Insights

Notes from the mortgage stack

Practical writing on CDM design, rule engines, and shipping mortgage applications that hold up in production.

20 Jul 2026 · 5 min read
Criteria AI: policy search brokers can actually use
Structured rules, RAG, and GraphRAG against live lender extracts — with client-profile pass/fail when you need it.
12 Jun 2026 · 5 min read
Why mortgage applications need a canonical data model
Screens, rules, and lender APIs drift apart unless they share one governed schema. A CDM is the foundation of a shippable mortgage app.
28 May 2026 · 6 min read
DSL rules credit teams can own
Eligibility buried in service code is untestable. Declarative DSL turns policy into versioned, auditable assets.
15 Apr 2026 · 4 min read
Human-in-the-loop AI for mortgage journeys
Criteria AI and Broker Copilot accelerate the desk — HITL queues split tasks so agents propose and brokers decide.