Schedule

Pick up your materials and badge in time for the afternoon sessions. Have questions or need help with the MBA Events app? Ask us!

THE HUB EXPO

Enjoy lunch in THE HUB, MBA’s Annual Convention Expo Hall, before heading to your first sessions.

THE HUB EXPO, Royal Ballroom, Level 6

Make AI work better for you by learning how to give ChatGPT or Copilot better instructions. BYOD: You are encouraged to bring your own device for hand-on learning. Sign up at https://bit.ly/3J2pQ60

Your tech stack can be the difference between treading water and driving growth. In an evolving market, now is the time to optimize your technology for both immediate efficiency and future opportunity. This panel explores how lenders evaluate whether to customize best-in-class solutions, adopt an integrated suite, or build proprietary systems—and the tradeoffs of each path. Hear how industry leaders have aligned sales, marketing, and operations through smarter technology decisions to scale originations, deepen agent relationships, strengthen borrower engagement, and boost refinance retention. Sponsored by Optimal Blue.

THE HUB EXPO, Royal Ballroom, Level 6

Make AI work better for you by learning how to give ChatGPT or Copilot better instructions. BYOD: You are encouraged to bring your own device for hand-on learning. Sign up at https://bit.ly/3J2pQ60

THE HUB EXPO, Royal Ballroom, Level 6

Start from square one with a crash course on AI fundamentals tailored to mortgage. This session sets the foundation for understanding tools, terminology, and opportunities. BYOD: Bring your device with a ChatGPT account (paid account encouraged). Earn a digital credential to post on your social platforms when you complete today’s Bootcamp. Sign up at https://bit.ly/3J2pQ60

THE HUB EXPO

AI is reinvigorating innovation for tech teams powering $2T a year in originations and $15T in outstanding servicing, and this Tech Showcase features 16 mortgage tech demos over 2 days covering LOS, AUS, Capital Markets, POS, VOIEA, Data, Insurance, Valuation/Appraisal. Even if you know these firms, they’ve all progressed in the AI era, and Tech Showcase host Julian Hebron will get you up to speed. The AI influence is real, and pragmatic ROI in lender ops is now emerging. This session features: The Basis Point - State of Mortgage Tech Stack 4Q25; TRUE - AI-powered loan production automation; Better - Voice AI borrower app + virtual LO avatar; DocMagic - AI compliance assistant for closers; Flatworld Solutions - AI-powered appraisal review; Optimal Blue - ‘Ask Obi’ AI analyst for lender profit & risk; Floify - No-code customizations for loan apps; Vesta - Next-gen loan origination system; and, Tavant - ‘Touchless Lending’ end-to-end with agentic AI.

THE HUB EXPO

Drop by for a snack to fuel your afternoon. Sponsored by Blend.

A strong data model is more than IT—it’s the foundation for growth, innovation, and cost savings. In this session, hear from organizations that future-proofed their operations by building a robust data architecture with MISMO as the core. While each took a different approach, their investments enabled them to quickly adapt to market shifts, integrate emerging AI tools, and meet changing business demands. Designed for lender executives, managers, and tech professionals. Sponsored by Optimal Blue.

Sponsored by Cotality.

THE HUB EXPO, Royal Ballroom, Level 6

Check out the AI Lab in THE HUB during the reception. Drop by for a game with the PhoenixTeam or chat with MISMO staff. Sign up at https://bit.ly/3J2pQ60

Pick up your materials and badge for full access to all the activities. Have convention questions or need help with the MBA Events app? Ask us!

Sponsored by KPMG LLP.

In this candid interview, Maria Shriver reflects on her extraordinary path—from growing up in one of America’s most iconic families to forging her own legacy as an award-winning journalist, bestselling author, and thought leader. With her usual candor, Maria discusses the drive behind her decades-long career in broadcast news, and the unique pressures of public life. She offers insight into her work as the founder of initiatives such as The Sunday Paper and the Women’s Alzheimer’s Movement. Join us to hear this wide-ranging conversation touching on journalism, legacy, resilience, and purpose, as well as her mission to open conversations around aging and brain health. The session begins with an update from the MBA Opens Doors Foundation. Sponsored by FICO.

THE HUB EXPO, Royal Ballroom, Level 6

Share your ideas for what the industry needs from MBA and MISMO to help you on your AI journey. Sign up at https://bit.ly/3J2pQ60

Market-leading innovators discuss their vision of the future of our industry and offer their perspective on today’s trends. From integrating real estate, origination, and servicing, to leveraging data, technology and AI to transform the customer experience, they discuss their approach to meeting today’s challenges and driving future growth.

See how Google, one of the biggest names shaping AI, is making an impact in the mortgage processes. See use cases and gain perspective on how your team’s work, and your own, may change as you progress on your AI journey. Sponsored by Essent Guaranty Inc.

THE HUB EXPO, Royal Ballroom, Level 6

Drop by for an interactive discussion with a lead engineer from Google’s team or ask questions about his main stage presentation. Sign up at https://bit.ly/3J2pQ60

THE HUB EXPO

THE HUB EXPO

In this TED-style talk, Sasha Stair explores how Intelligent Verification is transforming the mortgage industry through dynamic workflows, reducing data waste, and leveraging AI. She challenges outdated processes, draws parallels to real-time consumer experiences such as Uber tracking, and demonstrates how the evolution of intelligent verification amplifies how we streamline decisions, improves borrower experience, and drives meaningful impact, without sacrificing trust.

THE HUB EXPO

AI is reinvigorating innovation for tech teams powering $2T a year in originations and $15T in outstanding servicing, and this Tech Showcase features 16 mortgage tech demos over 2 days covering LOS, AUS, Capital Markets, POS, VOIEA, Data, Insurance, Valuation/Appraisal. Even if you know these firms, they’ve all progressed in the AI era, and Tech Showcase host Julian Hebron will get you up to speed. The AI influence is real, and pragmatic ROI in lender ops is now emerging. In this session, you’ll see: The Basis Point - State of Mortgage Tech Stack 4Q25; Truework - ‘Qualified Income’ VOIE with GSE income calcs; Blue Sage Solutions - LOS-integrated AI Sales Agent; CI&T - @CMG Financial Case Study: Run pipeline with your voice; ValueLink Software - AI for smarter fee/vendor decisions by AMCs; nCino - 3 AI-powered capabilities in 1 new POS workflow; iEmergent - MarketSmart Dashboards for lender recruiting & growth; Wilqo - AI production optimization across LOS and POS; and, Matic - Embedded home insurance marketplace.

AI tools like chatbots and predictive models now serve as “copilots,” with agentic AI bringing greater autonomy. Yet human oversight remains essential to guide, govern, and ensure trust. This panel spotlights real-world use cases and illustrates people’s role in AI adoption—from design to implementation. Learn how to build an AI-ready workforce by balancing automation with expertise. Sponsored by Optimal Blue.

THE HUB EXPO, Royal Ballroom, Level 6

Get hands-on and build your own retrieval-augmented generation (RAG) bot. By the end, you’ll have a working prototype tailored to mortgage tasks you choose. Bring your device with a ChatGPT account (paid account encouraged). Earn a digital credential to post on your social platforms when you complete today’s Bootcamp.

In this session, cyber security experts arm executives and leaders with practical strategies to identify critical security gaps, prioritize targeted cybersecurity investments that may reduce insurance premiums, and implement defenses against advanced threats. Attendees also learn how to leverage tools and continuous vendor monitoring to strengthen their cyber resilience and meet evolving regulatory standards. Walk away with actionable steps. Sponsored by Optimal Blue.

For executives and managers, this session delivers real-world strategies to engage the Board, C-suite, and front-line teams in combating cyber fraud. Learn how to build vigilance across your organization and walk away with tactical, ready-to-implement measures to reduce today’s fast-evolving risks and create a cyber-aware culture. Sponsored by Optimal Blue.

Capri 8, Level 4

The future of work in mortgage isn’t coming - it’s already here. We’re entering a new era where intelligent automation compresses cycle time, eliminates rework, and elevates the role of humans from task executors to outcome owners. AI is reshaping every role, from origination to underwriting to servicing, creating the most significant shift in decades. But this shift isn’t just about technology—it’s also about people, process, and purpose. If you want to understand not just where AI is going, but where you fit in the future it’s creating, this roundtable is for you. MBA’s Mortgage Technology Vendor Working Group hosts special guests to lead this discussion: Corban Wells, Product Manager, Primary Residential Mortgage, Inc., and Jay Promisco, Senior Advisor, JazzX AI.

Join us for two iconic headliners in one show! Concert MBA opens with a set from Jim Gaffigan, a seven-time Grammy nominated comedian and three-time Emmy winning and top touring performer. Next up is GRAMMY® nominated OneRepublic, with hits like “Apologize,” “Counting Stars,” “All the Right Moves,” “Secrets,” “Good Life," and "I Don't Wanna Wait.” Your convention badge is your ticket and required for entry. Doors open at 5:30, Show at 6:00. See more details on the Concert page of the Annual25 website. Co-sponsored by Radian and MBA. Concert MBA benefits the MBA Opens Doors Foundation.

Azure Foyer, Level 4

Drop by to discuss your AI journey, hosted by PhoenixTeam.

Sponsored by Solidifi.

Azure 5, Level 4

Sponsored by: Solidifi

Lenders want technology that delivers real results with high-impact. Technology providers want to develop solutions that will be widely adopted to leverage their technology investments. Get the latest data on technology investment and ROI from industry and market analysts. Hear how investors measure success in mortgage tech investment and how M&A is impacting the space. Sponsored by Solidifi.

Azure 7, Level 4

The mortgage industry is grappling with rising origination costs, much of it tied to manual workflows that should be automated. Despite significant investments in technology platforms, many lenders still rely on human "workarounds" to push loans through the process. This panel unpacks where inefficiencies persist, why they exist, and how forward-thinking institutions have eliminated high-friction tasks using the tech they already own.

Azure 5, Level 4

Mortgage operations produce massive volumes of documents, demanding advanced technology to stay competitive. This session explores how Intelligent Document Processing (IDP) technology, powered by modern AI, massively reduces the time and cost to work with documents across the loan lifecycle. From faster processing times to increased compliance, the opportunity to unlock business efficiencies at scale is monumental. Industry technical experts will share IDP design concepts, explain the underlying AI capabilities, and share best practices for integrating these technologies into existing systems.

Azure 7, Level 4

As AI reshapes the customer experience, lenders must evolve beyond automation to real personalization. This session explores how next-gen digital experiences adapt in real time to borrower behavior, integrate human touchpoints, and create a consistent cross-product experience that earns trust and drives ROI.

Azure 5, Level 4

Everyone’s talking about the role of AI in mortgage transformation, but making it work is a different story. This session explores the hurdles and hard-won insights from AI implementation in origination and servicing operations. Leave with insight into other lenders’ experiences with AI, and ideas for how to improve your own implementation.

Azure 5, Level 4

Everyone is invited to attend this open meeting of RESTECH, an MBA forum that helps companies identify and address technology issues facing the residential mortgage industry and work toward common solutions.

Azure 7, Level 4

Everyone is invited to attend this in-person meeting of the Information Security Workgroup, a gathering of industry peers who identify and discuss evolving information security issues and provide advice to MBA on legislative and regulatory initiatives relating to cybersecurity topics.