Features that empower mortgage professionals
Everything you need to streamline document verification and accelerate your mortgage process
Document Organization
Classify, name, and summarize any type of mortgage related document in any format in seconds
- Automated document recognition
- Automatic categorization and naming
- Smart summary generation
- Support for all mortgage-related file formats
Down Payment Verification
Reconcile gift letters, establish custody of large deposits, and draft submission notes all with a single click
- Automated gift letter validation
- Large deposit tracking
- Compliance verification
- One-click submission notes
Income Verification
Self employed, contract, part-time, commission, retirement income and more are all automatically recognized
- Multiple income source support
- Automated calculations
- 2-year averaging and complex rule support
- One-click submission notes
Fraud Detection
Pay stubs don't reconcile with deposit details? These checks and more are fully automated
- Cross-document validation
- Anomaly detection
- Modified document alerts coming soon
- And more...
Multiple Borrowers
Handle complex applications with ease
- Support for co-borrowers
- Individual document tracking
- Combined income calculations
Borrower Document Collection
Share a secure link with borrowers to upload documents directly. Files are automatically named, organized, and checked for common issues before you even open them.
- Secure borrower document upload portal
- Customizable document checklist templates
- Real-time feedback on common document issues
- Automatic naming, organization, and report generation
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