To kick off Digital Mortgage 2026, this session focuses on lender growth strategies. New playbooks for customer acquisition. New rules for how customers can find you online. How to modernize and deepen partnerships with realtors, builders, financial advisors, etc., using better data, smarter integrations/deals, and easier communication. All while differentiating your brand as you execute. Rocket CTO Shawn Malhotra opens the session with a deep dive on what all of this looks like at scale. The session then brings in additional panelists to detail how these strategies can work for lenders of all sizes.
As AI becomes central to competitive advantage, the buy vs. build decision is taking on new urgency. Should lenders develop proprietary AI capabilities in-house to maintain control and differentiation, or partner with external providers to accelerate deployment and keep pace with innovation? In this session, we explore how organizations are evaluating this trade-off across speed, cost, data ownership, and long-term scalability — and how to strike the right balance in an increasingly AI-driven mortgage landscape.
Recharge and connect during our morning break session. This brief intermission provides the perfect opportunity to grab a cup of coffee, network with peers and prepare for the rest of the day’s engaging sessions.
Consumers are increasingly comparing their mortgage experience to other digital experiences (e.g., banking, e-commerce). This survey explores where lenders are succeeding — and where the gaps are in delivering on the best digital experiences for today’s consumers
As the mortgage ecosystem becomes more complex and technology-driven, lenders are increasingly relying on strategic partnerships to accelerate innovation and stay competitive. In this session, leading organizations share how they are collaborating with specialized technology partners across servicing, risk, and operational infrastructure to enhance efficiency and improve the borrower experience. Learn how the right partnerships can extend capabilities, reduce time to market, and play a critical role in building a modern, scalable mortgage platform.
Fuel up on insightful dialogue and connect with fellow professionals who share your goals during this networking break.
AI investment is accelerating — but proving its value remains a challenge. How are lenders measuring success beyond cost savings, and what does meaningful ROI actually look like? This session breaks down how lenders are developing metrics for success and tying AI initiatives to real business outcomes, from cycle times to profitability
Production teams — whether individual loan officers or high-producing groups — are now responsible for both sourcing business and managing the pipeline. But what’s the winning model: building armies of consistent producers, or investing in a smaller number of high-performing teams driving outsized volume? This session explores how lenders are navigating this tension, the growing expectation for LOs to manage their own technology and workflows, and what production models are proving most effective in today’s market.
As large, technology-enabled lenders continue to scale through automation, centralized operations, and data advantages, many are asking whether the “megalender” era represents a permanent transformation of mortgage production. Is this true market evolution — or another digital lending wave that will plateau as conditions shift? This session examines what’s structurally different in 2026, and what it means for competition, margins, and long-term strategy.
Learn how TLS harnessed automation and agentic mortgage AI to enable scale and gain efficiencies throughout the loan fulfillment lifecycle and drive unprecedented growth. Hear about the decisions made and why, how setbacks were overcome, and come away with a clear view of how automation and agentic mortgage AI are reshaping the economics of running a successful wholesale lender in a challenging environment.
Recharge and connect during our morning break session. This brief intermission provides the perfect opportunity to grab a cup of coffee, network with peers and prepare for the day’s engaging sessions.
Despite significant investment, many AI initiatives struggle to translate from pilot programs into meaningful operational impact. What’s holding lenders back — data limitations, integration challenges, or internal resistance to change? This session explores where implementation breaks down, how organizations are overcoming these barriers, and what it takes to turn AI into a scalable, day-to-day driver of efficiency and performance.
AI adoption is often discussed as a technology challenge, but its success ultimately depends on leadership. As organizations integrate AI into core workflows, leaders must navigate changing employee expectations, evolving skill requirements, and concerns about the future of work. This session explores how forward-thinking organizations are building trust, fostering adaptability, and creating cultures where people and AI can work together to drive stronger business outcomes
Fuel up on insightful dialogue and connect with fellow professionals who share your goals during this networking break.
As lenders adopt more advanced technologies and expand their digital ecosystems, the pace of innovation is outstripping the speed of regulation. In the wake of rising data breaches and increasing legal scrutiny, questions around accountability, liability, and oversight are becoming more urgent. This session explores whether current regulatory frameworks are equipped to address modern risks — and what lenders must do to navigate uncertainty while continuing to innovate.
If 2025-2026 taught us anything, it’s that originations and servicing are finally, officially converging, which makes lenders more cycle-proof and customer retention more probable. But are we hitting our industry’s ‘customer for life’ vision yet? What efficiencies are the big lender/servicer M&A deals producing? And what about the post-origination customer experience for all the other lenders without huge servicing books? This session explores the winning customer for life playbooks for 2027.
Savor handcrafted drinks, indulge in delectable bites, and enjoy the company of fellow attendees in a relaxed and vibrant atmosphere at our closing reception.