ACI, a division of First American Mortgage Solutions, is a leading provider of appraisal software and technology solutions for the real estate valuation industry. Trusted by appraisers nationwide, ACI delivers innovative tools that streamline workflows, enhance productivity, and support compliance with evolving industry standards, including UAD 3.6, helping professionals work more efficiently and confidently.

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ACI Sky Workbench

Join the ACI team for a live demonstration of ACI Sky Workbench, a cloud-based appraisal platform designed to support the transition to UAD 3.6. See how appraisers can move seamlessly from inspection to report submission in one connected workflow while meeting the latest Fannie Mae and Freddie Mac requirements. Learn how ACI Sky Workbench helps improve efficiency, streamline data collection, and prepare your business for the future of appraisal reporting.

Alpharun is the leading AI sales coaching and compliance platform for high-volume, regulated sales teams. Alpharun analyzes 100% of calls to identify top-performing behaviors, then delivers personalized AI coaching to help every agent perform like your best while improving conversion rates and adherence to regulated scripts.

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Alpharun

Alpharun is the leading AI sales coaching platform for mortgage lenders that elevates every LO to top tier production. By analyzing every call and text with every borrower against a custom playbook distilled from your top LOs, Alpharun delivers personalized AI coaching to close the production gap between the best and the rest of your team. Partnering with many of the largest lenders across refi, purchase, home equity, and reverse, Alpharun improves team-wide funded-loan conversion by an average 22%. Learn more and book a demo at alpharun.com.

Automat builds AI agents that handle the document-heavy, multi-system work behind mortgage lending, from file setup and underwriting prep to condition clearing and post-close QC, done the way a person would, not with brittle RPA scripts. Lenders like AmeriTrust use Automat to cut manual work and clear backlogs

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Automat

Automat Studio is where lenders build, run, and monitor AI agents that do document-heavy loan work. Agents log into Encompass and your investor, title, and county portals with credentials, exactly as your team does, so there’s no API project and no LOS migration to wait for. They classify and index the full loan file, clear conditions against supporting documents, prep underwriting packages, and run post-close QC across the entire loan population rather than a sample. Every action is logged, timestamped, and screen-recorded. Humans still make every underwriting decision.

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.

You trusted us as CoreLogic. Now grow with us as Cotality. We illuminate data, insights and workflows across the property ecosystem, analyzing the largest objective data set in the US for real-time insights in minutes, not months. Together, we’ll identify hidden risks and powerful opportunities for transforming your business and solving for society’s greatest challenges. Let’s turn your biggest questions into a future you can see.

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OneHomeowner

OneHomeowner by Cotality creates loyalty and retention by giving homeowners a free, branded home hub to track their home’s value, equity growth, and maintenance needs. So loan officers stay connected and top of mind long after closing. OneHomeowner turns closed loans into long-term relationships and makes sure you are your past clients’ first call when they’re ready to move, refinance or apply for a HELOC.

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.

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.

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Compliance Edge

AI-powered search platform with real-time coverage of state and federal regulations. Powered by 38+ years of DocMagic compliance expertise, staying compliant has never been easier.

inflooens is a Salesforce-based mortgage technology platform that unifies the loan origination value chain. It sits above your system of record as a single engagement and workflow layer — connecting borrowers, referral partners, and loan teams, each through a purpose-built mobile app. Its signature AI layer, Luna, acts as a copilot today, built toward autonomous loan origination tomorrow.

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inflooens Mortgage OS

inflooens Mortgage OS is a Salesforce-native mortgage platform that sits above legacy loan origination systems as a unified engagement and workflow layer, stitching together the entire loan origination value chain from lead to close. Powered by Luna AI, inflooens gives loan officers, processors, and leaders one guided, intelligent workspace with real-time visibility, workflow automation, and a modern borrower experience.

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.

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Aithena Comand

Aithena Command by Insellerate

Conversational AI for Loan Officers

Aithena Command turns everyday language into action.

Loan officers can create leads, send emails and text messages, check loan status, update files, and identify the next best action from the web or a mobile device—without digging through screens, tabs, or records.

Instead of navigating the CRM, loan officers simply ask Aithena Command what they need to know or tell it what they need done. The result is faster follow-up, better CRM adoption, cleaner data, and more time spent building relationships with borrowers and referral partners.

Ask. Act. Move every loan forward.

Insyde.ai offers a secure, custom-branded AI platform built specifically for mortgage lenders. It plugs into your LOS, CRM, and pricing engine to surface refinance and purchase opportunities automatically, generate borrower-ready offers in 30 seconds, and let teams query all data in plain English. In this demo, you’ll see how lenders use one secure interface to boost production, lift lead conversion, and cut hours of work down to minutes.

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AMGPT

Insyde.ai offers a secure, custom-branded AI platform built specifically for mortgage lenders. It plugs into your LOS, CRM, and pricing engine to surface refinance and purchase opportunities automatically, generate borrower-ready offers in 30 seconds, and let teams query all data in plain English.

JazzX is an enterprise intelligence platform for mortgage lending that provides a governed orchestration layer across the entire loan lifecycle. It connects data, documents, policies, workflows, and systems to automate complex processes, improve loan quality, reduce costs, and deliver explainable, audit-ready outcomes without replacing existing infrastructure.

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JazzX Mortgage Solution

JazzX is the AI-powered mortgage intelligence platform that transforms how lenders originate, process, underwrite, close, and service loans. Rather than automating isolated tasks, JazzX unifies loan data, documents, policies, and institutional expertise into a single intelligence layer that powers AI assistants for every mortgage role. The result is faster loan cycles, lower cost per loan, higher loan quality, and transparent, explainable decisions—all while working with existing mortgage systems.

LoNav Solutions is a modular mortgage management platform connecting CRM, borrower engagement, application, qualification, disclosures, and closing workflows on one data spine. Its four modules—TITAN, KLARA, NAVI, and ATLAS—can operate separately or together, with compliance built into workflows and AI-assisted outputs remaining transparent, explainable, fully reviewable, and human-controlled.

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LoNav Mortgage Management Platorm

LoNav Solutions is a modular mortgage management platform that connects the people, processes, communication, and technology of a mortgage transaction on a single data spine.

Most mortgage stacks are assembled from disconnected point tools — each with its own login, its own copy of the borrower record, and its own vendor-approval and compliance burden. LoNav is built as one system with four modules that can be purchased separately or run all-in-one:

TITAN — grow and run the business. Mortgage-specific CRM for borrowers and referral partners, lead capture and ingestion, the Lead → In-Transaction → Funded pipeline with a 30-column inline command center, milestone-driven borrower outreach, AI daily briefings, team roles and per-user client scoping, and commission tracking.

KLARA — win borrowers and agents. Branded eBusiness cards, HomePass shop-a-home and buy-vs-rent calculators for borrowers and realtor partners, pre-approval letters gated by a letterhead compliance approval, multi-scenario cash-to-close, and an agent recruitment funnel with engagement tracking.

NAVI — qualify with confidence (early access). A borrower-friendly 2020 URLA, an agency-accurate income engine that always shows its work, and eligibility analysis across Conventional, FHA, VA, and Jumbo.

ATLAS — close on time, compliantly (early access). An in-house TRID disclosure engine and closing calendar built around delivery timing and earliest-legal-close computation.

Two principles run through all four. Compliance is the frame, not a feature — TRID timing, SAFE Act, TCPA/DNC, Equal Housing, and GLBA considerations are built into the workflows themselves rather than bolted on. And AI drafts, humans decide — briefings, borrower outreach, and income analysis are always reviewable, never a black box.

LoNav is multi-tenant, hosted on Azure, and operating under an active SOC 2 readiness program.

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.

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Centro

Centro: One API. Every vendor.

But connection is just the beginning. Centro gets smarter every time you use it.

Centro powers granular orchestration waterfalls, automated dynamic routing, configurable business rules, and normalized vendor responses, all without adding to your IT backlog. It triggers cross-vendor actions automatically and continuously improves execution through performance learning.

And then there’s Zoe.

An extraordinary AI data analyst that foresees mistakes before they happen and provides the optional solution to course correct.

The result is a new level of control over cost, speed, quality, and outcomes.

MMI One is the mortgage growth platform built for loan officers, brokers, and lenders. It unifies market intelligence, CRM automation, and borrower monitoring in one connected experience — so professionals can identify new opportunities, engage the right people, and retain past clients automatically. One platform where everything works together from day one.

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MMI One

MMI One is the unified mortgage growth platform for loan officers, brokers, and lenders. Market intelligence, borrower opportunity insights, CRM automation, and client retention run in one connected system — surfacing new opportunities and triggering the right outreach automatically.

The MMI One Mobile App puts the platform in your pocket. Real-time opportunities, borrower and referral partner contact, and immediate next steps from anywhere.

Powering it all is the MMI One AI Assistant — your intelligent business partner. It prioritizes who to contact and why, preps you for the conversation, and engages borrowers on your behalf to answer questions, qualify interest, and schedule the next step. One platform where everything works together from day one.

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.

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Ocrolus

Ocrolus is an AI-powered workflow and analytics platform that transforms messy financial documents and digital data into structured, regulatory-grade decision intelligence for mortgage lenders. The platform sits at the center of one of the most complex parts of lending: converting borrower documents into decision-grade data that can be used throughout the entire origination process. It integrates directly with Encompass so lenders work within systems they already likely use. This helps lenders scale more efficiently, lower costs, reduce risk and enhance the overall borrower experience.

The scale of the platform reflects its role in the industry. Ocrolus processes roughly 750,000 credit applications a month, is trusted by more than 400 customers, and is built to handle over 2,000 different types of mortgage documents (and counting).

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

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Payment IQ

Payment IQ is an exception management and workflow tool that leverages the intelligence of the REPAY LIFT Platform to process resource-intensive manual payments like bankruptcy checks, pay-offs, money orders, foreclosures payments, wires, electric bill payments and more. Payment I IQ is designed to ingest transactions regardless of source or type, apply configurable business rules and either auto-post the item or route it to a workflow queue for manual posting. Payment IQ is designed to ingest lockbox exception items, apply configurable business rules.

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.

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UiPath Solution for Loan Origination

The UiPath Solution for Loan Origination helps lenders get loans to underwrite-ready and validate them at audit. It has two modules. Loan Setup is an AI-agent-assisted pre-underwriting platform: agents working in conjunction with a determinist rules engine checks in the background — documents, address, credit, income, exceptions — and surfaces findings and recommendations for remediation in a single pane of glass over the lenders core systems of record. QA/QC automates document-to-system and document-to-document “stare-and-compare” for pre-close and post-close audit using the same core technology. Across both, the human stays in control while the solution remove the repetitive data-gathering and validation work.

Verse.ai is a fully managed, AI-powered SMS platform pairing conversational AI with human agents for authentic, two-way borrower conversations at scale. Built for mortgage speed and compliance, Verse texts every lead within 15 seconds, qualifies them against your criteria, and routes confirmed appointments to loan officers. Turnkey, lead to lock. 

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Verse.ai

Verse.ai is a fully managed, AI-powered SMS platform that combines conversational AI with a
human agent team to deliver authentic, two-way borrower interactions at scale. Designed for the
speed and compliance demands of the mortgage industry, Verse responds to every inbound lead
via text within 90 seconds, around the clock. Through conversation, Verse qualifies prospective
borrowers against lender-defined criteria such as credit profile, loan type, and debt-to-income
ratio before routing them as confirmed appointments to loan officers. Our platform operates as
a turnkey solution, encompassing compliance enablement, custom script development, real-time
CRM integration, and ongoing campaign optimization, enabling lending teams to concentrate on
advisory and closing functions while Verse manages everything from lead to lock