Solutions
Mortgage Document Automation
Documents classified, extracted and checked against the file before an underwriter sees them.
Document handling is the single largest administrative cost in a brokerage. The system accepts uploads through any channel, identifies what each file is, extracts the values that matter, checks them against what the borrower stated, and routes only the discrepancies to a person. Everything else advances silently, which is the point.
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Multi-channel intake including email and mobile upload
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Automatic classification of common income and asset documents
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Field extraction with confidence scoring
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Validation against stated application values
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Exception routing to a human reviewer
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Retention and access controls on stored files
FAQ
What accuracy should we expect?
High on standard document types, lower on photographs of crumpled paper. That is why confidence scoring and exception routing matter more than a headline accuracy figure.
Does a human still review files?
Yes. The system reduces the volume requiring review; it does not remove accountability for the file.
How long are documents retained?
According to the retention schedule you set, with deletion enforced automatically rather than left to staff discipline.
Document Processing
Structured data out of unstructured paper, with the uncertain cases sent to a person.
Mortgage Automation
The administrative half of a mortgage file, handled before a human opens it.
Mortgage AI Assistant
Lender guidelines, product rules and file history — answered in seconds, with the source attached.