How the work flows
Five stages from first touch to a clean handoff — automation sits between your systems and your team, not instead of judgment.
Ingest & classify
W-2s, bank statements, IDs, appraisals → typed, routed, and ready for processor review.
Extract & structure
Income, assets, liabilities as structured candidates with confidence and source page refs.
Guideline intelligence
Fannie / Freddie / FHA / VA + your investor overlays applied as checks, not chat guesses.
Pre-submission QC
Flags and conditions surfaced before upload — fewer round trips and stips ping-pong.
Disclosures & audit
CD assembly support with fee line rationale; every automated decision logged for exams.
Rough-cut ROI for your inputs
Same model as our full ROI page — tune numbers here, then book an audit to validate against your real files.
ROI sketch — Mortgage lenders
Adjust inputs to match your shop. Outputs are directional, not a guarantee — we'll ground numbers on the audit call.
- Focused on manual document review and re-check time before submission.
- Does not include pull-through or cycle-time value — add those in your own model.
Book your free 45-minute audit
Pick a time below. We'll map your highest-friction workflow and what automation is worth to your team.
Add NEXT_PUBLIC_CALENDLY_URL to .env.local to show your 45-minute audit calendar here.
Want a grounded number?
45 minutes, written findings in 48 hours — we'll map the first workflow to automate and what it's worth.
Book a Free 45-Min Audit