Mortgage Intelligence Hub
Unify loan documents, borrower data, and compliance records into a single, traceable intelligence layer.
Challenges
Mortgage operations fracture when high-cost human capital is consumed by low-value data entry and "stare-and-compare" validation. Intelligent automation is required to protect margins and ensure zero-defect loan files.
Loan File Chaos
Loan packages contain hundreds of pages (1003s, appraisals, title policies) in varying orders. Manually indexing and stacking these files delays underwriting and onboarding.
Verification Bottlenecks
Calculating income from paystubs or verifying assets across bank statements requires complex manual math. Human calculation errors lead to conditions, suspense, and repurchase risk.
Post-Close Audit Gaps
Quality Control (QC) teams rely on random sampling due to volume. This leaves the majority of the portfolio unverified and exposed to regulatory fines or investor kickbacks.
Liquidity Friction
Buying or selling mortgage servicing rights (MSRs) requires validating data tapes against source documents. Manual due diligence slows down trading and capital recycling.
What Defines Us
Modernizing the mortgage factory with "doc-aware" intelligence that converts massive loan packets into clean, validated data streams.
AI-Powered Mortgage Processing for Accuracy and Scale
Deploy specialized agents to autonomously ingest and classify entire loan files, separating mixed PDFs into discrete, named document types. The system extracts critical data points from borrower intent on the 1003 to appraisal values and title exceptions regardless of the document provider or layout.
Ensure loan quality through automated validation workflows that cross-reference extracted data against LOS data and investor guidelines (Fannie Mae/Freddie Mac). The platform handles exceptions by flagging missing signatures, expired documents, or income discrepancies for underwriter review. Beyond processing, the solution delivers intelligence by automating pre-fund QC checks and identifying fraud markers like doctored bank statements or undisclosed debts.
Automated Loan Boarding and Audit – Zero "Stare-and-Compare"
Transition from manual checklists to automated file perfection. Achieve the speed required to capture market share and the data integrity needed to sell on the secondary market with confidence.
reduction in "cost to originate"
faster loan boarding time
pre-fund QC coverage
accuracy in income calculation
See Mortgage Intelligence in Action
Watch how mortgage documents and data flow through extraction, validation, and compliance checks — creating a complete, traceable record for every loan file.
Accelerate Underwriting
Deliver "decision-ready" files to underwriters with all data extracted, indexed, and preliminary income calculated.
Streamline Secondary Trading
Automate the due diligence on loan pools to bid faster and transfer assets with clean, validated data tapes.
Enforce Zero-Defect Standards
Automatically verify the presence and accuracy of required disclosures (LE/CD) to ensure TRID compliance before closing.
Scale Servicing Operations
Board new loan portfolios into servicing platforms instantly without manual data mapping or cleanup projects.
Get the answers you need
Find clarity on our solutions, capabilities, and how we can support your business.
The hub ingests multi-format documents including applications, appraisals, disclosures, and underwriting files, extracting and validating key data with full traceability.
It automates verification for standards like TRID, HMDA, and RESPA, flagging exceptions and linking all data to sources for audit readiness.
Yes, it supports ingestion from origination, underwriting, and servicing platforms, with workflow routing for seamless team collaboration.
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or Disrupt With Us?
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