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MortgagePoint September 2025

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MortgagePoint » Your Trusted Source for Mortgage Banking and Servicing News 10 September 2025 M T E C H M T E C H • Manage borrower communications: Configure custom or standard SMS messages and emails for targeted borrower groups. • Control vendor integrations: Man- age connections for key integrations such as credit, eSign, verification, LOS import/export and more with the option to add proprietary inte- grations via MISMO-mapped APIs. "The admin portal puts configura- tion power directly in lenders' hands," said Shakeya Fort, Senior Product Man- ager at Cloudvirga. "By making it easier to tailor Tropos to organizational needs, we're helping lenders respond faster to market changes and create borrower ex- periences that strengthen relationships from application to close." ASURITY AND CALYX PARTNER ON NEW COMPLIANCE SOLUTION A surity Technologies has an- nounced that Calyx Path, the firm's cloud-based loan origi- nation system (LOS), and RegCheck, Asurity's real-time loan-level compli- ance solution, have been successfully integrated. Through this interface, lenders may use the Calyx Path LOS to lower risk, start compliance checks, get results fast, and keep loans closing smoothly. "We're thrilled to offer this new capability to Path users," said Joy Ziminskas, Director of Sales & Business Development at Calyx Software. "The integration with RegCheck brings a critical layer of efficiency and oversight to compliance, helping lenders navigate today's complex regulatory landscape with ease." RegCheck offers: • Customizable audit reports for quick, focused reviews • Concise results with direct citation links for faster resolution • Real-time parsing and intelligent presentation of compliance data • Targeted test capabilities so users can focus only on what matters "Today's lenders need more than speed—they need smart automation that ensures confidence in every loan file," said Julia Sweeney, EVP of Software Products at Asurity. "Our integration with Calyx Path brings the power of RegCheck directly into the LOS, allowing lenders to detect and resolve compliance issues earlier and close loans faster." TAVANT AND SNAPDOCS JOIN FORCES ON NEW DIGITAL INFRASTRUCTURE S napdocs and Tavant have formed a strategic alliance, seamlessly link- ing Tavant's FinConnect and the Snapdocs eClosing platform, allowing lenders to access their full tech stack, including document providers, POS, LOS, and other proprietary or third-par- ty systems. "Lenders are under pressure to do more with less—faster, more accurately, and without added risk," said Camelia Martin, VP of eMortgage Strategy & Industry Affairs at Snapdocs. "Our part- nership with Tavant gives lenders the flexibility to connect their existing tech- nology with Snapdocs' digital closing infrastructure, tapping into the benefits of scaled automation and delivering the referral-worthy closing experience today's borrowers expect." With plug-and-play access to more than 100 connectors from more than 80 service providers, including solutions for asset, income, credit, and identi- ty verification, FinConnect, Tavant's intelligent data integration platform, streamlines the mortgage application process. FinConnect processes more than 33 million transactions a year and offers encrypted transactions, real-time data access, and predictive insights. By streamlining data and document interchange between systems, Tavant's bi-directional connection with Snap- docs improves operational efficiency, lowers mistakes, and supports digital closings at scale throughout a lender's technology stack. Snapdocs facilitates error-free closings for all loan types by automating critical operations between lenders, title firms, notaries, and borrowers. eClose capabilities, CD Balancing, automatic fi- nancing, and post-close quality control, and an eVault are all part of its range of digital closing solutions. "This partnership further demon- strates our commitment to providing lenders access to intelligent automation at scale," said Mohammad Rashid, SVP and Head of Fintech Product at Tavant. "By embedding Snapdocs' digital clos- ing capabilities with our robust FinCon- nect platform, we're enabling lenders to complete more complex, higher-quality transactions, faster and with improved accuracy." DEALERBRIDGE. AI INTRODUCES NEW AI-POWERED PLATFORM D ealerBridge.ai has announced the introduction of The Home Upgrade Engine, the company's new patented AI-powered tool. In the upcoming years, the U.S. home renovation market is projected to grow to over $1 trillion, yet both homeowners and service providers struggle to find the correct items, financing, and appointments. DealerBridge.ai's Home Upgrade Engine offers: • Smart Filtering Engine: An engine that processes thousands of home- owner inquiries using specific attri- butes to identify real opportunities. • Smart Savings Plan: Uses AI commerce technology to customize home product bundles paired with financing options.

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