Chief Strategy Officer
Atlantic Bay Mortgage Group
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.