Copperlane is an AI loan origination platform that helps mortgage lenders close loans faster with fewer errors. Copperlane’s core product is its AI agent, Penny, who is an AI loan officer assistant. Penny guides borrowers through the application, collects and verifies documents, and ensures loan files are complete before underwriting.

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Copperlane

Copperlane is an AI loan intake platform that helps mortgage lenders close loans faster with fewer errors. Copperlane’s core product is its AI agent, Penny, which acts as an AI loan officer assistant. Penny guides borrowers through the application, collects and verifies documents, and ensures loan files are complete before underwriting.

Penny guides borrowers through the application and answers their questions live. If a borrower provides inconsistent information, Penny proactively catches the mismatch and reaches out for clarification. She also follows up automatically on missing items like bank statements or pay stubs to keep files moving.

Founded in 1987 and headquartered in Torrance, Calif., DocMagic, Inc. is a leading provider of compliant document generation and end-to-end eMortgage solutions. The company’s SaaS solutions facilitate precision-based lending transactions, connect industry participants and ensure data integrity. In-house compliance and legal experts monitor regulatory changes at both federal and state levels.

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DocMagic’s Intelligent Agentic Network (IAN)

Mortgage lending demands a higher standard for AI, one built around compliance, security, and precision. DocMagic has spent the last few years building that foundation.

Introducing IAN, DocMagic’s Intelligent Agentic Network, a proprietary platform designed to deploy and orchestrate specialized AI agents across the entire mortgage workflow. Unlike one-off AI tools, IAN is a unified underlying infrastructure, the result of a deliberate AI strategy rooted in governance, deep industry expertise, and mortgage-specific data. It gives DocMagic the foundation to build and release trusted intelligent capabilities.

Don’t miss DocMagic’s demo to learn more and explore the intelligent agents we’re bringing to market, built to help lenders increase efficiency without sacrificing accuracy or control.

Lender Price is the mortgage industry’s first cloud-native, AI-driven product, pricing, and eligibility (PPE) engine. Our fully automated, end-to-end platform delivers speed, accuracy, and scalability—empowering lenders, banks, credit unions, and IMBs to increase efficiency and profitability as a trusted partner in modern mortgage pricing technology.

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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.

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.

With Mezzo, lenders gain centralized strategic control over their vendor ecosystem and workflows at the loan level. Its one-to-many orchestration platform replaces fragmented integrations with dynamic, scenario-specific waterfalls that evaluate, route, and standardize workflows, reducing complexity and friction, adding coverage, and controlling loan level costs.

Ocrolus is a leading AI-powered workflow and analytics platform for lenders. We automate underwriting workflows across small business, mortgage, and consumer lending, delivering a best-in-class solution for analyzing financial documents. Our platform classifies documents, extracts key data, detects fraud, and delivers comprehensive cash flow and income analysis—all with exceptional precision and reliability. With Ocrolus, lenders can streamline the borrower experience, scale operations efficiently, and manage risk with greater confidence.

Expand digital payment options, streamline exception management and boost the borrower experience through next- generation payment technology from REPAY (NASDAQ: RPAY). Integrated with the leading mortgage servicing platforms, REPAY enables servicers to accept borrower payments anytime, anywhere, increase efficiency, and reduce the cost of servicing through automated transfers and exception handling. Industry experts deliver the advanced payment solutions of today while anticipating and preparing for the needs of tomorrow. REPAY sets the industry standard for faster payments and better business. For more information, visit repay.com/mortgage

Dara by Sagent is the mortgage servicing industry’s first cloud-native, end-to-end platform that replaces rigid, monolithic mainframes and a constellation of supporting applications with adaptable, connected systems built for real-time data and compliance. By unifying core servicing, default management, and consumer engagement in one ecosystem, Dara enables servicers to slash operational costs, accelerate innovation, and deliver borrower experiences that meet modern expectations. This shift isn’t incremental — it’s a fundamental transformation in America’s $14 trillion dollar mortgage servicing industry that positions servicers to thrive in a dynamic regulatory and economic landscape.

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.