AI Automation for the Modern Mortgage Workflow
Mortgage teams are under pressure to close loans faster, reduce cost per loan, and keep underwriting quality high — while too much of the process still runs on manual document review, fragmented systems, and repetitive data entry.
In this live webinar, Tavant will show how TOUCHLESS® by Tavant automates the mortgage lifecycle — from document intake and URLA automation to underwriting intelligence and decision support — with every AI-generated recommendation traceable directly to the source documents. No black boxes. No blind trust. Transparent, auditable intelligence that supports underwriter judgment never replaces it.
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Speakers
Matthew Wood
Kayla Eames
Key Takeaways
From Loan Files to Faster Decisions
See how AI can help mortgage teams move from document-heavy review to faster, more consistent underwriting decisions — without disrupting the existing process.
Underwriting Intelligence Where It Matters Most
Learn how TOUCHLESS® by Tavant brings intelligence across key review areas — credit, income, collateral, assets, and documents — so underwriters can focus on higher-value judgment rather than manual data gathering.
Quality You Can Verify — Not Just Trust
Underwriters are rightly skeptical of AI. TOUCHLESS® is designed for skepticism. Every calculation, extracted data point, and decision recommendation is backed by a direct citation to the source document — visible, clickable, and reviewable on every loan. Underwriters don't have to take the system's word for anything. They can confirm it themselves. That's how confidence in AI gets built — through transparency, not persuasion.
Meet Maya, the Mortgage Agent
Discover how an AI-powered assistant helps underwriters quickly navigate loan files, surface relevant insights, and reduce time spent searching through documents — with every answer cited back to the source.
Automation without Rip and Replace
Learn how TOUCHLESS® is designed to work with existing lending environments, including Encompass, proprietary LOS platforms, and integrated mortgage technology stacks.
Cost Savings, Speed, and Consistency at Scale
Understand how AI-enabled automation can help lenders reduce repetitive work, improve file quality, and increase loan throughput with the same team — while keeping underwriters in full control of every decision.
Who Should Attend
Roles
- Mortgage operations leaders
- CEOs, CTOs, and CIOs
- Heads of underwriting,
- Digital transformation leaders
- Lending technology executives
- Product leaders in mortgage technology
- LOS and automation teams
Industries
- Independent Mortgage Banks
- Regional banks
- Credit unions
- Mid-market lenders
- Mortgage technology teams
- Financial institutions modernizing loan production workflows
Intelligent Loan Review
Surface borrower, document, and risk insights earlier in the process — with every insight traceable to its source document.
Maya, the Mortgage Agent
Get instant answers from the loan file without manual document search. Every response is cited, not generated from thin air.
Faster Underwriting at Scale
Improve consistency, reduce touches, and accelerate loan decisions — without removing human judgment from the loop.
Ready to move from manual loan review to AI-enabled throughput?
See TOUCHLESS® in action and learn how AI automation can help your mortgage team reduce manual touches, improve consistency, and move loans from intake to decision faster — with full transparency at every step.
FAQs
This webinar covers how AI-powered mortgage automation can help lenders move from document-heavy loan file review to faster, more consistent decisions. Attendees will see how TOUCHLESS® Automation and Maya, the Mortgage Agent, support underwriting across credit, income, assets, collateral, and document review.
This webinar is ideal for mortgage lenders, underwriting leaders, operations executives, credit and risk teams, digital transformation leaders, and mortgage technology teams looking to improve underwriting efficiency, loan quality, and scalability.
Yes — and your skepticism is exactly what TOUCHLESS® was built to address. AI that you can’t verify isn’t useful — it’s a liability. TOUCHLESS® surfaces every recommendation with a direct citation to the underlying source documents, so you can review exactly what the system is basing its analysis on. You remain in full control of every decision. The webinar specifically demonstrates how underwriters build confidence in the system over time — through transparency and access to the source material, not through being asked to take AI output on faith.
TOUCHLESS® doesn’t replace underwriter judgment — it organizes and structures the information that supports it. Every extracted data point, calculation, and flag is backed by a source citation that the underwriter can open and review. That means errors introduced by the AI are surfaced and correctable, not buried. The webinar shows specifically how the Quality pillar is maintained: auditable calculations, confidence scoring, and full document traceability on every loan.
The webinar covers faster underwriting turn times, fewer manual touches, improved consistency, stronger loan quality, better scalability, and lower cost per loan — and specifically how those outcomes are achieved without removing human control from the process.
Maya is an AI-powered assistant that helps underwriters quickly navigate the loan file, ask plain-language questions, and surface relevant insights. Critically, every answer Maya provides is cited back to specific source documents in the file — so underwriters can verify her responses directly. In the webinar, attendees will see how Maya reduces time spent searching through documents while giving underwriters the transparency they need to trust what they’re seeing.
No. TOUCHLESS® is designed to integrate with existing lending environments. The webinar will show how lenders can add AI-powered intelligence around their current systems — Encompass, proprietary LOS platforms, and others — rather than replacing them.
Most underwriting delays happen because critical borrower information is buried across documents, systems, and conditions. TOUCHLESS® surfaces the right credit, income, asset, collateral, and document insights before review begins — and does so with full source attribution, so underwriters can move quickly without sacrificing accuracy or confidence.