Founder
The Basis Point
Founder of The Basis Point®, a sales & strategy consultancy to banks, lenders, and fintechs – and a smart, fun financial media brand. We advise top companies in the space, and cut through the consumer finance, real estate, and fintech clutter to deliver sharp insights that consumers get and pros respect.
To kick off Digital Mortgage 2026, this session focuses on lender growth strategies. New playbooks for customer acquisition. New rules for how customers can find you online. How to modernize and deepen partnerships with realtors, builders, financial advisors, etc., using better data, smarter integrations/deals, and easier communication. All while differentiating your brand as you execute. Rocket CTO Shawn Malhotra opens the session with a deep dive on what all of this looks like at scale. The session then brings in additional panelists to detail how these strategies can work for lenders of all sizes.
Digital Mortgage is ground zero for helping lenders refine their operations, and this session kicking off the conference is a pragmatic deep dive with top players on loan production and fulfillment across channels and the customer lifecycle. You’ll get realistic intel on what tech—and ops processes—are helping sales and fulfillment teams most right now; exactly where and when AI will deliver ROI across sales and fulfillment; preparing LOs and fulfillment teams for potential rate drops in late-2025 and 2026; how to operationalize one-stop shop and lifetime customer engagement visions; and how to do all of this profitably as market volatility grows.