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.
Matthew Smith is an AI Strategic Growth Manager at Insyde.ai, where he helps mortgage and financial institutions put practical AI to work across sales, marketing, and customer engagement. A B2B AI SaaS sales professional with a passion for sales innovation, Matthew partners with lenders to turn emerging technology into measurable growth. A lifelong learner at heart, he is focused on making artificial intelligence approachable and genuinely useful for the people closest to the borrower.
Tim Von Kaenel is Chief Strategy Officer at CI&T, a global technology transformation firm for large enterprises and fast growth clients, where he specializes in building, integrating and reengineering tech stacks for banks, mortgage lenders, and fintech companies. Tim’s deep roots in mortgage lending include chief product officer roles at tech-forward mortgage bank LoanDepot, mortgage servicing software leader Sagent, and mortgage point of sale software pioneer CloudVirga.
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
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.
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.
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.
Demo Presentation Information
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.
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.
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.
Demo Presentation Information
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.