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Overview

HousingStack Live, powered by HousingWire and The Basis Point, lets you quickly comparison-shop tech solutions critical to your operations today. Even if you’re familiar with these teams, they’re all iterating so fast in the AI era, we’ve got new products and features to show you that you most likely haven’t seen yet! Plus, The Basis Point’s real-time, on-stage analysis drills in on ROI and critical nuances of each platform and product to help lenders make smart decisions for your tech stacks.

Session Notes

Key takeaway

This HousingStack LIVE session moved quickly through four live demos, each showing a different part of the mortgage tech stack: CRM, intake and document processing, underwriting automation and LOS orchestration. The framing from Julian Hebron was clear: mortgage companies are operating in an already-crowded tech environment, and AI is both improving usability and adding new complexity. The winning tech will be the tools teams actually adopt and use.

What leaders need to know:

  • SureSend: An AI-assisted CRM built for retail loan officers and real estate agents. The demo focused on daily task management, AI-generated call summaries, fast CMA creation and referral tracking across users and industries.
  • Infrrd: MortgageCheck AI workflows for intake, underwriting and servicing. The demo showed how messy borrower document packages can be classified, split, reviewed, validated and turned into structured data for faster production decisions.
  • Tavant: Touchless automation for underwriters, LOs and processors. The demo highlighted side-by-side AUS findings, automated conditions, asset and collateral analysis, and a mortgage agent that can answer questions about the loan file.
  • Dark Matter Technologies: Empower, an AI-powered LOS platform from interest to close. The demo showed borrower application flow, pricing, disclosures, document upload, automated services, eligibility review and “lights out” processing inside the LOS.

HousingWire perspective

The most useful part of this session was that it went beyond broad AI talk and showed where AI is already being applied inside real mortgage workflows. The strongest theme was not replacement — it was workflow compression. Across the demos, AI was used to reduce stare-and-compare work, surface exceptions faster, organize data earlier and let humans focus on judgment.

Presentation Materials

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HousingStack LIVE

Download the full presentation from the session including charts, data visualizations, and key takeaways.

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Updated 7 hours ago
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