Underwriting Intelligence that Saves Time

Focus on decisions, not data entry. Turn complete loan packages into decision-ready outputs in under 3 minutes—with Excel-accurate calculations, built-in compliance checks, and full audit trails that compress 5 hours of manual work into a few clicks.

87% cost savings vs manual underwriting

The Manual Underwriting Burden

Underwriting teams spend countless hours manually reviewing loan packages, leaving little time for what matters most: making informed credit decisions.

Hours of Manual Data Entry

You spend 2.5-5 hours per loan package manually extracting borrower info, property details, and financial data from 20-30 documents

Automated extraction from all 20+ document types in ~3 minutes

Risk of Calculation Errors

Manual DSCR and LTV calculations are error-prone. One transcription mistake can lead to incorrect risk assessment

Excel-formula precision with deterministic calculations—never guesses, returns null when data missing

Compliance Gaps

Easy to miss expired insurance certificates, outdated credit reports, or identity verification mismatches

Automated compliance checking: document expiration, identity verification, missing critical fields

No Audit Trail

When auditors ask "where did this number come from?", you're manually cross-referencing documents

Every field traceable to source document with page number and confidence score

Inconsistent Data

Same borrower information appears differently across documents, requiring time-consuming reconciliation

Cross-document validation with authority hierarchy and format standardization

Blind Until Package Complete

Traditional underwriting can't start until all documents arrive. No visibility into deal quality during collection phase

Lifecycle-aware intelligence from the first document. Know your risk posture at every stage, not just at the end

Underwriting Intelligence in Action

Watch it evaluate a loan package against your credit policies in minutes

123 Main St, Columbus, OH 43215
15 documents

Processing Timeline

Document Detection
Scans and identifies all files in the package
Document Analysis
Classifies documents by type and purpose
Data Extraction
Extracts structured data from all documents
Quality Validation
Cross-references data for accuracy
Financial Calculations
Computes all key financial metrics
Underwriting Intelligence Analysis
Evaluates risk dimensions against your policy criteria
Report Generation
Generates comprehensive dashboard

Multi-Format Intelligence Deliverables

Access underwriting intelligence as PDF report, JSON API, or spreadsheet export

Loan Intelligence Report

NEEDS DOCUMENTATION

Borrower

John Doe

Main Street Properties LLC

Property

123 Main St, Columbus, OH 43215

Single Family
DSCR Purchase$360K • 80% LTV • 7.25% • 30 Year Fixed
Application
Pre-Qual
3
Underwriting
4
Approval
5
Closing
6
Funded
Phase Progress
85%
Outstanding: Title Commitment • Tax Returns

Underwriting Assessment

CONDITIONAL APPROVAL

Overall Score

76

050100

The loan demonstrates strong fundamentals across all key dimensions. The borrower presents excellent creditworthiness with a FICO score of 740, substantial financial reserves ($800K liquidity, $2M net worth), and conservative leverage at 80% LTV. Conditional approval pending receipt of title commitment and tax returns.

Risk Assessment

Credit

Low

Collateral

Low

Liquidity

Low

Documentation

Medium

Strengths

  • +Strong borrower creditworthiness (FICO 740)
  • +Excellent liquidity position ($800K available)
  • +Conservative LTV at 80% provides equity cushion
  • +Adequate DSCR of 1.25x meets minimum requirements
  • +Net worth of $2M demonstrates financial capacity

Action Required

  • !Submit title commitment before closing
  • !Provide 2023-2024 tax returns for final verification
  • !Rent roll required to confirm DSCR calculation

Credit Policy

Standard DSCR Guidelines
INSIDE BOX
Fit Score
88%

Loan meets all standard DSCR policy requirements. Strong credit profile and conservative leverage position this loan well within guidelines.

Ready to transform your underwriting workflow?

Transparent Pricing

$1.00/document. No hidden fees. Instant activation. Pay only for what you use.

Frequently Asked Questions

How accurate are the calculations?

We use deterministic formulas with Excel formula parity. DSCR, LTV, and P&I calculations are 100% accurate when input data is present. We never hallucinate—if data is missing, we return null.

What if documents are scanned or poor quality?

Our hybrid OCR + AI vision handles scanned documents automatically. If OCR produces sparse results, we re-extract using vision models (106x more effective). Most scanned docs process without issues.

Can I trust this for compliance audits?

Yes. Every field includes source document reference, page number, confidence score, and any corrections applied. Complete audit trail for every data point. SOC 2 Type II infrastructure.

Do you store our loan documents?

No. Zero document retention. Processing is ephemeral—documents deleted immediately after analysis. We maintain a 24-hour AI cache for cost protection (structured data only, not your documents).

How does this integrate with our LOS?

Simple JSON API. POST documents, receive structured data. Full API documentation. Works with any LOS or platform.

Start Processing Loans Today

Turn every loan package into complete underwriting intelligence in under three minutes.

Instant activation. No setup fees. Cancel anytime.