SUMMIT//THURSDAY, JUNE 412 PM ETAnatomy Of An AI-Enabled Mortgage Company
ABOUT THIS SUMMIT
AI is no longer a buzzword, it’s quickly becoming the backbone of high-performing mortgage companies. But building an AI-enabled company isn't about buying the latest chatbot or slapping a machine-learning badge on your platform. This summit walks through how to architect your operation around AI without creating compliance chaos or regulatory exposure. In this session, you’ll see We'll cover three critical pillars. • First, governance: how do you actually govern AI across lending, underwriting, pricing, and marketing when regulations are still catching up? • Second, fair lending and adverse action: AI amplifies bias if you're not intentional. Learn how to audit, test, and validate that your systems stay compliant. • Third, the front line: AI-driven marketing and CRM that respects UDAP (Unfair or Deceptive Acts or Practices) and TCPA (Telephone Consumer Protection Act) guardrails while actually moving pipeline. Join us to see how AI-enabled companies are quickly scaling production safely and confidently.
KEY TAKEAWAYS
Establish a governance framework that makes AI decisions auditable and defensible to regulators.
Implement ongoing bias testing and validation for underwriting and pricing engines—specify cadence (monthly/quarterly).
Design compliant AI-powered marketing workflows that respect UDAP and TCPA boundaries.
Evaluate third-party AI vendors before deployment—audit capabilities and failure scenarios.
Build internal AI literacy across teams so non-technical staff understand risk and capability.
Create feedback loops between loan performance data and model recalibration.
