Mortgage Workflow Automation

How MSuite Executes
Mortgage Workflows

MSuite applies a six-stage automation framework across mortgage documents, with workflow-specific analysis tailored to each document type before delivery.

01 · Ingest Documents in from SFTP, email, portals & APIs 02 · Classify 500+ doc types identified & versioned 03 · Extract 1000+ fields captured with confidence scores Appraisal Review Bank Stmt Income Closing Disclosure Loan Estimate 1003 / URLA Tax Return 1040 Title Commitment HOI / Flood Insurance VOE / Employment Paystub Income UCDP parse Comp check Value rec. FHFA rules Cond. flag Pass / clear 24-mo avg NSF check Lg deposit Self-emp Explain Pass / clear Fee compare APR verify Cash-close 3-day rule Cure calc Pass / clear GFE check Fee cat. APR chg Zero-tol LE trigger Pass / clear Data parse AUS map REO chk HMDA val HMDA cond Pass / clear 2-yr W-2 avg Sch C/E/F K-1 / biz 4506-C match YOY decline Pass / clear Sch A parse Sch B-I chk Sch B-II chk Lien/encumb Cond: clear Pass / clear Coverage FEMA zone Policy dates Carrier elig Flood cert Pass / clear Employer vfy Start/tenure YTD parse Gap analysis Verbal VOE Pass / clear YTD annualize Hourly x hrs Pay freq Income stab Cond: LOE Pass / clear 04 · Decision Engine AI analysis, rules, validation, and data augmentation Exceptions Only. Full Context & Reasoning. Decision Logged. 05 · Review (HITL) 06 · Output LOS Write-back MISMO XML Binder PDFs Connected Systems
11M+
500+
Document Types
31K+
1000+
Fields Extracted
480+
300+
Rules Per Loan
1000+
10
Specialized Workflows
Solution Walkthrough

See MSuite in
Your Mortgage Environment

Explore how MSuite fits into your existing mortgage workflows, LOS, document types, and operational requirements.

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