Apps Purchases: 10+ Million Software Purchases

Founded in 2010, APPS RUN THE WORLD is a leading technology intelligence and market-research company devoted to the application space. Leveraging a rigorous data-centric research methodology, we ask the simple B2B sales intelligence question: Who’s buying enterprise applications from whom and why?

Our global team of 50 researchers has been studying the digital transformation initiatives being undertaken by 2 million + companies including technographic segmentation of 10 million ERP, EPM, CRM, HCM, Procurement, SCM, Treasury software purchases, 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.

Apps Run The World Buyer Insight and Technographics Customer Database has over 100 data fields that detail company usage of emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database, and different on-prem and cloud apps by function, customer size (employees, revenues), industry, country, implementation status, year deal won, partner involvement, Line of Business Key Stakeholders and key decision-makers contact details, including the systems being used by Fortune 1000 and Global 2000 companies.

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Customer	Industry	Empl.	Revenue	Country	Vendor	Application	Category	When	VAR/SI	Insight Source
Castle & Cooke Mortgage	Banking and Financial Services	450	$90M	United States	First American Docutech	ConformX Doc Gen Engine	Intelligent Document Processing	2016	n/a	In 2016 Castle & Cooke Mortgage implemented the ConformX Doc Gen Engine to standardize closing document preparation in its Texas offices. The ConformX Doc Gen Engine is categorized under Intelligent Document Processing and was deployed to tighten the handoff between origination, underwriting and closing across the El Paso, McAllen and San Antonio branches. The implementation configured ConformX closing document generation, template customization and data security controls to produce state compliant loan packages. ConformX pulled borrower and loan data directly from the loan origination workflows to populate closing documents, and the platform was configured to maintain data integrity, delivery verification and accuracy for attorney review and final signing. Integrations were centered on bi-directional interfacing with the lender's LOS landscape during a transition to LendingQB, enabling ConformX to extract loan data from two LOS instances and feed closing documents back into origination records. The deployment also embedded Docutech's integration with Fredric J. Gooch, Attorney at Law, PLLC so Texas attorney document preparation and review occurred inside the ConformX workflow, preserving auditability and reducing manual handoffs. Governance and workflow restructuring focused on enforcing Texas statutory requirements, the platform routing each loan for attorney review prior to closing and providing a final document verification step before submission. Operational controls were applied to closing teams in the three Texas branches to ensure the attorney review gate was a standardized step in the lender's closing checklist and to centralize document custody under Docutech's security model. Outcomes reported by Castle & Cooke included increased day to day efficiency for Texas employees, more available scheduler capacity per loan and the ability to close more loans with existing staff while meeting state legal requirements. Vendor support from First American Docutech and the integrated legal service from Gooch Law delivered on-time preparation and review that aligned with the lender's goal of an eight day application to closing cadence.
Cherry Creek Mortgage	Banking and Financial Services	550	$100M	United States	First American Docutech	ConformX Doc Gen Engine	Intelligent Document Processing	2018	n/a	In 2018, Cherry Creek Mortgage implemented ConformX Doc Gen Engine as a core Intelligent Document Processing capability to centralize loan document generation and streamline borrower eSignature workflows. The implementation targeted origination and loan operations teams, with an explicit objective to simplify the borrower experience and reduce document coordination across loan officers and clients. ConformX Doc Gen Engine was configured to produce dynamic loan packages, while Docutech’s Solex eSign Editor functionality was used to add, edit, and enable independently generated lender documents for eSignature within the same package. Functional capabilities implemented included dynamic document assembly, inline document editing, addition of text fields and checkbox elements, and package-level eSignature enablement to avoid separate ancillary email workflows. Integrations were implemented between the ConformX Doc Gen Engine and the company LOS, and Solex eSign Editor was used to attach and eDeliver additional documents directly to the generated loan package. Operational coverage included borrower-facing eDelivery, originator workflows for sending and tracking signature requests, and secure storage of signed documents with the complete loan document package. Governance and process changes consolidated multiple eSign systems previously used by loan officers into a single, unified document and signature flow, reducing the need to send multiple emails for ancillary items and eliminating reliance on ink signatures and manual document coordination. The implementation explicitly aimed to improve compliance and operational efficiencies while enhancing the borrower and originator experience.
	Banking and Financial Services	3400	$1.0B	United States	First American Docutech	ConformX Doc Gen Engine	Intelligent Document Processing	2018	n/a
	Banking and Financial Services	1700	$530M	United States	First American Docutech	ConformX Doc Gen Engine	Intelligent Document Processing	2018	n/a
	Banking and Financial Services	5000	$1.4B	United States	First American Docutech	ConformX Doc Gen Engine	Intelligent Document Processing	2018	n/a
	Banking and Financial Services	4000	$1.2B	United States	First American Docutech	ConformX Doc Gen Engine	Intelligent Document Processing	2019	n/a
	Banking and Financial Services	24000	$15.7B	United States	First American Docutech	ConformX Doc Gen Engine	Intelligent Document Processing	2020	n/a
	Banking and Financial Services	17200	$9.0B	United States	First American Docutech	ConformX Doc Gen Engine	Intelligent Document Processing	2020	n/a
	Banking and Financial Services	50	$6M	United States	DocMagic	DocMagic eSign	Digital Signing	2017	n/a
	Banking and Financial Services	150	$17M	United States	DocMagic	DocMagic eSign	Digital Signing	2015	n/a

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