Free checklist
AI vendor evaluation checklist for mortgage lenders
The mortgage tech stack is crowded. This guide cuts through the noise with an objective checklist to evaluate AI vendors for automation, scalability, auditability and human-in-the-loop underwriting support.
Why this checklist matters
In a high-stakes mortgage environment, the wrong tech partner adds friction, not efficiencies, to your process. This checklist helps lenders align vendor capabilities with their real-world mortgage operations needs. From LOS integration to doc classification accuracy and audit trail transparency, you’ll feel confident choosing the right partner for your business.
