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Mortgage AI
October 9-10, 2025
Waldorf Astoria Monarch BeachDana Point,CA

Beats Davis
IT Project Manager at Summit Funding
Speaker

Profile

Beats Davis is an IT Project Manager at Summit Funding overseeing the company’s Encompass modernization- Partner Connect/API migration, security hardening, and vendor alignment. while standing up PMO-style governance and metrics to make change stick. With a decade+ in mortgage tech and operations (including 1,100+ personal originations), Beats translates frontline reality into scalable systems that reduce defects and improve LO/broker experience. Current work focuses on SDK deprecation readiness, workflow automation, and the data/controls that let AI augment underwriting, lock/price ops, and knowledge retrieval without derailing compliance or timelines.

Agenda Sessions

  • Staff vs. AI vs. Virtual Assistants: How You Can Manage The AI/Human Balance?

    3:45pm