
7-in-7 Session
Grand Ballroom
Wednesday, April 2, 2025
1:45 pm - 2:345 pm
Seven companies will have seven minutes to share insights, showcase an impactful case study, or display a new product that could improve the industry.
Click on a logo to the right to read more about topics and speakers!
SPONSORED BY

Future-Proofing Your Business: Non-QM Insights for 2025
Join us for a fast-paced, 7-minute session where we unveil the latest strategies for thriving in the evolving non-QM landscape. As market conditions shift, so do the opportunities—learn how innovative loan products, enhanced underwriting flexibility, and strategic borrower outreach can help you close more deals in 2025.

Scaling Mortgage Success with AI: How Maisy365 Optimizes Engagement & Efficiency
In a shifting mortgage market, staying connected with all potential opportunities—beyond just new leads—is essential. Maisy365 is an AI-powered solution that enables mortgage professionals to reactivate past leads, re-engage closed clients, and maintain relationships with their existing book of business. By leveraging AI, mortgage teams can ensure consistent follow-ups, automate touchpoints, and maximize every opportunity—without relying solely on human effort or a large workforce.

From Click to Close: Optimizing Every Stage of the Mortgage Lead Funnel
The mortgage lead funnel isn’t just about generating leads, it’s about maximizing conversions at every stage. From initial inquiries to credit pulls, pre-qualifications, and final applications, every touchpoint presents an opportunity to optimize the borrower experience and improve pull-through rates. In this talk, we’ll break down real-world data from a case study with a lender who examined their funnel and found key areas for improvement. We’ll explore why some borrowers drop off, where tech can enhance engagement, and how lenders can create structured paths to qualification for those who aren’t ready yet. Whether it’s leveraging automation, improving borrower education, or implementing smarter workflows, you’ll walk away with actionable strategies to turn more leads into loans.

Originator Assistant: Smarter Loan Structuring With AI
Many loan originators find themselves overwhelmed by the time-consuming and complex process of structuring loans, juggling numerous parameters to find the best terms for their borrower. Originator Assistant, a new tool within the Optimal Blue PPE, transforms this process by leveraging AI to identify alternate loan scenarios that could produce more competitive pricing and offer more options for a borrower. In just 7 minutes, we’ll demonstrate how Originator Assistant can streamline the loan structuring process.