Aduvo (uh-doo-voh) is a SaaS app that helps experienced mortgage professionals unlock repeat business using hands-free nurturing to their borrowers and realtors with industry compliant emails and text messages—making them unforgettable.

CI&T (NYSE: CINT) is a digital experience and technology services provider for a diverse set of financial institutions including credit unions, regional and national banks. We implement complex end-to-end solutions for personalized customer experience, content management, digital products, payment services, cloud management, data, and analytics for companies like Delta Community Credit Union, First Hawaiian Bank, Wells Fargo, HSBC, Itau and Bradesco.

Demo Presentation

CLEAR

CI&T builds custom originations and servicing technology for mortgage lenders, and this joint demo with CMG Mortgage will show how CMG’s proprietary originations platform CLEAR helps loan production teams acquire, advise, pre-approve, close, and engage borrowers for life – all in one AI-powered system.

Cloudvirga, a subsidiary of Stewart Information Services Corporation (NYSE: STC), is a leading provider of digital point-of-sale technologies designed to engage consumers and increase lending efficiency without sacrificing the human touch. Cloudvirga’s latest innovation, Tropos, extends this approach across the entire customer lifecycle and a wide array of financial products.

Demo Presentation

Tropos

Tropos is a next-generation borrower portal that empowers lenders to deliver personalized, intuitive digital experiences. Designed with the flexibility to support a variety of consumer lending products, Tropos helps lenders drive engagement, reduce time to close, and establish lasting borrower relationships.

It’s not just a portal, it’s the answer to what’s been missing in digital lending: a unified borrower experience that adapts to any lender without requiring tech stack overhauls or lengthy implementations

Developed to address today’s operational realities based on direct input from the market, Tropos debuts with a strong value proposition for lenders looking to modernize the borrower experience across channels.

Key features include:

• Modular architecture that enables lenders to implement only the workflows and features they need today, with the flexibility to expand over time
• Real-time progress updates and an adaptive Action Center that keep borrowers informed and engaged throughout the loan process
• Borrower-first design that blends intuitive self-service with seamless transitions to human support when needed
• Configurable messaging and support for multiple languages to help lenders personalize communications without adding complexity

Fast to deploy, built to evolve

Tropos’ modern, cloud-based architecture and infrastructure-as-code (IaC) approach supports deployment in weeks—not months. Its lightweight design and product-agnostic integration layer allow lenders to connect Tropos with any existing LOS or third-party provider. Lenders can easily tailor application flows, tasks and notifications without the need for custom development or major IT investment. Tropos also gives lenders the tools to continuously optimize the digital experience, including A/B testing, real-time messaging updates and data-driven insights to improve borrower engagement over time.

Cotality accelerates data, insights, and workflows across the property ecosystem to enable industry professionals to surpass their ambitions and impact society. With billions of real-time data signals across the life cycle of a property, we unearth hidden risks and transformative opportunities for agents, lenders, carriers, and innovators. Get to know us at www.cotality.com.

Demo Presentation

OneHomeowner

OneHomeowner helps you strengthen connections with your client base and improve your retention rate by becoming their trusted source for home ownership information. By delivering a personalized home portal for each of your customers, you can easily stay in touch with them through automated communications, home maintenance recommendations and important information about their homes and potential refinance or HELOC opportunities available to them. And when they’re ready to make that next purchase, you will still be top of mind, overcoming one of the biggest challenges in the mortgage industry.

For over 35 years, DocMagic has advanced the mortgage loan process for lenders, settlement providers, investors, and borrowers. Our suite of proprietary document generation, automated compliance, eSignature, eNotarization, eClosing and eVault technologies power the modern mortgage experience—helping everyone involved to complete transactions with accuracy, speed and confidence.

Demo Presentation

DocMagic One

DocMagic One is a unified platform that elevates the company’s comprehensive mortgage solutions with next-level productivity, seamless collaboration, and powerful business intelligence. By eliminating operational friction and delivering enhanced efficiency, it provides real-time organizational insights that drive strategic decision-making— empowering lenders to work faster and smarter.

Homebot transforms how mortgage professionals build lasting client relationships through intelligent automation. Our platform delivers personalized monthly home wealth insights that achieve 75% open rates, automatically identifies refinance opportunities, and keeps your name top-of-mind with past clients. Turn every closing into lifetime income with automagic client engagement that works.

Demo Presentation

Homebot

Homebot is a wealth-building assistant for homeowners that helps loan officers and real estate agents stay connected with their clients for life.

Insellerate transforms mortgage lending with the power of its intelligent CRM and Aithena, a next-gen Agentic AI Assistant. Together, they engage borrowers in real time, prioritize high-converting leads, and accelerate loan processing—empowering lenders to sell smarter, serve faster, and scale effortlessly.

Demo Presentation

Aithena

Aithena by Insellerate
AI That Closes Deals—Faster, Smarter, Across Every Channel

Built by Insellerate’s mortgage technology experts and fueled by real-world data, Aithena is a purpose-built AI platform that helps lenders deploy smart, actionable intelligence without disrupting their current workflows.

This standalone solution empowers sales teams to focus on what matters: converting high-potential leads, coaching effectively, and closing more business.

Real Results. Real Fast.

89% lead scoring accuracy on the first call

38% increase in worked opportunities within 7 days

Proven impact across retail, wholesale, consumer direct, and servicing

Why It Matters:
A review of 1,000 high-scoring leads—classified as “No Sales” by the team- revealed that 36% ultimately funded a loan with a competitor.

AI-driven lead scoring could have identified these borrowers in real-time, preventing lost revenue and protecting pipeline performance.

Aithena isn’t just AI. It’s intelligent sales prioritization at scale.
Easy to deploy. Proven to perform.

Schedule your Demo Now https://crm.insellerate.com/my-aithena/

Iron Mountain helps organizations transform information into intelligence. We manage digital and physical assets across their lifecycle, making them visible, secure, accessible, and AI-ready. Serving over 240,000 customers worldwide, including 95% of the Fortune 1000, we unlock more value from existing data with unparalleled security, governance, and sustainability.

Demo Presentation

Iron Mountain Digital Mortgage solution

Transform your mortgage information lifecycle with the Iron Mountain Digital Mortgage solution, an end-to-end software-as-a-service (SaaS) platform built on Iron Mountain InSight® Digital Experience Platform (DXP). Designed to address the inefficiencies of traditional, paper-based processes, our solution leverages intelligent document processing, advanced content management, and AI to automate every stage of the mortgage lifecycle. Turn your mortgage operations into a strategic asset and empower your team to focus on what matters most—your customers.

LemonadeLXP is the all-in-one learning and enablement platform built for financial institutions. It combines an engaging content library, modern learning experiences, AI-powered content creation, automatic updates, and real-time answers—all in one easy-to-use platform. LemonadeLXP helps you onboard faster, boost product adoption, upskill your frontline, and enable your customers and community. It’s learning that works—and people actually like.

Demo Presentation

LemonadeLXP

LemonadeLXP is the only AI-powered learning and enablement platform purpose-built for financial institutions. We turn knowledge into mastery to accelerate growth, drive innovation, and align your entire business ecosystem around your products and services, from frontline staff to customers.

Train with purpose. Perform with confidence.

LemonadeLXP Learn revolutionizes internal training for financial institutions. Rooted in cognitive science and powered by modern learning, it transforms passive learners into skilled, confident experts. With personalized learning paths, skill tracking, and our signature Booster Game for long-term retention, Learn ensures knowledge sticks and translates into real-world performance. It integrates seamlessly into the flow of work—boosting digital fluency, productivity, and customer satisfaction.

Educate. Empower. Elevate your brand.

LemonadeLXP Academy reimagines customer education. Deliver engaging, gamified learning experiences that help your customers understand and confidently use your digital tools and services. Built for financial institutions, Academy increases product adoption, reduces support calls, and enhances loyalty. Become a trusted source of financial knowledge—and a partner in your customers’ success.

Smart content. Instantly created, always current.

LemonadeLXP’s InsightAI transforms how financial institutions manage and deliver knowledge. It automates training content creation, keeps learning materials updated, and gives your staff 24/7 access to instant, accurate answers through a conversational AI assistant.

No more outdated content or siloed information—just empowered teams, streamlined operations, and elevated customer experiences.

Lender Price is the mortgage industry’s first cloud-native, AI-driven product, pricing, and eligibility (PPE) engine. Our fully automated, end-to-end pricing solutions deliver unmatched speed, accuracy, and scalability. We empower lenders, banks, credit unions, and IMBs with cutting-edge tools that help drive efficiency and increase profitability. Our configurable, innovative solutions have made us the trusted partner for modern mortgage pricing technology.

Demo Presentation

AILA (Artificial Intelligence Loan Assistant)

AILA—or Artificial Intelligence Loan Assistant—by Lender Price is the latest groundbreaking AI solution designed to revolutionize the mortgage loan pricing experience for lenders and brokers. AILA leverages cutting-edge artificial intelligence and machine learning to act as a virtual loan assistant, optimizing workflows and improving processes across the mortgage lifecycle. Whether it’s helping loan officers identify the best pricing options or recommending the best loan product based on a specific borrower scenario, AILA was purpose-built to drive efficiency, reduce costs, and enhance the overall borrower experience.

Core features of AILA include personalized recommendations, single-click filtering, Ask-a-Question feature, loan officer-borrower chat takeover, and more!

AILA empowers lenders and brokers to make smarter decisions, reduce operational bottlenecks, and improve the speed and quality of pricing—a game changer for mortgage professionals and their borrowers.

Mortgage365 is building the next generation of mortgage technology—focused on simplifying workflows, unifying data, and keeping lenders connected to borrowers. This year, we’re introducing new solutions designed to eliminate tech sprawl and enhance pipeline visibility, so lenders can focus on closing more loans, not managing more systems.

Demo Presentation

Atlantis

Atlantis is the opportunity engine built for modern mortgage lenders, turning the data you already own into your most valuable growth channel. Instead of waiting for borrowers to shop around, Atlantis runs real-time loan scenarios against each customer’s financial profile to surface relevant, high-converting opportunities before competitors can. It operates quietly in the background, integrating with your existing systems to give loan officers clarity on exactly who to call, when to call, and what to offer, while giving leadership pipeline visibility and confidence in execution. Secure, compliant, and quick to implement, Atlantis helps lenders of all sizes compete like market leaders—closing more loans, strengthening relationships, and maximizing the return on every lead you’ve already paid for.

Ocrolus is a document AI platform that enables financial institutions to make faster, more accurate decisions. The company analyzes documents with over 99% accuracy, regardless of format or quality, supporting a wide variety of document types including bank statements, pay stubs and tax forms. Ocrolus provides over 500 customers with a trusted solution to classify documents, analyze cash flows and income and detect fraud. To learn more, visit Ocrolus.com.

Demo Presentation

Ocrolus Inspect

Ocrolus Inspect equips mortgage lenders with a faster, smarter way to review documents and create conditions. By automating document analysis and highlighting missing or inconsistent data, Inspect accelerates the review process and enables underwriters to generate conditions with precision, right from their browser.

Opensense is the only platform that brings your email signatures, ad campaigns, digital business cards, sales data, and compliance together—Turning brand moments into business outcomes Everyday interactions become high-value opportunities. Every email is a campaign touchpoint. Every click is a signal for sales and marketing. Every follow-up, meeting, and face-to-face connection—captured, measured, and optimized. Opensense keeps your brand consistent, your teams aligned, and your pipeline moving. We work with all major email clients—Office 365, Microsoft 365, Google Workspace, Exchange—and connect natively to leading CRMs and marketing automation platforms like HubSpot, Adobe Marketo, Pardot, Eloqua, Microsoft Dynamics, and Salesforce. Top brands in financial services like United Wholesale Mortgage, CMG Financial, and Cross Country Mortgage use Opensense to maintain compliance, protect their reputation, and drive growth—turning routine communication into a competitive advantage.

Demo Presentation

Opensense

Opensense is the brand control platform for modern lenders.

Every email, every handshake, every follow-up shapes how your brand is remembered. Opensense makes sure those touch-points work smarter — by turning employee email, digital business cards, and sales outreach into powerful, measurable brand moments.

With Opensense, lenders can:

• Create and manage beautiful, compliant email signatures at scale
• Launch targeted banner campaigns in every inbox
• Empower loan officers with dynamic digital business cards
• Capture real-time borrower engagement signals
• Ensure compliance with NMLS disclosures and branch-level requirements

We work seamlessly with Microsoft 365, Google Workspace, and Exchange, and integrate natively with Total Expert, Salesforce, HubSpot, Marketo, Eloqua, Pardot, and Microsoft Dynamics. Top brands in financial services like United Wholesale Mortgage, CMG Financial, and Cross Country Mortgage use Opensense to maintain compliance, protect their reputation, and drive growth.

Optimal Blue bridges the primary and secondary mortgage markets to deliver the industry’s only end-to-end capital markets platform, helping lenders maximize profitability and operate efficiently so they can help American borrowers achieve the dream of homeownership.

PropIQ helps lenders discover untapped opportunities from their customers. Our AI surfaces life and finance-change signals, such as high equity, credit score, job change and renovation intent, and turns them into ready-to-close HELOC, refinance, and renovation opportunities.
We prioritize high-value prospects, run personalized outreach (email, call & direct mail), and deliver qualified leads so that your loan officers spend time closing, not hunting.
Visit getpropiq.com or stop by our booth to see it in action

Demo Presentation

PropIQ

We help lenders turn their existing customers into timely leads

Dara is an industry-first mortgage software platform that unifies all data and user experiences for servicers and homeowners across the entire servicing lifecycle, including Default servicing. Dara’s Loss Mitigation solution puts homeowners in control during hardships by delivering an end-to-end digital experience, from a simplified application process and guided delivery of supporting documents to digital delivery of modification terms, ability to schedule/make payments, — and, of course, a “pizza tracker” and real-time notifications for instant, anytime status updates from any device

Demo Presentation

Dara

Dara is an industry-first mortgage software platform that unifies all data and user experiences for servicers and homeowners across the entire servicing lifecycle. Servicers use it to build customer relationships, reduce operational costs, and prioritize compliance within a single user experience for teams and homeowners built on real-time, end-to-end data.

Tidalwave’s Agentic AI Mortgage POS+ lets banks, credit unions, and IMBs break free from the limitations of legacy digital mortgage POS solutions. In choosing Tidalwave, Financial Institutions unlock greater operational efficiency, increase market share, realize stronger profitability, produce seamless and stress-free borrower application experiences, improve borrower application-to-decision rates, and more.

Demo Presentation

Mortgage POS+

Tidalwave: The Only Agentic AI Mortgage POS+

Tidalwave helps IMBs, banks, credit unions, and new home builders break free from the limitations of legacy digital mortgage solutions and is purpose-built to improve both sides of the transaction. It empowers borrowers with real-time, judgment-free mortgage application guidance, while giving originators structured, decision-ready data that speeds up approvals and eliminates mundane, manual processes.

Unlike legacy POS technologies that simply take in data, Tidalwave communicates with borrowers in real-time to deliver hallucination-free experiences. The platform supports multilingual applications, delivers instant pre-qualifications, and runs dual AUS at the point of application—all without having to wait on a loan officer.

On the lender side, Tidalwave converts borrower voice and written communication into structured loan files, streamlines credit and asset evaluation, reduces conditions, improves cycle times, and eliminates costly legacy workarounds. Loan officers spend less time on mundane, repetitive tasks and more time building relationships and closing loans.

So, why is Tidalwave a POS+, not just a POS?

Because it goes beyond surface-level functionality. Tidalwave doesn’t just fix obvious pain points—it also addresses the operational inefficiencies lenders have quietly adapted to over time. It eliminates the need for offline workarounds, automates complex logic, and proactively guides borrowers from start to finish. With our patent-pending mortgage contextualizer, Tidalwave ensures accurate, hallucination-free responses. And by leveraging Agentic AI for Credit and Asset Evaluation, we produce perfect, seamless data to your team.

Tidalwave isn’t just a modern mortgage POS. It’s a smarter, fully guided experience that’s rapidly transforming how mortgage lending gets done—for both borrowers and lenders.

Explore how Tidalwave’s Agentic AI Mortgage POS+ can simplify lending by visiting www.Tidalwave.ai or emailing: Demo@Tidalwave.com.

Truework is an all-in-one, automated VOIE platform that optimizes all major verification methods in a single platform to provide the most complete and accurate reports. With Truework, mortgage providers save up to 50% on verification costs.

Demo Presentation

Qualified Income

The ultimate goal of verifying income is to give lenders the greatest confidence in borrower capacity, as quickly as possible, and at the lowest cost. Truework’s new Qualified Income product combines our preapproval and asset products with GSE-backed income calculations to give lenders an unprecedented view into income at the very beginning of the application process, all without having to run AUS.

UiPath develops AI that mirrors human intelligence, transforming how businesses operate, innovate, and compete. The UiPath Platform advances agentic automation, where agents, robots, people, and models work together to drive autonomy and smarter decisions. UiPath is committed to secure, accurate, and resilient AI that enhances human potential.

Demo Presentation

UiPath Maestro

UiPath Maestro is the orchestration engine powering agentic automation. It connects AI agents, robots, and people into seamless, intelligent workflows across your business. With built-in support for BPMN and DMN standards, Maestro helps model, manage, and optimize complex processes. Designed for scale and flexibility, it gives enterprises real-time control and visibility across long-running, multi-system workflows. Maestro turns fragmented automation into coordinated execution, unlocking faster outcomes and continuous improvement.

A mortgage industry partner since 2013, Verse is an AI-enabled communication platform that fully manages lead conversations for you. Verse works by automatically engaging leads via SMS, qualifying them, and booking appointments with qualified leads—and nurturing leads that aren’t ready yet. With Verse, loan officers only receive warm, qualified leads.

Demo Presentation

Verse

“Right now, massive amounts of opportunities lost are due to outdated and ineffective customer engagement strategies. Businesses respond strictly during a 9am-5pm window, and are slow to respond at that.

Verse enables our clients to deliver a modern, consistently exceptional customer experience that wins more deals.

Verse’s breakthrough solution leverages conversational AI to automate two-way SMS conversations 24/7 to instantly reply to leads. Our fully-managed platform can also book appointments with qualified leads and nurture prospects for up to six months.

When leads are coming in at all hours, Verse enables instant engagement for every lead, at any time, via SMS: the highest-preferred channel. Texts boast a 98% open rate—compared to the average 22% email open rate and 13% call answer rate, SMS offers a huge lift in customer engagement. With a heavy focus on compliance, we help our customers capitalize on the benefits of two-way SMS without any risk.

Verse improves customer experience with authentic, personalized conversations through advanced conversational AI and our always-on team of human concierges for quality assurance. Our AI is programmed to ask customizable qualifying questions, so you only receive qualified leads.

Fully-managed, we handle setup and integration with virtually all CRMs, providing everything that’s needed to facilitate personalized conversations with your prospects and customers.

Feeding lead data directly into our clients’ CRM, Verse includes a suite of business intelligence analytics, including reasons why leads unqualify, when leads come in, and lead source analytics to help businesses understand which sources are delivering qualified leads.

Leveraging Verse, companies unlock time and cost savings, enhanced customer experience, and new revenue opportunities. By combining the proven most effective communication channel with powerful AI technology, we help our clients engage and convert more customers, with an average 16x ROI.”

Zumigo helps the world’s largest financial companies protect accounts and consumer identities. With a multi-layer approach, Zumigo validates users against a real-time digital identity intelligence network that spans global carrier signals, third-party data, and payment information. Zumigo supports over 800 mobile operators, verifying over 4.5 billion mobile numbers globally with services reaching 180 countries.

Demo Presentation

Zumigo solution for secure form pre-fill

Zumigo solution verifies the identity of the mobile applicant via silent network authentication and OTP if needed for the mobile phone number ownership. Additional PII verification can include SSN, DOB or driver’s license. Upon verification, the form is pre-filled with the relevant information so that the applicant does not have to type on a small screen before submitting the form. This can be used as a pre-approval step before funneling to another workflow to review and approval, or can be combined with other data such as credit score for a more accurate risk assessment.