CMO
Mortgage Champions
Jake Vermillion is the Chief Marketing Officer at Mortgage Champions, where he’s learned firsthand from Dale Vermillion how to help lenders and loan officers move beyond rate-shopping to a trust-based, consultative approach.
A Mortgage Maverick and Top Voice in Mortgage Marketing, his insights on value-based sales, AI, and decision-making frameworks are followed by 10,000+ professionals on LinkedIn.
Jake’s approach blends old-school relationship-building with new-school technology, exploring how AI can enhance, not replace, human expertise. For real-world strategies inspired by the world’s top organizations, follow him on LinkedIn, subscribe to Marginal Gains, or reach out at jake@mortgagechampions.com.
As AI adoption accelerates, lenders face growing pressure to demonstrate tangible business value while managing compliance and reputational risk. This session focuses on how organizations are evaluating the ROI of AI investments, from cycle-time reduction and cost per loan to error rates, staffing efficiency, and borrower satisfaction. Panelists will share how they benchmark success, align AI initiatives with strategic goals, and assess vendor claims versus real-world outcomes. Attendees will walk away with a clearer framework for measuring performance, managing risk, and justifying continued AI investment.
This session focuses on how mortgage lenders are evaluating the business impact of their technology investments amid tighter budgets and ongoing market volatility. Panelists will examine the tools and KPIs that matter most—such as cost per loan, pull-through rate, cycle time reduction, and staff efficiency—and how to build an internal framework for measuring ROI over time. The discussion will help attendees understand which data sources are most reliable, how to align ROI analysis with strategic goals, and how to avoid common pitfalls when evaluating vendor promises versus actual performance.