Lending automation

Mortgage document extraction for loan packets.

Extract borrower, income, asset, identity, property, and condition data from mixed mortgage packets with field citations, validation checks, and review routing.

One packet, many document types

Mortgage workflows rarely receive a clean single file. Cogneris classifies and extracts from paystubs, W-2s, tax returns, bank statements, IDs, proof of address, purchase contracts, appraisal documents, insurance forms, and trailing conditions.

Classify the packet

Split mixed uploads into document types before extraction.

Validate across files

Compare names, dates, account holders, addresses, totals, and missing conditions.

Route exceptions

Send only uncertain or inconsistent fields to a reviewer.

Built for underwriting checks

Use structured output for income verification, asset review, KYC checks, condition clearing, fraud signals, and document completeness. Each field can include confidence, page evidence, and source citations so reviewers can inspect the value before it enters the loan system.

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