Suite u ifies six AI-powe ed capabilities i side the Ci o Mo tgage Poi t of Sale to help o igi ato s wo k mo e efficie tly a d spe d mo e time with bo owe s
WILMINGTON, N.C., Oct. 12, 2026 (GLOBE NEWSWIRE) — Ci o, I c. (NASDAQ: NCNO), the platfo m fo age tic AI ba ki g, today i t oduced its Loa Office P oductivity Suite, a comp ehe sive set of AI-d ive tools desig ed to boost mo tgage o igi ato p oductivity by putti g faste a swe s a d automated actio s di ectly i to the Ci o Mo tgage Solutio .
The Suite b i gs togethe featu es i o e accessible expe ie ce i side Ci o’s mobile- ative poi t of sale, whe e o igi ato s al eady wo k. Togethe , they educe time spe t o ma ual wo k so o igi ato s ca spe d mo e of it with bo owe s. The Suite uses each i stitutio ’s ow data, p oduct guideli es, a d wo kflow ules to give o igi ato s i stitutio -specific a swe s a d let them take actio f om o e place, without bou ci g betwee tools.
Custome s a e putti g Loa Office P oductivity Suite featu es to wo k, with ea ly adopte s like Educated Mo tgage al eady usi g them i daily o igi atio wo kflows to eclaim time a d move loa s th ough the pipeli e mo e efficie tly, a d Secu ity Natio al Fi a cial Co po atio p epa i g to equip its loa office s:
- “I asked Mo tgage Adviso fo Loa Office s somethi g specific, a d it cited the guideli es a d gave me the guideli e almost immediately,” said Da O’B ie , P eside t a d Loa Office at Educated Mo tgage. “With othe AI sea ch tools, you almost have to sit the e with 10 diffe e t p ompts to get the i fo matio you’ e looki g fo . This is bette .”
- “We’ e excited to equip ou loa office s with Ci o’s i tellige t featu es so they’ll have mo e co fide ce k owi g exactly what each file eeds to keep movi g a d ca t ust that outi e tasks a d bo owe questio s a e bei g ha dled alo g the way,” said Thay e Atki so , Vice P eside t a d CIO at Secu ity Natio al Fi a cial Co po atio .
Mo tgage Adviso fo Loa Office s: Exte ds the co ve satio al AI behi d Ci o’s bo owe -faci g Mo tgage Adviso to the loa office ‘s side of the file, letti g o igi ato s ask questio s atu ally a d get plai -la guage a swe s about thei pipeli e, i dividual loa files, a d GSE guideli es. It ca also execute outi e actio s, such as c eati g tasks o se di g emi de s, with the loa office ’s app oval.Loa P eCheck: A AI u de w iti g tool that automatically evaluates bo owe eligibility agai st Fa ie Mae, F eddie Mac, FHA, VA a d USDA guideli es a d ecomme ds the best-fit loa p og am befo e a file eve eaches u de w iti g.Mo tgage MCP fo Loa Office s: Lets loa office s co ect thei ow AI age ts di ectly to the Ci o Mo tgage Suite th ough a si gle co ve satio al i te face, elimi ati g the sc ee -switchi g that slows o igi atio wo kflows.AUS Sma t Tasks: Tu s automated u de w iti g fi di gs i to a plai -la guage summa y a d suggested tasks that loa office s ca wo k th ough o e by o e o automate by template.Automated P e-app oval: Ci o’s wo kflow u ifies c edit autho izatio , ve ificatio se vices, fee calculatio s, a d dual AUS i teg atio s i to o e seamless p ocess. This powe ful featu e automatically p ocesses loa applicatio s with less loa o igi ato i te ve tio , sho te i g t aditio al app oval cycles to mi utes.Automated Disclosu es: Automatio of I itial Disclosu es a d Redisclosu es fo sta da d loa templates allowi g fo time to be spe t o othe activities.
“Loa office s a e bei g asked to ha dle mo e wo k without sac ifici g espo sive ess to bo owe s,” said Casey Williams, Ge e al Ma age of Global Mo tgage at Ci o. “The Loa Office P oductivity Suite helps c eate that capacity by taki g outi e wo k off o igi ato s’ plates a d putti g a swe s a d ext steps at thei fi ge tips, so they ca stay espo sive a d competitive without addi g mo e hou s to the day.”
P ospective custome s ca equest a pe so alized demo.
Ci o (NASDAQ: NCNO) is the platfo m fo age tic AI ba ki g. With ove 2,700 custome s wo ldwide – i cludi g commu ity ba ks, c edit u io s, i depe de t mo tgage ba ks, a d the la gest fi a cial e tities globally – Ci o offe s a t usted age tic platfo m pu pose-built fo fi a cial se vices a d egulated i dust ies. By deployi g AI age ts alo gside huma teams, Ci o’s dual wo kfo ce e ables i stitutio s to elimi ate i efficie cies, sha pe decisio -maki g a d delive bette outcomes fo the custome s they se ve. Fo mo e i fo matio , visit www. ci o.com.
Riley Keyze p ess@ ci o.com
This p ess elease co tai s fo wa d-looki g stateme ts about Ci o’s fi a cial a d ope ati g esults, which i clude stateme ts ega di g Ci o’s futu e pe fo ma ce, outlook, guida ce, the be efits f om the use of Ci o’s solutio s, ou st ategies, a d ge e al busi ess co ditio s. Fo wa d-looki g stateme ts ge e ally i clude actio s, eve ts, esults, st ategies a d expectatio s a d a e ofte ide tifiable by use of the wo ds “believes,” “expects,” “i te ds,” “a ticipates,” “pla s,” “seeks,” “estimates,” “p ojects,” “may,” “will,” “could,” “might,” o “co ti ues” o simila exp essio s a d the egatives the eof. A y fo wa d-looki g stateme ts co tai ed i this p ess elease a e based upo Ci o’s histo ical pe fo ma ce a d its cu e t pla s, estimates, a d expectatio s a d a e ot a ep ese tatio that such pla s, estimates, o expectatio s will be achieved. These fo wa d-looki g stateme ts ep ese t Ci o’s expectatio s as of the date of this p ess elease. Subseque t eve ts may cause these expectatio s to cha ge a d, except as may be equi ed by law, Ci o does ot u de take a y obligatio to update o evise these fo wa d-looki g stateme ts. These fo wa d-looki g stateme ts a e subject to k ow a d u k ow isks a d u ce tai ties that may cause actual esults to diffe mate ially i cludi g, but ot limited to isks associated with (i) adve se cha ges i the fi a cial se vices i dust y, i cludi g as a esult of custome co solidatio o ba k failu es; (ii) adve se cha ges i eco omic, egulato y, o ma ket co ditio s, i cludi g as a di ect o i di ect co seque ce of highe i te est ates; (iii) isks associated with acquisitio s we u de take, (iv) b eaches i ou secu ity measu es o u autho ized access to ou custome s’ o thei clie ts’ data; (v) the accu acy of ma ageme t’s assumptio s a d estimates; (vi) ou ability to att act ew custome s a d succeed i havi g cu e t custome s expa d thei use of ou solutio , i cludi g i co ectio with ou mig atio to a asset-based p ici g model; (vii) competitive facto s, i cludi g p ici g p essu es a d mig atio to asset-based p ici g, co solidatio amo g competito s, e t y of ew competito s, the lau ch of ew p oducts a d ma keti g i itiatives by ou competito s, a d difficulty secu i g ights to access o i teg ate with thi d pa ty p oducts o data used by ou custome s; (viii) the ate of adoptio of ou ewe solutio s a d the esults of ou effo ts to sustai o expa d the use a d adoptio of ou mo e established solutio s; (ix) fluctuatio of ou esults of ope atio s, which may make pe iod-to-pe iod compa iso s less mea i gful; (x) ou ability to ma age ou g owth effectively i cludi g expa di g outside of the U ited States; (xi) adve se cha ges i ou elatio ship with Salesfo ce; (xii) ou ability to successfully acqui e ew compa ies a d/o i teg ate acquisitio s i to ou existi g o ga izatio ; (xiii) the loss of o e o mo e custome s, pa ticula ly a y of ou la ge custome s, o a eductio i the umbe of use s ou custome s pu chase access a d use ights fo ; (xiv) system u availability, system pe fo ma ce p oblems, o loss of data due to dis uptio s o othe p oblems with ou computi g i f ast uctu e o the i f ast uctu e we ely o that is ope ated by thi d pa ties; (xv) ou ability to mai tai ou co po ate cultu e a d att act a d etai highly skilled employees; a d (xvi) the outcome a d impact of legal p oceedi gs a d elated fees a d expe ses.
