2017 Demo Presenters

2017 Digital Mortgage Demo Presenters
www.myabt.com


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Who We are


Live dashboards and interactive reports. Visualize all your company data (Encompass, Velocify, Servicing, HR) on one Mortgage Business Intelligence platform using Mortgage BI™.  Pull and Push data anywhere using MortgageExchange®. Manage and empower your workforce with MortgageWorkspace® built into Office 365 and Encompass - Productivity Tools, Device Management & Security.


Questions for United States ABT:




What Makes Your Product Great?



> Motivate with REAL Time Visual Data

> End Chaos: Get Everyone on the Same Page

> Leverage Stunning Interactive Reports

> View Your Entire Mortgage Company on One Dashboard

> Enable All to Visualize and Analyze Data

> Stay Ahead with Cutting-Edge Forecasting Tools

> Live 360 Degree View of Your Mortgage Business

> Experience Your Data from Anywhere Using Your Mobile Device


What Key Challenge Does It Solve?



Mortgage BI lets you create visually impactful and interactive reports using your entire companies data. Easily explore your data through a freeform, drag-and-drop canvas and produce rich data models using formulas and relationships. Choose from a broad range of modern Mortgage BI data visualizations out of the box, or create custom visuals using open technologies like D3 Web GL for your reporting needs. Visualize very large data sets directly from a wide variety of cloud sources using DirectQuery to ensure your data is always up to date without moving your data to Mortgage BI.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



The Business Intelligence Mortgage Revolution


Presenters



Justin Kirsch, CEO
Carolyn Covington, Enterprise Account Executive

Key Executives



Justin Kirsch, Hugo Gonzalez, Steven Tschoepe, Carolyn Covington, Travis Lewis, Chris Schwartz-Edmisten
Learn More
aifoundry.com


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Who We are



AI Foundry, a Kodak Alaris business unit, transforms enterprise operations by integrating information, people and processes to enable increased insight and improved decision-making. Our Actionable Intelligence Management solutions help organizations streamline and automate manual processes, seize new business opportunities and manage compliance, all while driving bottom-line performance.


Four Questions for AI Foundry:




What Makes Your Product Great?



Taking origination to the next level with a solution that streamlines, simplifies and improves data accuracy.

• Automatically classify and extract loan data accurately and easily.

• Streamline back office information processing, while integrating customers into the process

• Significantly reduce manual data validation—no more “stare and compare"


What Key Challenge Does It Solve?



Improve Time-to-Funded Mortgages
Increase productivity and meet KPIs/SLAs with reduced manual processes and improved accuracy.

Strengthen Customer Loyalty and Retention
Receive and provide feedback throughout the entire application process.

Increase Enterprise Profitability
Streamline and automate processes so that mortgages can be processed faster.


Best Success Story?



Regional mortgage company focused on implementing technology to survive in rising rate environment.
Implemented a technology solution that caused document inefficiencies that impacted underwriting times. AI Foundry’s Agile Mortgages will:

• Improve underwriting efficiency from 2 loans per day to 3

• Allow underwriters to review data instead of documents

• Move routine work to more junior staff

Benefits:
The mortgage company will be able to win more business, faster ROI, improve the post close and loan setup processes.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Turning Documents into Actionable Intelligence


Presenters



Sid Probstein, CTO and VP of Professional Services
Chris Folmar, Solution Lead Engineer

Key Executives



Stephen Butler, GM
Alan Swahn, VP of Marketing
Sid Probstein, CTO and VP of Professional Services
Alex Levi, VP of North American Sales

Key Investors



Kodak Alaris
Learn More
getapproved.io


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Who We are



Close more loans, faster.™

Approved is on a mission to bring transparency, efficiency, and sanity to the mortgage experience. We build technology that agents, consumers, and lenders use every day to streamline the back office and provide a world-class experience for customers.


Four Questions for Approved:




What Makes Your Product Great?



Approved was started by two Redfin alums who set out to make consumers’ lives easier. Along the way, they were shocked at just how much time and money lenders themselves waste on a paper-based workflow. Approved makes it easy for any lender, big or small, to move their business online and compete with those that have spent hundreds of millions of dollars on technology.


What Key Challenge Does It Solve?



Approved provides transparency around home loans and reduces the time it takes get approved for one. It transforms an arduous process that can take weeks toward a simple one that takes just a few minutes. Rather than submitting pages of paper documents, borrowers can connect their online bank accounts and upload paystubs and tax returns securely online. Lenders in the closed pilot saw an average 50% reduction in the time it took to complete loan conditions.


Best Success Story?



Despite the millennial reputation for rapid tech adoption, our first borrower was a retiree from the Midwest who completed her loan app and document requests in just over an hour. She was working with a broker using Approved who has improved their loan package completion times from 5-7 business days to just over a day.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Transparency, efficiency, sanity to mortgages.


Presenters



Andy Taylor, CEO
Navtej Sadhal, CTO

Key Executives



Andy Taylor, CEO
Navtej Sadhal, CTO

Key Investors



Social Capital, Precursor Ventures, Graph Ventures, Bluesky Equities
Learn More
www.bkfs.com


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Who We are



Black Knight is a leading fintech that delivers high-performance technology, data and analytics to help lenders and servicers increase efficiencies and profitability and reduce risk.


Questions for Black Knight:




What Makes Your Product Great?



Black Knight’s technology, data and analytics solutions support compliance, improve loan quality, standardize processes, and simplify operations to help clients with their greatest business challenges: improving profitability and efficiency, and mitigating risk. One of Black Knight's contribution to the digital world is its proprietary, market-leading access to mortgage lifecycle data, with the largest, loan-level database in the mortgage industry spanning the full spectrum of agency, non-agency and portfolio products, and more than 160 million property records representing approximately 99% of the U.S. population and households. Black Knight also offers a self-service catalog of REST API services providing simple yet comprehensive access to integrate digital services with our Empower, which is our feature-rich, end-to-end retail, wholesale and consumer direct loan origination system. Black Knight also offers extensive flexibility with its secure, scalable user interface to support a digital loan application experience, which is offered by Lender Price. No other provider can match the access to data, or the configurable and comprehensive digital ecosystem of Black Knight, which can be used to create a seamless digital borrower experience and a competitive advantage for our clients in the digital mortgage space.


What Key Challenge Does It Solve?



Black Knight's best-in-class technology and market-leading, mortgage loan lifecycle data enables us the ability to expedite the loan application process by pre-populating key data fields within the digital mortgage loan application. By using borrower data from trusted third-party sources, the pre-populated fields enable borrowers to streamline their process by validating and verifying their information, versus manual entry. This intelligence helps streamline the process for the lender and borrower, provides an enhanced consumer experience and reduces the risk to fraud. It also supports GSE Rep/Warrant relief efforts. Essentially, it is about getting the right data, to the right person at the right time to create the most intelligent and seamless digital user experience possible.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Delivering a Delightful Digital Mortgage Experience


Presenters



Sean Dugan, SVP Sales, Black Knight Origination Technology
Dawar Alimi, CEO & Co-Founder

Key Executives



Tom Sanzone, President & CEO
Jerry Halbrook, President of Origination Technologies
Learn More
blend.com


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Who We are



Blend is a Silicon Valley technology company propelling the multi-trillion dollar home lending industry into the digital age. Blend's technology delivers speed and efficiency to lenders, so they can serve the modern borrower and safely navigate the industry's changing rules and regulations.


Three Questions for Blend:




What Makes Your Product Great?



At Blend, we’ve combined smart and sophisticated technology with a borrower-friendly experience, so homebuyers no longer have to find, print, scan, fax, or even email hundreds of documents from dozens of sources. Through Blend’s platform, borrowers can directly link their bank statements, tax returns, and other financial information on any desktop, tablet, or mobile device without being tied to in-person bank visits and regular business hours. To date, 30 percent of users access their application through the mobile platform and 50 percent leverage the self-service feature to complete the application on their own.

As a partner to some of the country’s top lenders - both banks and nonbanks - Blend is creating a digital mortgage ecosystem that enables safe, transparent and efficient lending, with the goal of making homeownership dreams a reality for more people every day.


What Key Challenge Does It Solve?



There are approximately $1.6 trillion in new mortgages created in the U.S. every year. However, getting a mortgage has historically been a slow, document-mired process with very little transparency. Built on a platform that’s integrated with a wide array of data sources, Blend is changing this process, enabling lenders to quickly verify applicant information while giving borrowers a frictionless, end-to-end digital experience that allows them to interact with their lender on any device, via any channel (online, retail branch, call center), and at any given time during the process. Blend is dramatically speeding up and simplifying the mortgage application process, while reducing costs, increasing efficiency, and ensuring airtight compliance.


Best Success Story?



Loan Officer Testimony:

"[This application] has changed my life. I can be so much more efficient and get through many more applications and approvals than I could before." - Loan Officer, Movement Mortgage

Borrower Testimony:

"I am disabled and this application was easy enough for me to do on my own without the help of my son. What a blessing. Thank you." - Recent Blend Borrower


Presenters



Brett Van Buskirk, Product Marketing
David St. Geme, Product Manager

Key Executives



Nima Ghamsari, CEO
Eugene Marinelli, CTO
Erin Collard, CFO

Key Investors



Blend is backed by Peter Thiel, Andreessen Horowitz, Formation 8, Lightspeed, Max Levchin, Hans Morris, and other leading venture investors.

Key Customers/Clients



Blend has partnered with more than 20 of the industry's business and innovation leaders. At this time, Blend, as a completely white-labeled solution, is deployed at 4 of the Top 20 Lenders, including 2 of the Top 5 Banks. It has made public announcements on product deployments with Movement Mortgage, RPM Mortgage, NOIC/Concord, Opes Advisors, Mason-McDuffie, and Guardian Mortgage.
Learn More
capsilon.com


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Who We are



Capsilon transforms the speed and economics of the mortgage production process. The cloud-based Capsilon digital mortgage platform leverages intelligent process automation to transform the mortgage production process into a modern digital mortgage factory. Capsilon makes it possible to deliver quality mortgages at the highest velocity with a new cost structure.


Four Questions for Capilson:




What Makes Your Product Great?



Only Capsilon gives mortgage originators, correspondent lenders, and servicers a disruptive advantage by making it possible to deliver quality mortgages at the highest velocity with a new cost structure.


What Key Challenge Does It Solve?



Increases the velocity of loan production with Intelligent Process Automation; Accelerates file intake and setup with automated document recognition, naming and indexing; Speeds underwriting and improves accuracy with checklist automation; Optimizes workflow and eliminates time-consuming back and forth with collaborative workspaces; Automation improves quality and dramatically reduces personnel-related production costs


Best Success Story?



A major national mortgage originator decreased its retail loan setup time by 80 percent with automated loan intake and setup. The same originator uses the Capsilon TPO Portal with automated required documents generation and verification to reduce the time it takes to get to a complete, accurate broker submission by 50 percent, increasing broker satisfaction and pull-through rate.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Powering the Digital Mortgage Factory


Presenter



Ted Hicks, Director of Product Management

Key Executives



Sanjeev Malaney, CEO
Jim Obsitnik, COO
Greg Marek, CMO

Key Investors



Francisco Partners

Key Customers/Clients



More than 150 innovative mortgage companies, including 2 of the 10 largest mortgage lenders in the United States
Learn More
cloudvirga.com


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Who We are



Founded by mortgage experts, cloudvirga™ is revolutionizing mortgage origination by building intelligence into the digital mortgage. Cloudvirga’s Enterprise point-of-sale (POS) platforms go beyond just taking an application — they automate tasks traditionally performed by operations to cut costs, improve the customer and loan officer experience and deliver business insights across the origination process.


Four Questions for Cloudvirga:




What Makes Your Product Great?



Cloudvirga does more than just take applications. Our intelligent platforms perform complicated back-office tasks to establish loan quality at the point of sale, so downstream operations are more efficient. Founded by recognized industry leaders and grown at a top US lender, cloudvirga doesn’t just build pretty apps — we understand that mortgage processing is complicated and the consequences of non-compliance are expensive. That’s why so many top lenders trust cloudvirga.


What Key Challenge Does It Solve?



Cloudvirga is bringing the promise of tomorrow’s digital mortgage to lenders today by building intelligent point-of-sale (POS) platforms with a maniacal focus on cutting costs, shortening time to close and increasing transparency. With cloudvirga, lenders can increase borrower self-service, get borrower commitment faster, close loans faster and cheaper, simplify compliance and increase business insights.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Reimagining the mortgage industry


Presenters



Kyle Kamrooz, Co-Founder
Brett McCracken, SVP of Sales & Business Development

Key Executives



Michael Schreck- CEO
Kyle Kamrooz- Co-Founder
Brett McCracken-SVP of Sales
Mark Attaway- CIO

Key Investors



The Blackstone Group, Upfront Ventures, Tribeca Angels and Dallas Capital

Key Customers/Clients



Freedom Mortgage, Skyline, Finance America
Learn More
www.docitt.com


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Who We are


Docitt was founded by mortgage veterans who are passionate about creating a simpler, smarter, and safer lending process for mortgage lenders by eliminating manual tasks, paper and other pain points in today's loan process. Our goal is to enable unprecedented data transparency and efficiency - paving the way to the future of lending.


Four Questions for Docitt:




What Makes Your Product Great?



Our product solves key challenges for mortgage lenders at the point-of-sale (POS). With this thought in mind, we focus on how the data and documents of the loan file are sourced, aggregated, processed, audited, and securely transferred to the buyer and servicer of the mortgage. We enable you to originate more loans - faster and cheaper - while improving their loan quality at the same time.

Docitt's technology integrates with your loan operating system (LOS) to support your current workflow and is fully customizable to the way you do business.


What Key Challenge Does It Solve?



Docitt is the bridge from outdated legacy technology to a future of a secure and fully digital mortgage experience.

Our direct integration with third party vendors and consumers' digital data enables lenders to obtain data directly from the source. With automation, tax returns, pay stubs, W2 forms, and bank statements are delivered instantly. Multi-layered authentication and encryption technology enable borrower information to remain secure.


Best Success Story?



"I thought a consumer portal was going to make the loan process less personal, but it actually allowed me to focus more on borrowers' needs and spend more time on cultivating relationships with the realtor. The Docitt product is truly a game changer!" - 20-year, Loan Officer


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Simpler, Smarter, Safer Lending


Presenter



David Kawata, Founder & CEO

Key Executives



David Kawata, CEO
Learn More
www.docmagic.com


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Who We are



DocMagic is the leading provider of eSign, eDelivery, eVault and eClosing solutions for the mortgage industry, integrating all the necessary components of a seamless, end-to-end, eMortgage. Our collaborative closing portal offers automated TRID compliance, digital document generation and delivery. Our compliance team consistently monitors regulatory changes to ensure accuracy.  

SmartCLOSE™ is a collaborative closing portal that features a secure environment where lenders and settlement service providers can share, validate, audit, track and collaborate on documents, data, and fees — all in real time.


Questions for DocMagic, Inc.:




What Makes Your Product Great?



SmartCLOSE™ is a collaborative closing portal that features a secure environment where lenders and settlement service providers can share, validate, audit, track and collaborate on documents, data, and fees — all in real time.  Each party is using the same data at any given time which prevents the inaccuracies, omissions and compliance risks that arise when lenders and settlement service providers rely on manual, paper-based processes to share and deliver information.

In short, SmartCLOSE™ consolidates a multi-step, time consuming and risk-prone manual process into a secure, streamlined one-stop shop with integrated eDelivery of borrower and seller closing disclosures, integrated instant messaging and chat capabilities, automated event and audit logging, and continuous compliance and TRID tolerance monitoring.


What Key Challenge Does It Solve?



Traditionally, communication between lenders and settlement service providers has been fragmented, with information being exchanged among numerous disparate parties via various manual methods like faxes, phone calls and emails. Due to the sheer number of people involved, and frequency of information changes, this process has traditionally required numerous back-and-forth, often overlapping, communications. As a result, the process held an inherent risk of security breaches, errors and delayed or missing information, leading to a high rate of delays, errors and post-closing issues. 

SmartCLOSE™ solves these issues by providing a secure portal where lenders and settlement service providers can not only share, validate, audit, track and collaborate on documents, data and fees in real-time, but can also electronically deliver the closing disclosure to the borrower while submitting the resulting UCD file, containing both borrower and seller data, to the GSE of their choice.   


Best Success Story?



Archwell Solutions, LLC searched for collaborative portal to coordinate fees, audit and share data and documents in real time prior to closing.

They chose DocMagic's SmartCLOSE™ collaborative closing solution because "it had the cleanest functionality and delivered a great user experience" says James Luisi, CIO/CTO. The continuous compliance and TRID tolerance monitoring was key, and ultimately the SmartCLOSE™ platform expands into other offerings. SmartCLOSE™ offers cutting-edge, intuitive and process-friendly design that stands among the competition.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Synchronize your mortgage process.


Presenters



Tanya Brennan, eService Product Specialist, DocMagic, Inc
Michael Morford, Director of Product Development, DocMagic, Inc

Key Executives



Dominic Iannitti, President & CEO
Gavin T. Ales, Chief Compliance Officer
Melanie Feliciano, Chief Legal Officer

Key Investors



DocMagic is a privately held company.

Key Customers/Clients



North State Bank, RanLife, Bank of New York, Mid-America, Texas Capital Bank
Learn More
www.docusign.com


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Who We are



DocuSign® is changing how business gets done by empowering anyone to transact anytime, anywhere, on any device with trust and confidence. DocuSign enables organizations of every size, industry and geography to make every decision, approval, workflow and signature fully digital.


Questions for DocuSign:




What Makes Your Product Great?



Digital mortgage, on your terms. DocuSign Digital Closing is a flexible solution to fit the needs of your business and your customers by integrating with existing systems. Accelerate time to close and decrease costs with hybrid or full digital closings all while staying compliant in a highly-regulated industry.


What Key Challenge Does It Solve?



DocuSign Digital Closing decreases processing, paperwork, mailing costs and time to close, while increasing data quality and enabling lenders to provide an exceptional closing experience for borrowers.


Best Success Story?



A leading global financial services company, Citibank was eager to maintain leading edge digital offerings while organizing their process and staying compliant. Partnering with DocuSign resulted in a 40% reduction in error rate and a 99% improvement in turnaround time for certain documents. Enabling lenders to improve borrower experience and stay innovative in a highly-regulated industry, DocuSign is the fast, easy way to securely close without the paper.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Choice. Experience. Trust.


Presenters



Jen Zagofsky, Director, Product Management
Christopher Chiou, Director, Strategy & Emerging Businesses

Key Executives



Dan Springer, CEO
Scott Olrich, Chief Strategy and Marketing Officer
Reggie Davis, General Counsel & Chief Legal Officer
Tom Casey, SVP, Engineering

Key Investors



SAP, Google, Microsoft, Salesforce, Frazier Technology Ventures

Key Customers/Clients



Bank of America, Citi, LoanDepot, and Guaranteed Rate.
Learn More
elliemae.com


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Who We are



Ellie Mae (NYSE:ELLI) is the leading cloud-based platform for the mortgage finance industry. Ellie Mae’s technology solutions enable lenders to originate more loans, reduce origination costs, and shorten the time to close, all while ensuring the highest levels of compliance, quality and efficiency.


Four Questions for Ellie Mae:




What Makes Your Product Great?



Only a few decades ago, it was possible to get a home mortgage with little more than good credit and a handshake. For most homebuyers, the process was simple and direct and getting the keys to their new home was a positive experience, indicative of achieving the American dream.

Due to ever-increasing regulations, enacted in response to the financial meltdown, the mortgage business fundamentally changed, and the process of getting and originating a home mortgage has become a lot more complicated, costly and stressful. For lenders, the continuously changing regulations mean more scrutiny, more paper and more time ensuring compliance. The total cost of originating a loan has skyrocketed, putting more pressure on lenders while squeezing their profit margins.

And for homebuyers, the process hasn’t been much better. Endless paperwork and signatures, poor visibility into where they are in the process, the stress of making one of the largest purchases in one’s life.

Couple this with a new generation of homebuyers, 79 million potential millennial customers entering the market for the first time. This generation is more diverse and better educated than ever before. They also have unprecedented access to information and expect services to be high tech AND human touch. While they’ll conduct the bulk of their research online, they still desire human interaction at critical points in the home-buying process.

While millennials are crossing the threshold to homeownership, the power of baby boomers and generation Xers can’t be overlooked. More than 48 million American households are headed by someone 55 or older. That’s about 42% of homes nationwide.

These homebuyers share one thing. They don’t dream about a mortgage. They dream about a home.

Enter Ellie Mae’s cloud-based platform for the mortgage finance industry. Our technology solutions help lenders originate more loans, lower origination costs and shorten the time to close. Our solutions are innovative so lenders can deliver the high-tech service with the human touch homebuyers expect with the efficiency, quality and compliance synonymous with the Ellie Mae name. Our platform connects a community of partners and developers who can innovate, extend, integrate and build new capabilities in the cloud. And our technology is delivered by passionate employees focused on customer success and innovation, so lenders can unlock new doors and deliver the American Dream of homeownership.

Our goals are simple:
  • To help fund more loans through a better consumer engagement model and greater service differentiation.
  • To help lower costs of origination by removing friction from the process and introducing technology to gain efficicies.
  • To help close loans faster, whenever and wherever.
  • To give our connected community the ability to participate in the innovation.
  • And to help lenders make better decisions faster, using data and insights.

Ellie Mae is the technology powering the American Dream.


What Key Challenge Does It Solve?



Helps lenders of all sizes fund more loans through a better consumer engagement model and greater service differentiation. Helps lower costs of origination by removing friction from the process and introducing technology to gain efficiencies. Helps close loans faster, whenever and wherever. Helps lenders make better decisions, using data and insights.


Best Success Story?



Academy Mortgage experienced improved efficiency and loan quality, more effective pipeline management, improved customer experience and complete compliance thanks to their use of Ellie Mae's Encompass, all-in-one mortgage management solution. Dan Richards, EVP of Technology at Academy Mortgage said, "We're very excited about having the ability to build experiences on top of Encompass. Because it is so customizable, we can apply some of the best practices customers are coming to expect in this industry, basaed on their interaction with the Facebooks and Googles of the world, to shape what we believe that borrower experience should be."


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Technology Powering the American Dream


Presenters

  • Jonas Moe, Senior Vice President, Market Strategy, Ellie Mae
  • Jan Hawley, Vice President, Product Marketing, Ellie Mae

Key Executives

  • Jonathan Corr, President and CEO
  • Matt LaVay, CFO
  • Cathleen Schreiner Gates, EVP, Sales and Marketing
  • Pete Hirsch, EVP, Technology and Operations
  • Joe Tyrrell, EVP, Corporate Strategy
  • Melanie Simpson, EVP, Human Resources
  • Brian Brown, General Counsel
Learn More
www.equitynationaltitle.com


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Who We are



With Equity National Title, you're going to have a different kind of experience—one where you're secure and supported and leave with a smile on your face. That's because the focus here is on the customer. Whether you're a homeowner, lender or realtor, our goal is to create an awesome experience for everyone at the closing table.


Questions Equity National Title:




What Makes Your Product Great?



Our mission is 'closings done right' for all participants, in particular for borrowers and lenders. Eways was developed to help lenders accurately determine which type of e-closing is achievable for their borrower at the point of sale, enabling lenders to not only use that information as a selling point but also to help them streamline their processes leading to and from the closing.


What Key Challenge Does It Solve?



Lenders want to execute on e-closing strategies but hesitate because they are not certain where and how they can do so due to a lot of conflicting information. They love the idea of an improved borrower experience and receiving an error-free closing package to streamline their post-closing processes, but do not have confidence in where and how they can execute, leading to great frustration. Our tool eliminates that uncertainty and enables lenders to now choose - with confidence -- where and how to execute their strategy. Additionally, as more states and counties come online to enable some or all forms of e-closings, our tool will be the most up-to-date source of that information.


Best Success Story?



A customer was lining up his operation to initiate their first remote e-closing on a VA property, and contacted us to be prepared. He dialed into the tool, and discovered -- to his shock -- that the property was ineligible for not only a remote e-closing but also a full e-closing because our tool showed the county was not accepting e-recordings. It saved him from being embarrassed with his borrower.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



eways: e-Closings done right!


Presenter



James K. O'Donnell, Esq., President

Key Executives



James K. O'Donnell, Esq., President

Key Investors



Privately owned

Key Customers/Clients



Suntrust Mortgage; Digital Federal Credit Union; Embrace Home Loans; Mortgage Lenders of America; JG Wentworth
Learn More
fanniemae.com


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Who We are



Fannie Mae serves the people who house America. We provide access to affordable mortgage financing in all markets at all times. We aspire to be America's most valued housing partner, and we are moving forward with our partners to build a stronger, safer, more efficient housing finance system.


Four Questions for Fannie Mae:




What Makes Your Product Great?



Fannie Mae is committed to driving innovation that makes mortgage lending simpler, more efficient and less costly for our partners, enabling them to deliver affordable, safe and sustainable opportunities. We’re focused on helping reimagine what it means to create a mortgage. With the introduction of the eMortgage Tool, a first-of-its-kind digital application, lenders are now able to compare their current paper mortgage costs versus implementing eMortgages to help quantify potential benefits of adopting an eMortgage solution


What Key Challenge Does It Solve?



Borrower expectations about the ease and speed of the mortgage experience are changing, resulting in lenders needing to deliver an improved lending experience. But change can be costly, and lenders must first assess the business and financial implications before adopting a new process or solution. The eMortgage Tool helps address this need by assisting lenders in evaluating and quantifying the benefit of a digital mortgage process versus traditional paper mortgages. By providing insight into potential operational efficiencies, risk reduction, and customer advantages derived from adopting an eMortgage strategy, lenders are able to transform their business with more certainty.


Best Success Story?



Recently, the team leveraged the eMortgage Tool to support an engagement with a key industry stakeholder. The tool provided valuable insights and helped articulate key components of the eMortgage value proposition that are now shaping their path forward. We continue to work with key stakeholders to support strategic projects that help drive eMortgage solution adoption, and look forward to sharing more insight during the conference.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Explore possibilities to transform your business


Presenters



Key Executives


  • Tim Mayopoulos, President and Chief Executive Officer
  • Andrew Bon Salle, Executive Vice President, Single-Family Business
Learn More
www.finlocker.com


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Who We are



FinLocker is a secure financial data and analytics platform that reduces costs and speeds up the loan approval process by electronically capturing (paperless) AND analyzing borrower data such as employment, income, assets, credit, taxes and other information with its rules engine and algorithms that automates much of what processors and underwriters do today. FinLocker complements Day 1 Certainty and provides optional comprehensive insurance for the manufacturing of a mortgage loan.


Questions for FinLocker:




What Makes Your Product Great?



The FinLocker platform is built for lenders to reduce costs and turn times by retrieving and analyzing borrower financial data from the source. FinLocker's patented technology and analytics automate much of what processors and underwriters do manually today. FinLocker is also architected to be a re-usable financial locker for mortgages, auto loans, student loans, consumer loans, small business loans, and other financial transactions.


What Key Challenge Does It Solve?



Lenders today recieve a lot of documents but not enough machine processable financial data. Gathering and analyzing the documents and data is still manually intensive and increases turn times. FinLocker obtains machine processable data from the source and applies its business rules and algorithms to analyze the data to bring cost efficiencies and faster turn times for the lender.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Reduce lender costs and turn times


Presenters



Peter Esparrago, CEO & Co-Founder
Bryan Garcia, CTO

Key Executives



Barry Sandweiss, Co-Founder
Tim Stern, Co-Founder
Peter Esparrago, CEO & Co-Founder
Bryan Garica, CTO
Mike Atwell, VP Sales
Bob Hoffman, VP Customer Success

Key Investors



Cultivation Capital; Co-Fouders
SixThirty FinTech Accelerator
Missouri Technology Corporation
United Missouri Bank

Key Customers/Clients



Delmar Financial, Evergreen Home Loans, Christensen Financial, Silverton Mortgage, Cherry Creek Mortgage
Learn More
www.fiserv.com/loancomplete


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Who We are



LoanComplete from Fiserv accelerates the loan manufacturing process with OCR and data comparison engines that automate reviews between system data and the content found on documents. LoanComplete helps ensure data accuracy and consistency across documentation and lending processes while supporting a complete and trackable audit record.

LoanComplete™ from Fiserv automates mortgage loan processing and servicing tasks, giving originators and servicers greater control and helping streamline critical loan processes to improve data quality, compliance, profitability and business operations.


Questions for Fiserv:




What Makes Your Product Great?



LoanComplete complements any loan origination or servicing system with market-leading technology that helps lenders automate critical processes to accelerate loan processing, achieve better data and document quality and address ever-changing, demanding compliance regualtions. The reults include higher borrower satisfaction, increased staff productivity and lower cost and risk.


What Key Challenge Does It Solve?



Originators typically perform manual data entry and stare-and-compare data quality checks to ensure they manufacture accuarate and salable loan packages. They also face demanding compliance audit processes to address regulations like TRID, to avoid CFPB penalties, fines, cures and buy-backs. Servicers typically perform manual data entry and quality checks from loan packages they receive. All these manual processes are error-prone, time-consuming and risky. They increase risk of loan defects, slow down the origination or servicing process and affect borrower and customer service and satisfaction.


Best Success Story?



A large Midwest bank was challenged with a time-consuming, costly and error-prone manual process for loan boarding new loans into their servicing system. This manual process took on average six hours per loan. With LoanComplete, they now process their loans at the rate of one loan every 45 minutes. This is a staggering productivity increase of 800% while significantly reducing operating costs.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Lending @ the Speed of Life


Presenter



Gregg Lehman, Sr. Product Manager

Key Executives



Jeffrey Yabuki, CEO
Learn More
formfree.com


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Who We are



Founded in 2008, FormFree® is an award-winning provider of revolutionary lending technologies that are setting new industry standards for simplicity and safety. Leading lenders trust FormFree’s automated verification solutions to streamline the loan origination process and provide better intelligence on borrowers’ ability to repay. Our customers include mortgage bankers, financial services firms, credit card companies, payroll service companies and crowd-funding service providers.


Four Questions for FormFree:




What Makes Your Product Great?



FormFree was founded by lending experts who are obsessed with making loans simpler and safer for everyone involved.

Through strategic data partnerships with Equifax®, LexisNexis®, IBM Watson and more than 400 financial institutions, FormFree delivers unmatched intelligence on borrower loan eligibility and Ability to Pay™ that's trusted by leading lenders and investors.


What Key Challenge Does It Solve?



What we stand for is in our name: freedom. We want to free borrowers and lenders from forms, long, drawn-out processes and outdated lending practices that were made for an analog world.


Best Success Story?



Last October, Fannie Mae introduced its groundbreaking Day 1 Certainty™ initiative, a program that extends protection from buyback risk to lenders who validate loans using the agency's Desktop Underwriter and Collateral Underwriter tools. The agency named FormFree® its first designated vendor for asset verification through Desktop Underwriter — a testament to FormFree's trustworthiness and commitment to excellence. Over the next several months, lenders signed up for Day 1 Certainty — and for FormFree's AccountChek® asset verification app — in droves. In mid-2017, Guaranteed Rate reported that AccountChek was enabling the company to close mortgages between 5 and 10 days faster than its previous average. This astounding achievement was echoed in similar reports from Fannie Mae and other AccountChek clients. FormFree's Passport™, launching in late 2017, is fully expected to move the needle on loan cost and time-to-close even further.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



The future of digital lending


Presenters



Key Executives


  • Brent Chandler, Founder & CEO
  • Ann Fulmer, Chief Strategy & Industry Relations Officer
  • Chris Martin, Business Development Executive
  • Holt Butler, Product Specialist
Learn More
www.homecaptain.com


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Who We are



Home Captain is the premier solution for helping lenders convert 5x more on their purchase customers. Through our patent-pending no-poach business model, our nationwide network of 7,000+ Realtors, and our white glove service, we are able to help lenders increase conversion rates, improve service scores, and develop a best in class experience for their borrowers.


Questions for Home Captain Realty:




What Makes Your Product Great?



We have a direct integration into Velocify where connecting a purchase customer with one of our real estate agents is as easy as a push of a button!

We write back data into your Velocify so you will always know the status of your borrower and your loan officers will never have to download another app or sign into another account again. Start converting more deals today!


What Key Challenge Does It Solve?



We found that when lenders buy leads online and prequalify the customer for a loan, the customer will likely go find a real estate professional to start their home search. The real estate agent already has established relationships with their local lender and will encourage the customer to use their local lender rather than stay with the lender that gave the customer the initial prequalification.

This is reflected in a marketing study which showed that most online lenders will close on 2-4% of their online generated leads. However, 20-30% of all home buyers who fill out a mortgage application will end up with a funded loan after 180 days. Lenders are losing out on a significant amount of their customers and this is where Home Captain comes in.

Captain is a patent-pending, no-poach business model. We've assembled a network of 7,000+ real estate agents who have agreed not to interfere with the existing lending relationship. We keep in touch with the customer and help nurture them until they close on a home.

Our solution provides live reporting, email and text based updates back to the loan officer, and an easily integration process into lender's CRM/POS (Velocify, Salesforce, Roostify, etc), and we have white-glove service to hand hold the home buyer through the home buying process.


Best Success Story?



Within 4 months of using Home Captain we were able to increase the pre-qual to fund rate by 90% for our partner’s LendingTree leads.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Convert 5X more purchase customers


Presenter



Grant Moon, CEO & Founder

Key Executives



Grant Moon - CEO & Founder
Cindy Clarke - VP of Operations

Key Investors



Second Century Ventures - National Association of Realtors
John J. Brown -Former Head of WMA/IB Securities Partnerships and Middle Markets Division of UBS Wealth Management Americas
John Ason - Early stage investor of over 60 companies including Jet.com

Key Customers/Clients



NBKC, NASB, Cardinal financial, Sebonic, First Choice
Learn More
LBAWare.com


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Who We are



LBA Ware™ is a software company transforming the way lenders work together to make the American dream of homeownership a realty. By providing the promise of integrated systems, automated processes and eliminated inefficiencies, our software applications automate manual business processes, empowering lenders to maximize their productivity and operational efficiency.


Four Questions for LBA Ware™ :




What Makes Your Product Great?



To digitize a process effectively, the developer must understand both the process and programming. The longevity of LBA Ware’s solutions lies in founder Lori Brewer’s extensive background in the mortgage industry, allowing her to intuitively avoid pitfalls and produce an end-product that leverages automation and system integration to ease the pain points of repetitive manual workflow.

Today, mortgage companies of all sizes, including many of the nation’s top lenders, are using CompenSafe to manage their LO and operations compensation calculations. In 2016, the system handled nearly $400 million in payroll transactions associated with more than 185,000 completed loans, which accounted for $41.7 billion in loan origination volume. Nearly 8,500 unique compensation plans were created and managed within the system last year, and the average cost per loan for the lender decreased from $8.76 in 2014 to $5.36 in 2016. In total, CompenSafe has calculated over $1 billion in compensation.


What Key Challenge Does It Solve?



Offering creative compensation plans is key to attracting and retaining top LO talent. However, being flexible also increases the number of compensation plans that HR/payroll teams must manage each pay period. Many lenders are still using spreadsheets to calculate and track compensation, resulting in a fragmented, complicated process fraught with inefficiency and risk. By automating this process with CompenSafe, lenders eliminate both while also gaining unprecedented insight into profitability and performance at a branch- and staff-level.


Best Success Story?



After successfully deploying CompenSafe to automatically calculate commissions and bonus compensation throughout its 130 retail branches, Houston-based Envoy Mortgage decided to leverage the platform as a comprehensive branch management tool. The result? Unparalleled insight into branch performance and profitability and a platform that has allowed them to implement metric-driven practices across all their branches.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Listen, solve problems, build trust.


Presenters



Lori Brewer, President and Founder
Matt Marshall, Solutions Consultant

Key Executives



Lori Brewer, President and Founder
Finn Klemann, Director of Business Development
Lucy Skelton, CFO
Lisa Birmingham, DevOps Manager
Kelley Mangel, Marketing Manager

Key Investors



LBA Ware is completely self-funded through its professional services and custom software.

Key Customers/Clients



PrimeLending, A PlainsCapital Company; Fairway Independent Mortgage Corporation; Envoy Mortgage; Movement Mortgage; Churchill Mortgage
Learn More
www.loanbeam.com


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Who We are



LoanBeam is the standard in automated income calculation technology for consumer mortgage companies. We combine big-data partnerships, advanced scanning technology, and patented algorithms to reduce multiple streams of income into a single, easy-to-read, electronic output document. LoanBeam saves lenders time and money while improving accuracy and process flow.

LoanBeam’s Qualified Income Calculator uses Optical Character Recognition to analyze IRS tax documents, calculating qualifying income for consumer mortgage borrowers. LoanBeam’s technology reduces any tax package — regardless of size and complexity — down to a single, easy-to-read digital output, replacing the need for manual forms and reducing the burden of physical documents.


Questions for LoanBeam:




What Makes Your Product Great?



Our employees make our product great. Our product makes our company great.


What Key Challenge Does It Solve?



LoanBeam saves our clients time and money by automating and standardizing the calculation of a borrower's Qualifying Income for a mortgage application.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Income calculation made simple


Presenters



Kirk Donaldson, President/CSO
Roby Robertson, Marketing and Devlopment Manager

Key Executives



Kirk Donaldson, President/CSO
Jerry Melia, COO
Gurleen Randhawa, CTO
Sri Gajjala, CPO
Tim Cox, CAO

Key Customers/Clients



Freedom Mortgage
Caliber Home Loans, LLC
loanDepot, LLC
Guaranteed Rate LLC
Fairway Independent Mortgage Corporation
Learn More
www.loanscorecard.com


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Who We are



LoanScorecard™ is a leading provider of automated portfolio underwriting and loan pricing solutions designed to meet today’s regulatory challenges. The company’s Portfolio Underwriter™ streamlines portfolio mortgage underwriting, eliminating manual processing and producing consistent, unbiased and documented underwriting decisions in seconds to satisfy fair lending compliance. For more information, visit loanscorecard.com.



Questions for LoanScorecard™:




What Makes Your Product Great?



One of the best ways for lenders to demonstrate their commitment to fairness and compliance is to use a consistent, automated underwriting system (AUS) that can assure the proper application of their credit policy and create loan-level transparency of approval criteria. Yet agency AUSs cannot reflect the underwriting guidelines of lender’s specific portfolio programs. That’s why LoanScorecard developed Portfolio Underwriter. Portfolio Underwriter provides lenders with control of their credit risk profile and documentation requirements. It also provides originators and underwriters with a unique, in-depth findings report, as well as a detailed underwriting analysis based on the lender’s specific credit policies and criteria.


What Key Challenge Does It Solve?



Manually underwriting portfolio loans is time consuming, prone to human error (which can be seen as bias), and exposes lenders to Fair Lending violations. Portfolio Underwriter allows lenders to analyze loan data based on their unique specifications, making it easier for them to be competitive on the financial stage while ensuring safety and soundness in their mortgage operations. It streamlines portfolio (i.e., non-agency) mortgage underwriting—eliminating manual processing and ensuring that loans are approved and documented to satisfy Fair Lending requirements.


Best Success Story?



According to Gerron Dover at Cascade Financial Services, "LoanScorecard’s Portfolio Underwriter works seamlessly with our LOS, was relatively quick and inexpensive to get set up, and provides us with the efficiency we need to offer our portfolio loan products on a more expanded scale. It also provides us with the ability to quickly revise system parameters as we get more experience with our new loan products, and our lending guidelines evolve over time."


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Solutions for compliant, intelligent lending


Presenter



Nancy Early, Regional Sales Executive

Key Executives



Ben Wu, Executive Director

Key Customers/Clients



Cascade Financial Services, Central Pacific Bank, ACC Mortgage, New Penn Financial, Caliber Wholesale
Learn More
maticinsurance.com


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Who We are



Matic is the best way for your borrowers to get homeowners insurance. In as little as 30 seconds, Matic provides insurance quotes from the top brands in insurance, like Nationwide and Liberty Mutual, directly on your consumer portal or LOS. Licensed in all 50 states, Matic is your one stop shop for homeowners insurance.


Four Questions for Matic Insurance:




What Makes Your Product Great?



Matic was built from the ground up to help lenders meet the demands of the changing mortgage industry.  We compliantly streamline the way consumers obtain homeowners insurance. By integrating directly with multiple carriers, we automatically shop and compare quotes from 10 of the top nationally recognized insurance carriers. This helps lenders reduce costs, close loans faster, and provides the best experience for borrowers.


What Key Challenge Does It Solve?



Home insurance is required on every loan and mortgage regulations require your borrowers receive choice. By integrating with top-rated insurance carriers, Matic’s technology allows borrowers to choose from multiple carriers and bundle auto coverage across all 50 states. This keeps lenders compliant, provides more coverage for borrowers, and allows lenders to have one insurance partner to handle their pipeline.


Best Success Story?



Jessica, a nurse in Nevada was working two jobs to make ends meet. To lower her monthly expenses, she tried to refinance her house. However, her annual insurance costs pushed her over DTI eligibility requirements. With a click of a button and 30 seconds, Matic compared multiple insurance carriers finding Jane $2,700 dollars in savings per year. She ended up refinancing her home, lowering her monthly payments, and she even quit her second job.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Effortless insurance for your home


Presenters



Aaron Schiff, CEO
Ben Madick, VP & Co Founder

Key Executives



Aaron Schiff, CEO

Key Investors



Freedom Mortgage

Key Customers/Clients



Freedom, Academy, American Financial Network, Veritas, Roundpoint
Learn More
www.mercuryvmp.com


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Who We are



Mercury Network is a valuation technology and appraisal management platform company, providing the software used by nearly 1,000 emerging and medium-sized mortgage lenders and appraisal management companies (AMCs) to manage their collateral valuation operations.


Three Questions for Mercury Network:




What Makes Your Product Great?



Whether you use AMCs or appraisers, order simple residential appraisals, or require multiple vendor bids on complex commercial assignments, Mercury's web-based platform helps customers connect to vendors and manage collateral risk. With more than 185 AMCs ready to accept your orders via Mercury, or more than 35,000 appraisers already on Mercury -- customers have the opportunity to leverage our network or import their own into our system solutions. Constant innovation is part of who we are, and we can help tailor collateral risk operations to best suit our customers business goals.


What Key Challenge Does It Solve?



Mercury Network helps lenders and AMCs handle compliance and market challenges while keeping expenses down, reducing risk and managing workflow. Our technology solutions address collateral valuation issues we all face, including: appraiser shortages, achieving shorter appraisal turn-times, minimizing operational costs and overall appraisal completion times.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



To be your favorite technology partner.


Presenter



Mark Hopkins, Director of National Sales

Key Executives



Jennifer Miller, President of Mercury Network

Key Investors



CoreLogic (Owner)
Learn More
motivitysolutions.com


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Who We are



Motivity Solutions offers robust mortgage business intelligence that provides instant access to information from multiple data sources to help forecast and monitor performance. Motivity delivers real-time analytics, enabling lenders and servicers to proactively manage operations through key performance indicators, scorecards, executive and employee dashboards, and on-demand dynamic reporting. Using Motivity, clients can increase operational efficiency, reduce risk and improve overall performance.


Questions for Motivity Solutions:




What Makes Your Product Great?



Motivity is the leading provider of mortgage business intelligence (MBI) products and services. Our award-winning platform is the leading MBI platform used by more than half of the nation’s top lenders for cultivating data-driven profit growth. It features targeted, prebuilt solutions, as well as a configurable toolset that enables lenders to monitor operational metrics in real-time to ensure process stability or to pinpoint inefficiencies that adversely affect production. With access to more current and reliable information, lenders can make data-driven decisions that lead to sounder management, better forecasting and sustainable profitability.


What Key Challenge Does It Solve?



Motivity leverages existing data from any loan origination system to drive behavior and provide powerful insights into the lending process. It increases the speed and agility of the decision-making process throughout the loan lifecycle. Motivity clients use our system to: Promote pipeline transparency, support workflow accountability, increase speed and accuracy, and empower employees at all levels to make better business decisions.


Best Success Story?



Motivity helped 1st Priority Mortgage improve operations by exhibiting live dashboards on wall monitors providing constant visibility into how work was tracking relative to established performance targets. Wanting to instill a sense of ownership and excitement in operations, 1st Priority achieved this goal: cheers can regularly be heard erupting from operations when goals are met, and people regularly take ‘selfies’ of themselves standing next to their live metrics on the wall.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Culture Changing Technology


Presenter



Kerry Caldwell, National Director of Sales, Motivity™ Solutions, Enterprise Business Intelligence Division, Black Knight
Jon Maynell, Vice President of Client Services, Motivity™ Solutions, Enterprise Business Intelligence Division, Black Knight

Key Executives



Tyler Sherman, Managing Director

Key Investors



Black Knight Financial Services

Key Customers/Clients



Alterra Home Loans, AnnieMac Home Mortgage, Cornerstone Home Lending, Diamond Residential, Equity Prime
Learn More
www.nexgenhbm.com


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Who We are



Nexgen HBM is a full-service business development and technology company on a mission to help lenders create business at the intersection of real estate, lending, technology and people.


Questions for NexGen:




What Makes Your Product Great?



HomeScout® National MLS for Lenders. Our nationwide search platform; your brand.

Our proprietary national MLS, HomeScout®, has created a disruptive trend in the lending and real estate industries. HomeScout is the only nationwide search site with 100% MLS listings. Our lender branded ecosystem enables lenders to capture buyers prior to their point-of-sale. Our predictive analytics and immersive experience, captures and incubates buyers through all of their future real estate transactions.


What Key Challenge Does It Solve?



With HomeScout, buyers receive the most accurate data available, in a private and secure environment where their personal data is never sold. Our Lender partners are branded through every step of the home search process, and receive real-time reporting from the HBM Dash® to efficiently increase conversion rates and mortgage origination volume


Best Success Story?



One lender client, leveraging our market share acquisition strategies, closed 14,242 additional source coded loans in 2016 for a one year ROI of 562%. In addition, they currently have over 90,000 buyers still shopping on HomeScout National MLS.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Simple. Personal. Powerful.


Presenters



Steve Polston, Founder, CEO
Jeff Colville, Senior Division Manager

Key Customers/Clients



Quicken Loans
Fairway Independent Mortgage
Eagle Home Mortgage
Cherry Creek Mortgage
Cornerstone Home Lending
Learn More
notarize.com/business/mortgage


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Who We are



Notarize is a platform that allows businesses and individuals to collect and notarize documents anywhere, anytime online. The notarization industry hasn’t kept pace with the changing needs or expectations of consumers and businesses. Notarize is improving the way we execute over 1.2 billion transactions annually, including antiquated processes like closing on a home.


Four Questions for Notarize:




What Makes Your Product Great?



Notarize is modernizing the mortgage industry by allowing consumers the ultimate flexibility to close their mortgage loan anywhere, at any time. We've made notarization effortless while being more effective!


What Key Challenge Does It Solve?



Despite all of the innovation occurring on the front-end of the mortgage process, the closing process is stuck in the Dark Ages. This is the last mile of the home buying process and it’s also the most painful. Borrowers have to schedule a closing and travel to meet an agent in person. Paper processes result in significant delays and errors, a bad customer experience, and additional cost and backlogs post-closing. By allowing borrowers to close on their desired location and time, all online, consumers can realize the dream of getting into their home faster.


Best Success Story?



We've helped small businesses get access to financing faster with our partner Seek Business Capital. Every loan Seek grants to their customers requires a notarization. Many of the loans are a lifeline for the small businesses. With Notarize, Seek has been able to reduce the time it takes to get these notarized documents back from days to minutes.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Closing mortgages online, anytime, anywhere.


Presenters



Pat Kinsel, Founder and CEO
Adam Pase, Co-Founder and COO

Key Executives



Pat Kinsel, CEO
Adam Pase, Co-Founder and COO
Jennifer Parker, GM of Digital Mortgage Solutions
Dan Mazmanian, VP of Sales

Key Investors



Polaris Partners
Fifth Wall
Ludlow Ventures
Founders Fund

Key Customers/Clients



United Wholesale Mortgage
iPostal1
Mid America Mortgage
Seek Business Capital
Lenda
Learn More
www.promontech.com


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Who We are



PromonTech has a vision of a mortgage industry that is transparent, efficient and understandable for borrowers, lenders, regulators and investors. We’re creating that future right now, with technology that lenders and consumers can use collaboratively, using accessible, auditable and accurate loan transaction data.


Four Questions for PromonTech:




What Makes Your Product Great?



Our team demonstrates the value of matching deep mortgage sales and operations expertise with a skilled technology team. We emphasize collaboration, digital source data, and process transparency. The result? A flexible delivery culture that champions velocity and quality.


What Key Challenge Does It Solve?



The mortgage process is outdated, paper-based and full of human input/error. Our technology creates a transformative experience for the new digital mortgage process. Our products rely on golden-source data to ensure compliance, reduce paper and eliminate human error through automation and AI.


Best Success Story?



PromonTech’s aggressive development approach and respect for deep lending expertise resulted in breathtaking speed to market (6 months) for our first product - The Borrower Wallet. Two months later, we partnered with a 20-year local leader in retail mortgage. Our client’s loan officers and customers share a secure, trusted workspace that consumers say is “actually fun to use.” We think that engaged applicants provide better data, faster, creating point-of-sale efficiencies and reducing time-to-close for our clients.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Returning the promise of homeownership.


Presenters



Michael Kolbrener, Chief Technology Officer
Tony Pietrocola, Head of Sales

Key Executives



Bruce Witherell, CEO and Gene Ludwig, Advisor
Learn More
www.focusitinc.com


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Who We are



FocusIT is an established leader in mortgage technology with over 15 years of experience and 17,000 active subscribers. We are the nation’s largest Calyx PointCentral hosting partner and we developed our Pulse CRM and SecureShare file sharing solutions from the ground up to meet the needs of today’s mortgage originators.


Questions for focusIT:




What Makes Your Product Great?



Pulse solves the needs of both originators and executives when it comes to pipeline management. Its tight LOS integration is a key driver to success, as data is synchronized two-ways in near real-time. Pulse also does the impossible--replaces your Excel spreadsheets, Outlook reminders and good old-fashioned sticky notes. While there are plenty of CRM solutions out there, none comes close to Pulse's ability to organize your pipeline in a simple, easy-to-use interface that's both familiar and superior to the spreadsheets you inevitably fall back on today.


What Key Challenge Does It Solve?



Vastly improves pipeline management across the entire borrower lifecycle.


Best Success Story?



Holland Mortgage Advisors deployed Pulse to improve operational efficiencies and provide better loan status to borrowers and realtors. Jonathan Freed, managing partner at Holland, said this about Pulse, “I have to say the Pulse reminders are really kicking butt. We have saved files that got missed, figured out when appraisals went wrong and used the system as metric to fire underperforming staff. Pretty cool stuff.”


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Service above all.


Presenter



Josh Bopp, President


Key Customers/Clients



1. Broadview Mortgage
Joel Harrison
Orange, CA

2. Holland Mortgage Advisors
Jonathan Freed
Pittsburgh, PA

3. Cityworth Mortgage
DeVan Shumway
Fairfax, VA

4. eMortgage Hawaii
Kurt Nielsen
Kamuela, HI

5. Northeast Equitable
William McLennan
Blue Bell, Pennsylvania
Learn More
www.reversevision.com


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Who We are



ReverseVision is the leading software provider for the industry, offering products and services focused exclusively on the home-equity conversion mortgage (HECM) and related reverse products. With nearly 10,000 active users, ReverseVision technology supports more transactions than all other systems combined. ReverseVision has been recognized in Deloitte’s Technology Fast 500™ listing.


Questions for ReverseVision:




What Makes Your Product Great?



Our ReverseVision Exchange (RVX) is unlike any other loan origination system in the mortgage banking industry. RVX connects users to the entire industry and allows them to appropriately share loan files as they desire across the platform. Working on the same file across the lifecycle of the loan reduces errors and accelerates the process. In addition, our RV Bridge (RVB) option easily enables integrating reverse lending data into traditional lending systems, which creates a single system of record supporting Generational Lending™.


What Key Challenge Does It Solve?



RVX eliminates the need to copy, move and reconcile files resulting in reduced errors and speeding turn times as multiple companies are able to work on a single loan simultaneously which creates a single system of record supporting Generational Lending™.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Clear, swift & safe Reverse Mortgages


Presenter



John Button, President & CEO

Key Executives



John Button, President & CEO
Wendy Peel, VP of Sales & Marketing
Jeff Birdsell, VP of Professional Services
Jeff Taylor, Board of Directors
Jamie Hopkins, Board of Directors

Key Investors



TVC Capital LLC, a San Diego-based private equity firms

Key Customers/Clients



AAG
Finance of America
Skyline Hone Loans
Fairway Indepenent Mortgage
Learn More
roostify.com


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Who We are



Roostify leads the industry in delivering accelerated and transparent online mortgage experiences. From enterprise banks to independent brokerages, dozens of lenders across the United States trust Roostify to speed up closings, reduce unnecessary work and give their customers a smooth, anxiety-free mortgage experience


Four Questions for Roostify:




What Makes Your Product Great?



Roostify is built around the core principle of empowering consumers through the most complex and significant financial transaction in their life. This focus on addressing and overcoming the consumer's pain points has allowed us to build experience modern consumers expect, and modern lenders want to offer.


What Key Challenge Does It Solve?



The Roostify platform improves the speed and transparency of the mortgage process, by eliminating time-consuming manual processes and fostering easy collaboration between all loan participants.


Best Success Story?



Developed the first partnership of its kind between a fintech startup and a Tier-1 bank to help JP Morgan Chase bring its new online mortgage experience to market in early 2017.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Does this serve the consumer?


Presenters



Sandeep Aji, Vice President of Products
Travis Kniffen, Product Marketing Manager

Key Executives



Rajesh Bhat, CEO;
Iyad Darcazallie, CFO & COO;
Sandeep Aji, VP of Products;
Frank Gelbart, CRO;
Jesse Decker, VP of Services

Key Investors



Privately Funded

Key Customers/Clients



JP Morgan Chase; Guild Mortgage; Pacific Union Financial
Learn More
www.salesforce.com


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Who We are



The audience will walk away with an understanding of how a digital-first mortgage process built on Salesforce can:

- Engage borrowers and partners with intelligent, one-to-one journeys that span the entire mortgage life cycle and leverage preferred channels

- Expand mortgage providers’ footprints while ensuring compliance by tracking loan officer and borrower activity in a single place

- Optimize customer engagement with rich insights and enterprise-grade referral management

- And enhance collaboration and visibility among loan officers, borrowers, brokers, and real estate agents using omni-channel portals


Four Questions for Salesforce:




What Makes Your Product Great?



Salesforce enables mortgage providers to connect to their customers in a whole new way, leveraging the combined power of cloud, social, mobile, artificial intelligence, and IoT technologies in the innovative Customer Success Platform.


What Key Challenge Does It Solve?



We are able to provide smarter pre-approval, redefine application speed, coordinate handoffs, go digital across touchpoints and curate data from all sources.


Best Success Story?



Alterna Bank recognized a gap between mortgage lenders and home buyers. Alterna collaborated with Salesforce to build a solution that puts customers first. Within 6 months, Alterna Bank transitioned to the Salesforce Platform. Salesforce helped Alterna design a new way for customers to evaluate mortgage options before revealing their identity. As a result, Alterna Bank was able to create the first end-to-end digital mortgage process in Canada that allows customers to receive a pre-approval decision in 12 minutes.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Blaze Your Trail


Presenter



Jigar Kotak, Strategic Principal Solution Engineer

Key Executives



Leadership

Key Investors



Publicly traded

Key Customers/Clients



Alterna Bank, Barclays Mortgage, United Shore, First Cal Mortgage, Capital One Home Loans
Learn More
simplenexus.com


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Who We are



SimpleNexus is a mobile app platform that connects lenders with their borrowers and Realtors for the easy exchange of data and documents. SimpleNexus provides loan officers the ability to be a Mobile Originator -- being able to take loan applications, order credit, run pricing and send pre-approval letters -- all from the palm of their hands.


Four Questions for SimpleNexus:




What Makes Your Product Great?



We are able to make the loan application process simple, mobile, and faster all in one app on the mobile device. Everything from credit checks, filling out a 1003, pre-qual letters, and pricing is now accessible on your phone.


What Key Challenge Does It Solve?



Simplifies the complex and long loan application all in a mobile solution.


Best Success Story?



An LO was helping an 73 year old woman in rural Texas apply for a ranch property over the phone, and she was able to apply, upload all of her documents and receive a prequalification letter in just over an hour. The Realtor in the situation was so happy that she now refers all of her business to this loan officer.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Modern mobile mortgage solutions


Presenters



Joe Wilson, Chief Marketing Officer
Ben Miller, Chief Operating Officer

Key Executives



Matt Hansen, CEO
Ben Miller, COO; Dave Stevenson, CTO
Joe Wilson, CMO

Key Investors



We are self-funded

Key Customers/Clients



Fairway Independent Mortgage; Academy Mortgage; American Pacific Mortgage
Learn More
simplifile.com


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Who We are



Simplifile, the nation's largest e-recording network, was founded in 2000 to connect settlement agents and county recorders via its e-recording service. Today Simplifile has broadened its services to include collaboration tools and post-closing visibility for mortgage lenders and settlement agents working together on real estate documents. Through Simplifile, users can securely record, share, and track documents, data, and fees with ease.


Four Questions for Simplifile:




What Makes Your Product Great?



Simplifile connects lenders, settlement agents, and counties with real-time collaboration, e-recording, and post-closing solutions. Since 2000, we’ve been going the extra mile for every client, seamlessly integrating with their systems.

We offer the peace of mind that comes with having all communication and workflow in one platform with one simple, secure login. With complete API for system integration, free training, and support, our clients are up and running in no time.


What Key Challenge Does It Solve?



Collaboration
Lenders and settlement agents save time and prevent errors by communicating and working together on documents and fees in a single secure platform.

Post Closing
Follow the real-time status of documents through the recording process, then receive all recorded documents, final fees, and final title policy electronically.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



We connect the mortgage transaction.


Presenters



Brian Boike, Director, Product Strategy
Greg Yeager, Director, Strategic Initiatives

Key Executives



Paul Clifford, President
Vicki DiPasquale, Vice President of Sales
Nancy Alley, Vice President of Strategy
Mark Ladd, Vice President of Regulatory and Industry Affairs
Learn More
www.sutherlandglobal.com


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Who We are



As a process transformation company, Sutherland rethinks and rebuilds processes for the digital age by combining the speed and insight of design thinking with the scale and accuracy of data analytics. We have been helping customers, across industries achieve greater agility through transformed and automated customer experiences.


Product



Zoom Mortgage: A first-to-market mobile app for mortgage operations that will positively disrupt the lending process and transform the customer experience, Zoom Mortgage is expected to expedite loan processing by an estimated 20% and offer borrowers 100% visibility into the status of their loans. Zoom Mortgage is the mobile app for mortgage operations that connects borrowers and lenders in the loan origination process to delight customers and streamline operations for lenders.


Questions for Sutherland:




What Makes Your Product Great?



As a process transformation company, Sutherland rethinks and rebuilds processes for the digital age by combining the speed and insight of design thinking with the scale and accuracy of data analytics. We’re thrilled to release Zoom Mortgage, the mobile app for mortgage operations that will expedite loan processing time by 20%, offering borrowers and lenders 100% visibility into the status of their loans. This scalable solution can be branded to any lender looking to scale their business and revolutionize their customer experience.


What Key Challenge Does It Solve?



- Offers visibility into the status of the loan origination process for borrowers and lenders

- Expedites loan processing time by 20%

- Reduces manual touchpoints with borrowers

- Improves the customer experience


Best Success Story?



Sutherland works with the industry's leading mortgage companies. We are in the process of bringing our new Zoom Mortgage product to market and look forward to having many success stories to share in the near future!


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Where people and process come together.


Presenter



Krish Swaminathan, Vice President and Global Head, Mortgage Solutions
Learn More
www.trkconnection.com


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Who We are



TRK Connection was founded to deliver innovative software solutions to support the mortgage and banking industries. As an innovator in the quality assurance and mortgage origination space, TRK continues to develop and refine solutions geared to promote and strengthen the loan origination process, pre/post close loan audits and defect remediation.


Questions for TRK Connection:




What Makes Your Product Great?



Many QC platforms can claim to have been built “with the lender in mind.” The development of Insight RDM, however, was truly a collaborative effort with key players in the space to create a modern, scalable QC audit platform that could meet the needs of lenders of all sizes. TRK has build a QC audit platform that delivers true, lender-driven functionality with an intuitive interface, configurable to any existing QC process and operable on any browser and/or mobile device.

For example, most QC audit platforms restrict file access to one auditor at a time, which can slow down the process if a lender has assigned areas of specialty to their auditors rather than having a single auditor review all aspects of the file. With Insight RDM, users can assign multiple auditors to review a file simultaneously and aggregate their findings into a single, easy-to-read report.


What Key Challenge Does It Solve?



Loan quality isn’t something to which lenders can simply pay lip service. Both the GSEs and other investors have their attention squarely focused on the quality of loans lenders are delivering for purchase, and the traditional method of managing QC reviews (i.e. spreadsheets) simply won’t cut it anymore.

What TRK Connection has done is deliver a modern, sophisticated QC audit platform that marries ease of use with advanced functionality and unmatched flexibility, allowing mortgage QC departments to mold the system around their current processes. With Insight RDM in place, lenders have the power to accelerate the QC review process, enabling them to identify and remediate defects with speed and accuracy and ensure the highest levels of loan quality.


Best Success Story?



Having grown rapidly between 2014 and 2016, Primary Residential Mortgage, Inc.’s increased origination volume resulted in a corresponding upsurge in the number of loans its QC department was required to audit. Rather than staffing up, PRMI implemented TRK Connection’s Insight RDM QC audit platform for its in-house pre-funding and post-closing loan audits. As a result, PRMI avoided incurring an additional $50,000+/year in personnel-related overhead while significantly improving the efficiency of its QC auditing process.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Modernizing QC through Innovative Technology


Presenter



Colton Hansen, VP of Business Development and Client Relations
Randy Abbey, Chief Technology Officer

Key Executives



Teri Sundh, CEO
Randy Abbey, CTO

Key Investors



Rich Knell
Kelly Morely

Key Customers/Clients



Primary Residential Mortgage, Inc. (PRMI)
The Compliance Group
JMAC Lending
Learn More
valuation.express


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Who We are



Valuation Express is a lightning fast service offered by United States Appraisals (USA). If you want quick and accurate home valuations almost as quickly as you can point and click, you’re in the right place. In a flash, Valuation Express provides customized appraisal solutions in all 50 states.


Four Questions for United States Appraisals:




What Makes Your Product Great?



Valuation Express increases efficiency and closings for lenders. Our proprietary cloud-based technolgooy runs on a mobile application and provides reliable data, real-time and clear communication to Appraisers and Lenders throught the entire valuation process.


What Key Challenge Does It Solve?



Valuation Express reduces turn times, increases loan volume, improves efficiencies and removes bottlenecks that are notorious for slowing production.


Best Success Story?



'We recently received an urgent call from a client requesting a same-day appraisal. One of their AMCs couldn’t deliver, so we stepped in. Within minutes, we located a qualified appraiser who was near the property using our mobile application. Since the appraiser was nearby, they were able to inspect the home within the hour. The report was completed by the end of the day. Valuation Express sources real time data at lightening speed.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Point. Click. Value


Presenters



Aaron Fowler, Chief Executive Officer
James Webster, Chief Technology Officer

Key Executives



Aaron Fowler-CEO
Chris Purcell-CFO
Brett Berg-Sales Director
James Webster-CTO

Key Investors



Baymark Partners, Petra Capital Partners LLC

Key Customers/Clients



Loan Depot, New American Funding, Paramount Equity, Stearns Lending, Bank of Oklahoma, Pinnacle Bank
Learn More
www.valuescape.com


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Who We are



We are a data science company providing mobile applications, social media outreach and advanced analytics for loan application generation, property inspection and appraisal efficiency.

We digitize the consumer decision journey in housing, including ownership and equity, by streamlining the mortgage process and bringing liquidity enhancement to lenders and consumers.


Four Questions for ValueScape:




What Makes Your Product Great?



SnapValue™ is a mobile app providing borrowers with a digital journey experience that facilitates the ability to apply for a loan, provides them with a market analysis and home value that considers their property characteristics, provide lenders with relevant data about their home, and easily enable property inspection.

Lender brand awareness and loan application generation is personalized and optimized across social media channels, providing consumers and lenders with the ability to exchange relevant borrower, property and valuation data matching lenders pre-underwritting approval criteria and shortening approval timeline.


What Key Challenge Does It Solve?



Are lenders ready to target and engage with a mobile social media market?

With 70% of all adult Americans using Facebook and 53% of all Millennials most likely to share content on Facebook, 40% or more of retail banking new inflow revenue will be attributed to social media in the next five years.

Millennials are taking over the mortgage market, 86% of all closed loans on Feb 2017 came from Millennials and according to Source Media most Millennial homeowners are planning to purchase a new home in 2018.

The winners will be the Lenders who migrate to managing nearly all interactions online and mobile, with social media becoming the preferred channel of interaction for clients, identifyng mobile social media behavior, from an unknown mobile persona to a known and connected one with a personalized and high touch experience.

SnapValue™ is a mobile app that closes the mobile social media gap between lenders and consumers by providing a mobile customer-centric journey for loan application generation and market outreach; helping lenders to target, acquire, onboard and engage with the generation of mobile users.


Best Success Story?



We received great feedback during our R & D years, with comments that included "This is the coolest application I have ever seen", "I am now one of your fans" and "I absolutely love it!". These comments have kept us motivated and engaged, resulting in our best success story-winning the 2015 Wolfram Innovator Award for most innovative real estate application recognizing ValueScape as an innovative data science company in both the real estate and lending spaces.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Turning Loan Applications into Journeys™


Presenters


Mark Linne, CEO
Shashi Rivankar, CIO
William Leveson-Gower, Chairman

Key Executives


William Leveson-Gower, Chairman
Mark Linne CEO
Shashi Rivankar CIO

Key Investors


Privately funded
Learn More
www.vertechgroup.com


Who We are



Our mission is to build technology solutions that provide measurable and game-changing value for our customers’ businesses. Mortgage is in our DNA - we are laser focused on providing the mortgage industry with the leading Mortgage CRM and cutting-edge cloud enablement strategies built on Microsoft technologies.


Questions for VerTech Solutions:




What Makes Your Product Great?



VerTech’s Mortgage365 provides the most integrated cloud experience built on Microsoft technologies in mortgage today. Compromise no longer. With providers including Encompass, Optimal Blue, Zillow and more, we allow our clients to leverage best-in-the-business mortgage tools all within a single, consolidated solution. Additional features include:

·       borrower and co-borrower management;
·       lead management;
·       Mortgage-centric marketing automation;
·       loan scenario comparison;
·       activity tracking;
·       web portals;
·       social listening;
·       chat;
·       secure, customer-facing presentations


What Key Challenge Does It Solve?



Our integrated CRM solution eliminates data silos and leverages Microsoft tools that you use every day to provide a 360 degree view of the client within a single CRM workplace.


Best Success Story?



Eagle Home Mortgage, member of Fortune 500 company Lennar, is a top 15 lender in the US with over $9.5B in revenue. Their challenge: LO’s were working in siloed and disconnected applications, and also losing time (and money) duplicating information across several platforms. The solution: VerTech's Mortgage365 powered by Microsoft Dynamics was implemented to fit the specific day-to-day needs of LO's to make their work easier, more effective, and ultimately helped drive greater borrower experiences.


What Is Your Company Or Product Mantra, In 5 Words Or Less?



Made by LO's - for LO's.


Presenters



Terrisa Reeves, Director of Business Development
Jason Seedig, CEO and Founder

Key Executives



Jason Seeding, CEO/CTO
Terrisa Reeves, Director of Business Development
Megan Smith, Director of Operations

Key Customers/Clients



Eagle Home Mortgage, Vertex Financial Group, Carrington Mortgage Holdings
Learn More