Mortgage Advisor Tools

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Mortgage Advisor Tools

Mortgage Advisor Tools connects mortgage lenders to the right technology and service vendors.

06/01/2026

📅 Mortgage pros, mark your calendars!

Summer conference season is heating up with events focused on standards, digital banking, leadership, and mortgage growth.

📌 MISMO Spring Summit (June 1–4 – Louisville, KY)
📌 MBA Chairman's Conference (June 7–10 – Cape Neddick, ME)
📌 American Banker Digital Banking (June 15–17 – Orlando, FL)
📌 Mortgage Mastermind Summit (June 24–26 – Las Vegas, NV)

👉 Explore all events:
https://www.mortgageadvisortools.com/mortgageevents/

05/26/2026

Check out Byte Software if you’re looking for a flexible, modern Loan Origination System (LOS).

With a browser-based UI, powerful automation, and full customization, Byte gives lenders control over their workflows without sacrificing performance or scalability.

👉 Learn more: https://www.mortgageadvisortools.com/companies/byte-software/

05/21/2026

🎉 Happy National Mortgage Processors Day!

Processors are the backbone of every loan — ensuring documentation is complete, accurate, and compliant from start to finish.

Today we recognize the detail-driven professionals who keep deals moving and closings on track.

05/19/2026

Check out RETR if you’re looking for a Mortgage Market Intelligence solution.

From agent and transaction data to relationship management and sales enablement tools, RETR helps lenders identify opportunities, strengthen partnerships, and grow strategically.

👉 Learn more: https://www.mortgageadvisortools.com/companies/retr/

05/14/2026

🚀 Broker intelligence just got a boost.

New Cheval’s acquisition of Surge brings new energy to the wholesale channel — strengthening broker oversight, onboarding, and market intelligence.

👉 Read more: https://www.mortgageadvisortools.com/blog/new-cheval-acquires-surge-to-strengthen-broker-intelligence-for-wholesale-lenders/

05/12/2026

🎉 Happy National Non-Qualified Mortgage Day!

Non-QM loans play a critical role in expanding access to homeownership — especially for self-employed and non-traditional borrowers.

Special thanks to US Tax Certs for sponsoring this day and helping lenders simplify self-employment verification and Non-QM underwriting.

🔗 See why top-tier Non-QM lenders rely on US Tax Certs to protect and grow their pipelines: https://www.mortgageadvisortools.com/companies/us-tax-certs/

05/06/2026

Check out SharkeyByte if you’re looking for a powerful Encompass automation solution.

With one plugin and 90+ tools included (no tiers, no limits), SharkeyByte helps lenders automate workflows, improve compliance, and boost efficiency — all with instant deployment and weekly updates.

👉 Learn more: https://www.mortgageadvisortools.com/companies/sharkeybyte/

05/01/2026

📅 Mortgage pros, mark your calendars!

May is packed with high-impact conferences across compliance, capital markets, payments, and innovation. If you're planning your next event, now’s the time.

📌 American Banker Payments Forum (May 4–6 – San Francisco, CA)

📌 MBA Legal Issues & Regulatory Compliance Conference (May 4–7 – Miami, FL)

📌 CMBA Mortgage Innovators Conference (May 6–7 – Huntington Beach, CA)

📌 ACUMA FOCALpoint Workshop (May 11–12 – San Diego, CA)

📌 MBA Commercial/Multifamily Servicing & Technology Conference (May 17–20 – San Diego, CA)

📌 MBA Secondary & Capital Markets Conference (May 17–20 – New York, NY)

👉 Explore all events: https://www.mortgageadvisortools.com/mortgageevents/

04/28/2026

If you’re looking to simplify and streamline your mortgage operations, 1 Solution Mortgage Software delivers a powerful all-in-one platform designed to support lenders across the loan lifecycle. From processing to closing, their technology helps teams improve efficiency, reduce friction, and keep loans moving.

👉 Discover 1 Solution: https://www.mortgageadvisortools.com/companies/1-solution/

04/21/2026

Check out Emigrait if you’re looking for verification & risk intelligence data

Emigrait helps lenders detect death events earlier — reducing fraud risk, improving compliance, and protecting borrower accounts before issues arise.

👉 Learn more:
https://www.mortgageadvisortools.com/companies/emigrait/

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