Associate Advisory Council

Advisent

At Advisent, our mortgage industry-specific audit, accounting, and tax solutions help you better understand the present so you can plan for the future. We take an entrepreneurial approach to your finances, helping you maximize profit and capitalize on emerging opportunities. Even amidst volatile markets and seismic industry shifts, we’re here with the guidance you need to see beyond today and make confident decisions about tomorrow. At Advisent, we help you see what’s possible. Learn more about Advisent in our Vendor Marketplace.

Contact: Kasey English or (619) 302-0010

Visit: https://advisent.com/

SS&C Technologies

Used by today’s leading commercial/multifamily lenders, servicers, and investors, SS&C’s Precision LM software provides a single platform for managing loans across the complete lifecycle: pipeline management, servicing, asset management, accounting, and reporting as well as borrower and investor self-service. Precision LM enables organizations to streamline operations, increase efficiency and reduce risks with a single database application, centralizing key financial data that may otherwise be stored in multiple disparate systems. Learn more about SS&C in our Vendor Marketplace.

Contact: Rosie Sheehan or (703) 623-7341

Down Payment Resources

Down Payment Resource (DPR) is an award-winning technology provider helping lenders connect borrowers with the down payment assistance (DPA) they need. DPR's 4-in-1 solution delivers verified DPA data, eligibility automation, and a seamless Encompass® integration to help lenders streamline operations, expand affordability, improve pull-through, and strengthen referral partnerships. Learn more about Down Payment Resources in our Vendor Marketplace.

Gateless

Gateless is a technology solution provider that believes in a future where mortgage origination can be faster, cheaper, and less risky—where outcomes can be determined in real-time. Through innovative products like Smart Underwrite® and Vericlear™—which leverage advanced document recognition, expert systems, and an unparalleled level of LOS integration and workflow orchestration—we deliver exactly that for our clients, and the borrowers they serve. Ultimately, Gateless products help our lender clients, via intelligent automation, scale their operations more efficiently, offer a superior borrower experience, and do all this while reducing the risk of costly human error. Since its inception in 2020, the firm has been recognized as an industry innovator—winning industry awards, while positioning itself as the leading player in the process and underwriting automation domain. Learn more about Gateless in our Vendor Marketplace.

Tidalwave

Tidalwave enables IMBs, credit unions and banks to gain market share as our generative AI mortgage POS+ simultaneously places originators and borrowers at the center of your mortgage application process. This allows you to eliminate key problems borrowers have in the application process. Learn more about Tidalwave in our Vendor Marketplace.

Xactus

Xactus is a leading fintech committed to the continued transformation of the mortgage verification industry. Pioneering a new class of technology – Intelligent Verification – Xactus is redefining how the industry originates and services mortgages.

With Xactus360, our industry-first Intelligent Verification Platform^SM, we put the full power of the market’s leading verification partner into a user-centric technology that harnesses real-time insights to power automated actions enabling clients to make faster, better decisions with the right data at the right time.

By combining data-at-scale, advanced AI technology, and our deep domain expertise, Xactus is committed to partnering with mortgage lenders and servicers to lead the industry into the future as, together, we advance the modern mortgage. Learn more about Xactus in our Vendor Marketplace.

Contact: Michael Crockett

Visit: https://www.xactus.com

Floify

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to create product-specific applications (no coding required!), collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. Learn more about Floify in our Vendor Marketplace.

Contact: Courtney Dodd or (720) 370-3622

Visit: https://www.floify.com

ActiveComply

ActiveComply is a RegTech provider that delivers a variety of software solutions built to enhance regulatory and compliance processes. At ActiveComply, we don’t build products first, then figure out how they can be used later. We create compliance solutions based on real user feedback that are packed with purpose. Our cloud-based solutions help financial institutions confidently manage their social media, websites, and remote work compliance by streamlining workflows to quickly isolate issues, protect brand reputation and remediate items requiring attention. Learn more about ActiveComply in our Vendor Marketplace.

Firstline Compliance

Mortgage Risk, Compliance & Technology Services

At Firstline Compliance, we believe compliance is more than checking boxes; it's a competitive advantage and culture that propels your business forward. As the trusted partner of banks, credit unions, independent mortgage bankers, and leading FinTechs, we provide operational and technology risk and compliance advisory services that empower your business. Our team is comprised of industry thought leaders and experts in mortgage lending, technology, and consumer financial products and services, with unrivaled experience in federal, state, agency, and secondary market requirements. Learn more about Firstline Compliance in our Vendor Marketplace.

Mortgage Quality Management & Research

MQMR is more than a service provider—we’re your partner on the journey to compliance success. We help lenders/servicers climb higher by turning Risk and Compliance challenges into opportunities, working alongside you every step of the way. Guided by our core values—Commit to Quality, Create Solutions, Collaborate as One, Cultivate Raving Fans, and Climb Higher—we build lasting relationships rooted in trust and excellence. That’s why the industry’s top-performing lenders choose MQMR to elevate their audit, risk, and compliance strategies. Ready to see the difference? Let’s climb higher together. Learn more about MQMR in our Vendor Marketplace.

QC Ally

For more than 20 years, QC Ally and its Inglet Blair subsidiary have been trusted partners in delivering quality control and mortgage due diligence services across the full loan lifecycle. We help clients proactively manage risk, ensure regulatory and investor compliance, and protect investments with reliable insights and expertise.

As the largest 100% U.S.-based mortgage quality team, we pair deep industry knowledge with proprietary technology to deliver consistent risk analysis, accurate data validation, and flexible reporting. Our solutions span pre-funding, post-closing, servicing, and risk management and always reflects the highest standards of ethics, accuracy, and professionalism.

Whether outsourcing, strengthening your QC team, or seeking tailored solutions, our experts provide a partnership-driven experience that accelerates mortgage manufacturing and safeguards performance. Together, we achieve true enterprise quality at every stage of the loan lifecycle. Learn more about QC Ally in our Vendor Marketplace.

FundingShield

Wire & Title Fraud Prevention for the Mortgage & Real Estate Market - FundingShield offers industry leading FinTech B2B & B2B2C fraud prevention solutions that deliver source data driven transaction-level risk management with up to $5mm of coverage against wire & title fraud, settlement risk, closing agent compliance & cyber threats. Leveraging the industry's largest live, real-time repository for closing agent data we drive reduced operating costs and improving asset quality. Our user-centric Plug’n’Play tools that are scalable, pay-per-loan, secure, cloud-based and integrate easily through APIs driving ROIs greater than 200%. Learn more about FundingShield in our Vendor Marketplace.

Black, Mann & Graham LLP

Recognized as a leader in Texas mortgage document preparation, Black, Mann & Graham LLP offers clients proactive guidance, comprehensive training, and dedicated support to navigate the unique challenges of lending in the Loan Star State. From compliance to operational insights, BMG is the trusted partner of independent mortgage bankers, mortgage brokers, banks, and credit unions doing business in Texas. Learn more about BMG in our Vendor Marketplace.

KensieMae

KensieMae, a Massachusetts based company founded in 2013, provides software, integration, and web solutions, consultation, customization, and implementation services across multiple LOS Platforms, including Encompass, MeridianLink, Dark Matter, Origence, Byte, and more. From wholistic project management to RPA, SDK, API, and web solutions, nearly 1,000 lenders and service providers trust KensieMae and the over 18,000 active KensieMae Technologies solutions they depend on every day. No Dogs. No Ponies. Just Results. Learn more about KensieMae in our Vendor Marketplace.

matchbox

matchbox is the Premier Mortgage Banking Operations Consulting firm specializing in implementing efficiencies and driving profitability through its Advisory, Technology, Capital Markets, and Training practices. Founded in 2010, matchbox has a seasoned team of experienced Mortgage Banking consultants with deep industry knowledge, with an average of 20 years in the industry and 10 years with matchbox. Our main goal is to assist clients in navigating any market environment utilizing our market experience, industry knowledge, and passionate client service. Being a long-term MBA Member, matchbox is proud to be represented in the Mortgage Associate Advisory Council. Learn more about Matchbox in our Vendor Marketplace.

LendingPad

This lending solution caters to banks, credit unions, and lenders with various banking functions like warehousing, audit, tracking, and third-party channel admin. It also offers secondary management with unlimited users. The Lender Edition includes more origination and banking features like customized pricing and eligibility, automated underwriting, and real-time pipeline monitoring. The platform provides an enterprise API for data exchange, workflows, SLA’s, server resources, and data transfers/migrations, ensuring exceptional scalability and performance. Learn more about LendingPad in our Vendor Marketplace.

Contact: Dan Smith or (480) 293-4880

Visit: https://www.lendingpad.com

LenderLogix

LenderLogix provides mortgage lenders with modern technology that enhances borrower engagement and loan officer efficiency. Our suite, including LiteSpeed POS, QuickQual, and Fee Chaser, streamlines applications, pre-approvals, and fee collection to deliver a faster, borrower-friendly experience. Learn more about LendingLogix in our Vendor Marketplace.

Contact: Patrick O’Brien or (716) 799-1504

Visit: https://lenderlogix.com/