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Julia Brown, Founder of Teloscope Advisors, joins the latest edition of the Future Proof Series to discuss her thoughts on the Mergers & Acquisition landscape of the mortgage industry. In today's companion piece to the webinar, Melissa and James revision the key moments in the discussion with Julia and what she is seeing transpire across the industry, the strategies some IMBs are leveraging to grow and stay relevant, and the keys to managing a smooth transition for those executives who find themselves preparing for (or in the midst of) a new reality for the future of their business.

To register for the live Future Proof webinars, download past episodes, and hear all of the discussions, visit PraxisLendingSolutions.com/FutureProof.

About Our Hosts:

Melissa Langdale is the founder and CEO of Praxis Lending Solutions, a premier consulting firm focused on improving the operational efficiency and effectiveness for mortgage lenders. As an experienced mortgage industry veteran, she brings a unique approach to solving problems for her clients.

If you’re interested in connecting with Melissa to discover how Praxis can help restructure and refine your Operational workflow, connect with her at PraxisLendingSolutions.com.

James Duncan is the founder and Chief Marketing Strategist of Caelum Advisers. As the former Head of Marketing for more than a decade, James launched Caelum Advisers with the mission of transforming the perception of what great marketing strategy looks like in the mortgage industry.

If you are a founder, executive, or head of marketing and want to find out how to tell a more compelling story and connect with your ideal client, visit CaelumAdvisers.com.

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What insights do two of the most respected veterans of the Mortgage Industry have to share about the Mortgage Executive of the Future? Find out in today's episode of the "Future Proof" podcast. In today's recap, Melissa and James revisit some of the key moments in the discussion between Dale Vermillion & David Lykken, two of the most well-known names in Mortgage Leadership.

Our discussion covered everything from what core fundamentals are missing from far too many organizations these days, both within executive leadership as well as the front-line sales and operations organizations. Also, we hear their thoughts on the two most important shifts of our time.

Don’t miss these future-focused insights on this great companion podcast hosted by Melissa Langdale and James Duncan.

To register for the live Future Proof webinars, download past episodes, and hear all of the discussions, visit PraxisLendingSolutions.com/FutureProof.

About Our Hosts:

Melissa Langdale is the founder and CEO of Praxis Lending Solutions, a premier consulting firm focused on improving the operational efficiency and effectiveness for mortgage lenders. As an experienced mortgage industry veteran, she brings a unique approach to solving problems for her clients.

If you’re interested in connecting with Melissa to discover how Praxis can help restructure and refine your Operational workflow, connect with her at PraxisLendingSolutions.com.

James Duncan is the founder and Chief Marketing Strategist of Caelum Advisers. As the former Head of Marketing for more than a decade, James launched Caelum Advisers with the mission of transforming the perception of what great marketing strategy looks like in the mortgage industry.

If you are a founder, executive, or head of marketing and want to find out how to tell a more compelling story and connect with your ideal client, visit CaelumAdvisers.com.

Send us a text

In this episode, Shashank Shekhar and Diane Yu reveal how they’re leveraging the latest in AI to transform the mortgage industry. They break down the differences between Generative AI, AI agents, and the new frontier of Agentic AI, highlighting why domain-specific training and contextualization are crucial to making these technologies truly effective for lending.

From streamlining underwriting workflows to automating content creation and personalizing borrower engagement, they share how adopting AI can drive dramatic operational and sales efficiencies across the mortgage process.

The conversation also explores the game-changing promise of truly agentic AI—autonomous systems that tackle complex tasks end-to-end, poised to transform everything from loan approvals to borrower communications, automate content generation along the way, and even create new roles like AI quality control to oversee these powerful tools.

Don’t miss these future-focused insights on this great companion podcast hosted by Melissa Langdale and James Duncan.

To register for the live Future Proof webinars, download past episodes, and hear all of the discussions, visit PraxisLendingSolutions.com/FutureProof.

About Our Hosts:

Melissa Langdale is the founder and CEO of Praxis Lending Solutions, a premier consulting firm focused on improving the operational efficiency and effectiveness for mortgage lenders. As an experienced mortgage industry veteran, she brings a unique approach to solving problems for her clients.

If you’re interested in connecting with Melissa to discover how Praxis can help restructure and refine your Operational workflow, connect with her at PraxisLendingSolutions.com.

James Duncan is the founder and Chief Marketing Strategist of Caelum Advisers. As the former Head of Marketing for more than a decade, James launched Caelum Advisers with the mission of transforming the perception of what great marketing strategy looks like in the mortgage industry.

If you are a founder, executive, or head of marketing and want to find out how to tell a more compelling story and connect with your ideal client, visit CaelumAdvisers.com.