AI Transforms Non-Bank Mortgage Lending, Says New Report

New study highlights how 2025 will be a turning point as technology redefines experience, operations, and value across the mortgage lifecycle. Key Findings: 74% of non-bank lenders are betting on innovation to drive differentiation, while only 21% believe they are leading the pack—revealing a significant gap and opportunity to innovate. Agentic AI is becoming the next big play, merging GenAI’s cognitive reasoning with automation’s precision, ushering in task-fulfilling “agents” that scale beyond efficiency into execution. Only 51% of...

AdvisorEngine Adds AI, Data Access, and  Workflow Automation to Platform

AdvisorEngine now works with popular AI notetakers Jump, Zeplyn and Zocks ByAllAccounts integration broadens an advisor’s view of client data; Zapier enhances advisory firm workflow processes AdvisorEngine Inc. announced several platform integrations designed to boost advisor productivity and improve client service, tapping into wealth management’s fast-evolving segment of AI-powered tools. During its tenth client conference, the wealth management technology company shared with the audience that it is integrating with popular AI notetakers Jump, Zeplyn and...

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