What Should Lenders Check Before Trusting an AI Vendor With Compliance Work?
September 03, 2026 | 3 Min Read
Outamation CEO Sapan Bafna and Lisa Guadagno were featured in a Real Estate Today article on evaluating AI vendors for mortgage compliance work. They discuss what lenders and servicers should ask about independent AI governance, accuracy, human review, and a vendor’s ability to respond to regulatory changes.
Understand what certification does, and what it does not prove
Sapan explains the different roles of Outamation’s ISO/IEC 42001, ISO 27001, and SOC 2 Type II credentials. AI governance certification gives buyers a way to assess how a vendor manages AI, but it does not establish the accuracy of a particular model. Lenders should still request performance evidence for the specific work they plan to automate.
Check when people review AI results
Lisa describes an approach that measures confidence in AI results and directs lower-confidence cases to human review. The article also urges buyers to examine how a vendor has handled actual regulatory changes, rather than relying only on its certifications or product roadmap.
About Outamation
Outamation is a leader in automation and digital transformation for mortgage servicing, origination, and other regulated industries, reimagining document-heavy workflows to deliver measurable, compliant business outcomes. As the first U.S. mortgage technology company certified to ISO/IEC 42001, and backed by ISO 27001 and SOC 2 Type II, Outamation pairs bold innovation with the governance regulated operations demand. Learn more at www.outamation.com.
Media Contact:
Outamation
Email: info@outamation.com
Website: www.outamation.com
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