A mortgage industry partner since 2013, Verse is an AI-enabled communication platform that fully manages lead conversations for you. Verse works by automatically engaging leads via SMS, qualifying them, and booking appointments with qualified leads—and nurturing leads that aren’t ready yet. With Verse, loan officers only receive warm, qualified leads.
Demo Presentation
“Right now, massive amounts of opportunities lost are due to outdated and ineffective customer engagement strategies. Businesses respond strictly during a 9am-5pm window, and are slow to respond at that.
Verse enables our clients to deliver a modern, consistently exceptional customer experience that wins more deals.
Verse’s breakthrough solution leverages conversational AI to automate two-way SMS conversations 24/7 to instantly reply to leads. Our fully-managed platform can also book appointments with qualified leads and nurture prospects for up to six months.
When leads are coming in at all hours, Verse enables instant engagement for every lead, at any time, via SMS: the highest-preferred channel. Texts boast a 98% open rate—compared to the average 22% email open rate and 13% call answer rate, SMS offers a huge lift in customer engagement. With a heavy focus on compliance, we help our customers capitalize on the benefits of two-way SMS without any risk.
Verse improves customer experience with authentic, personalized conversations through advanced conversational AI and our always-on team of human concierges for quality assurance. Our AI is programmed to ask customizable qualifying questions, so you only receive qualified leads.
Fully-managed, we handle setup and integration with virtually all CRMs, providing everything that’s needed to facilitate personalized conversations with your prospects and customers.
Feeding lead data directly into our clients’ CRM, Verse includes a suite of business intelligence analytics, including reasons why leads unqualify, when leads come in, and lead source analytics to help businesses understand which sources are delivering qualified leads.
Leveraging Verse, companies unlock time and cost savings, enhanced customer experience, and new revenue opportunities. By combining the proven most effective communication channel with powerful AI technology, we help our clients engage and convert more customers, with an average 16x ROI.
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Cloudvirga, a subsidiary of Stewart Information Services Corporation (NYSE: STC), is a leading provider of digital point-of-sale technologies designed to engage consumers and increase lending efficiency without sacrificing the human touch. Cloudvirga’s latest innovation, Tropos, extends this approach across the entire customer lifecycle and a wide array of financial products.
Demo Presentation
Tropos is a next-generation borrower portal that empowers lenders to deliver personalized, intuitive digital experiences. Designed with the flexibility to support a variety of consumer lending products, Tropos helps lenders drive engagement, reduce time to close, and establish lasting borrower relationships.
It’s not just a portal, it’s the answer to what’s been missing in digital lending: a unified borrower experience that adapts to any lender without requiring tech stack overhauls or lengthy implementations
Developed to address today’s operational realities based on direct input from the market, Tropos debuts with a strong value proposition for lenders looking to modernize the borrower experience across channels.
Key features include:
- Modular architecture that enables lenders to implement only the workflows and features they need today, with the flexibility to expand over time
- Real-time progress updates and an adaptive Action Center that keep borrowers informed and engaged throughout the loan process
- Borrower-first design that blends intuitive self-service with seamless transitions to human support when needed
- Configurable messaging and support for multiple languages to help lenders personalize communications without adding complexity
Fast to deploy, built to evolve
Tropos’ modern, cloud-based architecture and infrastructure-as-code (IaC) approach supports deployment in weeks—not months. Its lightweight design and product-agnostic integration layer allow lenders to connect Tropos with any existing LOS or third-party provider. Lenders can easily tailor application flows, tasks and notifications without the need for custom development or major IT investment. Tropos also gives lenders the tools to continuously optimize the digital experience, including A/B testing, real-time messaging updates and data-driven insights to improve borrower engagement over time.
Tidalwave’s Agentic AI Mortgage POS+ lets banks, credit unions, and IMBs break free from the limitations of legacy digital mortgage POS solutions. In choosing Tidalwave, Financial Institutions unlock greater operational efficiency, increase market share, realize stronger profitability, produce seamless and stress-free borrower application experiences, improve borrower application-to-decision rates, and more.
Demo Presentation
Tidalwave: The Only Agentic AI Mortgage POS+
Tidalwave helps IMBs, banks, credit unions, and new home builders break free from the limitations of legacy digital mortgage solutions and is purpose-built to improve both sides of the transaction. It empowers borrowers with real-time, judgment-free mortgage application guidance, while giving originators structured, decision-ready data that speeds up approvals and eliminates mundane, manual processes.
Unlike legacy POS technologies that simply take in data, Tidalwave communicates with borrowers in real-time to deliver hallucination-free experiences. The platform supports multilingual applications, delivers instant pre-qualifications, and runs dual AUS at the point of application—all without having to wait on a loan officer.
On the lender side, Tidalwave converts borrower voice and written communication into structured loan files, streamlines credit and asset evaluation, reduces conditions, improves cycle times, and eliminates costly legacy workarounds. Loan officers spend less time on mundane, repetitive tasks and more time building relationships and closing loans.
So, why is Tidalwave a POS+, not just a POS?
Because it goes beyond surface-level functionality. Tidalwave doesn’t just fix obvious pain points—it also addresses the operational inefficiencies lenders have quietly adapted to over time. It eliminates the need for offline workarounds, automates complex logic, and proactively guides borrowers from start to finish. With our patent-pending mortgage contextualizer, Tidalwave ensures accurate, hallucination-free responses. And by leveraging Agentic AI for Credit and Asset Evaluation, we produce perfect, seamless data to your team.
Tidalwave isn’t just a modern mortgage POS. It’s a smarter, fully guided experience that’s rapidly transforming how mortgage lending gets done—for both borrowers and lenders.
Explore how Tidalwave’s Agentic AI Mortgage POS+ can simplify lending by visiting www.Tidalwave.ai or emailing: Demo@Tidalwave.com.
Ocrolus is a document AI platform that enables financial institutions to make faster, more accurate decisions. The company analyzes documents with over 99% accuracy, regardless of format or quality, supporting a wide variety of document types including bank statements, pay stubs and tax forms. Ocrolus provides over 500 customers with a trusted solution to classify documents, analyze cash flows and income and detect fraud. To learn more, visit Ocrolus.com.
Demo Presentation
Ocrolus Inspect equips mortgage lenders with a faster, smarter way to review documents and create conditions. By automating document analysis and highlighting missing or inconsistent data, Inspect accelerates the review process and enables underwriters to generate conditions with precision, right from their browser.
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 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.
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.
Demo Presentation
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.
Mortgage365 is building the next generation of mortgage technology—focused on simplifying workflows, unifying data, and keeping lenders connected to borrowers. This year, we’re introducing new solutions designed to eliminate tech sprawl and enhance pipeline visibility, so lenders can focus on closing more loans, not managing more systems.