Solutions

Underwriting solutions

11 working agent solutions — configured to your book, governed by your policy.

Credit File Assembly & Underwriting Readiness

Assembles borrower, collateral, and supporting documents into one complete, indexed credit file — with gaps flagged before underwriting opens it.

Document Classification & Intake Intelligence

Classifies inbound borrower documents against your checklist, extracts key identifiers, and builds a structured intake package underwriting can trust.

File Completeness & Missing-Item Detection

Checks every loan file against its required-document checklist and flags missing, expired, or inconsistent items before underwriting begins.

Income, Asset & Liability Verification Intelligence

Extracts and normalizes borrower income, asset and liability evidence from paystubs, statements and returns — cited and ready for underwriter review.

Loan File Classification & Document Intelligence

Splits and classifies large mortgage files into named, bookmarked documents so underwriting, QC and audit teams work from an organized, traceable file.

Mortgage Intake & Application Packaging

Captures and assembles mortgage applications, disclosures and borrower documents into one complete, indexed file — gaps flagged before underwriting starts.

Mortgage Risk Analysis

Reads the complete mortgage file and surfaces documentation defects, borrower risks and underwriting signals — each finding cited to its source page.

Mortgage Underwriting Decision Support

Helps mortgage underwriters clear files faster with structured findings, rule checks and exception visibility — every item cited to the loan file.

Underwriting Decision Engine

Ingests broker submissions, ACORD forms and loss runs, scores each risk against your appetite, and hands underwriters a decision-ready file.

Underwriting Decision Support

Gives underwriters policy checks, issue summaries and explainable recommendations — every finding cited to source, every decision human-made.

Underwriting-Ready Package Assembly

Cleans, validates and structures the borrower file so underwriting starts from a complete, indexed package instead of a raw document dump.