Expense management often becomes fragmented in fast-moving mortgage organizations, leading to inconsistent approvals, delayed reimbursements, and limited visibility into spend.

This session looks at how finance teams are bringing structure and control to employee expenses through streamlined workflows and automation. You’ll learn how to reduce manual tracking, enforce policy consistently, and gain clearer insight into spending without adding extra administrative burden.

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Accounts payable shouldn’t slow down your finance team or rely on constant manual oversight. Yet for many mortgage organizations, invoice entry, approvals, and coding still require too much hands-on work.This session explores how teams are automating AP workflows to reduce manual effort, improve accuracy, and speed up processing from invoice to payment. You’ll learn how to create a more efficient, low-touch AP process that improves visibility and helps finance teams operate with fewer bottlenecks.

Selling a mortgage loan is not always the end of the process. After a loan closes, lenders still need to sell the loan to an investor, complete the delivery process, and get the loan off the warehouse line.Depending on timing, the lender may be required to collect a first payment, answer borrower questions, manage escrow disbursements, and coordinate the transfer of servicing. Whether servicing is retained or released, this creates a “Bermuda Triangle” where responsibilities are divided among three key functions: secondary marketing, loan servicing, and accounting. Interim servicing is often where the risks first become visible, especially when ownership and servicing responsibilities are changing hands, but the issues can continue well beyond the initial transfer if the handoffs and oversight processes are not properly managed.In this webinar, we will discuss seven common ways that loans, payments, escrow funds, and servicing revenue can get lost in the process. Topics will include managing first payments, reconciling escrow balances, reviewing servicing invoices, identifying pricing leakage, monitoring the boarding and transfer process, and establishing clear ownership of exceptions. We will also discuss the ongoing oversight that lenders should perform after loans are transferred, including the monitoring of subservicer performance and default-management activities.The webinar will be geared toward bank, credit union, and independent mortgage bank (IMB) CEOs, CFOs, controllers, accounting managers, secondary marketing managers, and others responsible for mortgage operations. Our goal is to provide practical controls and reporting ideas that lenders can use to reduce manual work, prevent avoidable losses, and improve visibility into an area of the business that is often overlooked.

Most mortgage lenders are surrounded by data. But if your finance team cannot quickly answer where margin is leaking, which branches are profitable, or what is slowing the close, that data is not creating enough value.Join Michael Hammond, Founder and CEO of NexLevel Advisors, in partnership with Loan Vision, for The Mortgage Finance Control Tower.This webinar will show mortgage CFOs, controllers, and finance leaders how to use AI, automation, and loan-level data to improve visibility, strengthen control, and make faster profitability decisions.The real question is not, “Where can we use AI?”It is: Where are we losing time, control, and margin?Learn how to move from reporting what happened to helping leadership decide what happens next.

Mortgage finance teams often struggle with compensation processes that rely on spreadsheets, manual calculations, and disconnected systems. This creates delays, errors, and a lack of confidence in payout accuracy and reporting.This session explores how leading teams are improving compensation clarity by streamlining workflows, increasing visibility, and reducing time spent on reconciliations. You’ll learn how to bring more accuracy, consistency, and control to compensation management so your finance team can focus on higher-value work.

How can mortgage lenders lower costs while continuing to deliver strong service and operational performance? In this one-hour webinar, our panelists Peter Benjamin, President of ACUMA, and Michael Lombardo, SVP of Lending with Dover FCU, will join moderator Brian Freidman, VP of Sales with Loan Vision, as they discuss practical, real-world approaches to reducing the cost of mortgage production and servicing.The panel will examine key levers for improving efficiency, including staffing structures, the use of subservicers, smarter technology deployment, and process enhancements that eliminate waste and reduce cycle times. Additional discussion will highlight automation, vendor partnerships, performance measurement, and change management strategies that help organizations build a more scalable and cost-effective mortgage operation.Attendees will walk away with actionable ideas to help their organizations control costs, improve workflows, and position their mortgage business for long-term success.

What does it take to run a finance team that never gets surprised?

In this episode of the Mortgage Banking Finance Mic, Loan Vision's Brian Friedman sits down with Sarah Craig, CFO at Flat Branch Home Loans, to unpack what 12 years in mortgage finance has taught her about leading with intention.

Sarah shares how Flat Branch, a $4B retail originator and ESOP company, built a finance function that runs on clarity, not chaos. From bringing loan servicing in-house to treating liquidity as a profit lever, she breaks down the mindset and systems behind their success.

What does a well-run mortgage finance team actually look like? Paul Hubbard knows.

With 40 years in finance and 20 years in the mortgage space, including CFO roles at a warehouse lender and two large IMBs, Paul Hubbard (Director of Client Success & CFO Consultant at Advisent) breaks down what separates great finance teams from average ones.

What does a well-run mortgage finance department actually look like? Sean DiBlasi, CFO at CapCenter, breaks it down.

In this episode of the Mortgage Banking Finance Mic, Brian Friedman sits down with Sean DiBlasi, CFO at CapCenter, a mortgage and realty company serving the mid-Atlantic region for over 25 years. Sean shares candid insights from his five-plus years navigating the mortgage industry through one of its most volatile periods.

What does a truly well-run mortgage finance function look like and how do you build one?

In this episode of the Mortgage Banking Finance Mic, powered by Loan Vision, Brian Friedman sits down with Josh Savage, CFO of Bank South and Bank South Mortgage, to unpack what it takes to lead a high-performing finance team in today's mortgage banking environment.

Josh brings 30 years of accounting and finance experience, including 13 years in mortgage banking across both depositories and IMBs, and he doesn't hold back on the real challenges, hard-won lessons, and strategies that have shaped his approach.

What does it take to run a world-class finance function at a top 10 non-bank mortgage lender?

In this episode of the Mortgage Banking Finance Mic, Loan Vision's Brian Friedman sits down with Prateek Khokhar, CFO of American Pacific Mortgage, to unpack the financial realities of running a 300+ branch retail lending operation.

Prateek shares hard-won lessons from 20+ years in the industry, including how finance leaders survived the unprecedented volume swings of 2020–2024, why data became the most critical tool during the downturn, and what separates thriving finance departments from those that are always playing catch-up.

What  does it take to run a high-performing mortgage finance team in today's  market?

In this episode of the Mortgage Banking Finance Mic, Loan Vision's VP of  Sales Brian Friedman sits down with Justin McDowell, CFO of VanDyk Mortgage,  to talk strategy, data, and leadership in the mortgage industry.

Justin shares how VanDyk, a billion-dollar retail lender licensed in 48  states, navigates margin compression, volume unpredictability, and the push  for real-time financial visibility. From breaking down the four key factors  of comp plan pro formas to explaining why production alone doesn't guarantee  profitability, Justin brings nearly 20 years of CFO-level insight to the mic.

Most Mortgage Lenders misname their misalignment problem as a technology problem.

Learn how bank-owned mortgage operations can create a competitive advantage over their competition. This session will explore how ongoing consolidation in the mortgage space can be turned into an advantage, strategies for recruiting loan officers from larger players, and the unique differentiators banks have over competitors. It will also cover how mortgage operations can contribute more than just fee income, ways smaller operations can improve profitability and compete technologically with mega lenders, common mistakes bankers make with their mortgage divisions, and what the 2026 mortgage market may look like from the perspective of a bank-owned mortgage banker.

This engaging presentation will cover key economic and market trends to watch going into 2026. Bill Bodnar, CRO at Tabrasa, will explore topics such as the economy, federal reserve policies, interest rates, the housing market, and more. The discussion will offer clear insights and thoughtful perspective to help you understand the financial landscape ahead.

Unlock the full potential of your team with this focused, value-packed session exploring the full breadth of the Training & Support Subscription from Loan Vision. Whether you’re onboarding new staff or scaling up your operations, this webinar will show you how to access unlimited support, training, and exclusive savings — all before the year ends.

During this session you’ll learn:

How “unlimited access” to support means no surprise costs when you need help — just the trusted consultants you know.How live webinars, driven by your feedback, can help you discover new features and functionality — including the latest platform enhancements or updates from Microsoft Business Central.
The difference between Essentials Training (perfect for new or transitioning team members) and Advanced Training (for experienced users ready to level up).
Why adding Super User Training — with a 10% discount for subscribers — could create a power-user within your organization, helping you unlock deeper value and even continuing-education credits (CPE).
Join us and leave ready to maximize utilization of Loan Vision, boost productivity across your mortgage operations, and take advantage of this limited-time savings opportunity.

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Appraisal fee errors and manual payment processes are silent margin killers in today’s lending environment. In this session, Loan Vision VP Brian Friedman and Brian Zitin, Co-Founder & CEO of Reggora, will uncover how automating the appraisal payment process helps lenders gain control over costs, improve data accuracy, and make smarter financial decisions.

Discover how integrating Reggora’s automation with Loan Vision’s accounting visibility eliminates fee reconciliation headaches, solves disclosure and change-of-circumstance challenges, and
delivers clean, auditable cost data—right at the loan level.

If you’re ready to plug the profit leaks and bring real-time clarity to your loan-level accounting, this webinar is for you.

Loan Vision CEO Paul Loftus will kick off LVIC25 by taking you on a journey of company transformation to better align with mortgage industry needs and the leading innovation role that Loan Vision will play in the changing landscape. He will share Loan Vision’s AI strategy and the tech roadmap shaping the future of the platform, designed to help customers maintain profitability even in challenging times.

October is Cybersecurity Awareness Month—an ideal time to take a closer look at the threats hiding in plain sight. Join us for a fast-paced, expert-led session where we’ll spotlight three cybersecurity risks that could be quietly undermining your institution’s defenses. This webinar will deliver practical insights, real-world examples, and actionable strategies to help you detect, deter, and disrupt emerging and common threats. Don’t miss this opportunity to strengthen your security posture and stay ahead of the curve.

“Simple” isn’t a word we often use in mortgage accounting—especially when it comes to AP. But with the latest enhancement to Loan Vision’s LV-AP Automation, simple just got real.

Our OCR- and AI-powered AP Automation technology already streamlines invoice capture, approvals, and processing far beyond basic PDFs. Now, with the ability to import and read .xls, .csv, and .txt files, we’re taking the hand-keying and headaches out of coding line-level information. Whether your invoice has two lines or 2,000, LV AP will automate it—freeing your team to focus on the bigger financial picture.

What you’ll learn in this session:

• How Loan Vision’s new Excel Import enhancement makes AP truly simple

• How OCR + AI eliminate manual entry and reduce costly errors

• How LV-AP Automation seamlessly fits into your Loan Vision environment

• Why mortgage accounting teams are turning to automation to gain back time and accuracy

Join us to see how the new Excel Import feature can transform your AP process into something faster, smarter, and yes—finally, simple.

In today’s unpredictable economic climate, many financial institutions struggle to accurately assess loan profitability at the individual loan level. How often are you missing critical details that impact bottom-line results? Join us for an insightful session designed for banks and credit unions seeking to strengthen their financial performance. Richey May experts will share proven strategies for tracking and managing loan-level data to drive profitability, while introducing benchmarking and peer comparison to help identify key KPIs and reveal how your portfolio performs in the industry landscape.

Discover how to:

• Leverage robust pricing engines and detailed cost breakdowns to ensure you’re capturing all relevant data.  
• Align reporting and origination costs to create a more accurate picture of profitability.  
• Set up proactive alerts to monitor key thresholds and respond quickly to changes in loan performance.
• Learn to incorporate programs that merge financial and operational data.  

Don’t miss this opportunity to navigate uncertainty with confidence—and ride the wave to improved profitability!

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Leadership in financial services means owning risk, not just tracking it. But today’s risk isn’t limited to compliance checklists or economic headwinds anymore. It now must be embedded in decision-making, in the bank and credit union's culture, and in plain sight. Banks and credit union leaders face pressure to act fast, lead smart, and deliver results—without losing sight of mission or member trust, while managing key risks. This webinar is a grounded, executive-level conversation about enterprise risk and more - what’s changing, what’s not, and what might be missing. We’ll explore risk, from financial, cyber, governance to regulatory change. Expect insights you can act on, frameworks that stick, and a space to think out loud with peers who’ve been there.

Welcome to Cosmos - The first and only reporting, analytics, and data management solution that was born in the cloud and designed to work seamlessly with Loan Vision. With Cosmos, reports are easy to create, lightning fast, and the burden of on-premise system upkeep is non-existent.

Join Loan Vision and guest Mike McAuley, Principal of Garrett, McAuley & Co., a consultant to the mortgage lending industry that focuses on “Helping lenders increase revenues, control costs, and better manage risk” for our latest webinar, "The Seven Deadly Sins of Mortgage Banking for Banks and Credit Unions”. We’ll discuss why you should fix your mortgage business instead of exiting it, why many banks struggle with mortgage banking, how to get back to profitabilty, and what the most successful bank and credit union mortgage businesses do right."

Join Loan Vision expert Adria Stoner as she goes through LV365 Reporting.

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In today’s fast-paced environment, finance teams need to operate as strategic leaders, driving decisions with accurate, real-time data. With Jet Reports, you can build refreshable reports and perform advanced financial analysis directly in Excel—leveraging the tools you know while accessing live data connections that eliminate manual processes and stale reports.

In this webinar, discover how Jet Reports helps you:

✅ Create accurate Profit and Loss Statements for your main company, branches, and consolidated entities, with drilldowns for instant detail.

✅ Compare financials across date ranges and dimensions/cost centers to identify trends and variances for better decision-making.

✅ Analyze loan profitability and GL entries by loan numbers and GL codes, providing transparency across your lending and financial operations.

✅ Track purchase analytics with precision, including expenses paid by specific check numbers and clear visibility into which payments applied to which invoices.

Jet Reports equips your finance team with the real-time visibility and flexibility needed to drive profitability, efficiency, and informed decisions—without ever leaving Excel.

Join Loan Vision expert Adria Stoner as she goes through LV365 Reporting.

Ready to cut your workload in half? That’s probably a rhetorical question, so the real question is, how? In just 50 minutes we’ll show you how you can, on day 1, transform your accounts payable process through AI-driven automation. Want to automatically capture and save other documents like inspections and appraisals? Yep, you can do that too. But wait there’s more! We’ll also show how you can make expense entry and corporate credit card reconciliation almost fun. If you’re ready to save 11 days per month of repetitive data entry, check out this webinar.

Ready to cut your workload in half? That’s probably a rhetorical question, so the real question is, how? In just 50 minutes we’ll show you how you can, on day 1, transform your accounts payable process through AI-driven automation. Want to automatically capture and save other documents like inspections and appraisals? Yep, you can do that too. But wait there’s more! We’ll also show how you can make expense entry and corporate credit card reconciliation almost fun. If you’re ready to save 11 days per month of repetitive data entry, check out this webinar.

Discover the power of LV Compensate as a standalone product that helps you streamline compensation with precision, visibility, and strategic impact.

This webinar delves into the advantages and opportunities available to credit unions and depositories in today's evolving financial and compliance landscape. Panelists discuss the key benefits of being a credit union or depository, particularly in terms of regulatory with federal oversight compared to lenders with multistate oversight. The conversation also explores how credit unions and banks can leverage their balance sheets to enhance mortgage lending, offering a range of products beyond just mortgages to their clients. The importance of demonstrating the value of the mortgage division to the larger institution is also highlighted, alongside strategies for maximizing the overall financial profile of consumers. Finally, the session covers how mortgage origination can serve as a financial hedge during tough economic times, and how data-driven strategies can lead to better consumer offerings.

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Don't miss out! Loan Vision is hosting another webinar to demo LV Compensate, our newly enhanced commissions module! In this webinar, you'll discover how this powerful tool can:

✅ Simplify commission calculations

✅ Streamline workflows

✅ Maximize profitability Don’t miss this opportunity to see how LV Compensate is setting a new standard for efficiency and accuracy.

Loan Vision CEO Paul J. Loftus kicks off the 2024 Loan Vision Innovation Conference with his keynote.

Join Loan Vision and Mortgage Capital Trading’s expert panel, Pricing Sophistication: Strategies to Improve Pricing & Gain Market Share, to explore:

🔹 MSR Market Trends – Stay ahead of key industry shifts.

🔹 Data-Driven Pricing – Strategies to optimize borrower/member pricing.

🔹 Modern Secondary Marketing – Smarter decisions on loan retention and sales.

Industry experts Peter Benjamin (ACUMA President), Ali Nassirian (Lafayette Federal Credit Union), and Brian Friedman (Loan Vision) will share actionable strategies to optimize mortgage operations. Key takeaways:

✅ Lower your cost per loan with proven strategies

✅ Effectively measure and improve loan officer performance

✅ Use data-driven insights to drive profitability