Join us and explore practical strategies for leveraging AI in lead generation, client engagement, and operational automation. Attendees will gain insights into overcoming resistance to AI, and implementing AI tools to save time and boost productivity. Join us to learn actionable techniques that will drive sales and efficiency in your organization.

Attendees Will Learn:

• Three Key AI Applications: Practical ways to use AI for lead generation, client engagement, and operational efficiency.
• Overcoming AI Resistance: Strategies to address and manage resistance to AI adoption while maintaining human interaction.
• Real-World Success Stories: Insights from successful AI implementations in the mortgage industry that drove significant results.
• Interactive Tools and Techniques: How to utilize AI tools and technologies with visual demonstrations, data visualizations, and industry survey results.
• Future Trends and Predictions: Bold predictions about the future of AI in mortgage origination and actionable steps to start integrating AI into their workflows.

Mortgage lenders will have 5-7 minutes to present to OT attendees why their tech stack is the best for Originators. 

Attendees will vote based on:

• Best Borrower Experience
• Best Originator Experience
• Best Overall Selection Of Tool

AI has the power to revolutionize the speed, cost, and accuracy of mortgage origination. With great power comes great responsibility. Our panel will discuss how mortgage companies are leveraging AI beyond just marketing and guideline interpretation.

• Bob Niemi, CMB, Director of Government Affairs, Weiner Brodsky Kider PC
• Marc Hernandez, CMB, Aequalend and Founder, Guideline Buddy
• Pavan Agarwal, Founder of Celligence.com and creator of Angel Ai 
• Shashank Shekhar, CEO of InstaMortgage
• Michael Pearson, SVP Business Development, A&D Mortgage

Wholesale lenders will have 5-7 minutes to demonstrate their tech and show how they’re helping brokers price, submit, process and close more loans.