Company Valuation, Equity, Friction Audit, Vendor Mgt., Borrower Communication Tools; Capital Markets

Lender and Broker Products, Services, and Software The ability to move swiftly and confidently through the origination and underwriting process matters more than ever. That’s why Plaid is empowering mortgage bankers to close faster, with more certainty. With Plaid, you can instantly verify an applicant’s assets, income, and employment, all straight from the source. Applicants get a quicker way to share their financial data, and your teams get a simpler way to act on it. That means fewer rejections, fewer delays, and more confident approvals. Discover why top mortgage lenders partner with Plaid to help close more with less friction. Vendor management is the one process in mortgage that lenders and vendors hate equally. The lender sends 150 questions. The vendor answers the same 150 it answered last month for a different lender. The answers go into a folder and never come out. Vensight, the only vendor management platform built just for mortgage, fixes both sides. Vendors answer once; AI agents fill in most of every questionnaire after that. Lenders set policy once, and Vensight keeps the whole relationship in one record, from NDA to offboarding, every contract, scorecard, invoice, incident, and SLA in between. Ask “what did we spend with them last quarter?” and get the answer in seconds, not a week of emails. Finally, something lenders and vendors agree on. See it in 20 minutes. Every originator in your market is calling the same 40 real estate agents. The referral pool isn’t small, it’s just crowded. Financial advisors sit on the other side of the same client, talking retirement income and net worth while nobody asks them about the mortgage underneath it. Join HomeQB and MaxClass for “Stop Chasing The Same Referrals: Find Your Blue Ocean” on Tuesday, October 27 at 12PM ET / 9AM PT. Gibran Nicholas, creator of the CMPS certification, and Kelly Hendricks, CEO of MaxClass, will show brokers and originators how to open an advisor conversation, prove their value fast, and surface opportunity inside the database they already own, including homeowners guarding a low first-mortgage rate. Your next referral partner is someone your competition never called. Register here. The crowded pool can wait.