AI-Powered Financial Solutions & Mortgage Automation
AI Powered Solutions are the key to unlocking automation, intelligence, and business growth. At Confer Inc., we help businesses design, develop, and deploy AI solutions that enhance efficiency, automate processes, and drive measurable impact.

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Why Top Companies Choose Confer
Our AI-powered solutions deliver tangible benefits that transform how financial institutions operate and serve their customers.
Automation
Streamline operations and reduce manual tasks with intelligent automation powered by cutting-edge AI technology.
Accuracy
Enhance decision-making with precise data analysis and insights, minimizing errors and improving outcomes.
Compliance
Stay ahead of regulatory requirements with AI-powered compliance monitoring and risk assessment tools.
Speed
Accelerate processes and response times, delivering faster service to your customers and stakeholders.
Our Solutions
AI Powered Solutions are the key to unlocking automation, intelligence, and business growth. We help businesses design, develop, and deploy AI solutions that enhance efficiency, automate processes, and drive measurable impact.
AI Mortgage Agent
Automate mortgage processing with AI agents that handle applications, verification, and customer inquiries.
Learn MoreRAG Chatbot
Deploy intelligent chatbots with retrieval-augmented generation for accurate, context-aware customer support.
Learn MoreDocument Processing
Extract, analyze, and process financial documents with high accuracy using advanced OCR and NLP technology.
Learn MoreRisk Assessment
Identify and mitigate financial risks with predictive analytics and machine learning models.
Learn MoreData Analytics
Transform raw financial data into actionable insights with AI-powered analytics and visualization.
Learn MoreFraud Detection
Detect and prevent fraudulent activities in real-time with behavioral analysis and anomaly detection.
Learn MoreHow It Works
Our streamlined process ensures successful implementation and adoption of AI solutions.
Consultation & Assessment
We analyze your current processes and identify opportunities for AI-powered optimization.
Custom Solution Development
Our team develops tailored AI solutions that integrate seamlessly with your existing systems.
Implementation & Continuous Improvement
We deploy, monitor, and continuously improve your AI solutions to maximize ROI.
Success Metrics
Our clients achieve remarkable results with Confer's AI solutions.
Reduction in processing time
Decrease in operational costs
Customer satisfaction rate
Return on investment
Case Studies Coming Soon
Real-world examples of how our AI solutions have transformed financial operations.
We're preparing detailed case studies showcasing how our clients have transformed their operations with Confer's AI solutions. From mortgage processing to fraud detection, our technology is making a real difference.
Get NotifiedLatest Insights
Deep dives into AI automation, financial technology, and compliance
Frequently Asked Questions
Everything you need to know about Confer's AI-native mortgage platform
What is Confer Solutions AI?
Confer Solutions AI builds AI-native software for mortgage lenders and financial institutions. Our flagship product is Confer LOS โ a loan origination system designed from the ground up with 8 specialized AI agents, deterministic Fannie Mae 1084 income calculation, and 180+ Encompass field integrations. We also deliver custom AI solutions for healthcare, retail, and professional services.
What industries does Confer serve?
While our deepest expertise is in mortgage and financial services, Confer builds AI solutions across multiple industries including healthcare, retail and logistics, insurance, and professional services. Our AI agents, document processing, and workflow automation capabilities adapt to any domain with structured data and compliance requirements.
How does the AI-native mortgage LOS work?
Unlike legacy systems with AI bolted on after the fact, Confer LOS was architected from day one with AI agents embedded in every layer โ document classification, data extraction, income calculation, compliance checking, and borrower communication. Documents are classified in seconds using 3-tier AI, income is calculated deterministically per Fannie Mae 1084 guidelines, and compliance is enforced automatically through durable Temporal workflows.
Can Confer integrate with our existing Encompass setup?
Yes. Confer provides 180+ bidirectional field mappings with Encompass and automated E-Folder container assignment (U1โU15). You can run Confer's AI pipeline alongside your existing Encompass infrastructure โ documents flow through Confer for processing, and results sync back to Encompass. This enables incremental adoption without replacing your current LOS.
What makes Confer's income calculation different?
Confer uses deterministic calculation โ no LLM in the math path. Seven calculators handle W-2, Schedule C, Schedule E, K-1, investment, retirement, and other income following exact Fannie Mae 1084 methodology. Every calculation produces an auditable trail showing the inputs, formulas applied, and resulting qualifying income. Manual 1084 completion takes 20โ45 minutes; Confer produces the same worksheet in under 5 seconds.
How do I get started with Confer?
Start with a free consultation where we'll assess your current mortgage operations, technology stack, and automation goals. We'll recommend a tailored implementation plan โ whether that's the full Confer LOS platform, specific AI agents for document processing or compliance, or a custom integration with your existing systems. Contact us at info@confersolutions.ai or through our website.
Ready to get started?
Talk to our sales team and see how we can help you transform your business with AI.
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