Phase 01
Intake & preparation
Automatic file validation, page splitting, rotation, and triage so your team starts from clean, structured inputs instead of a messy inbox.
Mortgage automation platform
Turn raw mortgage documents into lender-ready files automatically.
MBA V3 ingests PDFs, classifies documents, extracts key data points, and generates compressed, lender-compliant output – so your team can focus on underwriting, not admin.
Live workflow preview / product video
Built for mortgage teams
One pipeline for every document your lenders care about.
From T4s and NOAs to bank statements, pension letters, and purchase agreements – MBA V3 standardizes your intake, extraction, and packaging so every file that leaves your shop looks like it came from the same world-class team.
Average time saved per file
18–25 min
From upload to lender-ready package.
Data coverage
50+ doc types
Using opinionated, lender-aligned schemas.
Broker satisfaction
97%
Based on internal rollout feedback.
Phase-based pipeline
From noisy uploads to structured, lender-ready output.
MBA V3 breaks document processing into clear phases: intake, extraction, and packaging. Each step is observable, auditable, and tuned specifically for mortgage workflows.
Your team can see exactly where each order is in the pipeline and intervene only when human judgment is needed.
- Intake: normalize PDFs, split pages, set assignments.
- Extraction: GPT-assisted metadata capture with opinionated schemas.
- Packaging: compressed, labeled PDFs ready for lender submission.
Live workflow preview / product video
What MBA V3 handles for you out of the box.
Use the platform as-is, or extend the schemas to match the way your shop and your lenders work.
Phase 02
Metadata extraction
GPT-assisted extraction tuned for Canadian mortgage documents, powered by opinionated schemas and defect codes instead of free-form text.
Phase 03
Summary & packaging
Generate order-level summaries and lender-ready output with consistent naming, compression, and notes for your underwriting team.