It’s been one year since United Wholesale Mortgage launched its AI-powered loan officer assistant and so far the mortgage lender is seeing gains while iterating the tech to keep...
Mastercard is rolling out its Virtual C-Suite for its small- and medium-size business clients, starting with a virtual chief financial officer. “The Virtual CFO is a key...
TD Bank is ahead of its goal to deliver CA$200 million in value from AI efforts. The Canadian bank has generated $104 million in value across predictive, generative and agentic...
Mortgage lenders are looking to AI to streamline loan servicing as the market grows. "Servicing, by nature, is a low margin, difficult business to...
The mortgage industry is adopting AI for underwriting, sales, origination and now property analysis. A labor productivity analysis by the McKinsey Global Institute estimates that AI...
Full-service residential mortgage lender NewFed Mortgage rolled out Friday Harbor’s pre-underwriting platform. The platform identifies challenges or missing components in a loan application before it moves to a human underwriter, Friday...
Online mortgage broker Mojo Mortgages combines technology and human advisers to streamline processes while maintaining human-in-the-loop advising through its augmented broker. “An augmented broker is a mortgage adviser...
Piermont Bank Chief Growth Officer Wenni Wu took on an expanded role in March with a focus on embedded lending – building on the bank’s credit structuring and...
PenFed Credit Union has launched three AI agents, underpinned by Salesforce’s Agentforce 360 platform, to improve client-facing and back-end operations. The agents are “streamlining repetitive tasks, surfacing insights...
Payments company Stax is taking a multi-LLM approach to AI — leaning on a “pay as you go” strategy to ensure that it has access to the technology it needs, while...
