Modernizing mortgage workflows for a changing market

Interest-rate drops are awakening a new wave of refinance and purchase demand. In this 30-minute fireside chat, Ocrolus experts Rebecca Seward (Director of Product, Mortgage) and John Lowenthal (VP of Sales) explain how AI-powered automation helps lenders close loans in 10-15 days, slash manual touchpoints and capture market share while rivals scramble.

Watch the replay for market insights, real-world efficiency metrics and a blueprint for building future-ready workflows that let underwriters focus on credit decisions, not data entry.

Key takeaways

• Leverage AI-driven data extraction and analytics to scale instantly when volume spikes.
• Build structured, transparent condition-management workflows that eliminate back-and-forth with borrowers.
• Automate income calculations and verifications to cut processing times to 10–15 days.
• Free underwriters to concentrate on credit risk—not administrative tasks.
• Position your organization to lead the coming market shift instead of playing catch-up.

Ready to future-proof your mortgage operations?

Request a demo to see where AI can save you time and money.

Speaker

John Lowenthal

Vice President of Sales, Ocrolus

Co-speaker

Rebecca Seward

Director of Product, Mortgage, Ocrolus

Moderator

Rana Akkaya-Meier

Director of Brand and Content Marketing, Ocrolus