LoNav Solutions is a modular mortgage management platform connecting CRM, borrower engagement, application, qualification, disclosures, and closing workflows on one data spine. Its four modules—TITAN, KLARA, NAVI, and ATLAS—can operate separately or together, with compliance built into workflows and AI-assisted outputs remaining transparent, explainable, fully reviewable, and human-controlled.
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LoNav Mortgage Management Platorm
LoNav Solutions is a modular mortgage management platform that connects the people, processes, communication, and technology of a mortgage transaction on a single data spine.
Most mortgage stacks are assembled from disconnected point tools — each with its own login, its own copy of the borrower record, and its own vendor-approval and compliance burden. LoNav is built as one system with four modules that can be purchased separately or run all-in-one:
TITAN — grow and run the business. Mortgage-specific CRM for borrowers and referral partners, lead capture and ingestion, the Lead → In-Transaction → Funded pipeline with a 30-column inline command center, milestone-driven borrower outreach, AI daily briefings, team roles and per-user client scoping, and commission tracking.
KLARA — win borrowers and agents. Branded eBusiness cards, HomePass shop-a-home and buy-vs-rent calculators for borrowers and realtor partners, pre-approval letters gated by a letterhead compliance approval, multi-scenario cash-to-close, and an agent recruitment funnel with engagement tracking.
NAVI — qualify with confidence (early access). A borrower-friendly 2020 URLA, an agency-accurate income engine that always shows its work, and eligibility analysis across Conventional, FHA, VA, and Jumbo.
ATLAS — close on time, compliantly (early access). An in-house TRID disclosure engine and closing calendar built around delivery timing and earliest-legal-close computation.
Two principles run through all four. Compliance is the frame, not a feature — TRID timing, SAFE Act, TCPA/DNC, Equal Housing, and GLBA considerations are built into the workflows themselves rather than bolted on. And AI drafts, humans decide — briefings, borrower outreach, and income analysis are always reviewable, never a black box.
LoNav is multi-tenant, hosted on Azure, and operating under an active SOC 2 readiness program.
Automat builds AI agents that handle the document-heavy, multi-system work behind mortgage lending, from file setup and underwriting prep to condition clearing and post-close QC, done the way a person would, not with brittle RPA scripts. Lenders like AmeriTrust use Automat to cut manual work and clear backlogs
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Automat
Automat Studio is where lenders build, run, and monitor AI agents that do document-heavy loan work. Agents log into Encompass and your investor, title, and county portals with credentials, exactly as your team does, so there’s no API project and no LOS migration to wait for. They classify and index the full loan file, clear conditions against supporting documents, prep underwriting packages, and run post-close QC across the entire loan population rather than a sample. Every action is logged, timestamped, and screen-recorded. Humans still make every underwriting decision.
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.
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Alpharun
Alpharun is the leading AI sales coaching platform for mortgage lenders that elevates every LO to top tier production. By analyzing every call and text with every borrower against a custom playbook distilled from your top LOs, Alpharun delivers personalized AI coaching to close the production gap between the best and the rest of your team. Partnering with many of the largest lenders across refi, purchase, home equity, and reverse, Alpharun improves team-wide funded-loan conversion by an average 22%. Learn more and book a demo at alpharun.com.
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.
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Verse.ai
Verse.ai is a fully managed, AI-powered SMS platform that combines conversational AI with a
human agent team to deliver authentic, two-way borrower interactions at scale. Designed for the
speed and compliance demands of the mortgage industry, Verse responds to every inbound lead
via text within 90 seconds, around the clock. Through conversation, Verse qualifies prospective
borrowers against lender-defined criteria such as credit profile, loan type, and debt-to-income
ratio before routing them as confirmed appointments to loan officers. Our platform operates as
a turnkey solution, encompassing compliance enablement, custom script development, real-time
CRM integration, and ongoing campaign optimization, enabling lending teams to concentrate on
advisory and closing functions while Verse manages everything from lead to lock
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.
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inflooens Mortgage OS
inflooens Mortgage OS is a Salesforce-native mortgage platform that sits above legacy loan origination systems as a unified engagement and workflow layer, stitching together the entire loan origination value chain from lead to close. Powered by Luna AI, inflooens gives loan officers, processors, and leaders one guided, intelligent workspace with real-time visibility, workflow automation, and a modern borrower experience.
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.
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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.
Dara by Sagent is the mortgage servicing industry’s first cloud-native, end-to-end platform that replaces rigid, monolithic mainframes and a constellation of supporting applications with adaptable, connected systems built for real-time data and compliance. By unifying core servicing, default management, and consumer engagement in one ecosystem, Dara enables servicers to slash operational costs, accelerate innovation, and deliver borrower experiences that meet modern expectations. This shift isn’t incremental — it’s a fundamental transformation in America’s $14 trillion dollar mortgage servicing industry that positions servicers to thrive in a dynamic regulatory and economic landscape.
MOZAIQ is the leader in Agentic Mortgage AI, automating end-to-end loan fulfillment for mortgage lenders. Founded in 2019, MOZAIQ blends mortgage industry experience with production-grade AI solutions. From loan setup through investor loan delivery, MOZAIQ covers the full lifecycle on one platform: one data layer, one orchestration engine, one partner.
ACI, a division of First American Mortgage Solutions, is a leading provider of appraisal software and technology solutions for the real estate valuation industry. Trusted by appraisers nationwide, ACI delivers innovative tools that streamline workflows, enhance productivity, and support compliance with evolving industry standards, including UAD 3.6, helping professionals work more efficiently and confidently.
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ACI Sky Workbench
Join the ACI team for a live demonstration of ACI Sky Workbench, a cloud-based appraisal platform designed to support the transition to UAD 3.6. See how appraisers can move seamlessly from inspection to report submission in one connected workflow while meeting the latest Fannie Mae and Freddie Mac requirements. Learn how ACI Sky Workbench helps improve efficiency, streamline data collection, and prepare your business for the future of appraisal reporting.
With Mezzo, lenders gain centralized strategic control over their vendor ecosystem and workflows at the loan level. Its one-to-many orchestration platform replaces fragmented integrations with dynamic, scenario-specific waterfalls that evaluate, route, and standardize workflows, reducing complexity and friction, adding coverage, and controlling loan level costs.
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Centro
Centro: One API. Every vendor.
But connection is just the beginning. Centro gets smarter every time you use it.
Centro powers granular orchestration waterfalls, automated dynamic routing, configurable business rules, and normalized vendor responses, all without adding to your IT backlog. It triggers cross-vendor actions automatically and continuously improves execution through performance learning.
And then there’s Zoe.
An extraordinary AI data analyst that foresees mistakes before they happen and provides the optional solution to course correct.
The result is a new level of control over cost, speed, quality, and outcomes.