Recorded Webinars
Download previously recorded webinars and learn more about the timely topics in the industry and our system. Watch on your own time. Please note, you will need to contact the Advocacy Team ( [email protected] ) to obtain a password to access the webinar you would like to view.
Trigger Lead Talk: Navigating the New Rules
11/05/2025 - Trigger leads are facing heightened scrutiny as new federal legislation reshapes the rules for lenders, brokers, and compliance professionals. In this 30-minute webinar, industry experts unpack the implications of HR 2808, clarify what the changes mean for your marketing and prospecting efforts, and offer actionable strategies to adjust outreach, vendor contracts, and operational playbooks. Attendees gain a clear understanding of the most critical federal updates and leave with practical steps to reduce risk and maintain borrower trust in a shifting regulatory landscape.
The Future of IMBs: Outlook and Opportunities
09/18/2025 - The future for independent mortgage banks is full of possibilities and challenges. As the industry evolves, new opportunities are emerging for growth, innovation, and community impact. Join moderator Taylor Stork, President of Community Home Lenders of America, as he leads a conversation with industry leaders who will share insights on how IMBs can position themselves for success in today's dynamic market and what they’re watching most closely in these critical moments. Expect sharp insights, candid perspectives, and practical foresight on the forces shaping the future of independent mortgage banks.
Trigger Leads: The Current Landscape and Successful Strategies for Lenders and Consumers
03/19/2025 - Explore the current state of trigger leads, how they’re defined, and what recent legislative efforts mean for lenders and consumers. This session also dispels common myths, explains how borrowers can opt out, and shares practical strategies for navigating and succeeding in today’s trigger environment.
EFFORTLESS APPRAISAL REVIEW WITH CONFIGURABLE QC TOOLS
12/18/2024 - Discover how Appraisal Firewall X can elevate your appraisal process and improve outcomes for your borrowers. Explore an overview of the platform, gain insights into automated and manual appraisal delivery timelines, and learn to leverage critical QC tools like the Appraisal Comparison Report and Appraisal Scorecard X. You'll also dive into configuring workflows, triggering manual reviews, and maintaining compliance with detailed audit logs.
The Experts’ Perspective: Rethink Verification as you Dive into 2025
02/13/2025 - Industry leaders dive into what’s ahead for verification in 2025, sharing their perspectives on emerging market trends, anticipated challenges, and opportunities for growth. Learn how they’re leveraging technology to streamline workflows, improve efficiency, and deliver greater value—plus how Xactus is helping them stay ahead with innovative verification solutions..
EFFICIENCY UNLOCKED: THE POWER OF AUTOMATED VERIFICATION WORKFLOWS
11/13/2024 - Are delays in verifying employment and income increasing costs and leading to borrower frustration? We understand the challenges, and we’re here to help you overcome them! Xactus' innovative verification solutions are revolutionizing the process of verifying employment and income. Tune in to discover how Xactus is simplifying verification workflows to improve speed, accuracy, and borrower satisfaction.
Leading to Innovate: Revolutionizing Verifications
07/24/2024 - As the mortgage industry faces increasing pressures from rising origination costs and evolving regulatory requirements, it is crucial for lenders to stay ahead of the curve. Modernizing your approach to verifications can significantly impact your bottom line and operational efficiency. In this webinar, Xactus, the leading fintech verification innovator, will provide valuable insights into how our cutting-edge platform, Xactus360, can streamline your processes, enhance accuracy, and prepare your business for future challenges.
Consumer-Centric Lending: Strategies to Delay and Detect Trigger Leads
04/04/2024 - Mortgage triggers continue to garner much attention across the industry. After all, lenders work hard to generate leads and fill pipelines. It’s important to note that Xactus does not proactively sell triggers. Rather, we work with our clients to develop defensive trigger strategies that yield a better consumer experience. This webinar features our data experts and addresses common questions we regularly receive on this issue.
Empowering Flood Risk Assessment Efficiency with the Encompass Partner Connect™ Integration
03/06/2024 - Xactus recently integrated their flood zone determinations on the Encompass Partner Connect API Platform. Join us for our webinar where we’ll teach you about the benefits of our flood zone determinations and how this integration can help make your operations more efficient. Plus, we’ll explore our “no close, no pay” offer, meaning if your loan doesn’t close, you won't be charged for our flood report.
Understanding the New Softpull Credit Standards
02/15/2024 - Credit bureaus are tightening the process around soft credit pulls. Because of this, Xactus made changes to our Pre-Qualification X reports. We also rolled out Pre-App X to help you improve your pre-approval reviews. But what is Pre-App X exactly? And why should lenders use it? This webinar features our credit experts and is designed to address frequently asked questions about Pre-App X and how it can help you better protect your pipeline.
Advancing Innovation with the Next Generation of Xactus360 - Part 2
10/11/2023 - Delve into the cutting-edge realm of our proprietary platform Xactus360 – showcasing its innovative technology centered around your needs. In this era of relentless digital transformation, where every loan holds paramount significance, efficiency and adaptability are indispensable. At Xactus, our mission is laser-focused on propelling the mortgage industry into the modern age.
Advancing Innovation with the Next Generation of Xactus360 - Part1
08/23/2023 - The next generation of Xactus360 is here. It’s been configured to advance every aspect of your mortgage business. Xactus360 will help you rethink workflows, create efficiencies and streamline processes – while delivering an intuitive user experience unlike any other. Best of all, the technology platform revolves around you and your needs. It’s just another way Xactus is advancing the modern mortgage.
Navigating the Spring 2023 Mortgage Market: Insights and Strategies
05/18/2023 - It’s a dynamic market and this spring, every loan counts. Xactus has gathered members of its C-Suite to participate in a panel discussion about hot topics and trends in the industry – where we’re headed, upcoming changes, and ways you can be more efficient and profitable for the rest of this year.
The Changes in Medical Debt Reporting and Its Impact on Credit Scores
03/08/2023 - Learn how the July 1, 2022 bureau changes are impacting medical collection reporting and why the bureaus are changing how medical debt is reported. We review how this change may impact mortgage credit scores, how to use this information to assist your applicants and what additional changes are coming in 2023.
What’s Trending in 2023? How to Create Efficiencies and Optimize Workflows
01/25/2023 - There is a lot to watch in 2023 – it is a dynamic market where every loan counts. Xactus has put together a panel of some of our product experts to discuss this year’s upcoming changes and emerging trends, where the industry is headed, and ways to save on credit pulls and other verifications.
Appraisal Firewall Cost and Time Savings Features
09/08/2022 - Are you losing money on uncollected credit report fees or CondoPak fees because of loans falling out? Do you have branches that repeatedly fail to collect appraisal payments? In today’s slower market, you need to ensure all your appraisal fees are collected and operating expenses are streamlined. Learn how Appraisal Firewall, a Xactus subsidiary, offers lenders the ability to create and customize appraisal products and workflows to support a broader suite of lending products.
How Verisite Mobile Valuation Solutions Can Support Your Equity Business
06/14/2022 - Find out how to strengthen your open and closed-end equity lending process with Verisite – a faster, more accurate, and less expensive property inspection solution that provides valuation reports complete with interior, exterior photos, and videos in a matter of minutes instead of days.
How Verisite Mobile Valuation Solutions Can Support Your Equity Business
06/14/2022 - Find out how to strengthen your open and closed-end equity lending process with Verisite – a faster, more accurate, and less expensive property inspection solution that provides valuation reports complete with interior, exterior photos, and videos in a matter of minutes instead of days.
EFFORTLESS APPRAISAL REVIEW WITH CONFIGURABLE QC TOOLS
12/18/2024 - Discover how Appraisal Firewall X can elevate your appraisal process and improve outcomes for your borrowers. Explore an overview of the platform, gain insights into automated and manual appraisal delivery timelines, and learn to leverage critical QC tools like the Appraisal Comparison Report and Appraisal Scorecard X. You'll also dive into configuring workflows, triggering manual reviews, and maintaining compliance with detailed audit logs.
Watch Video
EFFICIENCY UNLOCKED: THE POWER OF AUTOMATED VERIFICATION WORKFLOWS
11/13/2024 - Are delays in verifying employment and income increasing costs and leading to borrower frustration? We understand the challenges, and we’re here to help you overcome them! Xactus' innovative verification solutions are revolutionizing the process of verifying employment and income. Tune in to discover how Xactus is simplifying verification workflows to improve speed, accuracy, and borrower satisfaction.
Leading to Innovate: Revolutionizing Verifications
07/24/2024 - As the mortgage industry faces increasing pressures from rising origination costs and evolving regulatory requirements, it is crucial for lenders to stay ahead of the curve. Modernizing your approach to verifications can significantly impact your bottom line and operational efficiency. In this webinar, Xactus, the leading fintech verification innovator, will provide valuable insights into how our cutting-edge platform, Xactus360, can streamline your processes, enhance accuracy, and prepare your business for future challenges.
Watch Video
Consumer-Centric Lending: Strategies to Delay and Detect Trigger Leads
04/04/2024 - Mortgage triggers continue to garner much attention across the industry. After all, lenders work hard to generate leads and fill pipelines. It’s important to note that Xactus does not proactively sell triggers. Rather, we work with our clients to develop defensive trigger strategies that yield a better consumer experience. This webinar features our data experts and addresses common questions we regularly receive on this issue.
Empowering Flood Risk Assessment Efficiency with the Encompass Partner Connect™ Integration
03/06/2024 - Xactus recently integrated their flood zone determinations on the Encompass Partner Connect API Platform. Join us for our webinar where we’ll teach you about the benefits of our flood zone determinations and how this integration can help make your operations more efficient. Plus, we’ll explore our “no close, no pay” offer, meaning if your loan doesn’t close, you won't be charged for our flood report.
Watch Video
Understanding the New Softpull Credit Standards
02/15/2024 - Credit bureaus are tightening the process around soft credit pulls. Because of this, Xactus made changes to our Pre-Qualification X reports. We also rolled out Pre-App X to help you improve your pre-approval reviews. But what is Pre-App X exactly? And why should lenders use it? This webinar features our credit experts and is designed to address frequently asked questions about Pre-App X and how it can help you better protect your pipeline.
Advancing Innovation with the Next Generation of Xactus360 - Part 2
10/11/2023 - Delve into the cutting-edge realm of our proprietary platform Xactus360 – showcasing its innovative technology centered around your needs. In this era of relentless digital transformation, where every loan holds paramount significance, efficiency and adaptability are indispensable. At Xactus, our mission is laser-focused on propelling the mortgage industry into the modern age.
Watch Video
Advancing Innovation with the Next Generation of Xactus360 - Part1
08/23/2023 - The next generation of Xactus360 is here. It’s been configured to advance every aspect of your mortgage business. Xactus360 will help you rethink workflows, create efficiencies and streamline processes – while delivering an intuitive user experience unlike any other. Best of all, the technology platform revolves around you and your needs. It’s just another way Xactus is advancing the modern mortgage.
Navigating the Spring 2023 Mortgage Market: Insights and Strategies
05/18/2023 - It’s a dynamic market and this spring, every loan counts. Xactus has gathered members of its C-Suite to participate in a panel discussion about hot topics and trends in the industry – where we’re headed, upcoming changes, and ways you can be more efficient and profitable for the rest of this year.
Watch Video
The Changes in Medical Debt Reporting and Its Impact on Credit Scores
03/08/2023 - Learn how the July 1, 2022 bureau changes are impacting medical collection reporting and why the bureaus are changing how medical debt is reported. We review how this change may impact mortgage credit scores, how to use this information to assist your applicants and what additional changes are coming in 2023.
What’s Trending in 2023? How to Create Efficiencies and Optimize Workflows
01/25/2023 - There is a lot to watch in 2023 – it is a dynamic market where every loan counts. Xactus has put together a panel of some of our product experts to discuss this year’s upcoming changes and emerging trends, where the industry is headed, and ways to save on credit pulls and other verifications.
Watch Video
Appraisal Firewall Cost and Time Savings Features
09/08/2022 - Are you losing money on uncollected credit report fees or CondoPak fees because of loans falling out? Do you have branches that repeatedly fail to collect appraisal payments? In today’s slower market, you need to ensure all your appraisal fees are collected and operating expenses are streamlined. Learn how Appraisal Firewall, a Xactus subsidiary, offers lenders the ability to create and customize appraisal products and workflows to support a broader suite of lending products.
How Verisite Mobile Valuation Solutions Can Support Your Equity Business
06/14/2022 - Find out how to strengthen your open and closed-end equity lending process with Verisite – a faster, more accurate, and less expensive property inspection solution that provides valuation reports complete with interior, exterior photos, and videos in a matter of minutes instead of days.