Joe Welu is the founder and CEO of Total Expert, the fintech software leader that launched the first customer experience platform purpose-built for modern financial institutions. Since 2012, Joe has led Total Expert’s vision, culture, and growth to more than 300 employees today. The company powers CRM, marketing, and customer engagement for more than 170 financial institutions—from leading community banks and credit unions to 15 of the top 25 U.S. banks and lenders. Total Expert’s growth has skyrocketed since its inception, being named the #1 CRM platform by STRATMOR Group and earning top spots on the Inc. 5000 and HousingWire Tech100.
Alec Hanson is a contemporary leader within the Mortgage Industry. Constantly striving to improve, he began his career in origination in 2004 funding over $85M and was named Rookie of the Year by Scotsman’s Guide. Every subsequent year, Hanson landed on Scotsman’s Top 200 Originator list finishing his best year at $185M. From there, Hanson began coaching and growing a successful branch network in Orange County with his peak year in 2010 funding over $1B at the branch level. Hanson has received Housing Wire’s Rising Star award both in 2017 and 2019. Previously he has served as the Senior Vice President of Production for loanDepot for the West Division, overseeing approximately $8B in annual production and as the Chief Marketing Officer for loanDepot. Currently, he serves as the Head of Revenue Development and Growth for the company. A dynamic coach and thought leader, Hanson believes in leading and coaching within the trenches of the mortgage business.
He is the author of loanDepot’s Modern Lending Playbook: a strategic and tactical tool designed to equip, train, and evolve the traditional mortgage professional’s skill sets into the modern era. Alec is also the author of “Bypassed: A Modern Guide for Local Mortgage Pros Left Behind by the Digital Customer,” which details a systemic approach to help Mortgage Professionals succeed in the digital world.
Alec is married to his beautiful wife of 20 years, Erica, and is the proud dad of Phoenix (14 years old) and Scarlett (11 years old). He can be found at @alecthehanson on all social platforms.
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.
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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DocMagic One
DocMagic One is a unified platform that elevates the company’s comprehensive mortgage solutions with next-level productivity, seamless collaboration, and powerful business intelligence. By eliminating operational friction and delivering enhanced efficiency, it provides real-time organizational insights that drive strategic decision-making— empowering lenders to work faster and smarter.
LendingTree is the nation’s leading online marketplace that connects consumers with the choices they need to be confident in their financial decisions. Services include mortgage loans, mortgage refinances, insurance, auto loans, personal loans, business loans, student refinances, credit cards and more.
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.
Plaid is a global data network that powers the tools millions of people rely on to live healthier financial lives. Our ambition is to facilitate a more inclusive, competitive, and mutually beneficial financial system by simplifying payments, revolutionizing lending, and leading the fight against fraud.
Plaid works with thousands of companies, including fintechs like Venmo and SoFi, several Fortune 500 companies, and many of the largest banks to empower people with more choice and control over how they manage their money. Headquartered in San Francisco, Plaid’s network spans over 12,000 institutions across the U.S., Canada, U.K., and Europe.
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.
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Qualified Income
The ultimate goal of verifying income is to give lenders the greatest confidence in borrower capacity, as quickly as possible, and at the lowest cost. Truework’s new Qualified Income product combines our preapproval and asset products with GSE-backed income calculations to give lenders an unprecedented view into income at the very beginning of the application process, all without having to run AUS.