2025 Archives - Page 7 of 11 - DIGITAL MORTGAGE

Lyndsay Magre is an experienced marketing leader with over two decades of success building brands, driving demand, and leading high-performing teams across SaaS, fintech, and nonprofit sectors. As VP of Marketing at Aduvo, she leads strategy, brand development, and marketing execution for a fast-growing platform that helps loan officers stay in front of their clients—automatically.

Her career includes leadership roles at Peoples Mortgage Company, Infusionsoft, and several prominent nonprofit organizations, where she developed and executed marketing programs that increased visibility, engagement, and results. Known for her creative thinking, collaborative style, and ability to turn big ideas into scalable campaigns, Lyndsay brings a balance of strategy and hands-on execution to every project.

ValuTrac Software streamlines appraisal and vendor management with automation that reduces costs, accelerates turn times, and ensures compliance. Seamlessly integrated with industry-leading LOS’s, our flexible platform simplifies workflows, enhances visibility, and scales with your business. Backed by 30+ years of mortgage expertise, we empower lenders to improve efficiency and profitability.

Lender Price is the mortgage industry’s first cloud-native, AI-driven product, pricing, and eligibility (PPE) engine. Our fully automated, end-to-end pricing solutions deliver unmatched speed, accuracy, and scalability. We empower lenders, banks, credit unions, and IMBs with cutting-edge tools that help drive efficiency and increase profitability. Our configurable, innovative solutions have made us the trusted partner for modern mortgage pricing technology.

Demo Presentation

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.

Core features of AILA include personalized recommendations, single-click filtering, Ask-a-Question feature, loan officer-borrower chat takeover, and more!

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.

Zach is the Head of Product of Truework. He earned his BS in Computer Science at UC Davis in 2014. He’s worked on both Engineering and Product teams in the financial technology space over the last decade and has worked at Patreon, Airbnb, and now Truework. He’s passionate about building products that delight his customers and finding novel ways to meet their product needs.

John Findlay is the CEO and co-founder of LemonadeLXP, a learning and knowledge platform built exclusively for financial institutions. With a background in experience design and game-based learning, John has spent over 20 years helping organizations drive digital adoption, boost performance, and empower customers through engaging, effective learning. He’s passionate about creating experiences that don’t just check the box—but actually change behavior.

Damien Swendsen leads the Revenue team at Verse, and has over 20 years of experience in Sales, Marketing, and Management. He has helped run Sales in small, midsize, and enterprise companies. Prior to Verse, Damien worked at Demandbase, where he was responsible for all aspects of their Data and Sales Intelligence lines of business, including Sales, Marketing, Partnerships, and Product.
Before then, he oversaw the successful acquisition of InsideView, where he led Sales and grew a mid-market organization into a successful Enterprise platform. Prior to that, he sold at Oracle, as well as managed teams at Pivotal and Onyx Software.

Damien was born and raised in San Francisco, and now lives in San Jose with his wife and four children. He enjoys spending time with his family, playing soccer, hiking, and anything athletic or competitive.

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.

Demo Presentation

Aithena

Aithena by Insellerate
AI That Closes Deals—Faster, Smarter, Across Every Channel

Built by Insellerate’s mortgage technology experts and fueled by real-world data, Aithena is a purpose-built AI platform that helps lenders deploy smart, actionable intelligence without disrupting their current workflows.

This standalone solution empowers sales teams to focus on what matters: converting high-potential leads, coaching effectively, and closing more business.

Real Results. Real Fast.

89% lead scoring accuracy on the first call

38% increase in worked opportunities within 7 days

Proven impact across retail, wholesale, consumer direct, and servicing

Why It Matters:
A review of 1,000 high-scoring leads—classified as “No Sales” by the team- revealed that 36% ultimately funded a loan with a competitor.

AI-driven lead scoring could have identified these borrowers in real-time, preventing lost revenue and protecting pipeline performance.

Aithena isn’t just AI. It’s intelligent sales prioritization at scale.
Easy to deploy. Proven to perform.

Schedule your Demo Now https://crm.insellerate.com/my-aithena/

Aduvo (uh-doo-voh) is a SaaS app that helps experienced mortgage professionals unlock repeat business using hands-free nurturing to their borrowers and realtors with industry compliant emails and text messages—making them unforgettable.

Jay Promisco is a visionary leader who has driven remarkable growth and technological advancements at Sierra Pacific Mortgage (SPM). Jay initially joined SPM in 2017 as the Head of Retail Production, advanced to Chief Production Officer in 2019, and assumed his current role as President in 2024. Jay oversees all day-to-day operations, with a primary focus on strengthening market position and deploying innovative technology that drives efficiency.

Throughout his 25-year career in the financial industry, Jay has demonstrated an unwavering commitment to professional excellence and leads with an intense passion for the people he serves. He is a results-driven executive with a history of creating collaborative company cultures and leading large sales teams to perform at a high level. Both his leadership skills and mortgage banking acumen make him an exceptional asset to hundreds of originators across the nation.

Dawn Svedberg is an Executive Manager leading lending and fintech sales at CI&T, a global technology transformation firm for large enterprises and fast growth clients, where she specializes in modernizing, integrating and reengineering tech stacks for banks, mortgage lenders, and fintech companies. Dawn’s deep roots in the mortgage, data and technology sectors include top sales and customer relationship roles at tech and data giants Tavant and CoreLogic (now Cotality), and mortgage point of sale software pioneer CloudVirga. Dawn is also the recipient of numerous industry awards including HousingWire’s Woman of Influence (2023) and Progress in Lending’s Most Powerful Woman in Fintech (2023), The Ten Best Fintech Women Leaders Making a Difference Cover Story (2023), Five Star’s Laurie A Maggiano Legacy Award, Top 5 Finalist (2022).

Dawn is involved in Rotary and is a co-founder of a 501c3 non-profit that promotes the health benefits of alcohol free living. Dawn and her husband moved to Glenwood Springs, CO three years ago after a lifetime in the SF Bay Area and absolutely love mountain living. She has two grown kids and rescue dogs running amok.