Jason Pugh

In today’s competitive market, the difference between a completed loan and an abandoned application often comes down to experience. Borrowers expect fast, intuitive, and personalized lending journeys—whether they’re applying for a mortgage, HELOC, or personal loan. But outdated processes, disconnected systems, and friction at key points can derail even the best intentions. 

Explore how to streamline your entire loan process—reducing manual effort, increasing pull-through, and delighting borrowers across every channel. Designed specifically for banks and credit unions, get new insights into how institutions are: 

• Using automation to accelerate time to approval, improve operational efficiency, and reduce errors 
• Empowering staff with real-time data to determine options that meet customer needs 
• Modernizing and unifying lending across both retail and small business segments