Tavant Named a Major Player in the IDC MarketScape for Worldwide AI-Enabled Field Service Management Applications
SANTA CLARA, Calif.–Tavant, a leading platform-powered AI transformation specialist, today announced that it has been named a Major Player in the IDC MarketScape: Worldwide AI-Enabled Field Service Management Applications 2025 Vendor Assessment (doc #US52967825, September 2025). “Tavant’s agentic AI engine is embedded across the service life cycle, enabling optimized scheduling, triage, and dispatch,” said Aly Pinder, Research Vice President – Worldwide Aftermarket Services Strategies at IDC. “Tavant is constantly rolling out a consistent set of embedded AI capabilities within its technology, which are focused on not just exploring the potential of AI but also delivering business value.” Tavant’s Field.AI module, a core component of its Service Lifecycle Management (SLM) AI Automation Platform, is designed to help equipment OEMs unlock the power of AI and transform how they deliver field service. It combines IoT‑driven signals, predictive early‑warning intelligence, AI‑led automation and GenAI-powered intelligent access to knowledge bases to proactively identify service risks, predict failures, and trigger timely interventions before issues impact customers, as well as optimize efficiency of field technicians and parts availability – delivering a 75% increase in relevant issue resolution, 50% improvement in field technician recommendations, 25% optimization in scheduling efficiency, and a 33% reduction in field service spend. “The future of field service belongs to organizations that put real-time intelligence directly into the hands of their technicians,” said Roshan Pinto, Head of Manufacturing, Tavant. “With Field.AI, we’ve built dedicated AI agents – from smart dispatch to virtual support – that work alongside field teams, surfacing contextual knowledge and early-warning signals so technicians can resolve issues before they escalate. That’s the shift our customers are making – from reacting to failures to proactively addressing them.” Field.AI is part of Tavant’s broader Service Lifecycle Management (SLM) AI Automation Platform, spanning the full equipment service lifecycle, also including Warranty.AI, Quality.AI, Price.AI, Contract.AI, Connect.AI, and Knowledge.AI. Together, these modules help equipment OEMs orchestrate every aspect of aftermarket operations – from warranty claims and parts pricing to service contracts and field knowledge management to service revenue increase – under a unified, AI Automation platform. To learn more about how Tavant is helping organizations accelerate AI-driven aftermarket service transformation, visit tavant.com/slm. About the IDC MarketScape About IDC MarketScape: IDC MarketScape vendor assessment model is designed to provide an overview of the competitive fitness of technology and service suppliers in a given market. The research utilizes a rigorous scoring methodology based on both qualitative and quantitative criteria that results in a single graphical illustration of each supplier’s position within a given market. IDC MarketScape provides a clear framework in which the product and service offerings, capabilities and strategies, and current and future market success factors of technology suppliers can be meaningfully compared. The framework also provides technology buyers with a 360-degree assessment of the strengths and weaknesses of current and prospective suppliers.
Tavant Enables Vast Efficiency Improvement at PRMI with Touchless® AI Mortgage Automation Platform
SANTA CLARA, Calif., March 17, 2026 – Tavant, a leading platform-powered AI transformation specialist, announced today that Primary Residential Mortgage, Inc. (PRMI), a leading national, independent, full-service residential mortgage lender, successfully deployed Tavant’s TOUCHLESS® AI Mortgage Automation Platform across its branches nationwide. PRMI has reported measurable gains from using TOUCHLESS®, including increased throughput of funded loan volumes, reduced cycle times, and increased staff productivity through automation of much of the process from applicationsubmission through clear-to-close. Additionally, PRMI has registered operational efficiencies of 75% in central processing and underwriting, for example, reducing underwriting time from three hours to less than one hour per loan. Efficiency gains have equipped PRMI team members to handle more complex and diverse loan products as volume increases. “Tavant’s continued partnership and collaboration have been instrumental in PRMI’s transformation,” said Corban Wells, Vice President of Technology Management at PRMI. “With TOUCHLESS®, much of the process is automated, generating substantial savings in time and resources, as well as increasing the accuracy of every loan file in the Touchless workflow. Tavant functions as a true extension of our team. Their in-depth knowledge of the mortgage industry and hands-on experience were instrumental in supporting change management and adoption across our entire company for this AI Automation Platform.” With TOUCHLESS®, underwriters now operate in an exception-based review model, focusing on higher-risk scenarios rather than routine checks. Loan officers benefit from cleaner files, real-time pre-underwriting document analysis, updates during processing and underwriting, and fewer back-and-forth condition cycles. Borrowers have more certainty at every step of the application and loan origination process, with an accurate needs list that aligns with their specific situation. Every action and AI-powered decision is logged, traceable, explainable, auditable, and aligned with PRMI’s ever-evolving compliance standards and GSE expectations, while at the same time improving the experience of every role along the mortgage origination activity chain. “PRMI’s immediate success with TOUCHLESS® demonstrates the impact of AI-powered automation,” said Hassan Rashid, President of Fintech at Tavant. “They are now seamlessly scaling quality and consistency across every branch, while empowering their teams to focus on complex loan scenarios where human-in-the-loop expertise and judgement matter most.” About Primary Residential Mortgage, Inc. (PRMI) Primary Residential Mortgage, Inc. (PRMI) is a nationwide, multibillion-dollar operation cofounded in 1998. Its top leaders are authorities in the mortgage industry. With over 150 branches, licensed in 49 states and more than 1,200 employees, PRMI has been repeatedly recognized as a top mortgage lender. For more information, call 800-255-2792, visit primeres.com, or follow us on LinkedIn, Twitter and Facebook. PRMI is an Equal Housing Lender. NMLS #3094.
Tavant Launches Touchless® Servicing Portal with Agentic AI Assistant for 24/7 Borrower Self-Service
SANTA CLARA, Calif., Feb. 18, 2026 – Tavant, a leading platform-powered AI transformation specialist for lenders, today launched TOUCHLESS® Servicing Portal, expanding its TOUCHLESS platform beyond origination into post-close servicing. The unified origination and servicing experience enables borrowers to manage their mortgage journey – from application through servicing – all in one place. The servicing portal currently supports more than 400,000 borrowers nationwide. “Providing a unified mortgage origination and servicing platform closes the long-standing gap between origination and servicing, enabling a true customer-for-life approach that enhances borrower satisfaction while helping lenders reduce operational costs,” said Mohammad Rashid, Head of Fintech at Tavant. “At the center of the new servicing portal is MAYA™, Tavant’s agentic AI assistant, which delivers personalized, on-demand support – whether a borrower is making their first payment, exploring refinancing options, or navigating a scenario with financial hardship. We’re not just automating tasks; we’re delivering an AI-powered personal assistant that helps borrowers manage their mortgage across the fulllifecycle.” Key capabilities of the unified TOUCHLESS platform with the Servicing Portal include: Unified origination + servicing: One platform spanning application, decisioning, and post-close servicing Service-to-refinancing in one click: A direct path from the servicing portal to refinancing 24/7 borrower self-service: AI-assisted support for common servicing needs with human escalation when needed Built-in compliance controls: Regulatory guidelines and lender-specific policies embedded throughout the workflows Operational efficiency: 80%+ deflection of routine servicing inquiries through self-service and guided assistance (in current deployments) “The mortgage industry has long suffered from a fundamental disconnect between origination and servicing,” said Hassan Rashid, President of Fintech at Tavant. “Borrowers expect a seamless digital experience, yet they’ve been forced to navigate separate platforms with different interfaces and capabilities. Tavant’s TOUCHLESS platform changes that by giving borrowers one place to manage their mortgage relationship. With MAYA’s agentic AI, servicing becomes more than a transactional necessity; it becomes a chance for lenders to deliver better support and build stronger, longer-term relationships.” Tavant will debut the new TOUCHLESS® Servicing Portal, including MAYA™, at the MBA Servicing Solutions Conference & Expo 2026 in Dallas, Texas, Booth 517.
Northpointe Bank Selects Tavant’s TOUCHLESS® I Mortgage Transformation Platform
SANTA CLARA, Calif., Jan. 21, 2025 - Tavant, a leading provider of AI-powered fintech solutions and digital engineering, announced today Northpointe Bank, a leading financial institution renowned for its innovative lending solutions, has selected Tavant’s TOUCHLESS® AI Mortgage Transformation Platform to enable digital transformation of its operations, streamline the loan origination lifecycle, and process more transactions faster while providing borrowers a more simplified, personalized experience. Northpointe Bank, which specializes in personalized home financing and deposit banking with flexible mortgage and refinance options, engaged Tavant to support its ongoing innovation and digital transformation efforts. “We’ve built strong momentum across all lines of business, and our partnership with Tavant represents a strategic investment in strengthening our operational excellence,” said Kevin Comps, President, Northpointe Bank. “Integrating Tavant’s TOUCHLESS platform will further enhance automation within the mortgage lifecycle, helping us improve efficiency and deliver an even more seamless experience for our customers, while maintaining the personalized service that defines Northpointe.” Northpointe is leveraging Tavant’s TOUCHLESS AI Mortgage Transformation Platform to automate components of the traditionally manual mortgage origination process, reducing manual data entry, streamlining workflows, and creating a more efficient and seamless experience for both borrowers and employees. The platform automatically classifies loan documents, extracts key information, and flags missing data. Borrower credit, income, and assets are verified directly from documents, while appraisals are reviewed for errors or inconsistencies, allowing underwriters to focus only on exceptions. Hassan Rashid, President, Tavant, said, “Northpointe Bank’s vision to scale their operations while maintaining exceptional service quality perfectly aligns with what our TOUCHLESS platform was designed to deliver. We are proud to support their digital transformation initiatives by providing the automation and intelligence needed to process loans more efficiently and accurately.” Tavant’s TOUCHLESS® AI Mortgage Transformation Platform enables lenders to cut processing times to a matter of days, boost underwriter productivity by a factor of twelve, and reduce costs by 60%, all while improving borrower experience. This is achieved through advanced AI, including an Agentic AI assistant MAYA™, intelligent AI-powered document analysis, real-time external data integration, predictive underwriting, and dynamic workflow and experience configuration. The platform enables rapid AI transformation, enhancing existing LOS and POS systems with an implementation time to first impact of under six months. About Northpointe Headquartered in Grand Rapids, Michigan, Northpointe Bancshares, Inc. is the holding company of Northpointe Bank, a client-focused company that provides home loans and retail banking products to communities across the nation. Our mission is to be the best bank in America by bringing value and innovation to the people we serve. To learn more about Northpointe, visit www.northpointe.com.
Tavant Recognized in HousingWire’s 2026 Tech100 for Innovation in Mortgage and Real Estate Technology
SANTA CLARA, Calif., Feb. 10, 2026 – Tavant, a leading platform-powered AI transformation specialist, announced today it was named to HousingWire’s 2026 Tech100 listing for both categories, Mortgage and Real Estate. The award recognizes the most innovative and impactful technology organizations across mortgage, real estate, and homebuilding. This is the eighth consecutive year Tavant has been named to HousingWire’s prestigious award. Hassan Rashid, President of Fintech at Tavant, said, “We are honored to once again be recognized on HousingWire’s prestigious Tech100 lists for both Mortgage and Real Estate. This recognition reinforces our belief that there is tremendous productivity and borrower experience improvement to be unlocked through AI-powered intelligent automation. Our TOUCHLESS® platform provides the capability to rapidly achieve AI transformation in mortgage lending and servicing through MAYA™, our intelligent AI assistant for borrowers, loan officers, and underwriters, AI-powered document processing, and AI-powered automated underwriting and underwriter assistants.” For the past 14 years, the Tech100 program has provided housing professionals with a definitive list of the industry’s most forward-thinking organizations. HousingWire’s list serves as a valuable resource for mortgage lenders and real estate professionals seeking trusted partners and technology solutions to address industry challenges. “The 2026 Tech100 honorees represent the companies pushing housing forward in real, measurable ways,” said Sarah Wheeler, Editor-in-Chief at HousingWire. “They’re building technology that solves core industry challenges, from operational efficiency to better consumer experiences, and setting a higher standard for what innovation in housing truly looks like.” About HousingWire HousingWire is an information services company that provides unique data and research, respected business journalism, and must-attend events for housing leaders to use to advance their understanding and business outcomes. Our vision is a world in which housing leaders have a complete view of the housing market, and a broad community of peers with whom they can connect. We are committed to delivering data, analytics, media, and events that advance this vision. Because housing is too important for narrow perspectives and missed connections. Informed housing leaders are better housing leaders. A connected housing industry is a better housing industry. And the full picture always reveals new opportunities. Explore more at www.housingwire.com.
Tavant Wins Inman’s 2025 Best of Proptech Award for Advancing AI and Automation in Real Estate
SANTA CLARA, Calif., Dec. 18, 2025 – Tavant, a leading provider of AI-powered Solutions and Digital Engineering to the Mortgage Industry, is pleased to announce that it has been named a recipient of the 2025 Inman Best of Proptech Awards for AI & Automation in Real Estate. The award recognizes companies that leverage artificial intelligence and automation to streamline workflows, improve decision-making, and boost operational efficiencies. Hassan Rashid, President of Fintech at Tavant, stated, “Winning this award highlights how our TOUCHLESS® AI transformation platform is transforming real estate lending—making mortgage origination faster, smarter, cheaper, and more seamless for borrowers and lenders. We’re proud to help drive the industry forward with intelligent automation that delivers real results.” The Best of Proptech Awards celebrate innovative technology providers fundamentally reshaping how homes are built, financed, bought, sold, and managed. As proptech continues to revolutionize the residential real estate industry, this recognition spotlights the entrepreneurs, companies, and investors driving transformative change in the sector. “Proptech is moving fast and reshaping the industry in real time,” said Emily Paquette, CEO of Inman. “This year’s winners aren’t just improving the tools we use. They are redefining how homes are bought, sold, financed, and built. That kind of progress is why we expanded to 10 categories. The innovation happening across real estate right now deserves to be seen and celebrated.” Tavant’s TOUCHLESS® AI transformation platform empowers lenders to cut typical processing times to a matter of days, boost underwriter productivity by a factor of twelve, and reduce operational costs by 60%, all while improving borrower experience in origination and servicing. This is achieved through advanced AI tools, including our Agentic AI borrower, loan officer, and underwriter assistant MAYA™, intelligent AI-powered document analysis, real-time external data integration, predictive underwriting, and dynamic workflow and experience configuration using an agentic AI architecture. The platform enables rapid AI transformation, enhancing existing LOS and POS systems with an implementation time to first impact of under six months.
Real Genius and Tavant Partner to Launch LAZLO, an Advanced Direct-to-Consumer Mortgage Platform
SANTA CLARA, Calif., Dec. 10, 2025 – Tavant, a leading provider of AI-powered fintech solutions and digital engineering, announced today that, in partnership with Real Genius, a national direct-to-consumer mortgage banker, it has developed LAZLO, a proprietary digital lending platform designed to deliver a faster, fully online mortgage experience from application to close. LAZLO is enhanced by Tavant’s TOUCHLESS® Experiences and FinConnect platform, featuring embedded automation, API-driven integrations, and custom dashboards. Both borrowers and loan officers gain complete visibility into application status, underwriting progress, and closing milestones. This transparency reduces manual work, shortens loan cycle times, and improves accuracy and borrower satisfaction. “Our goal has always been to provide exceptional value and a five-star customer experience,” said Jamie A. Thornton, CEO of Real Genius. Partnering with Tavant enabled our team to develop and deploy LAZLO, making that vision a reality. We’re providing borrowers a faster, more transparent mortgage experience, while streamlining operations for our team. This partnership allows us to scale smarter, close more loans faster, and deliver a more confident homebuying experience.” Real Genius has served more than 58,000 homeowners and originated $17 billion in loans. With LAZLO, the company is redefining the modern mortgage journey by offering borrowers instant loan pricing and pre-qualification, as well as automated document processing and real-time loan tracking through a fully integrated, self-service platform. Hassan Rashid, President – Fintech, Tavant, said, “Real Genius is a forward-thinking, technology-first lender that is setting the bar for how modern mortgage experiences should be delivered. Their unwavering focus on transparency, speed,and borrower empowerment sets them apart in this industry. We’re honored to partner with their team to build LAZLO, integrating cutting-edge technology with exceptional service.”
Tavant Launches Transformative TOUCHLESS® AI Mortgage Origination Suite
LAS VEGAS, Oct. 20, 2025—Tavant, a leading provider of AI-powered fintech solutions and digital engineering, announced today the release of its industry-leading TOUCHLESS® AI Mortgage Origination Suite. This AI and Agentic AI-powered suite enables end-to-end AI transformation of mortgage origination from lead to funded loan, improving borrower experience, driving up lead conversion, reducing origination cost, and compressing cycle times. It provides a full suite of modules to upgrade existing LOS and POS using Agentic AI Assistants, AI-powered Document Analysis, AI-assisted Underwriting, and an Agentic AI architecture that dynamically personalizes workflows and loan products and programs. “TOUCHLESS® now allows any lender to rapidly transition into the era of AI,” said Mohammad Rashid, Head of TOUCHLESS® at Tavant. “The industry’s promise of seamless borrower experience and lower origination cost has often fallen short. The TOUCHLESS® AI suite allows lenders to rapidly wrap their LOS and POS to unlock higher borrower satisfaction, increased loan volumes, and dramatically lower origination costs. It’s time for the industry to truly move forward and bring the full power of AI to borrowers and employees.” A core innovation of TOUCHLESS® is MAYA™, an intelligent AI assistant that provides personalized, real-time support and feedback throughout the entire application process for borrowers, loan officers, and underwriters. MAYA™ hand-holds borrowers through complicated questions, steps in when they hesitate, and guides applications to submission, increasing conversion rates. It helps borrowers clear conditions, vastly improving the borrower experience. MAYA™ explains nuances in mortgage products and programs and responds 24/7 to leads from digital sources, boosting conversion at key moments of truth across the origination chain. It also increases underwriter productivity when paired with TOUCHLESS® AI-powered document analysis, data consistency checks, automated conditions clearing, and Policy-as-Code underwriting, enabling underwriters to decision a loan in the most efficient way. “With the introduction of our Intelligent AI Assistant MAYA™, TOUCHLESS® is redefining the mortgage origination experience,” continued Rashid. “MAYA™ is human-like and can address any questions and concerns borrowers have and deliver real-time personalized guidance throughout the application process, helping them navigate each step with clarity and confidence. This reduces application errors and abandonment rates, accelerates loan processing, and empowers borrowers and lenders alike with seamless, hyper-personalized support—ultimately saving time and lowering costs for everyone involved.” Pilot implementations with top-tier mortgage originators have shown the transformative impact of TOUCHLESS® AI, boosting underwriter productivity by a factor of twelve, slashing overall operational costs by 60%, and reducing the time to close loans to just a matter of days. Tavant’s TOUCHLESS® AI Mortgage Origination Suite, featuring the AI Assistant MAYA™, AI-powered Intelligent Document Analysis, AI-assisted Underwriting, and the Agentic AI Architecture, will be showcased at this year’s Mortgage Bankers Association Annual Convention in Las Vegas, Nevada, from October 20-22. During this session, the attendees can experience a live, on-stage demonstration highlighting TOUCHLESS® capabilities to super-power mortgage origination through AI. About TOUCHLESS® TOUCHLESS® is the industry-leading, AI-powered suite of software modules allowing any mortgage lender to rapidly transition into the era of AI. Through its core components, MAYA™ – the AI Assistant, AI-Powered Document Analysis, AI-Assisted Underwriting, Agentic AI Architecture, and AI-Driven Executive BI, TOUCHLESS® allows lenders to rapidly wrap their LOS and POS to unlock higher borrower satisfaction, increased loan volumes, and dramatically lower origination costs. Through built-in interoperability with all incumbent LOS and connectivity to more than 200 data, title, and appraisal providers in the mortgage industry, TOUCHLESS® allows lenders to take automation through AI to entirely new levels. TOUCHLESS® super-powers mortgage origination through AI.
Tavant Again Named to Prestigious IDC Fintech Rankings for AI
SANTA CLARA, Calif., Oct. 16, 2025 – Tavant, a leading provider of AI-powered fintech solutions and digital engineering, announced today that it has been recognized as a Top 100 Solution Provider in the 2025 IDC FinTech Rankings. This elite industry ranking features companies from around the globe that are standing out in providing technology and AI solutions to the financial services and fintech industries. This is the seventh consecutive year Tavant has been named to this most comprehensive financial services solution provider ranking. “Earning a place in the IDC Fintech Listing for seven years running is humbling and further demonstrates Tavant’s continued commitment to enabling AI transformation in Financial Services,” said Hassan Rashid, President of Tavant’s Fintech Business. “We have assembled the industry’s foremost talent on AI, which in turn fuels our ability to rapidly innovate and deploy advanced AI-powered solutions that transform the way our customers operate. We are solving our customers’ most complex challenges through AI with measurable return on investment.” Tavant’s ranking is based on a number of factors, including: Substantial customer impact, doubling speed to market, reducing cost more by than 40%, and improving productivity up to 30% Most comprehensive AI-powered lending platform “TOUCHLESS®”, including Agentic AI Assistants, AI-powered intelligent document processing, AI-assisted underwriting, and an agentic architecture that dynamically personalizes workflows and loan requirements A unique combination of products and services with deep lending domain expertise, providing flexibility and acceleration in solving lenders’ business problems through technology and AI A modular approach and architecture that enables rapid upgrading of lender POS, LOS, and Servicing Core Systems without requiring full replacement “At IDC, we continue to recognize the importance the technology providers have on helping the global financial services industry meet their client’s needs”, says Marc DeCastro, research director at IDC. “The IDC FinTech Rankings program continues to provide financial service technology buyers a go-to list of the largest FinTech’s in the world.” Tavant’s AI solutions power 1 in 3 US mortgage loans, with 3.5 million lending applications and 33 million lending transactions enabled. Using AI and Machine Learning algorithms, Tavant’s solutions move beyond conventional automation to intelligent, adaptive, and outcome-driven AI solutions. AI-powered agents, predictive intelligence, and scalable ML models redefine how businesses operate, drive efficiency, accelerate decision-making, and unlock volume and new growth opportunities. Fintech providers like Tavant supply the technological backbone of the financial services industry – an industry in which IDC forecasts worldwide spending on IT across the globe to be $775 billion by 2028. Click here to view the full 2025 IDC FinTech Rankings list and a comprehensive report about the year’s findings.
Tavant Positioned as a Major Player in IDC MarketScape for AI-Enabled Aftermarket/ Service Life-Cycle Management Platforms
SANTA CLARA, Calif. – [October 9, 2025] – Tavant, a leading global technology provider specializing in AI-enabled service life-cycle management solutions, today announced its positioning as a Major Player in the prestigious IDC MarketScape: Worldwide AI-Enabled Aftermarket/Service Life-Cycle Management Platforms 2025 Vendor Assessment (doc # US52968025, September 2025). We believe this recognition underscores Tavant’s exceptional AI innovation and comprehensive aftermarket suite, which serves customers across diverse manufacturing and automotive companies worldwide. According to the IDC MarketScape, “Tavant continues to innovate and evolve its offerings as a result of long-standing OEM partnerships. The company has established a configurable SLM platform featuring pervasive, natively embedded AI including Agentic AI vision.” This advanced technology stack enables intelligent automation, proactive insights such as predictive maintenance, fraud detection, smart contract pricing, intuitive field service, and tailored solutions across automotive, industrial, agriculture, construction equipment, healthcare, and other industries. “Tavant distinguishes itself through pervasive, natively embedded AI, including innovations in Agentic AI vision, and a customer-centric approach” said Aly Pinder, Research Vice President, Worldwide Aftermarket Services Strategies, IDC. “Their comprehensive AI enablement across warranty, quality, field service, pricing, and contract management demonstrates a sophisticated understanding of how artificial intelligence can transform aftermarket service operations.” Tavant’s AI portfolio includes seven specialized solutions: Warranty.AI, Quality.AI, Field.AI, Price.AI, Contract.AI, Connect.AI, and Knowledge.AI – each designed to address specific challenges in aftermarket service management. These AI-powered capabilities deliver tangible value through enhanced dealer productivity, improved customer experiences, and optimized operational efficiency. “We believe this recognition validates our unwavering commitment to AI innovation and our vision of transforming aftermarket service through intelligent technology,” said Sarvesh Mahesh, CEO of Tavant. ” By consistently channeling substantial resources into research and development, we remain at the forefront of AI advancement, delivering solutions that not only meet today’s challenges but anticipate tomorrow’s opportunities, helping our customers stay ahead of industry shifts and competition.” For more information on Tavant SLM solutions, click here.