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Curvestone AI and mortgage network Connect for Intermediaries announced a partnership on 12 October 2026 to roll out AI-assisted compliance checks across Connect’s network of 350 firms. Connect CEO Liz Syms says a full human case-file check that typically takes 2–3 hours now takes minutes with Curvestone, though the announcement does not include an independent performance study. The rollout is described as underway—not as complete across all 350 firms.
What the partnership covers
The announcement describes Curvestone as automating reviews of mortgage and protection case files. It also identifies financial promotions and financial-crime controls as other platform use cases. The stated goal is to check every case and create an evidence trail, rather than rely on sample checks. These are the companies’ descriptions of the system and its aims; the announcement does not establish that every case is already being checked or provide an independent assessment of accuracy or risk reduction. The 12 October announcement says the rollout will cover Connect’s 350 firms, but does not say how many were live on that date.
How the checks fit into the OMS workflow
Curvestone is being used through OMS, the mortgage case-management workflow, rather than requiring the compliance team to transfer information into a separate Curvestone system. Syms said the integration is also expected to let advisers run pre-checks before sending files to compliance. That is a stated future capability; it does not confirm that advisers across the network are already using it.
The Tool Desk
Outbyte PC Repair FREEClear out junk files and repair common Windows errorsFree Scan →Outbyte Driver Updater FREEFix the driver behind crashes, sound loss and screen glitchesFind Drivers →The integration builds on an earlier OMS deployment announcement dated 28 April 2026. That release said Curvestone’s AI-assisted checker was integrated into OMS’s mortgage case journey and named TMG Mortgage Network and Connect Mortgages among early clients processing cases. The early client deployment is distinct from the newly announced rollout across Connect’s broader 350-firm network. The earlier OMS announcement described the system as reading and cross-referencing documents against each firm’s checklist, with findings surfaced in the OMS interface.
#1 Best Overall
- Loan Amortization and Remaining Balances
- Instant Principal, Interest, Interest Only and Total Payments
- Future Values
- Date math function
Documents and findings described in the earlier release
- Documents included fact finds, income evidence, bank statements, identity documents, suitability letters and supporting paperwork.
- Findings could include missing documents, mismatched data, suitability gaps and regulatory exceptions.
- The earlier release described an audit trail for checks, with bespoke checklists for larger firms and a standard configuration for smaller firms. It does not confirm current availability to every OMS customer.
What the timing claim does—and does not—show
Syms said a typical full human check of a mortgage and protection case takes 2–3 hours, depending on complexity, and that using Curvestone has reduced the check to “minutes.” She said this could give the compliance team more time for coaching and training. These are her reported experience and typical durations, not results from a published timed trial: the announcement gives no case sample, study design or independent measurement. Syms’s statement appears in the announcement.
Curvestone’s website separately claims 99.4% accuracy compared with manual case checking, but the cited material does not provide the sample, methodology or an independent validator. That company-reported figure should not be treated as a verified accuracy rate for Connect’s rollout. The company’s own timing descriptions also use a different scope: its home page says manual reviews commonly take 50–90 minutes and automated reviews 1–3 minutes. Those figures and Syms’s account of a typical full case check are separately attributed claims, not a like-for-like benchmark. Curvestone’s website
Rank #2
- SPEAKS YOUR LANGUAGE: Keys clearly labeled in residential mortgage finance terms like Loan AMT, Int, Term, PMT. This industry-standard calculator is super easy to use on all realty financing matters from finding a loan that works for your client to considering trust deeds investments, or finding remaining balances or balloon payments and much more
- CONFIDENTLY AND EASILY SOLVES: All your clients' financial questions whether they are buyers, sellers, investors or renters. Increase your perceived professionalism as a new agent, experienced broker or seasoned loan officer. Close more home sales and impress your clients with fast, accurate answers to all their real estate finance questions
- DEDICATED BUYER QUALIFYING KEYS: Enter client's income, debt and expenses to pre-qualify them to only show properties they can afford. Include tax, insurance and mortgage insurance then compare loan options and payment solutions to give your client choices before they make an offer to buy
- FIGURE OUT THE RIGHT LOAN: At the press of a button for jumbo, conventional, FHA/VA, or even 80:10:10 or 80:15:5 combo loans; check to see if ARMs or bi-weekly loans, quarterly payments or if interest-only payments are the answer; giving your client more choices; easily perform what if loan or tvm calculations Find loan amount, term, interest or PITI or PI payments
- BECOME AN INVALUABLE RESOURCE: Reduce your clients' confusion and uncertainty; ensuring they are able to make a purchase offer; knowing they can afford the down payment; and determining which is the right loan for them. Date-math for listings and contracts too. Comes with a protective slide cover, quick reference guide, pocket User's Guide, and long-life batteries
What is known about the technology and its limits
Curvestone describes its integration approach as routing document packs from origination platforms or CRMs and returning structured decisions with supporting evidence. It also lists a REST API, webhooks and UK/EEA data residency. These are product descriptions from Curvestone, not independently audited guarantees about a particular deployment. Curvestone’s integration page
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The available announcements do not establish independent performance results, network-wide live coverage, or that automated checks replace human judgment. The evidence supports a narrower conclusion: the workflow is intended to surface issues and evidence within OMS so compliance staff can review cases and apply their judgment.
Rank #3
- DEDICATED FUNCTION KEYS for Quick Financial Solutions: Clearly labeled function keys enable you to quickly and confidently provide financial answers and options for your clients, whether in the office, in the car or at an open house. Compare loan options and provide payment solutions to give your client choices
- INSTANT FINANCIAL PROBLEM SOLVING: Solve the financial questions your clients have whether they are buyers, investors or renters; increase your perceived professionalism and close more home sales by quickly answering real estate finance problems including remaining balances
- RESIDENTIAL REAL ESTATE FINANCE TERMS: Keys labeled in residential real estate finance terms like Loan AMT, Int, Term, PMT; Calculator is super easy to use to determine a mortgage loan that works for your client
- VERSATILE LOAN CALCULATION OPTIONS: Calculate 80:10:10 or 80:15:5 combo loans at the press of a button; check to see if ARMs or bi-weekly loans, quarterly payments or if interest-only payments are the answer; giving your client more choices
- COMES COMPLETE: Comes with a protective slide cover, quick reference guide, pocket user's guide, two long-life batteries, and 1-year warranty
What happens next
Curvestone founder and CEO Dawid Kotur described the Connect partnership as its first phase and said enhancements were expected as rollout finishes. He did not specify what those enhancements will be or give delivery dates. As a result, the announcement signals an ongoing deployment and planned development, rather than a fully completed network rollout with a defined feature roadmap.
Quick Recap
Best Value
- Extra large 12-digit angled display.
- Loan Wizard.
- Automatic Tax Keys.
- Selectable decimal setting.
- Input any three loan variables to compute the fourth.
Rank #4
- SPEAKS YOUR LANGUAGE: Keys clearly labeled in residential mortgage finance terms like Loan Amt, Int, Term, Pmt; this industry-standard calculator is super easy to use on all realty financing matters from finding a loan that works for your client to considering trust deeds investments, or finding remaining balances or balloon payments and more
- CONFIDENTLY AND EASILY SOLVE: Clients' financial questions whether they're buyers, sellers, investors or renters. Increase your perceived professionalism as a new agent, experienced broker or seasoned loan officer. Close more home sales and impress your clients with fast, accurate answers to all their real estate finance questions from PITI Payments to IRR, NPV and Cashflows
- DEDICATED BUYER QUALIFYING KEYS: Enter client's income, debt and expenses to pre-qualify them to only show properties they can afford. Include tax, insurance and mortgage insurance then compare loan options and payment solutions to give your client choices before they make an offer to buy
- FIGURE OUT THE RIGHT LOAN: For your client at the press of a button for jumbo, conventional, FHA/VA, or even 80:10:10 or 80:15:5 combo loans; check to see if ARMs or bi-weekly loans, quarterly payments or if interest-only payments are the answer; giving your client more choices; easily perform what if loan or TVM calculations find loan amount, term, interest or PITI or PI payments
- BECOME AN INVALUABLE RESOURCE: To your clients by reducing their confusion and uncertainty; ensuring they are able to make a purchase offer; knowing they can afford the down payment; and determining which is the right loan for them. Date-math for listings and contracts too. Comes with a protective slide cover, quick reference guide, pocket user's guide, and long-life battery
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