Solution
For lending operations, credit, and digital banking teams: every application classified, extracted, and validated into a decision-ready file before underwriting opens it.
The problem
Application data gets typed from PDFs into the LOS by hand — slow, error-prone, and a waste of the analysts doing it.
Missing schedules and stale statements are discovered in underwriting, and the file goes back to the borrower — again.
Credit analysts spend their time identifying and ordering documents instead of exercising the judgment they were hired for.
The product, not a promise
How it works
Take in applications and supporting documents from every channel — upload, email, or portal.
Identify each document and check it against the required-documents list for the loan type.
Pull borrower details, application data, and financial figures into structured, source-linked fields.
Cross-check extracted data for consistency and flag gaps or conflicts for review.
Deliver a complete, indexed application file to underwriting with nothing missing.
Who it's for
Intake analyst
Head of lending operations
Risk / compliance
Every lending decision starts with intake, and intake is where files go wrong first. Applications arrive as scanned PDFs, spreadsheets, and email attachments in no particular order; data gets rekeyed by hand; and senior analysts spend their time on document triage instead of credit judgment. When something is missing, underwriting discovers it weeks later. Borrower Application Intake makes the front door of the lending process structured, fast, and traceable.
The intake agents handle any PDF — scanned or digital — along with Excel spreadsheets, Word documents, and web-based data. Each incoming document is classified against the checklist for the loan type, and borrower information, application data, and onboarding details are extracted into structured fields. Cross-checks catch the classic intake failures early: a name that does not match across documents, a stale statement, a missing schedule. The output is a complete, indexed lending file where every data point links back to the page it came from — ready for credit, risk, and operations teams to act on without rework.
Automation runs end to end, with human oversight at the decision points. Anything ambiguous is routed to a reviewer with the source evidence attached rather than silently guessed.
Intake data feeds every downstream decision, so an untraceable intake file poisons the whole pipeline. Because each extracted value carries its source citation and each processing step lands in the audit trail, the file is regulator-ready from the moment it is assembled — and the process is repeatable across one application or a portfolio-wide intake queue. Policy-governed workflows enforce the same standard on every file, and pre-built connectors move the structured output into your loan origination system and core banking infrastructure.
Objections, answered
Every data point links back to the page it came from, so verification is a click, not a re-derivation. Anything ambiguous — a name mismatch, an unreadable figure — is routed to a reviewer with the source evidence attached, never silently guessed.
Yes — each incoming document is classified against your checklist for that loan type, and your policy defines what counts as complete, current, and consistent. The system enforces the standard you already have.
Each extracted value carries its source citation and each processing step lands in the audit trail, so the file is defensible from assembly onward. The same evidence answers an examiner on one file or across a portfolio review.
Pre-built connectors and APIs move the structured output into your loan origination system and core banking infrastructure. Intake feeds the systems you already run; most lenders start with a single loan product.
Watch a raw stack of PDFs become a classified, validated, source-linked lending file in the demo.
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