- TheMortgageCollaborative@mtgcoop.com
- Mon - Fri: 9:00 - 18:30 EST
August 12th, 2026 | The Highlands, Dallas. TX
Registration:
7:00 AM – 4:00 PM
Origination Demo Alley:
8:00 AM – 5:00 PM
Opportunities to explore loan origination system solutions and meet with providers. These solutions have been pre-vetted by our team and personally invited to present.
Breakfast:
8:00 AM – 9:00 AM
Breakfast Session:
9:00 AM – 10:00 AM
Act I | Technology Competition:
10:00 AM – 10:45 AM
Coffee Break:
10:45 AM – 11:00 AM
Act I | Technology Competition:
11:00 AM – 12:00 PM
Lunch:
12:00 PM – 1:00 PM
Sponsored By
Lunch Session:
12:00 PM – 2:00 PM
Sponsored By
Bradley Clerkin | AI Expert
Featured Keynote Session:
“Field, Not the Headlines: What It Actually Takes to Capture Value from AI”
Act II Sponsor Demo:
2:00 PM – 2:23 PM
Introduction to Act II & 8-Minute Product Demo from our Sponsor. Format Introduction, Judging Criteria & Voting for Act II.
Act II | Technology Competition:
2:23 PM – 3:04 PM
Coffee Break:
3:08 PM – 3:23 PM
Act II | Technology Competition:
3:24 PM – 4:25 PM
Networking Reception:
5:00 PM – 6:30 PM
Sponsored By
We will be closing out our first day of the act tech summit with an exciting closing reception.
August 13th, 2026 | The Highlands, Dallas. TX
Registration:
7:00 AM – 4:00 PM
Breakfast:
7:15 AM – 8:15 AM
Origination Demo Alley:
8:00 AM – 5:00 PM
Opportunities to explore loan origination system solutions and meet with providers. These solutions have been pre-vetted by our team and personally invited to present.
Fireside Chat: MISMO FRAME for Mortgage Lending
8:15 AM – 9:00 AM
Speakers:
Brian Vieaux, CMB (President, MISMO)
Amy Azorandia (Chief Compliance Officer, Click n’ Close)
Erin Dee (SVP, Chief Innovation Officer, BankSouth)
Title Sponsor Remarks
9:00 AM – 9:33 AM
Act III | Technology Competition:
9:33 AM – 10:14 AM
Coffee Break:
10:20 AM – 10:33 AM
Act III | Technology Competition:
10:33 AM – 11:28 PM
Championship Awards:
ACT I, II, and III
11:28 AM – 12:00 PM
The Final Winner will receive a Product Guide featured on housingwire.com, a spot in an upcoming HW Demo Day, and 1 week in HousingWire Daily Newsletter, timing based on availability
Runners Up will receive a Product Guide featured on housingwire.com.
Awards are proudly sponsored by:
Lunch:
12:00 PM – 1:00 PM
We will be closing out our first day of the act tech summit with an exciting closing reception.
AI Underwriting Showcase:
Lenders Only
1:00 PM – 3:00 PM
LIVE Demonstrations of emerging AI underwriting capabilities. They’ll be running the same file & giving a side-by-side evaluation experience. Discussion of practical applications and industry implications.
Breakout Sessions:
Non-Lender Attendees (Concurrent)
1:00 PM – 3:00 PM
AI Council: How Partners Can Support Lenders’ AI Journey — James Brody, Asif Alam, and Erin Dee on what lenders actually need from their technology and service partners as AI adoption accelerates.
Coffee Break:
2:56 PM – 3:11 PM
AI Underwriting Closing Panel
3:15 PM – 3:30 PM
Closing Remarks
3:30 PM – 3:35 PM
Network & Summit Close
3:35 PM – 4:00 PM
Who should attend?
Accelerating Collaborative Transformation (act)
Join mortgage lenders, technology innovators, solution providers, and industry leaders for two days focused on the future of mortgage lending. The Summit combines live technology competitions, lender-led discussions, networking, and collaborative working sessions designed to showcase emerging solutions and real-world applications.
For Lenders
CEOs, CTOs, and COOs from IMBs, banks, and credit unions. The format is built around your buying decisions: standardized demos, peer working groups, and direct access to the people building the technology you are considering.
⇨ Side-by-side AI underwriting demos using the same loan file across six platforms
⇨ LOS evaluations in a structured, professional kiosk format
⇨ Peer Working Groups on implementation and vendor selection
⇨ Optional VC deal access
⇨ Lenders attend free or at subsidized cost
For Tech Companies
15 vetted companies compete on the main stage. Up to six AI underwriting platforms demo in the Live RFP session. Origination providers present in Demo Alley. Selection is based on demonstrated capability, and placement is earned through the application process.
⇨ 15-minute live demo to 150 qualified lender buyers
⇨ Real-time Q&A with decision-makers
⇨ Panel discussion with VC judges on the main stage
⇨ Post-event connection support with interested lenders
⇨ Live RFP applications close April 15, 2026
For Capital Partners
30 invited VC and institutional investors. Each company you see has passed through a rigorous vetting process. The VC Reverse Pitch gives you direct access to lender practitioners who can tell you which operational problems have real purchasing urgency behind them.
⇨ Pre-screened deal flow with thorough vetting prior to the event
⇨ VC Reverse Pitch session: lenders present their operational challenges
⇨ Owner-Operator Working Group insights on technology spending priorities
⇨ Structured and informal access to founders
⇨ Participation by invitation only
“Our industry advances when stakeholders work in the same direction.
The act tech summit creates the conditions for lenders, innovators, and investors to share what they know and build on it together.“
Jodi Hall | President & CEO of TMC
Loanscape is a counterparty risk and oversight platform built to manage third-party originator relationships for wholesale and correspondent lenders.
The platform uses customizable questionnaires and document requests to automate onboarding, and one wholesale lender partner has automated up to 80 percent of that workflow using the system.
Real-time analytics track TPO relationships over time, and the platform integrates with common CRM and file storage systems, including Salesforce, HubSpot, Google Drive, and SharePoint.
Tidalwave is an agentic AI mortgage point-of-sale platform, with its flagship product SOLO automating verification, underwriting checks, and document handling through direct integrations with Fannie Mae, Freddie Mac, and verification partners including Plaid, Argyle, and Truv.
One national broker partner, NEXA Mortgage, reports that SOLO helps automate up to 70 percent of daily loan officer tasks, including document collection, compliance checks, and income verification.
Tidalwave raised a 22 million dollar Series A in late 2025, with homebuilder D.R. Horton participating as both an investor and an enterprise customer, and projects the platform could power more than 200,000 loans a year.
HomeVision provides AI-powered underwriting technology built around its flagship platform, MIRA, which focuses on collateral underwriting and appraisal quality control.
The platform automates more than 75 percent of policy reviews and has doubled operational efficiency in collateral underwriting for lending partner Newrez.
Newrez made a strategic investment in HomeVision in January 2026 to extend the platform into income, asset, and credit underwriting, working toward a single end-to-end underwriting solution.
LoanLight builds an intelligence layer for non-QM underwriting, aiming to give the space a standardized decisioning backbone similar to what DU and LP already provide for agency loans. The company starts with pre-underwriting quality assurance, using AI agents that treat the loan application as the source of truth and cross-check it against submitted documents to catch discrepancies in names, employers, or addresses before a file reaches an underwriter.
The platform embeds directly into a lender’s existing loan origination system, including Encompass, validating documents, data, and investor eligibility as the file comes together.
Greenline automates non-QM income and asset review using direct source data, retrieving 24 months of verified bank statement information and calculating income and assets against lending guidelines automatically.
The platform is built as a single system covering origination, underwriting, and due diligence for non-QM loans.
Because the data comes straight from the source and cannot be altered once it enters the system, the approach is designed to reduce fraud risk and cut down on back-and-forth during file review.
Knostra AI describes itself as a proactive Relationship OS, built to capture context and surface which relationships need attention at the right time. The platform picks up on details from everyday conversations with borrowers and referral partners, then nudges the loan officer to reach out when something in that person’s life actually calls for it, such as a new job, a move, or a home renovation.
The company positions the tool as functioning more like a chief of staff for a loan officer’s book of business than a traditional CRM, with the loan officer keeping ownership of the relationship while the technology handles the remembering.
mLoop operates as a private recruiting portal for the mortgage industry, matching loan officers with lenders based on stated goals and verified performance rather than a public job board.
Loan officers build an anonymous profile covering their production history, strengths, goals, and preferred technology and products, and they stay anonymous until they choose to connect with a match.
An algorithm analyzes that profile alongside verified performance data to surface lenders it considers the best fit, with the goal of cutting the wasted outreach and cost that typically comes with recruiting.
Uplist is a mortgage SaaS platform built around its RECAPTURE tool, which continuously monitors a loan officer’s closed loan database for refinance opportunities.
The tool tracks interest rates, payments, closing costs, and break-even points against each closed loan, then generates a complete borrower-ready analysis and presentation in under a minute.
Uplist also offers SmartView listing flyers and Quick Quotes for collaboration with real estate agents, and the company reports 200 percent growth in user adoption over the past year.
VeriCore Systems builds BOLT, a platform for validating and documenting a lender’s full mix of AI, machine learning, hard-coded rules, and human workflows before it goes live in production.
Teams can design, assign, and run test scenarios against those systems while building the audit trails regulators expect to see. The platform centralizes testing activity, defect trends, and operational risk in one place, with the goal of catching problems in a mortgage workflow before they reach a loan file.
Quovence is a real estate acquisition platform built for investors, combining MLS data, underwriting, and purchase offer generation into a single workspace the company calls a deal desk. The site states a median time of seven minutes from address to a written offer, with a buy box engine that scans the MLS continuously against an investor’s stated criteria such as cap rate, cash flow, and price ceiling.
Every offer is reviewed by a licensed broker before submission, and the platform includes a lender-facing mode built to keep a borrower’s lender connected to their search and analysis activity.
JazzX AI provides an end-to-end AI platform for the mortgage industry that automates pipeline intake, decisioning, and fulfillment across the loan lifecycle.
The platform serves as an intelligence layer on top of a lender’s existing LOS, reasoning across agency guidelines, investor requirements, and lender overlays to determine whether a condition passes, fails, or requires more information, with the supporting policy cited for each finding.
It is built to coordinate decisions across processing, underwriting, quality control, and servicing while keeping every finding traceable and audit-ready.
Automax is an AI-native platform for residential property appraisals, built to compress a process that typically takes 5 to 10 days.
A mobile app captures more than 150 property attributes during a single walkthrough using LiDAR and computer vision, and AI agents use that data, along with market comps, to generate a full valuation.
A licensed staff appraiser then reviews, edits, and signs every report using the company’s Appraisal Copilot tools, with delivery targeted at 24 hours for conventional loans.
Alchemist Solutions builds an AI-driven quality control platform for mortgage lenders, combining intelligent document processing, a rules engine, and human review for exceptions.
The platform automatically validates more than 300 checklist criteria and derived values, and it has cut pre-fund QC review time in half for at least one mortgage lender that moved away from manual, spreadsheet-based checklists.
Alchemist focuses specifically on the community bank and credit union tier, where quality control has largely remained a manual process.
Vertyx is an end-to-end mortgage servicing platform built around three components: Edge, where servicing teams do their work, myAxis, the borrower portal, and Lynk, the investor portal. Its Homeowner Navigator feature delivers AI-driven insights on home value, equity, and maintenance through whatever channel a servicer already uses, aiming to keep the lender connected to a homeowner long after the loan closes.
A newer capability, Borrower Relationship Management, surfaces loans in a portfolio that may need attention based on retention and recapture signals, giving investors loan-level and portfolio-level visibility into performance and risk.