Navigating the Future: Intelligent Mortgages with Touchless® AI
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. On-Demand Recording Speakers Matthew Wood Sr. Director, Fintech AI Kayla Eames Product Manager 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 What is this webinar about? 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. Who should attend? 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. I’m an underwriter and I’m skeptical of AI. Is this webinar relevant to me? 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. How can AI improve mortgage underwriting without introducing errors? 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. What business outcomes will the webinar cover? 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. What is Maya, the Mortgage Agent? 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. Does Touchless® replace the LOS? 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. Why does AI-powered loan file intelligence matter for faster underwriting? 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.
Start Small. Scale Fast: Building the Foundation for AI-Driven Lending on Encompass
Modernizing Encompass is no longer optional—it’s essential. In this session, we moved beyond discussion to focus on practical, high-impact strategies that help lenders unlock immediate value using Encompass modernization and automation capabilities. Webinar On-Demand Recording Speakers Sunita Nair Head of Encompass CoE Kelle Whitley Sr. Product Manager Shane Terrell Sr. Encompass Developer Ready to move from insights to execution? Let’s identify where you can start and scale quickly. Talk to our Experts Today Key Takeaways Why Encompass Modernization Can’t Wait Manual workflows, rising costs, and increasing borrower expectations are putting pressure on lenders. We break down the true operational impact of staying on legacy processes—and why modernizing Encompass is now critical to staying competitive. From Features to Real Operational Impact Task-Based Workflow, Enhanced Conditions, and APIs aren’t just upgrades—they’re enablers of scale. Learn how these capabilities translate into faster loan cycles, fewer manual touches, and more consistent operations. Automation That Actually Moves the Needle Not all automation delivers value. We focus on high-impact use cases—workflow automation, service ordering, document processing, and conditions management—that drive measurable efficiency gains from day one. Outcomes That Matter to the Business Reduced loan touches by 25–40%, faster cycle times, improved loan officer productivity, and better borrower experiences. We connect modernization efforts directly to the metrics that leadership cares about. Build the Foundation for AI-Driven Lending Modernizing Encompass is the first step toward AI adoption. See how the right foundation enables document intelligence, predictive analytics, and exception-based processing in the near future. Start Small. Scale Fast Large transformation programs aren’t required to see results. Learn how lenders are starting with one targeted initiative—like automating conditions or document classification—and quickly scaling success across operations. API-Driven Lending Enable scalability with modern Encompass capabilities Operational Efficiency Gains Eliminate manual tasks and inconsistencies AI-Ready Mortgage Foundation Prepare systems for predictive, intelligent workflows Attendees Roles Chief Technology Officers & Chief Operating Officers Encompass Administrators & Implementation Teams Digital transformation leaders Lending technology executives Industries Regional Banks Independent Mortgage Banks (IMBs) Credit Unions Mid-Market Lenders modernizing their Encompass ecosystem FAQs Will this webinar focus on strategy or implementation? This session is focused on practical implementation and real-world use cases. You’ll learn actionable steps that can be applied immediately—not just high-level strategy. Will there be real-world examples or case studies? Yes, we will share practical examples and industry benchmarks, including how lenders are achieving 25–40% reduction in manual loan processing. Will there be a Q&A session? Yes, we will have a dedicated Q&A at the end where you can ask questions directly to our experts. Is the webinar free to attend? Yes, this is a complimentary session, but registration is required to secure your spot. Will sessions be recorded? Yes, a recording will be shared with all registered participants after the webinar. Can I speak with Tavant experts after the session? Yes, attendees will have the opportunity to schedule a follow-up consultation or Encompass modernization assessment with our team.
MBA Annual 2026
Join us to see how AI is redefining mortgage operations From origination to servicing—through automation, intelligent date, and real-time insights. Book a meeting First Name * Last Name * Work Email * Job Title Company Name * Date & Time Schedule a Meeting
HousingWire AI Summit 2026
Your Customer Has an AI Agent. It Doesn’t Work for You. The next era of AI won’t be defined by the agents your organization builds alone. It will be shaped by AI agents acting on behalf of borrowers, lenders, and third parties—interacting, negotiating, and making decisions before a human is ever involved. Join Tavant at the HousingWire AI Summit to explore what this new AI-to-AI ecosystem means for mortgage leaders, why Agent Experience (AX) is becoming a competitive differentiator, and how forward-thinking lenders can prepare for what’s next. On Stage Hear the keynote everyone will be talking about Tavant Platform™ One platform. Multiple paths to transformation Meet the Experts Discuss your AI transformation journey Take-aways Pick up exclusive Tavant swags Featured Keynote Dr. Olav Laudy AVP, AI & Analytics Agent Wars: You’re Watching the Wrong Half of the Race Tuesday, August 11 | 10:45 am Every lender is racing to build AI agents for customers. Far fewer are preparing for the AI agents customers will send back. In this keynote, Dr. Olav Laudy introduces Agent Experience (AX)—a new strategic framework for understanding how AI agents are beginning to evaluate, negotiate with and represent consumers long before a human conversation begins.Using real-world examples of autonomous AI behavior, the session explores why effort is no longer a signal of customer intent, how software increasingly represents both sides of every interaction, and why this shift changes the economics of lending. Register Now Meet our Experts Mohammad Rashid SVP, Fintech AI Kayla Eames Product Manager Sundeep Mathur VP, Fintech AI Dr. Olav Laudy AVP, AI & Analytics Simran Tayal Head of Marketing James Hodson Director, AI Transformation Mohammad Rashid SVP, Fintech AI Sundeep Mathur VP, Fintech AI Kayla Eames Product Manager James Hodson Director, AI Transformation Dr. Olav Laudy AVP, AI & Analytics Simran Tayal Head of Marketing Insights News Tavant Introduces Tavant Platform™, a Next-Generation Platform for Agentic Software Engineering, Data Modernization, and Enterprise AI Automation June 23, 2026 Explore Article The Mortgage Industry Doesn’t have a Technology Gap. It has a Connection Gap — and TOUCHLESS® is Closing it June 30, 2026 Explore Article Turning ENCOMPASS® into a TOUCHLESS®, Intelligent Mortgage Platform February 24, 2026 Explore Book a meeting First Name * Last Name * Work Email * Job Title Company Name * Date & Time Schedule a Meeting
The Gathering by HousingWire 2026
Accelerate Decisions. Reduce Risk. Scale Faster—with AI-Powered Touchless® An end-to-end AI platform transforming the mortgage lifecycle The Gathering brings together industry leaders, innovators, and decision-makers to explore the future of mortgage and financial services. At this year’s event, Tavant will showcase how AI-powered platforms are redefining operational efficiency, reducing risk, and accelerating loan production. https://tavant.com/wp-content/uploads/2026/03/HW-the-gathering.mp4 Tavant’s Touchless® platform delivers a unified approach to mortgage operations—connecting data, decisioning, and workflows across the entire lifecycle. By combining AI, automation, and intelligent orchestration, lenders can move beyond fragmented processes to a truly seamless, end-to-end experience. The result: Faster, more consistent underwriting decisions Reduced manual effort and operational costs Improved loan quality and lower risk exposure Greater scalability without increasing headcount AI-Driven Decisioning Provides analysis and AI-generated conditions for underwriters Automation at Scale Automatically clears conditions that don’t require human intervention MAYA™ AI Assistant Agentic AI that responds to underwriter queries within seconds On Stage | Live Demo You Don’t Want to Miss Kayla Eames Product Manager Sandeep Shivam Product Leader Touchless® Automation: End-to-End AI Mortgage Transformation Tuesday, April 28 | 11:15 am CT This session aims to showcase the end-to-end capabilities of the Touchless® suite, providing a practical demonstration of how AI can: Reduce manual effort Improve underwriting efficiency Accelerate loan decisioning Enhance scalability across operations Meet our Experts James Hodson Director, AI Transformation Sunita Nair Director – Program Management Sundeep Mathur VP, Fintech James Hodson Director, AI Transformation. Sunita Nair Director – Program Management Sundeep Mathur VP, Fintech Sandeep Shivam Product Leader Kayla Eames Product Manager Kieran Mital Head of Marketing, Fintech Sandeep Shivam Product Leader Kayla Eames Product Manager Kieran Mital Head of Marketing, Fintech Insights News Tavant Enables Vast Efficiency Improvement at PRMI with Touchless® AI Mortgage Automation Platform March 17, 2026 Explore AIByte Agentic AI in Servicing: Execution Powered by Policy as Code February 18, 2026 Explore News Tavant Launches Touchless® Servicing Portal with Agentic AI Assistant for 24/7 Borrower Self-Service February 18, 2026 Explore Book a meeting First Name * Last Name * Work Email * Job Title Company Name * Date & Time Schedule a Meeting
ICE Experience 2026
Unlock the Power of AI — From Origination to Servicing Elevate Encompass® beyond recordkeeping into a governed, AI-driven execution platform built for speed, scale, and precision. From origination through servicing, Tavant delivers governed decision intelligence, operational efficiency, and measurable business impact at enterprise scale. https://tavant.com/wp-content/uploads/2026/03/ICE-Experience-2026-Video-1.mp4 Booth #628 Talk shop Private Dinner Get invited What We’re Bringing to ICE Experience 2026 Agentic AI Embedded in Encompass® Intelligent decisioning inside real workflows, not bolt-on tools. Touchless® Automation at Scale Move from manual processing to exception-based execution. Open API Modernization (SDK → EPC) Future-ready, API-first Encompass® architecture. AI-Powered Servicing Transformation Smarter borrower engagement and automated loss mitigation. Meet our Experts Mohammad Rashid SVP, Fintech Sunita Nair Head of Encompass CoE Sundeep Mathur VP, Fintech Kayla Eames Product Manager Insights Brochures Intelligent Encompass | ICEX 2026 Edition February 24, 2026 Explore Article TURNING ENCOMPASS® INTO A TOUCHLESS®, INTELLIGENT MORTGAGE PLATFORM February 24, 2026 Explore News Tavant Launches TOUCHLESS® Servicing Portal with Agentic AI Assistant for 24/7 Borrower Self-Service February 18, 2026 Explore Book a meeting