Elite B2B Events
In partnership with Kizen
Private Executive Dinner  •  Long Island, NY  •  Thursday, July 30, 2026
How AI Can Reduce Your Cost to Originate
90 → 10   minutes per loan file
Document classification and indexing, live on a real loan file at real loan volume. Not a pilot, not a demo deck.
An Elite gathering for COOs, Heads of Loan Operations, SVPs of Originations, and senior operations and technology leaders at mortgage lenders navigating rising origination costs.
Origination was built for manual document review. That era is changing. Loan officers and processors are drowning in unstructured data while Encompass's APIs were built for straight-through processing, not AI-ready workflows. RPA patches aren't enough.
Lenders who built their edge on volume and relationships are now being squeezed from two directions at once: rising cost per loan and compressed margins on one side, and competitors closing 5 to 7 days faster with AI-native indexing on the other. The question isn't whether AI changes cost to originate. It's whether your Encompass stack is ready to capture it.
The Numbers That Matter
90 → 10 min
Document classification and indexing time per loan file
80%
Manual processing time saved per loan
5 to 7 days
Faster time-to-close
2.5X
Increase in production capacity, same headcount
Key Takeaways
01  Decode the real cost driver. Why document classification and indexing, not underwriting, is the hidden bottleneck inflating cost to originate.
02  See AI-native indexing in production, not pilots. A live look at 90-minute document review compressed to 10 minutes at real loan volume.
03  Make Encompass agent-ready without rip-and-replace. Middleware integration that goes live in 48 hours, no IT project required.
04  Turn manual review into measurable capacity. How 80% time savings per loan translates into a 2.5X increase in throughput with the same team.
05  Close 5 to 7 days faster. What compresses in the file lifecycle once documents are indexed and structured automatically.
06  Build a defensible, compliant audit trail. Why AI indexing creates timestamped records regulators and investors already expect.
Evening Schedule
5:00 to 6:00 pmNetworking Reception
6:00 to 6:15 pmOpening Remarks: framing the cost-to-originate challenge
6:15 to 7:00 pmExecutive Roundtable: production economics, Encompass integration readiness, competitive positioning
7:00 to 7:30 pmAI Indexing in Action: live walkthrough of a real loan file, 90 minutes to 10
7:30 to 9:00 pmDinner & Peer Exchange
Featured Speakers
Patrick Rader, VP of Lending Strategy
Jamie Signorile, VP of Solutions
The Venue
Red Salt Room by David Burke
The Garden City Hotel, 45 Seventh Street, Garden City, NY 11530
An award-winning dining room from celebrated chef David Burke, in the heart of Long Island. A private setting for candid conversation over an exceptional menu.
Reserve Your Seat
This is a closed-door evening held under the Chatham House Rule. Attendance is complimentary and by invitation only, with a limited number of seats reserved for senior operations and lending leaders.
Thursday, July 30, 2026  •  5:00 to 9:00 pm  •  Red Salt Room, Garden City, NY
Presented by Elite B2B Events in partnership with Kizen. Elite B2B Events LLC, 401 Park Ave S, New York, NY 10016.

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