Check forms for missing details, return them for correction. Every one is ready to run, and you can adjust it in plain language.
Return the text of emailed borrower scans for file review.
Get the text from emailed scans and see which words need your review. Find the reply in the same email thread.
Transcribe linked loan document images for review.
Get the words from linked images on your review tasks, in reading order, with unclear passages flagged for a closer look.
Put scanned loan documents in one labeled file for review.
Your batch of photographed or scanned pages becomes a searchable document, with every transcript labeled so you can compare it with its source image.
Put photographed loan documents into text on requests.
Give approvers the text from a linked document photo right on the request, with unclear passages marked for a closer look.
Place text from photographed borrower pages on the loan review case.
Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.
Extract requested facts from loan files for review.
Get a JSON file with key facts from new intake documents, plus a short summary and clear notes on anything you need to review.
Flag mortgage requests with uncertain service fit for advisor review.
Your lead list is ready for follow-up, with financial, insurance, and mortgage requests sorted by urgency and repeat inquiries brought together.