Automate Your Mortgage Document Workflow
Say goodbye to manual sorting and renaming. Our AI-powered platform organizes client documents instantly, so you can focus on closing deals.
Smart Document Processing
Our AI-powered system automatically categorizes and extracts key information from your mortgage documents.
Tired of Manual Document Processing?
Mortgage agents waste countless hours sorting through client documents with confusing filenames like "IMG_1234.pdf" or "Scan5678.jpg". This manual process is tedious and prone to errors.
We Have the Solution
Our AI-powered platform automatically scans, classifies, and renames these files based on their content. Upload once, and let our system handle the rest.
How It Works
Upload Client Documents
Drag and drop all your client's files into our secure platform, no matter the format or filename.
AI-Powered Analysis
Our AI scans each document, extracts key information, and categorizes them intelligently.
Organized and Renamed Files
Download files with meaningful names, neatly organized and ready for immediate use.
Key Features
Automatic Classification
AI sorts documents into categories like pay stubs and bank statements.
Smart Renaming
Files are renamed using extracted key information for easy identification.
Time-Saving Efficiency
Process hundreds of documents in minutes.
Secure & Compliant
Protect client data with enterprise-grade security.
Seamless Integration
Integrate with your existing workflow effortlessly.
Privacy-First Processing
Documents are processed securely and automatically removed after analysis, ensuring client privacy.
Choose Your Plan
Pay-as-you-go
$0/mo
Flexible
- No monthly commitment
- Purchase credits as needed
- Basic document categorization
- Email support
Basic
$79/mo
300 scans/month
- Basic categorization
- Email support
Pro
$199/mo
1,000 scans/month
- Advanced categorization
- Priority email support
Enterprise
$599/mo
5,000 scans/month
- Custom AI models
- 24/7 phone support
- Dedicated account manager
Reclaim Hours from Tedious Document Processing
Join hundreds of mortgage professionals who have automated their workflow and boosted productivity.