Stop Manual Indexing. Automate Your Mortgage Document Processing.

AI-driven standardization that extracts data directly into your LOS with 99% accuracy.

Driving Measurable Change in Mortgage Operations

We help lenders eliminate the "stare and compare" bottleneck with a real-time AI pipeline on Azure, integrated directly into your LOS.

80%

Manual Reduction

In document indexing and sorting

50%

Underwriting Speed

Faster time-to-underwrite.

100%

Compliance

Audit-ready with compliance trails.

Instantly index and extract data from W-2s, Paystubs, and Bank Statements. No more manual sorting, just audit-ready data mapped to your LOS.

Intelligent Automation for Every File Type

Automate Your Workflow

AI-Powered Mortgage Automation Capabilities

Automated Document Indexing & Extraction

AI-powered OCR to instantly identify and extract data from 1003 applications, W-2s, 1099s, and Paystubs.
Eliminate the manual "sorting hat" process. Our AI recognizes the document type and pulls the specific data points needed for the 1003.

Intelligent Loan File Categorization

Automatically split and tag multi-page PDFs into the correct folders (Income, Assets, Credit, Tax).
Stop wasting time manually splitting giant borrower uploads. AI applies the correct labels and metadata so your team finds what they need in seconds.

Income Calculation & Data Validation

Cross-verify extracted income data against internal business rules and loan guidelines.
Catch data discrepancies (like a name mismatch or expired date) before it hits the Underwriter’s desk, reducing the "back-and-forth" with borrowers.

Direct LOS Routing & Workflow Automation

Auto-push extracted data and indexed PDFs directly into Encompass, Byte, or Blue Sage.
Speed up approvals by eliminating manual data entry. Move the loan from "Received" to "Underwriting" in a fraction of the time.

Underwriting Summaries & Data Transformation

Generate concise borrower profiles and convert document data into XML (MISMO) or JSON formats.
Provide underwriters with a "Quick Look" summary of the file, highlighting key risk factors and income totals instantly.

Regulatory Compliance & Audit Trails

Extract key dates, clauses, and signatures to ensure TRID and HMDA compliance.
Stay audit-ready with a full digital paper trail of every document processed. Reduce repurchase risk by ensuring 100% of the loan file is complete and verified.