The problem
A mortgage file splits the borrower, the property, and the insurance across dozens of pages. Underwriting support retypes the same figures into a worksheet before anyone can run the policy checklist.
How the workflow runs
Upload the mortgage file
The desk collects the file and loan details. The submit starts the run.
Extract mortgage fields
An extract agent reads borrower, property, and the related figures present in the file.
Run policy checks
A compliance step evaluates the extract against the rulesets you attach. The starter prepares findings. It does not issue a credit decision.
What the hosted app shows
Underwriting support uploads a file and follows extraction and policy checks on the hosted desk. Add a review step when an underwriter must confirm the findings.
Who it is for
Mortgage operations and underwriting support teams that prepare loan files for a person to review.
Questions
It extracts borrower and property fields and runs the policy checks you configure. The credit decision stays with your underwriter.
Property document extraction is for one deed or lease. This starter expects a mortgage file and a policy check.
Yes. ID and KYC capture reads passports and licenses. Link that work from the same tenant if the ID arrives on its own.