Mortgage

Last updated: September 24, 2026

The following SKUs are specific to mortgage lending workflows. Mortgage is sold as per-application tiers, each bundling classification, capture and the analysis layer noted in the SKU. The tiers that include Analyze (Analyze: Income and Assets, Analyze: Inspect, and Analyze: Inspect Plus) also carry an additional per-funded-loan fee for applications that fund. The base application fee is billed at processing; the funded-loan fee is billed on top of it, upon funding confirmation.

Mortgage Pre-Qual Application

SKU: MORTGAGE PRE-QUAL APPLICATION | Unit of measure: Base Book count

Mortgage Pre-Qual Application extracts data from the lighter document set used in pre-qualification and early pipeline workflows, before a full underwriting package is submitted. It covers income and asset document types only (pay stubs, W-2s, tax returns, and bank and asset statements). Built for lenders who need accurate extraction at the top of the funnel. Billed per application, with a page limit per agreement.

Applies to: Mortgage

Home Equity Mortgage Application

SKU: HOME EQUITY MORTGAGE APPLICATION | Unit of measure: Base Book count

Home Equity Mortgage Application extracts structured data from home equity and HELOC application packages, including the application form, income and asset documentation and supporting borrower records, organized by document type and borrower in a GSE-aligned format at 99%+ accuracy. Billed per application, with a page limit per agreement.

Applies to: Mortgage

Analyze: Income and Assets

SKU - ANALYZE: INCOME AND ASSETS | Unit of measure: Base Book count

Analyze: Income and Assets processes a full mortgage application and returns calculated qualifying income and asset analysis for the borrower from the submitted pay stubs, W-2s, tax returns and bank statements, with rep and warranty coverage. Billed per application, plus a per-funded-loan fee for applications that fund, with a page limit per agreement.

Applies to: Mortgage

Analyze: Inspect

SKU - ANALYZE: INSPECT | Unit of measure: Base Book count

Analyze: Inspect builds on Analyze: Income and Assets by adding the Inspect layer. It automatically generates underwriting conditions for income, assets and credit from the submitted documents, the 1003 and AUS findings, and flags discrepancies that need underwriter review. Conditions are formatted for direct import into the Loan Origination System, with two-way Encompass sync. Billed per application, plus a per-funded-loan fee for applications that fund, with a page limit per agreement.

Applies to: Mortgage

Analyze: Inspect Plus

SKU - ANALYZE: INSPECT PLUS | Unit of measure: Base Book count

Analyze: Inspect Plus is the full conditioning tier. In addition to everything in Analyze: Inspect, it adds conditions for hazard insurance, title, appraisal and investor overlays, and flags expiring documents. Billed per application, plus a per-funded-loan fee for applications that fund, with a page limit per agreement.

Applies to: Mortgage