Financial services

Mortgage Documents

Extract borrower, income, asset, and missing-document intelligence from mortgage packets.

Document types

Bank statements, Pay stubs, Tax forms, Loan packets

Extraction fields

Borrower name, Document type, Statement period, Income amount, Missing items

Validation

Borrower identity matches packet, Required periods are present, Missing document checklist

Inputs

Manual Upload, Gmail, Outlook, WhatsApp, Teams, API Intake, Webhook, Dropbox, Google Drive, OneDrive

Outputs

Google Sheets, Airtable, Email, API Delivery, Database

Dashboard metrics

Packets processed, Missing docs, Review queue, Cycle time