US non-bank lenders fulfill a unique and growing role in the US mortgage market. Despite a challenging 2024, they maintained a leadership role in mortgage lending with focused cost optimization, use of emerging technologies, and a strategic focus on servicing. In 2025, there is hope for improved origination volumes amid some continued interest rate and inflation volatility. Non-bank lenders must seize the opportunity to drive growth, productivity, and differentiation with AI and automation-led innovation. It’s time to get beyond surviving through cost optimization to thriving with AI. The interest and investment is there. It’s time for execution beyond low-hanging fruit.

Join HFS Research for an intimate, small group leadership discussion on how non-bank Lenders should reinvent mortgage in the age of AI. We’ll showcase the just-released findings of a new study of 257 U.S. non-bank lenders and ecosystem partners, done in partnership with Cognizant. Discussion topics include:

  • What’s the role of innovation investment – growth or cost savings?
  • How can non-bank lenders and ecosystem partners drive results with AI and automation beyond low-hanging fruit?
  • How can professional services partners help drive scale for non-bank lenders – onshore and offshore?

Come join the discussion on how non-bank lenders and ecosystem partners can reinvent mortgage with AI and automation.

HFS Moderators
Saurabh_Gupta_12230_WEB-1.jpg
Saurabh Gupta
President, Research and Advisory Services
Divya Iyer_ updated image
Divay Iyer
Practice Leader
HFS Event Producer
steve
Steve Dunkerley
HFS OneCouncil Leader
Why attend?

Open Conversation/Chatham House Rules. HFS Roundtables encourage open conversation, collaboration, and exploration. As the events are not live streamed and operate under Chatham House Rules, participants are able to express themselves safely in the knowledge that they won’t be quoted in any media.

Different Expert Opinions. It is easy to go to your same network inside and out of your own organization for brainstorming. An HFS roundtable allows you to meet minds from far outside your personal network to off bounce ideas off of and share your struggles and top-of-mind issues.

Exclusivity. These meetings are open to senior enterprise executives only so you will be in excellent company.

This HFS Roundtable is supported by

Thanks to everyone who was part of this HFS Roundtable.

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