Associate Advisory Council

CWDL

At CWDL, our mortgage industry-specific audit, accounting, and tax solutions help you better understand the present so you can plan for the future. We take an entrepreneurial approach to your finances, helping you maximize profit and capitalize on emerging opportunities. Even amidst volatile markets and seismic industry shifts, we’re here with the guidance you need to see beyond today and make confident decisions about tomorrow. At CWDL, we help you see what’s possible. Learn more about CWDL in our Vendor Marketplace.

Contact: Kasey English or (619) 302-0010

Visit: https://cwdl.com

Loan Vision

Loan Vision is the premier mortgage financial software platform that empowers companies to operate more efficiently while improving profitably in today's complex market. Designed to empower accounting teams, our software provides a range of tools from workflow automation to comprehensive analytics that enables data-driven strategies for maximizing profitability. Learn more about Loan Vision in our Vendor Marketplace.

Contact: Brian Friedman or (724) 216-5266 x251

Visit: https://www.loan-vision.com

SS&C Technologies

Used by today’s leading commercial/multifamily lenders, servicers, and investors, SS&C’s Precision LM software provides a single platform for managing loans across the complete lifecycle: pipeline management, servicing, asset management, accounting, and reporting as well as borrower and investor self-service. Precision LM enables organizations to streamline operations, increase efficiency and reduce risks with a single database application, centralizing key financial data that may otherwise be stored in multiple disparate systems. Learn more about SS&C in our Vendor Marketplace.

Contact: Rosie Sheehan or (703) 623-7341

Friday Harbor

Transforming the mortgage origination process using AI to help your loan officers assemble complete, accurate, and fully underwritten loan files in real-time, day or night. Friday Harbor reads documents in real-time and guides your LOs, processors, and loan assistants as they engage with borrowers. Friday Harbor anticipates conditions and helps the LO clear them in real-time. Learn more about Friday Harbor in our Vendor Marketplace.

Contact: Theo Ellis or (609) 273-1698

Visit: www.fridayharbor.ai

BaseCap Analytics

BaseCap helps lenders and servicers rapidly validate 100% of loan data. By automating compliance checklists, correcting bad or missing data, and transforming file formats for easy comparison, BaseCap reduces the resources required for loan quality assurance.

• Run unlimited custom policies: leverage an AI-powered policy generator to turn questions you have about your data into powerful rules in the BaseCap platform.
• Check every single data field: move beyond sampling data and run policies against 100% of data fields for maximum visibility and risk mitigation.
• Unleash your operations: the intuitive no-code platform frees up time for loan officers and analysts by helping them address data issues in hours rather than days.

Learn more about BaseCap in our Vendor Marketplace.

Contact: Jason Ahl or (818) 679-8617

Visit: https://www.basecapanalytics.com

Xactus

Xactus is a leading fintech committed to the continued transformation of the mortgage verification industry. Pioneering a new class of technology – Intelligent Verification – Xactus is redefining how the industry originates and services mortgages.

With Xactus360, our industry-first Intelligent Verification Platform^SM, we put the full power of the market’s leading verification partner into a user-centric technology that harnesses real-time insights to power automated actions enabling clients to make faster, better decisions with the right data at the right time.

By combining data-at-scale, advanced AI technology, and our deep domain expertise, Xactus is committed to partnering with mortgage lenders and servicers to lead the industry into the future as, together, we advance the modern mortgage. Learn more about Xactus in our Vendor Marketplace.

Contact: Michael Crockett

Visit: https://www.xactus.com

Experian

Mortgage companies face rapidly evolving expectations in today’s digital world. Not only do borrowers demand better experiences, but lenders must also keep operational efficiency and managing risk at the forefront of everything they do. As a trusted partner for leading companies across the mortgage industry, Experian is committed to partnering with our clients to deliver a fast, frictionless, and secure borrower experience, while enabling lenders to enhance decisioning across the entire mortgage lifecycle. Learn more about Experian in our Vendor Marketplace.

Truework

Truework is the only all-in-one, automated VOIE platform that fully replaces costly in-house verification waterfalls by orchestrating all major verification methods within our single platform. We focus on delivering a comprehensive, vetted, and accurate verification report for every request so customers can stop wasting time and money on doing it themselves. Learn more about Truework in our Vendor Marketplace.

Alliant Private Mortgage Insurance

Corporate insurance provider offering property and casualty, employee benefits, surety and insurance products relating to Mortgage Bankers Bond, Errors and Omissions, Cyber Liability, Cyber Insurability Risk Assessments, Surety Bonds, Directors and Officers Insurance, and Lender-Placed Insurance. We help lenders stay compliant with insurance requirements and ensure appropriate safeguarding of data. Learn more about Alliant in our Vendor Marketplace.

Aidium

Aidium CRM – Aidium is the best mortgage CRM software solution that offers a comprehensive set of tools specifically designed for mortgage professionals that are tailored to fit all of your needs. Conceived by mortgage experts for mortgage professionals. Our bespoke suite of tools is designed to address challenges unique to the mortgage industry using data intelligence and AI. Learn more about Aidium in our Vendor Marketplace.

Kelley Kroneberg Attorneys at Law

Kelley Kronenberg is a full-service law firm with a strong reputation in mortgage default legal services.  With decades of experience, the firm provides comprehensive representation to financial institutions, mortgage servicers, and lenders in Florida, Illinois, Indiana, and New York.  Our team of skilled attorneys specialize in foreclosure litigation, loss mitigation, bankruptcy, and eviction ensuring that clients receive strategic and efficient legal solutions. By combining industry knowledge with a client-focused approach, the firm helps navigate the complexities of mortgage default with professionalism, timeliness, and accuracy. Learn more about Kelley Kronenberg in our Vendor Marketplace.

Contact: Brandon McGee

Visit: https://www.kelleykronenberg.com

Mortgage Quality Management & Research

MQMR is more than a service provider—we’re your partner on the journey to compliance success. We help lenders/servicers climb higher by turning Risk and Compliance challenges into opportunities, working alongside you every step of the way. Guided by our core values—Commit to Quality, Create Solutions, Collaborate as One, Cultivate Raving Fans, and Climb Higher—we build lasting relationships rooted in trust and excellence. That’s why the industry’s top-performing lenders choose MQMR to elevate their audit, risk, and compliance strategies. Ready to see the difference? Let’s climb higher together. Learn more about MQMR in our Vendor Marketplace.

Black, Mann & Graham LLP

Recognized as a leader in Texas mortgage document preparation, Black, Mann & Graham LLP offers clients proactive guidance, comprehensive training, and dedicated support to navigate the unique challenges of lending in the Loan Star State. From compliance to operational insights, BMG is the trusted partner of independent mortgage bankers, mortgage brokers, banks, and credit unions doing business in Texas. Learn more about BMG in our Vendor Marketplace.

FundingShield

Wire & Title Fraud Prevention for the Mortgage & Real Estate Market - FundingShield offers industry leading FinTech B2B & B2B2C fraud prevention solutions that deliver source data driven transaction-level risk management with up to $5mm of coverage against wire & title fraud, settlement risk, closing agent compliance & cyber threats. Leveraging the industry's largest live, real-time repository for closing agent data we drive reduced operating costs and improving asset quality. Our user-centric Plug’n’Play tools that are scalable, pay-per-loan, secure, cloud-based and integrate easily through APIs driving ROIs greater than 200%. Learn more about FundingShield in our Vendor Marketplace.

Firstline Compliance

Mortgage Risk, Compliance & Technology Services

At Firstline Compliance, we believe compliance is more than checking boxes; it's a competitive advantage and culture that propels your business forward. As the trusted partner of banks, credit unions, independent mortgage bankers, and leading FinTechs, we provide operational and technology risk and compliance advisory services that empower your business. Our team is comprised of industry thought leaders and experts in mortgage lending, technology, and consumer financial products and services, with unrivaled experience in federal, state, agency, and secondary market requirements. Learn more about Firstline Compliance in our Vendor Marketplace.

KensieMae

KensieMae, a Massachusetts based company founded in 2013, provides software, integration, and web solutions, consultation, customization, and implementation services across multiple LOS Platforms, including Encompass, MeridianLink, Dark Matter, Origence, Byte, and more. From wholistic project management to RPA, SDK, API, and web solutions, nearly 1,000 lenders and service providers trust KensieMae and the over 18,000 active KensieMae Technologies solutions they depend on every day. No Dogs. No Ponies. Just Results. Learn more about KensieMae in our Vendor Marketplace.

matchbox

matchbox is the Premier Mortgage Banking Operations Consulting firm specializing in implementing efficiencies and driving profitability through its Advisory, Technology, Capital Markets, and Training practices. Founded in 2010, matchbox has a seasoned team of experienced Mortgage Banking consultants with deep industry knowledge, with an average of 20 years in the industry and 10 years with matchbox. Our main goal is to assist clients in navigating any market environment utilizing our market experience, industry knowledge, and passionate client service. Being a long-term MBA Member, matchbox is proud to be represented in the Mortgage Associate Advisory Council. Learn more about Matchbox in our Vendor Marketplace.

LoanPASS

LoanPASS provides access to its best-in-class product, pricing and decisioning engine via open APIs for third-party service providers to leverage for quick and low-cost integrations. Key vendors that we work with within the digital lending ecosystem include loan origination systems (LOS), point-of-sale systems (POS), customer relationship management systems (CRM), and others, which have established direct interfaces to LoanPASS. Learn more about LoanPASS in our Vendor Marketplace.

LendingPad

This lending solution caters to banks, credit unions, and lenders with various banking functions like warehousing, audit, tracking, and third-party channel admin. It also offers secondary management with unlimited users. The Lender Edition includes more origination and banking features like customized pricing and eligibility, automated underwriting, and real-time pipeline monitoring. The platform provides an enterprise API for data exchange, workflows, SLA’s, server resources, and data transfers/migrations, ensuring exceptional scalability and performance. Learn more about LendingPad in our Vendor Marketplace.

Contact: Dan Smith or (480) 293-4880

Visit: https://www.lendingpad.com