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August 31, 2026
Helping Your Finance Team Adjust to AI: Change Management for Faster Financial Processes

Artificial intelligence is quickly becoming part of the modern finance function. For CFOs, Controllers, and other finance leaders, the opportunity is significant: AI and automation can help accelerate financial processes, reduce repetitive work, and give teams more time to focus on higher-value activities.

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Tech
August 13, 2026
Meet Luna: The AI Teammate Now Built Into Loan Vision

Every mortgage accounting team has that one person who knows how everything works. Meet Luna - the AI teammate built into Loan Vision that gives everyone instant, expert answers, 24/7.

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Tech
April 30, 2026
Technology + Innovation in Mortgage Post-Closing: Why Efficiency Matters More Than Ever

Independent mortgage banks are operating in an environment defined by compressed margins, elevated cost per loan, and constrained liquidity. While sales and originations often dominate strategic conversations, post-closing and funding operations have quietly become one of the most decisive levers for protecting profitability. The lenders that recognize this and modernize accordingly are the ones already creating separation in a crowded market.

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Tech
October 31, 2024
From Risk to Resilience: Leveraging Technology for Compliance

Learn how innovative technology transforms risk management and compliance in mortgage lending.

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Tech
April 30, 2024
Improving the Bottom Line with Warehouse Management Technology

While advancements in mortgage technology have certainly improved the borrower’s experience, the most critical time for IMB’s is the time of warehouse funding.

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Tech
March 15, 2024
Three Cs of Maximizing Your Investment in Data & Analytics

I’ve been on a mission to help people be more data driven for nearly 30 years. It has been both extremely rewarding and extremely frustrating at times.

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Tech
November 30, 2023
Finance Transformation in Mortgage Lending

Software companies, report developers, and our friends in IT have unsuccessfully tried to solve our information needs by building complicated data cubes and/or providing a countless number of canned reports

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Tech
February 22, 2021
Creating Differentiation: How Intelligent Automation Can Help You Reimagine and Reengineer Mortgage Origination

As more fintech companies invest in the mortgage space, and with more IMBs going public seemingly every week, the technology landscape in mortgage lending – which typically lags other financial services industries – is changing rapidly and can be leveraged to create a significant competitive advantage.

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Tech
March 31, 2021
Four Reasons Innovation is Important

As a technology vendor, we understand the importance of innovation. That’s why, in the past 8 years, Loan Vision has seen 3 major product releases with multiple functionality additions and upgrades and is getting ready to undergo another one.

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Tech
April 28, 2021
Warehouse Line Management Automation Grows Your Profits

Over 70% of today’s mortgage origination volume comes from Independent Mortgage Bankers using warehouse lines of credit as their primary source of funding and there are few relationships more important than between a mortgage banker and their warehouse partner.

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Tech
May 27, 2021
Emerging Cyber Threats of 2021

he last year has been hard; that’s undeniable, but from a cybersecurity perspective at least, few things have changed.

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Tech
April 29, 2022
Cyberthreats Continue to Impact Mortgage Banking

After getting through the pandemic and an unprecedented volume of demand for loans, many leaders in the Independent Mortgage Banking industry might be thinking that things couldn’t get any more complicated.

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Tech
June 30, 2022
The Benefits of a True Cloud Platform

Most of the software and applications used in today’s world are no longer on-premises systems. The world is moving in a direction that wants, and needs, a solution that can keep up with their businesses.

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Tech
August 31, 2022
4 Key Signs It’s Time To Replace Your Mortgage Accounting Software

As an owner or a leader of a mortgage bank, when you invest in a system, you expect it to last. Quality software should be useful for many years, so it may be hard to determine whether or not it’s actually time for a change.

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Tech
July 31, 2023
Reducing Expense with Strategic Warehouse Management

Warehouse expense is often one of the largest expenses on an IMB’s P&L, reducing expenses is key to maximizing profitability.

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