DATA INNOVATION & TECHNOLOGY TRACK: Goodbye Manual Data Entry - Transform Servicing with AI and Automation

Grant Halseide

Sr Director, Product Management, Commercial Tax, Cotality

Grant is currently leading the Product organization for the Commercial Tax Solutions group at Cotality, where he oversees the strategic vision and execution of the company’s suite of tax products. With over seven years of leadership experience at Cotality, he has a proven track record of driving cross-functional success across multiple business units, including Valuations, Residential Tax, and Credco. Grant joined Cotality through the prestigious Ranks to Roles Program and has since specialized in transforming complex operational challenges into scalable product solutions. His leadership approach is deeply informed by his prior service as a Captain in the United States Air Force, where he managed large-scale training programs and high-stakes air operations for the AWACS platform. A veteran leader with a focus on operational excellence and innovation, Grant is passionate about building products that solve real-world problems.

Chris Shelton

Senior Managing Director, Product & Engineering, RealINSIGHT

Chris Shelton is the Head of Product and Engineering at RealINSIGHT, the cloud platform that powers loan servicing, asset management, and data intelligence for commercial real estate finance professionals. Since joining the company in 2014, he has guided RealINSIGHT’s growth from an emerging solution to an industry-wide system that helps top institutions and lenders manage billions in CRE debt globally. With 15 years of technology and product-development experience, he focuses on transforming complex CRE data into practical tools that streamline workflows and enhance decision-making for lenders, servicers, and investors.

Tony Berwald

Vice President of Operations - Process Optimization & Analytics, Greystone

Tony Berwald is Vice President of Operations – Process Optimization and Analytics at Greystone, where he leads strategic transformation initiatives across the firm’s Servicing and Asset Management platform. He partners with senior leaders to drive operational efficiency, enhance customer experience, and reduce the cost of servicing through process redesign, technology enablement, AI, and data-driven decision-making. Previously, Tony served as a Technology Director at Greystone, leading the team responsible for servicing and asset management technology strategy, support, and implementation.

Kristi Dowdle

SVP, Chief Servicing Officer, The Community Preservation Corporation

Kristi Dowdle is the Chief Servicing Officer at The Community Preservation Corporation (CPC), where she leads the strategic vision and execution of a best-in-class servicing operation. In this role, she presents portfolio performance insights, emerging trends, and risk analyses to senior leadership, while developing and implementing policies and procedures to ensure compliance with servicing agreements, investor guidelines, and risk management best practices. Kristi oversees staff development and training programs, collaborates with IT to upgrade and automate servicing platforms, and partners with Finance to streamline processes and optimize operational performance. She manages relationships with key stakeholders, including Freddie Mac, Fannie Mae, pension funds, and regulatory agencies, ensuring alignment and compliance. Additionally, she drives asset management strategies that adhere to investor requirements and mitigate portfolio risks, while serving as a primary liaison for senior leadership, investors, borrowers, and internal teams to ensure clear communication and alignment across all facets of servicing and asset management.

Brandon Estabrook

Technical Product Manager, Merchants Capital Corp.

Brandon Estabrook is VP, Technical Product Manager at Merchants Capital, where his team partners with leaders across Production, Asset Management, and Servicing to maintain a strategic roadmap with defined success metrics aligned to organizational goals. Guided by that roadmap, his team collaborates with technology partners to define, implement, and support strategic software and data solutions that drive business results.

Sachin Kapoor

Managing Director, CBRE Capital Markets

Sachin Kapoor, Managing Director of CBRE Loan Services, brings over 24 years of expertise in commercial finance, specializing in commercial real estate. In his capacity, he drives business strategy and development, oversees global operations, spearheads crucial organizational projects, and manages analytics, emerging technologies, and key vendor partnerships. Sachin holds a Bachelor in Commerce (Honors), an MBA, and a diploma from the American Bankers Association.