Agenda
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Monday, September 14, 2026
5:00 pm
Registration
1 hr
Encore 4-8
6:00 pm
Welcome Reception
1 hr
Chopin Patio
After checking in at the registration desk and grabbing your badge, join us for a drink while nurturing valuable connections with fellow attendees.
Tuesday, September 15, 2026
8:00 am
Registration & Networking Breakfast
1 hr
Encore 4-8
9:00 am
9:05 am
Keynote New Rules For Lender Growth In The AI Era
40 min
Encore 1-3
Shant Banosian
President
Rate
Shawn Malhotra
CTO
Rocket
Lyra Waggoner
Chief Operating Officer
Movement Mortgage
Moderator
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.
9:50 am
Fireside Chat Buy vs. Build in the Age of AI: Making the Right Bet in Mortgage Technology
30 min
Encore 1-3
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.
10:20 am
Networking Break
25 min
Encore 4-8
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.
10:45 am
Research The New Closing Experience: Meeting Borrower Expectations in a Digital-First Market
30 min
Encore 1-3
Steve Bortnick
Chief Experience Officer, Consumer Lending
Rate
William Gillis
Head of GTM, Home Finance
Plaid
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
11:15 am
Demo Group 1
50 min
Encore 1-3
Rebecca Seward
VP of Mortgage Product
Ocrolus
John Lowenthal
VP of Sales
Ocrolus
Melanie Bivens
Account Executive
Verse.ai
Ryan Schimmel
Account Executive
Verse.ai
Young Pham
SVP, Financial Services AI
CI&T
Dawn Svedberg
Executive Manager – Lending & FinTech,
CI&T
Leah Sommerville
Director of Sales
DocMagic
Ron Carrillo
Business Development Manager
DocMagic
Mark Rubinstein
Director of Product Management
UiPath
Shekhar Chaudhari
Director of Software Engineering
UiPath
Ocrolus | Verse.ai | CI&T | DocMagic | UIPath
12:05 pm
Networking Lunch
55 min
Encore 4-8
Lunch Briefing Ready for What’s Ahead? Preparing for the Next Generation of Mortgage Lending
55 min
Encore 1-3
Jodi Eberhardt
Project Management, Senior Director
Freddie Mac
Srijana Giri
Product Owner and Senior Director of Loan Products
Freddie Mac
Tatyana Kroll
Vice President – SFA Strategic Initiatives and Operations
Freddie Mac
As the mortgage industry continues to navigate significant modernization and market transformation efforts, Sellers need clear visibility into current initiatives, implementation readiness and future changes that may impact their operations and doing business with Freddie Mac.
1:00 pm
Dessert Break
30 min
Encore 4-8
1:30 pm
Case Study Choosing Technology Partners in a Rapidly Changing Mortgage Market
30 min
Encore 1-3
Mortgage lenders face more technology choices than ever, with every vendor promising AI, automation, and efficiency. This candid panel explores how lenders can look beyond features, pricing, and marketing claims to evaluate long-term value, compare point solutions, platforms, and strategic partners, and set implementations up for success. Attendees will leave with a practical framework for making confident technology investments that support measurable outcomes and future growth
2:00 pm
Powering the Modern Mortgage: The Strategic Value of Fintech Partnerships
35 min
Encore 1-3
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.
2:40 pm
Demo Group 2
1 hr
Encore 1-3
Jina Choi
President
Mezzo
Mark Ramirez
Principal Product Architect
Mezzo
Jonathan Chao
Chief Executive Officer
haven.tech
Blake Clark
Chief Operating Officer
haven.tech
Avery Arasin
Sales Engineer
REPAY
Brianna Lin
COO
Copperlane
Athan Zhang
CEO
Copperlane
Mardi Clark
VP, Client Experience and Professional Services
inflooens
Mark Yoder
VP of Strategic Partnerships
inflooens, an Ascend company
Mike Romano
Senior Director | Sales
JazzX
Mezzo | Haven | REPAY | Copperlane | Inflooens | Cotality
3:40 pm
Networking Break
20 min
Encore 4-8
Fuel up on insightful dialogue and connect with fellow professionals who share your goals during this networking break.
4:00 pm
Show Me the ROI: Proving Results From AI Projects
35 min
Encore 1-3
Jay Promisco
CEO
GoMortgage
Mark Rubinstein
Director of Product Management
UiPath
Max Slyusarchuk
CEO & Founder
AD Mortgage
Matt VanFossen
CEO
Absolute Home Mortgage
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
4:40 pm
The Future of Production: Super Producers or Armies?
30 min
Encore 1-3
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.
5:10 pm
Opening Night Cocktail Reception
1 hr
Encore 4-8
Wednesday, September 16, 2026
8:00 am
Networking Breakfast
1 hr
Encore 4-8
9:00 am
9:10 am
Megalenders: Market Evolution or Market Illusion?
30 min
Encore 1-3
Moderator
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.
9:45 am
Case Study The TLS Growth Story: How a Wholesale Lender Scaled through Agentic Mortgage AI
30 min
Encore 1-3
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.
10:15 am
Networking Break
25 min
Encore 4-8
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.
10:40 am
AI in Action: From Rollout to Reality
30 min
Encore 1-3
Mike Hogan
CIO
Pennymac
Taranjeet Kaur
Executive Director
JP Morgan Chase
Tim Von Kaenel
Chief Strategy Officer & Head of Lending & Fintech
CI&T
As lenders move beyond experimentation, the focus is shifting from AI strategy to operational execution. This session explores how organizations are integrating AI into day-to-day workflows, overcoming challenges around data, systems, and adoption, and building the internal foundations needed to scale successfully. Attendees will gain insight into what it takes to turn AI from a promising initiative into a measurable driver of efficiency, consistency, and business performance.
11:10 am
Demo Group 3
50 min
Encore 1-3
Josh Friend
Founder & CEO
Insellerate
Jose Chiarino
Co-Founder & CTO
Authentive
Anand Prakash
Co-Founder & CEO
Authentive
Jacob Barra
Enterprise Account Executive
Insyde.ai
Matthew Smith
AI Strategic Growth Manager
Insyde.ai
Kortney Lane-Schafers
VP of Growth & Client Advocacy
MMI One
Amanda LeDuc
VP of Sales
MMI One
Dustin Gray
Chief Architect
OneHomeowner on Behalf of Cotality
Insellerate | Authentive | Insyde AI | MMI (Mobility Martket Intelligence) | Cotality
12:00 pm
Lunch Briefing Helping Consumers During Financially Stressful Times
55 min
Encore 1-3
In today’s times where nine in ten consumers are worried about committing to financial obligations there seem to be consensus that any sort of consumer/payment protection would be a good option for financial institutions to offer and for consumers to evaluate. What are the best tools that can help consumers make better decisions, be protected during hardship and still follow all the regulations to ultimately benefit the consumer to have a financially bright future?Based on discussions with consumers, the OCC and the FDIC, the discussion will focus on the consumers’ needs and on financial institutions working with 3rd parties to provide tools and solutions to achieve better outcomes. Your input is vital to drive a better financial future.
Networking Lunch
55 min
Encore 4-8
12:55 pm
Dessert Break
30 min
Encore 4-8
1:25 pm
Case Study Leading Through the AI Shift: Building Trust, Talent, and Transformation
30 min
Encore 1-3
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
2:00 pm
Demo Group 4
50 min
Encore 1-3
Paul Dornier
Co-Founder & CEO
Alpharun
Lucas Ochoa
Founder & CEO
Automat, Inc.
Andy Rupert
Head of Mortgage & Lending Partnerships
Automat, Inc.
Cheng Lo
Co-Founder
LoNav LLC
Brandon Olson
Founder
LoNav LLC
Rocky Foroutan
CEO
Lenderhomepage
Kwe Parker
Voice of Customer
Lenderhomepage
Joe Wilson
CEO
SocialCoach
Alpharun | Automat | LoNav | Lenderhomepage | Social Coach
2:50 pm
Networking Break
25 min
Encore 4-8
Fuel up on insightful dialogue and connect with fellow professionals who share your goals during this networking break.
3:15 pm
Can Regulation Keep Up? Data Breaches, AI-related Liabilities and the Pace of Innovation
30 min
Encore 1-3
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.
3:50 pm
Conference Closing Remarks & Award Announcement
10 min
Encore 1-3
4:00 pm
Closing Cocktail Reception
1 hr
Encore 4-8
Savor handcrafted drinks, indulge in delectable bites, and enjoy the company of fellow attendees in a relaxed and vibrant atmosphere at our closing reception.