Digital Mortgage 2022

Don't miss this all-star opening session that gets real about executing on this long game, and whether today's mortgage, economic, and VC market adjustments slow or speed our progress.

Based on principles Dennis lived during his 20-year Disney career, this program will show you exactly how to deliver excellent customer service by implementing simple service strategies designed to build outstanding customer loyalty.

This general session highlights the unmet needs and new customer experience expectations consumers have for the mortgage buying experience.

Real-time markets and policymaking require real-time tech stacks for banks and lenders. This cloud-based agility is the endgame for digital mortgages — and all other banking products. Where are we on this vision, and how do we finish the job?

This session will dive into the industry's primary source for customer retention data and use those insights to discuss how digital servicing can drive retention. Don't miss these customer retention playbooks from top servicers.

This panel is about letting homeowners access their record home equity ultra-fast while keeping our housing economy safe.

With increasing interest rates and growing expectations from borrowers to go digital, our panelists will share their experience on how DocuSign's eClose software has helped modernize their closing operations and meet the demands of today's market.

This workshop-style session is all about how to do this across all channels like SMS, email, voice, direct mail, social, and more.

Venture capitalists are looking at a maturing mortgage, real estate, and fintech landscape and putting al, the dots together. What are the best ideas as we move into 4Q22 and 2023?

This session will cover perspectives and preferences of consumers today, and cover a proven model to generate more business through technology, empathy, and consumer empowerment.

In this session, experts from MISMO and Snapdocs share the 5 factors that determine a closing's e-Eligibility. They'll also offer strategies to optimize digital closings by leveraging the Exchange to effectively manage policies, partners, regulations, and other key issues.

Don't miss this session led by seasoned operators in both lending and fintech where they discuss what it takes to navigate one of the most abrupt market shifts in modern history.

These Big Tech & Data leaders will show you how it's coming together for lenders, regulators, and the consumers we all serve.  

Now more than ever, home affordability is a challenge, and despite negative headlines, there is a broad set of affordable options for your customers. This session will cover it all to help you better serve Americans who need it most.  

This panel will discuss the state of digital underwriting, what it does beyond DU/LP, how it fits into the POS and LOS, and how it powers smarter purchase market execution for lenders. 

Understand the difference between products and companies that appear in our lives as fads for a short while, and those that have a lasting impact on the way we think, live and work.

This session covers how you're doing this, and also provides key trends on why LOs move between banks and nonbanks.

This session is about how winning in originations and servicing requires more than just the 'Silicon Valley' tech resume. It'll cover how more operations, production, and compliance leaders are becoming technologists, and why this is the career path of the future.

This session dives into today's consumer preferences on tech and communication, how to meet their needs while differentiating your company, which parts of the loan process are best automated vs. human controlled in 2022-23, and pro tips for making tech decisions with tight budgets.

In this session, attendees will learn how to leverage data to optimize marketing dollars and create business efficiencies.

This session will cover specific ways to target, educate, convert, and close Gen Z homebuyers.

The panel will discuss how discrimination has impacted minority homeownership and what the industry can do to fight discrimination. We will discuss America's changing homeownership demographic and what lenders should do now to benefit from that.

This session will introduce you to the tech providers who have built the technology to support this: Provenance Blockchain Foundation and DART registry.

This session will explore current guidance and enforcement trends, and also dive into the CFPB's new effort to "promote competition and innovation".

This session covers how customer engagement comes together across the customer's lifetime, and how you keep your customers ready for any life event or financial need they have.

This session of lenders, servicers plus new and established tech providers will dive into tech stack decision-making for 2023 and beyond.

Innovation is tough in the highly regulated appraisal industry, but valuation is the bedrock of a safe system, and when you combine Big Tech innovations with new GSEs alternative appraisal products, you get modern solutions to modern problems. This session will cover what that means.

This session will cut through mortgage blockchain hype, describe how different ecosystem partners can benefit from it, and the importance of working together to incorporate the technology across counterparties.

Attend this session to learn how you can provide your clients a digital mortgage without the staff and capital needed to add mortgage to your business.

Julian Hebron, Founder, The Basis Point; Bruce Cook, SVP Corporate Development, Lending Tree; Heidi Patalano, Editor-In-Chief, National Mortgage News

In this session, Andrew Pohlmann, executive vice president of marketing and sales enablement at Guaranteed Rate, and Joe Welu, founder and CEO at Total Expert, will share proven strategies to deepen customer relationships, drive referrals, and boost ROI. 

In this live case study presentation, Jon Giles (TD Bank) and John Evans (Roostify) will demonstrate how TD Bank created a frictionless, integrated digital experience for their borrowers—from lead capture to close.

Exploring the adoption of hybrid appraisal options from a lender's perspective. We will walk through what it takes to successfully roll out new programs and the benefits that can be achieved versus a traditional appraisal process.

Join Snapdocs, STRATMOR, and Gold Star to discover some of the biggest levers they have found using proprietary customer diagnostics to improve customer satisfaction, and begin uncovering some actionable steps lenders can take today in order to realize significant improvements.

Maxwell; Corelogic; Capacity; EarnUp; Tavant

Finicity/Mastercard; SimpleNexus; Reggora; Sagent; ICE Mortgage

BeSmartee; Blend; Ocrolus; Snapdocs; Appraisal Works

Black Knight; Candor; Vesta Innovations Inc; TRUE; Sales Boomerang Mortgage Coach

Pavaso; Docmagic; TAYGO; Thompson Reuters Confirmation; Indecomm

Mortgage Cadence; Total Expert; TrustStar; AppraisalVision; Roostify

ValueLink Software; Cloudvirga; Idomo; Fiserv; Finastra