a16z podcast: How Valon rebuilt $13T mortgage infra to be 3x more efficient and bring in AI agents
a16z · x · 2026-10-07
a16z's Angela Strange talks with Valon's Andrew Wang and Linda Du about rebuilding the infrastructure under a $13 trillion mortgage market still running on pre-internet systems.
- The hard path: Valon became a regulated mortgage servicer, translating decades of federal and state regulation into software, and proved the platform on its own loans before selling it.
- Results: The foundation makes Valon roughly 3x as efficient as traditional servicing and serves as the system of record for expanding to the industry.
- AI layer: They discuss agents handling long-tail servicing tasks, voice interfaces, personalized experiences, and the challenges of deploying AI in heavily regulated markets.
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