwriting to closing, and it was instrumented to support booking loans to the bank core banking system. Reporting management and creation work was executed across both Encompass and the Datamart referred to as Mortgage Bot, aligning LOS reporting outputs with departmental management and operational dashboards.
Integrations implemented as part of the program included interfaces to Encompass and the Datamart Mortgage Bot for reporting, plus a downstream booking interface to the core banking system to support loan funding and posting. Operational coverage remained concentrated in mortgage operations, with the system used daily by Underwriting, Processing, Closing and Post-closing teams to orchestrate file movement and compliance documentation.
Governance and rollout was led by the Mortgage Operations Manager, who ran project management and change workstreams including staffing analysis, creation of new roles, employee training, process and procedure redesign, and vendor and invoice management. The implementation emphasized workflow standardization, reporting governance and book-to-core orchestration to align operational procedures with the new Finastra MortgagebotLOS Loan Origination System (LOS) implementation.
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Beacon Credit Union | Banking and Financial Services | 150 | $30M | United States | Finastra | Finastra MortgagebotLOS | Loan Origination System (LOS) | 2021 | n/a |
In 2021, Beacon Credit Union implemented Finastra MortgagebotLOS alongside Originate POS to modernize its mortgage origination lifecycle, with implementation beginning in 2021 and final go live in early 2022. The deployment focused on replacing manual intake and fragmented application handling with a consolidated mortgage origination platform and a point of sale channel for borrower intake.
Finastra MortgagebotLOS was configured to centralize application capture, workflow orchestration, underwriting handoffs, and closing processes, while Originate POS delivered borrower facing application capture for retail channels. Configuration work emphasized standardized decisioning rules, automated document collection and e signature workflows, and workflow routing to reduce manual handoffs and accelerate processing.
Operational scope covered Beacon Credit Union mortgage lending operations in the United States, impacting lending, operations, and servicing functions. The implementation linked point of sale submission flows into the core LOS to provide end to end application progression from borrower submission through close and to align front end sales channels with back office processing.
Governance and rollout used staged cutover and process standardization to manage the transition, culminating in an early 2022 go live. Beacon Credit Union reported shorter application to close times and an improved borrower experience after deploying Finastra MortgagebotLOS as a Loan Origination System (LOS) to centralize mortgage origination workflows for lending and operations.
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Five-Star Bank | Banking and Financial Services | 600 | $62M | United States | Finastra | Finastra MortgagebotLOS | Loan Origination System (LOS) | 2019 | n/a |
In 2019, Five-Star Bank implemented Finastra MortgagebotLOS as its Loan Origination System (LOS) to standardize mortgage application intake and underwriting workflows across its retail lending function. The deployment used segregated UAT and PROD environments with formal change validation, reflecting the bank's Change Advisory Board driven release governance and acceptance testing processes.
Finastra MortgagebotLOS was configured to support core LOS capabilities including application intake, document management, automated decisioning and adjudication, loan pricing orchestration, and compliance workflow tracking. Configuration work emphasized integration of mortgage-specific decisioning and document capture modules to align with the bank's product lines for residential lending and related retail mortgage programs.
The implementation was integrated into the bank's enterprise product ecosystem, aligning the Finastra MortgagebotLOS with CRM platforms such as Synapsys and Salesforce, and with account opening workflows used by deposit platforms JHA Streamline and Q2 GRO, enabling handoffs between origination, deposit bundling, and post-close servicing. Governance and product oversight were routed through existing executive forums including ALCO and NPA for pricing and product approvals, and CAB for system change proposals and validation plans, ensuring operational control across underwriting, operations, compliance, and product management teams.
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Banking and Financial Services | 10 | $1M | United States | Finastra | Finastra MortgagebotLOS | Loan Origination System (LOS) | 2017 | n/a |
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Banking and Financial Services | 2761 | $600M | United States | Finastra | Finastra MortgagebotLOS | Loan Origination System (LOS) | 2023 | n/a |
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Buyer Intent: Companies Evaluating Finastra MortgagebotLOS
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