Kortney Lane-Schafers is Vice President of Growth & Client Advocacy at MMI (Mobility Market Intelligence), where she leads growth initiatives, client advocacy, and go-to-market strategy for the company’s suite of technology solutions that help mortgage professionals identify opportunities, strengthen relationships, and grow
their business.

A recognized voice in mortgage technology, Kortney is known for helping lenders, brokers, and loan officers embrace innovation by translating complex technology into practical strategies that drive adoption, deepen client engagement, and accelerate growth. Known for her warmth, energy, and humility, she brings both
expertise and empathy to every conversation, making technology approachable and actionable for organizations of every size.

She is the creator and host of MMI Monday Minutes, the MMI Power User Webinar Series, Top Producers Lab, and the Loan Originator Pulse podcast. A frequent speaker, moderator, and webinar host, Kortney is passionate about empowering mortgage professionals with the insights, technology, and relationships they need to thrive in an ever-evolving industry. Guided by the belief that relationships matter, she is dedicated to helping organizations turn data into meaningful growth and lasting client success.

Andy Rupert leads Mortgage & Lending Partnerships at Automat, where he works with mortgage lenders to automate document processing and operational workflows using AI agents that operate directly inside the systems they already use, including Encompass, legacy applications, and third-party portals that lack APIs.

He partners with lenders across origination, secondary markets, and servicing to identify high-impact operational workflows and bring them into production. His focus is thedocument-intensive, cross-system work that has traditionally required manual effort—from loan setup and underwriting support to investor delivery, post-close quality control, and servicing operations. By automating those workflows, Automat helps lenders increase throughput, improve quality, and scale operations without adding headcount.

Lucas Ochoa is the Founder and CEO of Automat, where he’s spent the last three years putting AI agents to work inside real loan operations. Rather than asking lenders to rip out their LOS or wait on an integration roadmap, Automat’s agents log into Encompass and investor portals with credentials and do the work a processor does. Industry leading lenders run them today across file setup, document validation, initial disclosures, and post-close QC, from end to end.

With his background building robots and human-machine interaction at Google’s Everyday Robots and Creative Lab, and at Microsoft, he’s building Automat on a clear vision: an agent that sees and operates a screen the way a person does will reach further into a lender’s stack like an actual teammate.

Rebecca Seward is VP of Mortgage Product at Ocrolus, an AI-powered data and analytics platform that enables financial institutions to make faster, more accurate credit decisions. With more than a decade of mortgage lending experience, Rebecca leads mortgage-focused product development for Ocrolus, aligning with cross-functional, agile
teams to craft product strategies and deliver high-end digital solutions for the company’s partners. In her role, she utilizes a strong foundation of software engineering and programming principles along with the ability to diagnose, reproduce and debug software issues. Prior to joining Ocrolus, Rebecca spent more than 6 years at First Home Mortgage as a Software Support Specialist and nearly three years at Roostify as a Sr. Technical Product Manager. She has been with Ocrolus since January 2022.

Mardi Clark is Vice President of Client Experience and Professional Services at inflooens, where she leads client implementations, onboarding, and success across the company’s lender customers.

She partners closely with mortgage lenders to translate their origination workflows onto the inflooens platform, ensuring every rollout delivers measurable gains in loan officer productivity and borrower experience.

Amit Ghole is the President & CTO of inflooens, a Salesforce-based mortgage technology company he founded, now part of Ascend Inc. inflooens sits above legacy loan origination systems as a unified engagement and workflow layer, stitching together the entire mortgage origination value chain.
Amit leads the company’s product and technology vision, including Luna AI, inflooens’ signature AI layer — today a copilot for mortgage teams, and on a path toward autonomous loan origination. His mission is to make inflooens the world’s #1 mortgage technology company.

Mark Rubinstein leads product for UiPath Solutions for Financial Services, where he’s spent his time embedded with dozens of lenders, from credit unions to national banks, rethinking how loan origination software should feel. Before UiPath, he spent over a decade building consumer and enterprise products at Microsoft, including Microsoft Teams, which he helped scale to hundreds of millions of users. His focus is simple: build lending software that isn’t just effective, but genuinely delightful to use, to help raise the bar for the whole industry.

Cheng Lo is the Chief Operating Officer of LoNav Solutions and an accomplished business strategist, technology leader, full-stack developer, and engineer with more than 24 years of professional experience.

Throughout his career, Cheng has helped organizations unlock business value by aligning product strategy, operating processes, data management, and technology. His experience spans digital product development and management, business process improvement, large-scale transformation, DevOps and Agile delivery, cloud architecture, data analytics, artificial intelligence, machine learning, and enterprise systems integration.

Cheng brings an unusually broad perspective to software product development. His background includes financial-technology SaaS solutions, custom business applications, cloud infrastructure, PostgreSQL and enterprise databases, and full-stack development using technologies such as C#, ASP.NET, JavaScript, React, Java, and Python. Before expanding deeply into software and digital transformation, he built extensive expertise as a mechanical engineer and product lifecycle management architect across manufacturing, aerospace and defense, medical devices, semiconductors, and other complex engineering environments.

At LoNav Solutions, Cheng helps translate the company’s mortgage-industry vision into an executable product and operating strategy. LoNav is a modular Mortgage Management Platform designed to connect borrower engagement, CRM, application, qualification, disclosures, processing, underwriting, and closing workflows on one data spine. Its four modules—TITAN, KLARA, NAVI, and ATLAS—can operate independently or together as a connected platform.

Cheng’s combination of business transformation, engineering discipline, software architecture, and hands-on product development helps LoNav approach mortgage technology as an integrated operating system rather than another disconnected point solution. He supports a product philosophy in which compliance is built into the workflow and AI-assisted outputs remain transparent, reviewable, and subject to human decision-making.

Brandon Olson is a mortgage loan officer and the founder of LoNav Solutions, a mortgage technology company building a more connected approach to mortgage management and origination.

Since entering mortgage lending in 2015, Brandon has worked directly with borrowers and real estate professionals while building and managing a growing mortgage team. Like many originators, he invested heavily in technology intended to improve lead conversion, communication, team productivity, and the borrower experience. Instead, he repeatedly encountered disconnected point solutions—each with its own login, its own copy of the borrower record, and its own vendor-approval and compliance burden.

That frustration led Brandon to develop Lo-Net, originally conceived as a video-based borrower connection and prequalification experience. The concept expanded into a lightweight mortgage CRM and ultimately evolved into LoNav Solutions.

LoNav is not simply another CRM or business-development tool. It is a modular Mortgage Management Platform designed to connect the people, processes, communication, and technology of a mortgage transaction on one data spine. Its four modules—TITAN, KLARA, NAVI, and ATLAS—are being developed to support the mortgage organization from borrower engagement, CRM, and application through qualification, disclosures, processing, underwriting, and closing. Each module can operate independently or as part of the complete platform.

Two principles guide the product: compliance is the frame, not an add-on, and AI drafts while humans decide. LoNav’s AI-assisted workflows are designed to remain transparent, reviewable, and controlled by mortgage professionals. Brandon brings a practitioner’s perspective to mortgage technology, building from firsthand experience originating loans, leading a team, navigating compliance, and working through the technology gaps mortgage professionals face every day.