How to Eliminate Verification Bottlenecks and Protect Your Margins

Date TBD

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What was covered

Manual income and employment checks remain a top source of borrower friction, driving up costs and slowing time-to-close. By embedding automated verifications into the point of sale, modern lenders are slashing verification costs by up to 50% and reclaiming 14,000+ fulfillment hours.

Join leaders from M&T Bank, Blend, and Truework for a practical deep dive on modernizing verification workflows to eliminate back-office friction and maintain borrower momentum.

Key Topics:

What agile event programs are and why they're essential

Strategies and tools for building agile event marketing

How to scale agile event programs without losing brand integrity or valuable data

Steps you can take right now to introduce agile event marketing into your business

Grab your favorite snack and tune in.

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Manual income and employment checks remain a top source of borrower friction, driving up costs and slowing time-to-close. By embedding automated verifications into the point of sale, modern lenders are slashing verification costs by up to 50% and reclaiming 14,000+ fulfillment hours.

Join leaders from M&T Bank, Blend, and Truework for a practical deep dive on modernizing verification workflows to eliminate back-office friction and maintain borrower momentum.

Key Topics:

Workflow Automation: Deploy in-app credential pulls across pre-approvals and re-verifications.

Cost & Bottleneck Reduction: Remove manual touchpoints to lower per-loan expenses.

Real-World Impact: Hear directly from M&T Bank as they walk through their experience, results, and actionable takeaways you can apply to your own roadmap.

Joseph Semrani

SVP | Digital Platforms, Transformation & Product Strategy

M&T Bank

Felicia Lee

Head of Solutions and Customer Success

Truework

Tim Watkins

Sales Engineer

Blend

Your Hosts

Jake Hernandez

Chief Creative Officer

Openform

Jake Hernandez is senior director of product marketing at Openform, where his goal is to help people unlock the power of in-person events.

Leo Di Salvo

Sr. Technology Consultant

Openform

Leo Di Salvo is the Senior Technology Consultant at Openform, where his goal is to help people unlock the power of in-person events.

Run of show

12:00PM

Webinar Begins

Opening remarks from your hosts

12:15PM

5-Tips

5 Tips for Creating Virtual Events

12:45PM

Closing

Final remarks from your hosts

Grab your favorite snack and tune in.

Pro Tip:

First, watch the video to learn how to use this type of theme. Then, replace the iFrame embed code of the video below by clicking into it and clicking on the "Embed Options" tab on the right. Hide this element when you're finished.

Need more help? Here are some great Help Center articles regarding embed best-practices:

How do I resize an iFrame?

What's the difference between iFrame elements and Video elements?

How do I embed webinars or livestreams using an iFrame element?

What can I embed using an iframe into Splash?

Resource List

01

A Guide to Agile Event Programs that Can Survive Anything

Explore why the most dynamic leaders are building strategies for agile event marketing with a focus on scaling in-person and virtual events that are fast, flexible, and hyper-effective at driving meaningful connections.

Download

02

Crisis Mode: Ideas for Managing Events in Challenging Situations

Learn strategies, experiences and lessons learned from top event marketing leaders who have walked through the fire more than once and lived to talk about it.

Register

03

How to Build a Rock Solid Agile Events Program

The old way of doing event marketing—a large, inflexible investment in a small number of tentpole events—doesn't fit into a business world that demands adaptability and speed.

Watch now

About

Blend

Blend is the infrastructure powering the future of banking. Financial providers — from large banks, fintechs, and credit unions to community and independent mortgage banks — use Blend’s platform to transform banking experiences for their customers.

Truework

Truework was founded to make income and employment verification fast, simple, and transparent. What began as a way to modernize manual processes has evolved into an intelligent platform that connects every verification method into one automated system.

blend.com