Risk-Aware AI for Mortgage Teams: A Practical Accelerator

Steven J. Ramirez, Beyond the Arc

Mortgage teams are being asked to move faster, keep teams productive, and maintain strong controls. This hands-on working session will show practical ways to use AI to boost productivity while managing risk.

Participants will see a live demo that starts with a common work challenge and builds an AI-assisted approach step by step. We will cover how to ask better questions, use approved source material, improve first drafts, create summaries and checklists, support training and process updates, review AI outputs, and document the work for responsible reuse.

Bring a scenario you’re facing, a workflow challenge, or questions about where AI may fit safely in your work. We will tackle it all during the session.

We will also discuss what should be in place before any organization considers AI use with customer data. To participate fully, bring a laptop or mobile device.

Regulatory Whiplash

Michelle Strickland, TCA Compliance

Gain insight into the evolving regulatory environment under the current administration and its impact on financial institutions. This session will also examine recent Executive Orders and explore how they may influence existing and future regulatory requirements.

I Believe I can Fly

Remington Ramsey, Real Producers

Belief is something every one of us wrestles with from time to time.

In business, relationships, leadership, and life, our actions are often limited not by our abilities, but by what we believe to be true about ourselves, our circumstances, and our future.

In this powerful message, Remington shares how to build a belief system rooted in truth rather than fear, doubt, or past experiences. He unpacks practical ways to strengthen your mindset, overcome limiting beliefs, and develop the confidence needed to pursue bigger opportunities.

When your belief is built on a solid foundation, everything changes. Your decisions become bolder. Your vision becomes clearer. Your resilience grows stronger. And the life and business you once thought were out of reach suddenly become possible.

Join us for an inspiring session that will challenge the way you think and equip you to build the future you were created for.

Cutting Through the Noise: Navigating Data Verifications

Keith Twisdale & Colleen Knapp, Xactus

This session will provide a focused overview of how content accuracy, tool variability, and precise timing intersect to drive efficiency gains and an improved borrower experience, with added insight into emerging credit scoring models.

2026 Insurance Trends: Pricing, Coverage, and Closing Impacts

Jeremy Goodrich, Shine Insurance

Insurance has been a thorn in the side of closings for the last 2 years. Will it stay that way? This session will unpack 2026-2027 pricing and coverage trends with down-to-earth explanations and concrete case stories. We'll also explain exactly how to avoid last minute nightmares that sabotage a smooth closing.