Agenda - Day Two October 27th

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Breakfast & Registration

Closed Door Small Group Meeting Only

8:00am - 9:00am

Breakfast & Registration

8:00am - 8:50am

Women in Mortgage AI Leadership Small Group Breakfast Meeting

An executive networking session bringing together women leading AI, technology, operations, servicing, capital markets, compliance, and innovation initiatives across mortgage finance. Discussions will focus on leadership, career advancement, operational transformation, and the evolving role of women shaping the future of AI in housing finance.

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General Session

9:00am - 9:45am

Build, buy, or partner?: Selecting AI vendors, platforms & infrastructure for scale

Alan Qureshi - CEO & Co-Founder, Black Lake Investments
David Temko - President, C2 Financial
Jon Bodan - President, The Perpetual

9:45am - 10:30am

The intelligent servicing platform: AI strategies for retention, risk & operational efficiency

How are servicers using AI to predict borrower distress, improve retention, and proactively manage delinquency risk before defaults occur?
Which servicing workflows — including customer communication, collections, escrow analysis, and loss mitigation — are generating the strongest efficiency gains from AI deployment?
How are firms balancing automation with human interaction in sensitive borrower situations such as hardship assistance, bankruptcy, and foreclosure prevention?
What role is AI playing in improving portfolio surveillance, servicing transfer onboarding, recapture strategies, and long-term borrower lifetime value?
How are servicers managing regulatory scrutiny, compliance obligations, data privacy concerns, and reputational risk when deploying AI-driven servicing tools?
What operational, technological, and organizational challenges are preventing mortgage servicers from fully scaling AI across their servicing platforms?

10:30am - 11:15am

The Next Generation Mortgage CRM: AI, Automation & Personalized Borrower Engagement

How are lenders using AI to personalize borrower outreach, increase conversion rates, and improve customer retention across the mortgage lifecycle?
What role is AI playing in predictive lead scoring, recapture strategies, cross-selling, and customer lifetime value optimization?
How are firms integrating AI into CRM systems, marketing automation platforms, and borrower communication channels?
Where should lenders draw the line between AI-driven automation and high-touch human interaction during the mortgage process?
How are organizations using conversational AI, sentiment analysis, and behavioral analytics to improve borrower engagement and responsiveness?
What compliance, privacy, reputational, and fair lending concerns arise as AI becomes increasingly embedded in mortgage marketing and customer outreach?

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Networking Break

11:15am - 11:30am

Networking break

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General Session

11:30am - 12:15pm

Autonomous mortgage operations: AI agents, workflow orchestration & the “lights-out” enterprise

Mike Romano - Head of Mortgage Sales, JazzX AI
Russ Avarov - Co-Founder, Fundigo.ai
Ashlei McAleer - Chief of Staff, Angel Oak

12:15pm - 12:45pm

AI, fraud detection & risk surveillance: Fighting the next generation of mortgage fraud

How are lenders, servicers, and investors using AI to detect synthetic identities, occupancy fraud, income manipulation, and other increasingly sophisticated mortgage fraud schemes?
What new risks are emerging from generative AI, deepfake documentation, and AI-assisted borrower or broker fraud tactics?
How can AI improve real-time anomaly detection, quality control, post-close review, and portfolio surveillance across the mortgage lifecycle?
What role does AI play in strengthening KYC, AML, wire fraud prevention, and third-party vendor risk management?
How are firms balancing aggressive fraud detection with borrower experience, operational efficiency, regulatory compliance, and fair lending considerations?
As fraudsters increasingly deploy AI themselves, how can mortgage firms stay ahead in the escalating “AI vs. AI” fraud and cybersecurity arms race?

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Day Two October 27thTuesday, October 27, 2026 - PST

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