CANDID

🤖🏡 This is what AI + a unified operating system looks like in mortgage. At CANDID, AI can analyze your last 100 closed loans, build realtor profiles based on personality, purchase price range, location, borrower age, and more, then identify whom you’d work best with. And then? It writes the engagement script for you. 🔥 With your data and native functionality all in one place, CANDID can help you act on those insights through SMS, video email, voicemail drops, handwritten cards, and more. This is one operating system built for mortgage, with AI layered on top. The opportunities are extraordinary. 💥 🎙️ Check out the full podcast episode at the link in the comments!

Our latest MVP Award goes to someone who truly defines what it means to be a team player: Daniel Peluso from Jet HomeLoans! 🏆 Dan is easy to work with, brings an approachable attitude to every interaction, and genuinely understands the power of the platform. What really sets Dan apart is his heart for his people. He constantly works for the betterment of his team, taking the time to guide others with patience and ensuring everyone has the tools they need to thrive. It’s clear he is fully invested in lifting up those around him and getting the absolute most out of CANDID. Thank you, Dan, for your incredible work ethic, your patience, and for consistently raising the bar! 👏 Let’s show Dan some love in the comments! 👇 #JetHomeLoans #FinTech #MortgageMarketing #CANDID

When a consumer texts STOP, what exactly has to stop? The FCC is revisiting that question, and mortgage lenders should be paying attention. On September 30, the FCC is scheduled to consider changes that would allow: → More specific informational opt-outs: opting out of one category of informational communication may not automatically stop every informational call or text. → Designated opt-out methods: organizations could identify specific ways consumers should revoke consent. → Separate treatment for marketing: telemarketing remains its own category with separate consent requirements. The FCC is also asking questions around faster opt-out processing, two-way texting, a clear “revoke all” option, and how revocations should apply across affiliated companies. For lenders, this is more than a compliance issue. It’s a systems issue. Your technology needs to know what someone consented to, what type of communication is being sent, when that consent changes, and exactly what should stop next. That’s why CANDID has built consent capture, send-time eligibility controls, automated SMS suppression, DNC visibility, and auditable communication history directly into the platform. September 30 is one to watch. For educational purposes only. Consult legal or compliance counsel regarding your organization’s specific TCPA obligations. #CANDID #TCPA #FCC #Compliance

The mortgage industry moves fast. Your tech should too. CANDID gives LOs and your organization the power to create, customize, and deploy AI tools on your own terms- no vendor bottleneck, no waiting room. 💥 🎙️ Full episode in the comments! You don't want to miss this one. #CANDID #LykkenOnLending #AI #Coworker #FinTech

Exclusively for our CANDID Community 🌐🔒 We believe the best product decisions are made alongside the people who use our platform every day. That’s why we’re inviting existing CANDID organizations to our next exclusive live session: The Admin Innovation Panel: Inside the AI Cloud. We designed this 60-minute roundtable to dive into what’s next in CANDID and give your team practical updates you can activate right away: 💡 Coworker: See how Coworker leverages every loan, call, text, email, and relationship to answer questions and help LOs take immediate action. 📣 Marketing Hub: Meet the rebranded Marketing Hub and explore new capabilities across Automations, SMS Broadcast, and Video Email. 📞 AI Phone: Discover how seamless call capture and transcripts connect directly to the work and follow-ups that follow. 🤖 AI Agent Studio: Get a brief, exclusive preview of custom agent creation and governance. Come with a point of view; bring a workflow or task you want your team to improve! You’ll leave with actionable LO use cases, fresh marketing ideas, and a first look at our emerging AI tools. 🗓️ Wednesday, September 23, 2026 🕚 11:00 AM CST | 60-Minute Live Roundtable 🔒 Exclusive for existing CANDID organizations Check your inbox for the full session details and registration link! 📩 #CANDID #AICloud #AdminInnovation #FinTech #MortgageTech #AIAgents

Give every LO a coach who knows their business. CANDID Coworker is live. An AI assistant and sales coach built into CANDID, grounded in your team’s CRM, POS, SMS, Phone, Email, client retention and borrower data. Ask it: “Which of my top Realtors haven’t sent a referral in 30 days?” “Which loans are missing income documents?” “Help me write a personalized follow-up to this borrower.” Personal support for every LO. Built to scale across your organization. For your team, practical guidance they can use every day. For your business, a way to put existing data and relationships to work. Their business. Their coach. Available 24/7. Book your Coworker demo. Link in the comments. ↓ #CANDID #Coworker #AI #FinTech #mortgagemarketing

Stop clicking. Start asking. Mortgage organizations have more data than ever. The challenge is getting to the right information and knowing what to do with it. CANDID Coworker gives you a simpler way to work with the information that matters. Ask about a borrower referral partner or opportunity. Get the answer and keep moving. Your information. Your work. All in CANDID. Now, just ask. Get a first look at CANDID Coworker. Link in the comments. #CANDID #AI #CANDIDCoworker #FinTech #MortgageMarketing

🔥 COMING TO CANDID: YOUR PERSONAL AI COWORKER. WITH YOU ANYWHERE. AVAILABLE 24/7. Meet CANDID Coworker. Your AI coworker that goes where you go: Teams, Slack, mobile. No extra logins. No switching platforms. Just powerful intelligence built on your data, right where the work happens. Because the best tool isn't the one you have to go find. It's the one that's already there. 🤝 And this? This is just the beginning of what's coming to CANDID. 🔥 🎙��� Hear Garrett Locklear break down everything dropping inside CANDID’s AI infrastructure. Full podcast episode in the comments. #CANDID #LykkenOnLending #Podcast #AIInfrastructure #FinTech #AI

Everything else is noise. According to Garrett Locklear, Founder & CEO of CANDID, the future of your LOs isn't about doing more busywork. It's about becoming exceptional at two things: relationships and operating the business. The technology should handle the noise so your LOs can spend more time where they create the most value. That's the bigger vision behind CANDID's AI Cloud. 🎙️ Hear Garrett unpack the future of the AI-powered operating system in the full podcast episode. Check out the full episode at the link in the comments 👇 #CANDID #AI #LykkenOnLending #AICloud #FinTech #podcasts

Every mortgage tech vendor is rushing to put an AI badge on its roadmap. But those features are built for the broad market, not your data, your workflows, or how your organization operates. CANDID AI Cloud is the foundation for building AI around your business. It gives your organization the underlying architecture to work with your own data and workflows, with security and governance built in. Your roadmap. Your timeline. Your AI. 👉 Early preview now open. Schedule a Discovery call at the link in the comments. #CANDID #MortgageMarketing #AI #AICloud #FinTech