Unison Announces Strategic Technology Partnership with Cloud Maven to Build Next-Generation Financial Platform Powered by Salesforce Agentic Technology
New Loan Origination System and Rich Broker Portal will transform how Unison serves customers, mortgage brokers, and strategic partners
OMAHA, NE — August 18, 2026 — Unison, a leading provider of innovative home equity solutions, today announced a strategic technology partnership with Cloud Maven to build a next-generation Loan Origination System (LOS) and full-featured Broker Portal, leveraging the power of the Salesforce Agentic Framework. The new platform combines intelligent automation, data, workflow, and human expertise to deliver a faster, simpler, and more connected experience throughout the lending lifecycle.
Reimagining Financial Services in the Home Equity Market
This initiative represents a significant investment in Unison's technology capabilities and commitment to delivering exceptional customer and partner experiences. Rather than simply digitizing existing processes, the platform aims to reimagine financial service delivery in home equity.
Salesforce’s agentic technology is designed to enable intelligent software agents to assist with complex workflows, automate repetitive tasks, surface critical information, and anticipate next steps, helping Unison employees and partners respond faster and more effectively.
Quinn Jones, Vice President of Information Technology at Unison, notes that the goal isn't simply to build another Loan Origination System. By bringing together people, data, automation, and intelligent decisioning, Unison is building a platform designed to deliver a truly world-class experience for customers and partners alike.
Expanded Broker Capabilities and Technology Synergy
A key component of the new platform is a modern Broker Portal built specifically around the needs of Unison's growing nationwide broker network. The portal provides a single, intuitive destination for managing equity transactions from digital application through completion. Mortgage originators gain real-time transaction tracking, automated document management, instant pricing and eligibility verification, pipeline visibility, and intelligent agentic assistance.
This partnership aligns directly with Unison’s strategic priority to expand broker distribution networks by removing friction and eliminating unnecessary manual processes. By equipping trusted originators with state-of-the-art tools and proactive technology, Unison is building an originations ecosystem designed to support continued growth and define the future of home equity financing.
About Cloud Maven
Cloud Maven is a Salesforce-native software and solutions company that helps organizations simplify complex business processes and deliver measurable business outcomes. By combining industry platforms, prebuilt accelerators, intelligent automation, integrations, and expert delivery, Cloud Maven enables organizations to automate workflows, connect data and systems, and operate more efficiently on Salesforce. Its solutions span lending, verification, decisioning, document automation, communications, payments, and integrations, including cmLending, its end-to-end platform for loan origination and servicing. For more information, visit cloudmaveninc.com.
About Unison
Investing in homes since 2006, UIM currently manages $1.76 billion in residential equity agreements, with more than 10,500 agreements originated. For more information about Unison and its products and services, visit Unison.com.