Mortgage

Last updated: July 15, 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. All tiers are billed per application. The tiers that include Analyze (Analyze, Analyze + Inspect, and Analyze + Inspect (Comprehensive) can also be billed per funded loan.

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

SKU: ANALYZE | Unit of measure: Base Book count

Analyze 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 or per funded loan, 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 by adding the Inspect layer. It automatically generates underwriting conditions 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 or per funded loan, with a page limit per agreement.

Applies to: Mortgage

Analyze + Inspect (Comprehensive)

SKU: ANALYZE + INSPECT (COMPREHENSIVE) | Unit of measure: Base Book count

Analyze + Inspect (Comprehensive) is the full conditioning tier. In addition to everything in Analyze + Inspect, it covers collateral and title conditions, a complete QC checklist across tax, insurance, HOA and property documents, and investor-specific tasks, compliance checks and overlays. Billed per application or per funded loan, with a page limit per agreement.

Applies to: Mortgage