Overview
OVERVIEW
Join Tavant for a 60-minute live demonstration of how Touchless® AI and MAYA™ can transform the mortgage point-of-sale experience. See how agentic AI enables conversational borrower application capture, instant pre-qualification and pre-approval support, voice-enabled realtor interactions, and real-time product eligibility guidance for loan officers and brokers. This session is designed for mortgage and lending leaders looking to reduce friction, accelerate decisions, and deliver smarter digital journeys across the mortgage lifecycle.
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What happens when the mortgage journey starts with a conversation?
It is 11:58 p.m. A borrower decides to buy a house. No branch is open, and no loan officer is awake. In a traditional experience, that intent can disappear into a half-finished form.
This 60-minute webinar focuses on live demonstrations—not slides—showing how Touchless® AI and MAYA™ power an Agentic Point of Sale experience that makes mortgage journeys more conversational, responsive, and accessible.
The session follows key moments across the mortgage journey: a borrower engaging with a MAYA™-powered AI agent and progressing toward pre-approval, a Touchless® AI workflow moving from a plain-English specification to a live system experience, a realtor generating approval documents by voice command, and a loan officer or broker checking eligibility and document requirements in seconds.
Speakers
Sandeep Shivam
Matthew Wood
Key Takeaways
Application capture as a conversation
See a borrower interact with a MAYA™-powered AI agent through Touchless® AI and move toward pre-qualification or pre-approval at any hour—without relying on a branch being open or a loan officer being available.
Product workflows built from plain English
See how a product-specific workflow can move from a plain-English specification to a live system workflow in minutes rather than a traditional development cycle.
Voice-enabled experiences for real estate professionals
Explore how a realtor can generate pre-qualification or pre-approval documents, create a lead, and request status updates using voice commands while on the go.
Instant eligibility guidance for loan officers and brokers
See a loan scenario checked against product guidelines, including non-QM product eligibility and the exact documents required.
Practical context for agentic AI in mortgage lending
Understand where AI agents can reduce friction across borrower, realtor, loan officer, and broker experiences while supporting a more connected mortgage journey.
Conversational Borrower Experience
Through Touchless® AI and MAYA™, guide a borrower through application capture, pre-qualification, pre-approval, and document upload through a natural conversation.
Voice-Enabled Realtor Support
Enable real estate professionals to generate approval documents, create leads, and check status while away from a desk.
Real-Time Broker and LO Guidance
Provide rapid product eligibility checks and clear document requirements for loan officers and brokers.
Journey Builder
Use Touchless® AI to turn a product-specific, plain-English specification into a working system workflow, with MAYA™ helping orchestrate the agentic experience without waiting for a full development cycle.
Who Should Attend
Roles
- Mortgage operations leaders
- Underwriting leaders
- Product and strategy executives
- Risk and compliance leaders
- Technology and innovation leaders
- Digital lending leaders
- Loan officers and broker-channel leaders
Industries
- Banks
- Independent mortgage banks
- Credit unions
- Regional lenders
- Mortgage technology providers
- Financial services organizations
Ready to See Agentic Point of Sale in Action?
Join this live demonstration of how AI agents can support borrower conversations, product workflow creation, realtor interactions, and eligibility guidance across the mortgage journey.
FAQs
This webinar demonstrates Agentic Point of Sale experiences across the mortgage journey, including conversational application capture, pre-qualification and pre-approval, workflow creation, realtor voice commands, and real-time eligibility checks.
Yes. The webinar is structured around live demonstrations rather than a slide-led presentation.
The session is scheduled for 60 minutes, including live Q&A.
The speakers are Sandeep Shivam, Associate Director at Tavant, and Matthew Wood, Senior Director at Tavant.
The borrower demonstration will show an agentic experience covering pre-qualification, pre-approval, and document upload.
The realtor experience includes generating approval documents by voice command, creating a lead, and checking status while on the go. The broker experience covers non-QM product eligibility and required documentation.
Yes. The recording will be shared only with those who attend the webinar.
Yes. You can request a demo before the webinar to see how Touchless® AI and MAYA™ can support your mortgage point-of-sale experience. Reach out to us: [email protected]