Document Automation for Mortgage Lending Operations

Overview

Problem

Borrower packets arrived in inconsistent formats, requiring time-consuming manual indexing and validation.

Solution

• Built intake pipelines for classification, extraction, and anomaly checks
• Added confidence thresholds and exception queues for operations staff
• Connected output directly to underwriting workbenches

Outcome

• 39% reduction in document prep time
• 26% faster file-to-underwrite turnaround
• Lower rework due to missing or malformed docs

“Underwriters finally receive cleaner files and can make decisions faster.”