#mortgage-workflow

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#mortgage-cadence
Real estate
fromwww.housingwire.com
13 hours ago

Mortgage Cadence hires Joe Zeibert as chief revenue officer

Joe Zeibert appointed as chief revenue officer of Mortgage Cadence to enhance sales and customer success strategies under new ownership.
Real estate
fromwww.housingwire.com
1 week ago

PartnerOne finalizes acquisition of Mortgage Cadence

Mortgage Cadence will enhance its capabilities under PartnerOne, focusing on long-term growth and innovation in loan origination technology.
fromwww.housingwire.com
3 days ago

Rocktop Digital aims to cut inefficiencies in mortgage asset trading

The transition here is a little bit of a fork. Rocktop Technologies is focused on some of the generative AI applications and data and documents, as well as automating some of the processes attached to default servicing and some of the trade operational pieces and capital markets.
Cryptocurrency
Artificial intelligence
fromTearsheet
4 days ago

For U.S. Bank, embedded finance was step one. The self-reinforcing model is step two. - Tearsheet

U.S. Bank is enhancing partner API integrations with a generative AI assistant to streamline processes and expand its market reach.
#real-estate
Marketing tech
fromwww.housingwire.com
4 days ago

Lower's John Berkowitz on building lead generation certainty

Movoto Advantage addresses market gaps for individual agents by providing certainty and a compliant mortgage partnership without the need for joint ventures.
Real estate
fromwww.housingwire.com
6 days ago

Rechat launches AI memo tool for agents

AI Memo transforms real estate conversations into structured memory and actionable follow-ups, enhancing agent-client relationships without additional costs or learning curves.
fromTearsheet
4 days ago

How Huntington modernized without touching the core ft. Qolo - Tearsheet

Huntington National Bank's connected deposits product, built in partnership with payments infrastructure provider Qolo, exemplifies the shift toward augmentation. Deepak Kapoor, Huntington's Head of Payment Products, noted, 'We quickly realized we don't have all the Lego pieces in place to build the card that we want to build, and the ledger and the virtual account provide us with that missing Lego piece that we needed.'
Business
fromFast Company
5 days ago

Why human capital is the ultimate moat in AI-first finance

In the high-stakes world of regulated AI, your model is only as good as the person who built it. We are betting on a human-first approach to technology.
Careers
fromwww.housingwire.com
5 days ago

Washington DFI charges Newrez with mortgage servicing violations

DFI alleges that Newrez engaged in unfair or deceptive practices that affected 29 Washington consumers by failing to mediate in good faith during foreclosure proceedings, providing misleading information, and responding to concerns untimely.
Washington DC
#ai-in-finance
fromAmerican Banker
6 days ago
Online marketing

Will your bank be cited when customers ask AI?

AI-generated financial answers rely on a few sources, making brand and content strategy crucial for banks and marketers.
Real estate
fromwww.housingwire.com
5 days ago

Borrowers have a new agent. Is your organization built for it?

AI is shifting negotiating power from lenders to borrowers, requiring institutions to adapt or risk losing competitive advantage.
Real estate
fromwww.housingwire.com
5 days ago

Borrowers have a new agent. Is your organization built for it?

AI is shifting negotiating power from lenders to borrowers, requiring institutions to adapt or risk losing competitive advantage.
#mortgage
Real estate
fromwww.housingwire.com
3 weeks ago

Lower rates aren't enough: What mortgage lenders and servicers must do to set spring homebuyers up for long-term success

Interest rates easing may improve buyer sentiment, but sustainable homeownership relies more on managing cash flow than just lower rates.
Real estate
fromwww.housingwire.com
11 hours ago

Friday Harbor adds Schilling, Stayton to bolster lender-facing teams

Friday Harbor hires Kate Schilling and Melina Stayton to enhance sales and customer success in AI-powered mortgage underwriting.
Real estate
fromwww.housingwire.com
3 weeks ago

Lower rates aren't enough: What mortgage lenders and servicers must do to set spring homebuyers up for long-term success

Interest rates easing may improve buyer sentiment, but sustainable homeownership relies more on managing cash flow than just lower rates.
Roam Research
fromwww.housingwire.com
1 week ago

Rocket Close, AWS partner to automate mortgage document workflows

Amazon Textract and Bedrock automate document processing, improving efficiency and reducing human error in handling diverse document types.
Real estate
fromwww.housingwire.com
20 hours ago

Guild's Jim Cory on Bayview deal and reverse mortgage trends

Bayview's acquisition of Guild has been smooth, maintaining management and enhancing product development in the reverse mortgage sector.
#mortgage-technology
Business intelligence
fromwww.housingwire.com
1 week ago

The AI-native mortgage: Supporting intelligent, compliant adoption

AI is transforming mortgage origination and servicing by improving efficiency and borrower engagement through integrated systems and high-quality data.
Real estate
fromwww.housingwire.com
3 weeks ago

JAUST launches automated jumbo mortgage underwriting platform

JAUST is a cloud-based underwriting engine that automates mortgage lending processes by classifying documents, applying credit guidelines in real time, and generating auditable underwriting recommendations to reduce errors and improve efficiency.
Real estate
fromwww.housingwire.com
2 months ago

Announcing the 2026 TECH100 Mortgage Winners

Tech100 Mortgage Award lists the most innovative, influential mortgage technology companies improving origination, processing, closing, and servicing to boost efficiency, transparency, and confidence.
Business intelligence
fromwww.housingwire.com
1 week ago

The AI-native mortgage: Supporting intelligent, compliant adoption

AI is transforming mortgage origination and servicing by improving efficiency and borrower engagement through integrated systems and high-quality data.
Real estate
fromwww.housingwire.com
3 weeks ago

JAUST launches automated jumbo mortgage underwriting platform

JAUST is a cloud-based underwriting engine that automates mortgage lending processes by classifying documents, applying credit guidelines in real time, and generating auditable underwriting recommendations to reduce errors and improve efficiency.
fromwww.housingwire.com
4 days ago

AD Mortgage debuts Quick Pricer Pro for broker partners

Quick Pricer Pro offers a more flexible and customizable view of AD Mortgage's loan options, with filters and scenarios that support more complex loan structuring.
Real estate
#mortgage-lending
Real estate
fromwww.housingwire.com
6 days ago

Mortgage Workflow Fragmentation Drives Hidden Interoperability Tax Costs

Mortgage lenders face rising costs per loan due to operational complexity and fragmented workflows despite automation investments.
Real estate
fromwww.housingwire.com
2 weeks ago

The mortgage industry built a sales infrastructure. It now needs a navigation infrastructure

Mortgage lending's efficiency may obscure its complexities, necessitating a shift from sales infrastructure to navigation infrastructure for better borrower understanding.
Marketing tech
fromwww.housingwire.com
1 week ago

The 'end-to-end' title tech system has given way to something better

Title agencies benefit from specialized tools and open systems rather than all-in-one platforms due to diverse regulatory and workflow needs.
fromwww.housingwire.com
4 days ago

loanDepot, Figure team on express home loan and equity products

The 55 HomeLoan is structured to deliver approvals in as little as five minutes and funding in as few as five days, providing borrowers with a cash-like option for speed and certainty of close.
Real estate
#mortgage-industry
Real estate
fromwww.housingwire.com
5 days ago

Reverse mortgage brokers say lender contracts help with limits

Programs are evolving to enhance broker-lender relationships and prevent borrower churning in the mortgage industry.
Real estate
fromwww.housingwire.com
5 days ago

Reverse mortgage brokers say lender contracts help with limits

Programs are evolving to enhance broker-lender relationships and prevent borrower churning in the mortgage industry.
Real estate
fromwww.housingwire.com
4 days ago

PAM appraisal platform targets AMC fees and control

PAM system allows lenders to manage appraisers directly, reducing costs and increasing transparency in the appraisal process.
Women in technology
fromwww.housingwire.com
1 month ago

Snapdocs hires Jamie Mottern as VP of lender growth

Jamie Mottern joins Snapdocs as vice president of operations, bringing over a decade of mortgage industry experience and cross-industry technology expertise to drive operational excellence.
Startup companies
fromwww.housingwire.com
1 month ago

Anthony Casa on UMortgage's new broker model empowering loan originators

UMortgage launched a broker model giving loan originators autonomy, higher earning potential, and access to proprietary technology, with top producers keeping 100% revenue beyond a corporate margin cap after 50 funded loans annually.
Business intelligence
fromwww.housingwire.com
3 weeks ago

Tidalwave AI tops Claude in mortgage underwriting accuracy

Tidalwave's SOLO AI system achieves 95% accuracy on mortgage compliance checks, significantly outperforming generic large language models at 42%, by removing personally identifiable information and using structured mortgage data.
Marketing tech
fromEntrepreneur
3 weeks ago

Is It Finally Time to Put Homebuyers First in Real Estate Tech?

Proptech startups prioritized revenue from real estate agents and brokerages rather than end-users, resulting in technology that optimizes intermediary efficiency instead of consumer benefit.
Law
fromwww.housingwire.com
1 month ago

Trigger leads restrictions rewrite mortgage outreach rules

A new federal law effective March 5 prohibits credit bureaus from selling trigger leads to lenders, significantly reducing unsolicited mortgage solicitations unless consumers opt in or lenders have existing relationships.
Real estate
fromwww.housingwire.com
6 days ago

Verification first: Why mortgage lending must rethink income and how it actually works

Mortgage underwriting needs to evolve from document-driven methods to assessing income behavior for better risk evaluation.
Real estate
fromwww.housingwire.com
1 week ago

Rocket overtakes UWM in 2025 HMDA loan count

The mortgage market grew in 2025, with increased originations and consolidation among lenders despite a decline in the number of active lenders.
fromwww.housingwire.com
5 days ago

Real estate agent personas guide targets brokerage recruiting

Recruiting is not about convincing people; it is about diagnosing them. Most recruiters fail because they sell the brokerage instead of solving the agent's specific 3 a.m. nightmare.
Real estate
Real estate
fromwww.housingwire.com
5 days ago

Rocktop Technologies forms Rocktop Digital, names Benson CEO

Rocktop Digital aims to transform validated assets into digital instruments, enhancing efficiency in capital markets through AI and blockchain integration.
E-Commerce
fromwww.housingwire.com
1 month ago

HomeXpress launches on ARIVE loan origination system

HomeXpress partnered with ARIVE to provide brokers direct access to non-QM and investor loan products within the platform they already use daily.
fromwww.housingwire.com
1 month ago

Dark Matter adds AI agents inside Empower LOS

By managing the secure communication layer—identity, permissions, monitoring and auditability—we give lenders the freedom to innovate with AI on top of Empower while maintaining full control and compliance. This is the foundation lenders have been missing.
Venture
Software development
fromwww.housingwire.com
2 months ago

ICE launches new MSP servicing platform user experience

New MSP UX modernizes servicing and enables automation and AI agents that cut manual work, consolidate exception reviews, and accelerate escrow and investor reporting.
Real estate
fromwww.housingwire.com
2 weeks ago

The overlooked notarizations quietly slowing mortgage workflows

Lenders are modernizing the closing process with digital tools, but notarization outside closing events remains a challenge, slowing loan velocity and increasing compliance risks.
Law
fromwww.housingwire.com
2 months ago

Reverse mortgage servicers face lawsuit over borrower fees

Class-action alleges HECM servicers improperly added attorneys', property inspection, preservation and appraisal fees to reverse mortgage loan balances, inflating principals and costs.
fromwww.housingwire.com
2 months ago

Setpoint acquires inTENT Fulfillment, strengthens loan diligence

Setpoint, which serves more than 200 customers and supports more than 14 asset classes through its software platform for asset-backed finance, provides technology-enabled diligence and verification services designed to speed loan reviews. The company uses AI-assisted document verification, centralized collateral management, and upfront visibility into guidelines and ratings agency eligibility. The future of diligence is built on better infrastructure, said Stu Wall, co-founder and CEO of Setpoint.
Business
fromwww.housingwire.com
2 weeks ago

Waterstone Mortgage taps Friday Harbor for AI underwriting

Cleaner files mean our underwriting team can focus on high-value risk decisions instead of clearing avoidable conditions, Jake Rowoldt, vice president of information services at Waterstone Mortgage, said in a statement.
Real estate
Real estate
fromwww.housingwire.com
3 weeks ago

The industry's quiet first line of defense

Title agents perform critical fraud detection work during real estate transactions that remains largely invisible to buyers, sellers, and lenders despite being more important than the visible closing process.
#real-estate-technology
Real estate
fromwww.housingwire.com
3 weeks ago

Closinglock launches automated closing updates

Closinglock's automated updates, real-time tracking, and expanded integrations streamline real estate closings by keeping all parties aligned while reducing administrative workload.
Real estate
fromwww.housingwire.com
1 month ago

CertifID expands platform with AI-powered payoff ordering and document workflows

CertifID expanded its real estate platform with AI-powered payoff ordering, DocuSign integration, digital payment options, and enhanced fraud prevention to streamline the closing process.
Real estate
fromwww.housingwire.com
3 weeks ago

Closinglock launches automated closing updates

Closinglock's automated updates, real-time tracking, and expanded integrations streamline real estate closings by keeping all parties aligned while reducing administrative workload.
Real estate
fromwww.housingwire.com
1 month ago

CertifID expands platform with AI-powered payoff ordering and document workflows

CertifID expanded its real estate platform with AI-powered payoff ordering, DocuSign integration, digital payment options, and enhanced fraud prevention to streamline the closing process.
Real estate
fromwww.housingwire.com
3 weeks ago

MBA's Broeksmit on Trump orders, AI and mortgage affordability

Housing affordability depends on buildable supply at reasonable prices; psychological factors and fiscal concerns drive borrower behavior independent of interest rate expectations.
Real estate
fromwww.housingwire.com
1 month ago

Is it time to bring banks back to the mortgage business?

Mortgage loan origination collapsed from 14.2 million in 2021 to under 5 million in 2023, with independent mortgage banks filling the gap while maintaining quality, yet regulators and industry leaders argue banks should re-engage to restore competition and customer relationships.
Real estate
fromwww.housingwire.com
1 month ago

Longbridge launches RetentionIQ to protect broker pipelines

Longbridge Financial launched RetentionIQ to automatically prevent retail team contact with borrowers in broker pipelines, reducing channel conflict through standardized outreach protocols.
#non-qm-lending
Real estate
fromwww.housingwire.com
1 month ago

Pennymac TPO launches non-QM product suite

PennyMac offers diverse non-QM loan products with flexible qualification standards based on property cash flow, bank statements, assets, and alternative income verification instead of traditional personal income documentation.
Real estate
fromwww.housingwire.com
1 month ago

Pennymac TPO launches non-QM product suite

PennyMac offers diverse non-QM loan products with flexible qualification standards based on property cash flow, bank statements, assets, and alternative income verification instead of traditional personal income documentation.
Real estate
fromwww.housingwire.com
1 month ago

5 Referral Partners Every Loan Officer Needs to Build a Resilient Pipeline

Loan officers must cultivate diverse referral partnerships across multiple partner types to build stable, sustainable pipelines that withstand market cycles and unpredictable homebuying demand.
Real estate
fromwww.housingwire.com
1 month ago

9 Strategies to Build Mortgage Referral Clients & Your Pipeline

Strong mortgage pipelines develop through intentional, trust-based referral partnerships that prioritize relationship-driven introductions over transactional leads, requiring deliberate actions that create genuine value for partners.
Real estate
fromwww.housingwire.com
1 month ago

Blend launches Autopilot AI agent

Blend Autopilot automates loan processing within seconds, eliminating delays from waiting periods and improving borrower satisfaction through instant document verification and compliance checks.
Real estate
fromwww.housingwire.com
1 month ago

UWM and Bilt partner to redefine the mortgage servicing experience

UWM and Bilt partnership enables borrowers to earn rewards on mortgage payments while helping brokers maintain client relationships beyond closing through ongoing engagement.
Real estate
fromwww.housingwire.com
1 month ago

Why mortgage licensing must be a priority for private lenders In 2026

Mortgage licensing is a critical legal and deal-enabling priority for private lenders, not an operational afterthought, with significant consequences for non-compliance including usury exposure, penalties, and loan enforceability risks.
fromwww.housingwire.com
1 month ago

AD Mortgage launches its largest non-QM securitization yet

The deal represents a defining milestone for the firm. It reflects not only the continued strength of the non-QM RMBS market, but also the confidence investors place in our platform and in AD non-QM mortgages as a premier asset class.
Real estate
fromwww.housingwire.com
1 month ago

Rising Star Leah Sommerville drives paperless mortgage workflows

I've continued to evolve not just in title but in impact transitioning from an individual contributor focused on digital mortgage strategy to leading DocMagic's sales organization as director of sales. In this role, I'm privileged to guide and mentor a high-performing team while continuing to work alongside lenders, banks, credit unions and partners to accelerate the adoption of paperless, efficient closing workflows.
Real estate
Real estate
fromwww.housingwire.com
1 month ago

Why eNotes are moving from optional to operational

Electronic promissory notes have reached 12.86% market share in mortgage lending, driven by liquidity pressures and operational efficiency demands rather than technological advancement alone.
Real estate
fromwww.housingwire.com
1 month ago

The loan originator's biggest challenge in 2026

Most mortgage lenders will lose market share when rates fall because large servicers maintained borrower relationships and marketing while smaller lenders played defense.
Real estate
fromwww.housingwire.com
2 months ago

Smart servicing: Why purpose-built software pays off

Retaining mortgage servicing rights while selling loans provides steady revenue and stronger borrower relationships, but requires dedicated mortgage servicing software to avoid hidden operational costs.
fromwww.housingwire.com
1 month ago

Flat Branch Home Loans launches AI mortgage app with Tidalwave

Thanks to our incredible partnership with Tidalwave, we've been able to launch Flat Branch Home, Jamie Pandolfo, president of Flat Branch Home Loans, said in a statement. The future of technology is here, and we're embracing it for a better experience for our borrowers and our loan officers. Tidalwave has given us the opportunity to take our origination to the next level.
Real estate
fromwww.housingwire.com
2 months ago

Prudent AI launches same-day mortgage income calculator

Prudent AI seeks to streamline this process to keep lenders from switching tools, reconciling results across platforms or being surprised by income calculations deep into the loan approval timeline. The company claims that, in some cases, the juggling of multiple tools causes disqualifying factors to not be uncovered until 28 days after borrower engagement begins. One tool. All income types. All loan programs, Jayendran GS, co-founder of Prudent AI, said in a statement.
Real estate
fromwww.housingwire.com
2 months ago

The digital future still needstitle insurance andthe expertise ofprofessionals

Across industries, artificial intelligence is being framed as the next major force reshaping operations, customer expectations, and the way businesses evaluate risk. Real estate is at the center of that conversation, and title and settlement companies are not just on the sidelines. In fact, the title industry has already moved quickly. According to a recent survey conducted by Qualia, more than 90% of title and escrow professionals have adopted generative AI in at least one form.
Real estate
Real estate
fromwww.housingwire.com
2 months ago

Rocket RESPA lawsuit is unique, but legal hurdles lie ahead

Rocket Homes allegedly received ~35% referral fees for buyers steered to its agents, compromising agents' fiduciary duty and prompting pay-to-play coercion claims.
Real estate
fromwww.housingwire.com
2 months ago

Mortgage defects stabilize as lenders face quality control issues

Quality control staffing stabilized in 2025, but origination cost pressures and volume surges cause fluctuating defect types and levels, increasing buyback and defect risk.
Real estate
fromwww.housingwire.com
2 months ago

Snapdocs integrates with MeridianLink's LOS for home equity loans

Snapdocs and MeridianLink integration automates signed document flow, digitizes home equity closings, reduces manual work, improves accuracy, and shortens cycle times.
Real estate
fromwww.housingwire.com
2 months ago

Restb.ai's targets UAD 3.6 compliance for lenders, appraisers

Restb.ai's Feature UAD uses computer vision to extract UAD 3.6–aligned, photo-level property data to pre-fill appraisals, automate validations, and reduce manual review.
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