Daniel Herbon
CIO & CISO · Acrisure Mortgage

Daniel Herbon

Chief Information Officer & Chief Information Security Officer

Oviedo (Orlando), Florida

CISSP CISM 20+ Years in Technology

Technology Leader & Security Professional

I serve as Chief Information Officer and Chief Information Security Officer at Acrisure Mortgage, where I lead technology and cybersecurity for a Top 10 national mortgage lender.

My focus is building systems that scale, automating what shouldn't be manual, and applying AI in ways that actually improve how the business operates.

I've spent over two decades in technology, with the majority of that time in mortgage and financial services — working across infrastructure, security, data, and enterprise platforms.

What I've Built

Over the past several years, my work has centered around building production systems that connect data, automation, business intelligence, and AI into the mortgage lifecycle:

Loan Twin (Similarity Engine)

A vector-based system that compares new loan applications to historical loans to better understand risk and likelihood of closing.

AI Loan Assistant (Teams Integration)

An internal assistant that provides real-time loan status, answers operational questions, and proactively notifies users of key events.

Real-Time Loan Data Pipeline

A near real-time pipeline that updates loan status continuously, enabling alerts, automation, and downstream systems.

Geospatial Fee Prediction

A system that estimates closing costs using location-based matching against previously funded loans.

Cross-Sell Intelligence Platform

An AI-driven workflow that identifies additional product opportunities after borrower intent to proceed.

Enterprise Data Platform

Designed and implemented a modern data architecture integrating LOS data with cloud-based pipelines to support real-time analytics, reporting, and downstream AI systems.

Event-Driven Automation Framework

Built event-based systems that trigger workflows and notifications across the loan lifecycle, enabling proactive alerts and reducing manual intervention.

Document Intelligence Platform

Implemented AI-driven document processing using OCR and LLMs to classify, extract, and validate loan documents within the mortgage workflow.

Cloud Transformation Initiative

Led the migration from on-premise infrastructure to AWS, establishing a scalable, cloud-first foundation for data, applications, and AI workloads.

Enterprise Security & Compliance Framework

Built and operationalized security programs covering identity, device management, audit readiness, and data protection aligned with regulatory standards.

AI Platform for Mortgage Operations

Integrated LLMs, embeddings, and automation into core workflows to support decisioning, document analysis, and revenue-generating insights.

Business Intelligence Platform

Designed and implemented an enterprise business intelligence platform integrating data across loan origination, financials, servicing, and operations. Enabled real-time reporting, executive dashboards, and data-driven decision-making across the organization.

What I'm Focused On

Right now, my focus is on applying AI in ways that move beyond experimentation and into real operational impact:

Embedding AI directly into loan workflows
Building agent-based systems that assist employees in real time
Using historical data to drive predictive decisioning
Expanding cross-sell opportunities across the loan lifecycle
Continuing to modernize our data and platform architecture

Let's Connect

Interested in connecting or learning more about my work in technology and cybersecurity leadership?