Agenda - Day Two - 10/10

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Breakfast & Registration

Closed Door Small Group Meeting Only

8:00am - 9:00am

Breakfast & Registration

8:15am - 8:55am

AI User Discussion For Originators & Investors (Closed Door-Small Group Meeting)

Listen to the good, bad and ugly on how your peers are really using AI, implementation pratfalls and how employees are reacting to these new-fangled tools in this real-life, experience-based give and take.

Adam Beeler - Head of Institutional Sales, Angel Oak

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General Session

9:00am - 9:45am

Customer Service Comms & CRM: How You Are Using AI To Improve? When Do You Have AI Interacting With Your Consumer?

Mapping the journey and training the software: Customer service strategy and your use of AI
When the phone call/customer communication comes in: Voice vs. electronic communications; Meeting transcription, creating and assigning actions to appropriate staff
The 800lb gorilla… AI, job description fluidity and job replacement
Customer service chatbots
Social media post responding
MISMO standards and communications
Sentiment analysist and emotional intelligence
Compliance and regulatory documentation
Maintaining unified customer experience across channels
Which areas do you reserve for higher-touch, human to human interaction?

Gurer Murat - Director, Best In Funding, Inc.
Abby Shemesh - Chief Acquisitions Officer, AMERIN note xchange
Eric Mitchell - Chief Revenue Officer, Client Direct Mortgage
Kevin Peranio - Chief Lending Officer, Paramount Residential Mortgage Corp
David Stein - Broker & Loan Specialist, San Diego Mortgage Group

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General Session

9:45am - 10:30am

Data Management Excellence: Quality, Management & Training Models Responsibly And With Transparency

What kind of work can AI do to find the best data? How can you control it?
Picking out key data points and building out a proper data warehouse
What are the kinds of platforms that can pull insights and strategies from your unstructured data?
What are you doing to prevent noise?
Using the data to make forecasts and predictions
Different AI models; Different data
Governance: bias, confidentiality and access
Security and privacy protections

Alysse Prosnick - EVP of Operations, Angel Oak
Christopher Huang - Managing Director, Bank United
Ann Nguyen - EVP, Head of AI, Pennymac
Nick Zaiser - Cyber Security Architect, Summit Funding

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Networking Break

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General Session

10:45am - 11:30am

Deploying AI Immediately: A Case Study

What to expect in production increase, loan closing and profitability?
Pre-AI struggles
Matching agents and clients
Conversations and meeting notes
Staff education
Personalized borrower engagement profile, loan product and investment match
Post contract procedures
Pipeline management

Edgardo Balentine - Branch Manager & Mortgage Loan Officer, NEO Home Loans
Scott DiGregorio - Senior VP, Housing Finance Policy, NEO Home Loans

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General Session

11:30am - 12:15pm

Property & Mortgage Valuation: How You Will Be Using AI For Precision Pricing?

AVMs and AI… How is the market for appraisals and assessments changing?
Traditional software-based appraisals order management systems vs. AI-agent delivery agents • Document analysis automation
Extracting valuable data from unstructured property documents and local market reports
AI-powered image analysis for property condition assessment from photos and virtual tours
CFFP regulations to be aware of

Nathan Turner - President, Earnest Inc
Abeer Ali - Founder & CEO, Neeyah
Danny Katten - Managing Director, PIA Residential
Rodney Emrani - President, OWN LA
Drew Uher - Founder & CEO, HomeLight

Day Two - 10/10Friday, October 10, 2025 - PST

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