Guest Session with Aduvo

In today’s competitive mortgage market, winning a deal isn’t enough. What’s more essential is staying top of mind and winning repeat business. This session explores proven marketing strategies, client journeys, and automation approaches to help loan officers generate leads, nurture relationships, and earn repeat business throughout the borrower lifecycle.

Marketing ideas only work when they’re executed consistently. This session shows how to translate high-level marketing strategies into real workflows inside Calyx Path, connecting campaigns, automation, and follow-up so teams can move from planning to measurable results.

Loan officers need fast, reliable tools to guide borrowers with confidence. This session highlights essential Path tools that support clearer comparisons, quicker decisions, and smoother borrower conversations.... designed to work efficiently on all devices no matter where the LOs are working.

This session provides a clear look at the evolution of the Calyx Path platform. You’ll hear how Path is adjusting to today's mortgage climate, what improvements are already underway, and how future development is focused on scalability, efficiency, and long-term customer success.

From first conversation to closing table, this session walks through the full LO workflow. Learn how Path supports each stage of origination with tools and processes designed to reduce friction, improve visibility, and keep deals moving forward.

Managers can’t fix what they can’t see. This session focuses on how leaders can gain meaningful visibility into pipeline health, LO performance, and operational bottlenecks. Enabling better coaching, smarter decisions, and more efficient teams.

Guest Session with Aduvo

In today’s competitive mortgage market, winning a deal isn’t enough. What’s more essential is staying top of mind and winning repeat business. This session explores proven marketing strategies, client journeys, and automation approaches to help loan officers generate leads, nurture relationships, and earn repeat business throughout the borrower lifecycle.

Rework slows teams down and introduces risk. This session focuses on how rules and validation can be applied early in the loan process to catch issues sooner, reduce back-and-forth, and create cleaner files from the start.

Building on the first session, this presentation shows how rules and validation fit into real, day-to-day workflows. Learn how teams can apply controls throughout the loan lifecycle to maintain momentum while reducing errors and exceptions.

This session provides a clear look at the evolution of the Calyx Path platform. You’ll hear how Path is adjusting to today's mortgage climate, what improvements are already underway, and how future development is focused on scalability, efficiency, and long-term customer success.

Compliance reporting doesn’t have to be reactive or stressful. This session walks through practical approaches to handling key reports and notices, helping teams stay audit-ready while maintaining confidence in their data.

Cost to cure directly impacts profitability. This session focuses on managing fees and tolerances with clarity and control, helping teams reduce surprises, minimize risk, and protect margins throughout the loan process.

Guest Session with Richard Hill, MBA

AI is everywhere... but not all of it is practical or appropriate for mortgage operations. This session cuts through the hype, offering a grounded look at where AI is truly useful today, where risks remain, and what mortgage leaders should realistically prepare for in the future.

Growth introduces complexity. This session focuses on how leaders can use Calyx Path to manage larger teams, increasing volume without losing control over quality, timelines, or accountability.

Scaling successfully requires the right structure. This session explores how to configure Path with the controls and guardrails needed to support consistent execution, reduce risk, and keep teams aligned as organizations grow.

Guest Session with PPDocs

Mortgage organizations operate within an evolving regulatory environment. This session provides insight into current policy discussions, legislative proposals, and regulatory signals that may impact housing, lending practices, and risk management. All designed to help leaders stay informed without speculation.

Guest Session with Richard Hill, MBA

AI is everywhere... but not all of it is practical or appropriate for mortgage operations. This session cuts through the hype, offering a grounded look at where AI is truly useful today, where risks remain, and what mortgage leaders should realistically prepare for in the future.

This session highlights recent and upcoming Path enhancements designed specifically for operations teams. Learn how new features support efficiency, reduce manual effort, and help teams manage daily work more effectively.

Document flow can make or break a loan timeline. This session focuses on practical approaches to managing documents through conditions and closing, helping teams keep files moving while maintaining accuracy and compliance.

Guest Session with PPDocs

Mortgage organizations operate within an evolving regulatory environment. This session provides insight into current policy discussions, legislative proposals, and regulatory signals that may impact housing, lending practices, and risk management. All designed to help leaders stay informed without speculation.