Demo Competition
Our Esteemed Judges
Julian Hebron
Christina Randolph
Christy Soukhamneut
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.
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.
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.
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 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/
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.
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 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.
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
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
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.
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.
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
“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.
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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 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.