Authentive is an AI mortgage origination platform for borrowers, loan officers, processors, and underwriters. It replaces manual data entry, document chasing, and mismatched information with decision-ready files. AI agents collect documents at the source, autofill the application, turn pre-verified data into income calculations and underwriting insights, and absorb the reviewing, reconciling, and chasing that fills a loan team’s day.
LenderHomePage (LHP) is an all-in-one AI-powered mortgage marketing platform built exclusively for loan officers, mortgage brokers, branch managers, and retail lenders. It bundles everything mortgage professionals need to build and grow their digital presence into a single platform: AI-powered website builder, social media content engine, local SEO and AEO tools, lead generation funnels, a branded mobile app (Loanzify), a point-of-sale application system (Loanzify POS), and CRM integrations — all accessible through a single login.
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Local Hero
Local Hero turns your top producers into the local search authority in every market you lend in — on your domain, driving leads back to your brand.
SocialCoach is a social selling automation platform that gives every rep on your team done-for-you tools for creating polished videos, a library of pre-approved content, and automated scheduling — all within a compliance workflow that keeps leadership in full control. No more inconsistent posting, no more brand risk, and no more leaving pipeline on the table.
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SocialCoach
People buy from people. Your marketing still runs like they buy from logos.
SocialCoach is the social selling platform for mortgage and real estate. One system that turns every rep in your company into a producing brand.
Automated posting to thousands of personal accounts. In-app video creation with scripts, teleprompter, and pro editing. 1:1 video messaging wired into your CRM. Reputation management that turns closed loans into public proof.
All of it compliance-approved before it goes live, including video.
More production per producer, and the numbers to prove it.
haven.tech’s Portal, Wallet, and Network help mortgage brands and servicing partners turn servicing into a customer-for-life relationship. Our white-label platform integrates with your existing portal and servicing stack, or we provide a fully configured flagship Portal, driving cross-sell revenue through a rapidly growing affiliate network reaching millions of homeowners.
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Haven Affiliate Network (HAN)
haven.tech Portal, Wallet, and Network are how mortgage brands and their servicing partners turn the servicing relationship into a customer-for-life one. The Haven Affiliate Network reaches millions of homeowners through a rapidly growing set of affiliate partners looking to distribute directly to homeowners, surface intent signals, route qualified customers to your loan officers, and pay you for solving the home and finance problems your customers already have.
The platform is white-label and integrates with your existing portal and servicing stack, so you keep control of the brand experience and the customer relationship. If you do not have your own portal yet, we offer a fully configured flagship Portal you own outright, more than paid for by the cross-sell revenue the Network drives.
At Digital Mortgage 2026 we will demonstrate the home solutions you can offer your customers, how those solutions drive engagement, recapture, cross-sell, and servicing efficiencies, and examples from our rapidly growing affiliate network. Grow your P&L and outcompete with haven.tech solutions that put you in the driver’s seat of growing your business through customer happiness.
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.
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.
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MMI One
MMI One is the unified mortgage growth platform for loan officers, brokers, and lenders. Market intelligence, borrower opportunity insights, CRM automation, and client retention run in one connected system — surfacing new opportunities and triggering the right outreach automatically.
The MMI One Mobile App puts the platform in your pocket. Real-time opportunities, borrower and referral partner contact, and immediate next steps from anywhere.
Powering it all is the MMI One AI Assistant — your intelligent business partner. It prioritizes who to contact and why, preps you for the conversation, and engages borrowers on your behalf to answer questions, qualify interest, and schedule the next step. One platform where everything works together from day one.
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
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.
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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.
