Heidi Patalano

Many lenders have experimented with AI, but fewer have successfully scaled it across core operations. This session examines how organizations are moving beyond proofs of concept to embed AI into underwriting, processing, quality control, and servicing workflows. Panelists will discuss change management, model governance, data readiness, and integration with LOS and core systems. Attendees will learn what it takes to operationalize AI responsibly, where implementations commonly stall, and how leading lenders are aligning people, process, and technology to drive sustained impact.

This session explores how lenders can strengthen relationships with realtors, builders, and other partners by modernizing the way they share data, communicate, and deliver leads. Speakers will discuss technologies that streamline co-marketing, automate status updates, improve lead attribution, and create more seamless borrower handoffs. Attendees will learn which tools actively reduce friction in the referral pipeline, how to evaluate partner-facing platforms, and how better transparency and collaboration can boost conversion rates while deepening long-term partnerships.