Zumigo helps the world’s largest financial companies protect accounts and consumer identities. With a multi-layer approach, Zumigo validates users against a real-time digital identity intelligence network that spans global carrier signals, third-party data, and payment information. Zumigo supports over 800 mobile operators, verifying over 4.5 billion mobile numbers globally with services reaching 180 countries.

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Zumigo solution for secure form pre-fill

Zumigo solution verifies the identity of the mobile applicant via silent network authentication and OTP if needed for the mobile phone number ownership. Additional PII verification can include SSN, DOB or driver’s license. Upon verification, the form is pre-filled with the relevant information so that the applicant does not have to type on a small screen before submitting the form. This can be used as a pre-approval step before funneling to another workflow to review and approval, or can be combined with other data such as credit score for a more accurate risk assessment.

LemonadeLXP is the all-in-one learning and enablement platform built for financial institutions. It combines an engaging content library, modern learning experiences, AI-powered content creation, automatic updates, and real-time answers—all in one easy-to-use platform. LemonadeLXP helps you onboard faster, boost product adoption, upskill your frontline, and enable your customers and community. It’s learning that works—and people actually like.

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LemonadeLXP

LemonadeLXP is the only AI-powered learning and enablement platform purpose-built for financial institutions. We turn knowledge into mastery to accelerate growth, drive innovation, and align your entire business ecosystem around your products and services, from frontline staff to customers.


Train with purpose. Perform with confidence.

LemonadeLXP Learn revolutionizes internal training for financial institutions. Rooted in cognitive science and powered by modern learning, it transforms passive learners into skilled, confident experts. With personalized learning paths, skill tracking, and our signature Booster Game for long-term retention, Learn ensures knowledge sticks and translates into real-world performance. It integrates seamlessly into the flow of work—boosting digital fluency, productivity, and customer satisfaction.

Educate. Empower. Elevate your brand.

LemonadeLXP Academy reimagines customer education. Deliver engaging, gamified learning experiences that help your customers understand and confidently use your digital tools and services. Built for financial institutions, Academy increases product adoption, reduces support calls, and enhances loyalty. Become a trusted source of financial knowledge—and a partner in your customers’ success.

Smart content. Instantly created, always current.

LemonadeLXP’s InsightAI transforms how financial institutions manage and deliver knowledge. It automates training content creation, keeps learning materials updated, and gives your staff 24/7 access to instant, accurate answers through a conversational AI assistant.

No more outdated content or siloed information—just empowered teams, streamlined operations, and elevated customer experiences.

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.

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.

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Tropos

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:

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.

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Mortgage POS+

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 leading AI-powered workflow and analytics platform for lenders. We automate underwriting workflows across small business, mortgage, and consumer lending, delivering a best-in-class solution for analyzing financial documents. Our platform classifies documents, extracts key data, detects fraud, and delivers comprehensive cash flow and income analysis—all with exceptional precision and reliability. With Ocrolus, lenders can streamline the borrower experience, scale operations efficiently, and manage risk with greater confidence.

Dara is an industry-first mortgage software platform that unifies all data and user experiences for servicers and homeowners across the entire servicing lifecycle, including Default servicing. Dara’s Loss Mitigation solution puts homeowners in control during hardships by delivering an end-to-end digital experience, from a simplified application process and guided delivery of supporting documents to digital delivery of modification terms, ability to schedule/make payments, — and, of course, a “pizza tracker” and real-time notifications for instant, anytime status updates from any device

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Dara

Dara is an industry-first mortgage software platform that unifies all data and user experiences for servicers and homeowners across the entire servicing lifecycle. Servicers use it to build customer relationships, reduce operational costs, and prioritize compliance within a single user experience for teams and homeowners built on real-time, end-to-end data.

UiPath develops AI that mirrors human intelligence, transforming how businesses operate, innovate, and compete. The UiPath Platform advances agentic automation, where agents, robots, people, and models work together to drive autonomy and smarter decisions. UiPath is committed to secure, accurate, and resilient AI that enhances human potential.

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

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.

CI&T (NYSE: CINT) is a digital experience and technology services provider for a diverse set of financial institutions including credit unions, regional and national banks. We implement complex end-to-end solutions for personalized customer experience, content management, digital products, payment services, cloud management, data, and analytics for companies like Delta Community Credit Union, First Hawaiian Bank, Wells Fargo, HSBC, Itau and Bradesco.