Lending Templates

10 templates

Loan processing requires reviewing dozens of documents per application. Manual review delays approvals and increases default risk.

SOC2 Compliant

Uniform Residential Loan Application (Form 1003)

Extract borrower information, financial data, and property details from Fannie Mae/Freddie Mac Form 1003 (URLA). Supports both legacy and redesigned 2020 format.

lendingmortgage1003
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Uniform Residential Appraisal Report (Form 1004)

Extract property appraisal data from Fannie Mae Form 1004 (URAR). Captures property details, comparable sales, adjustments, and final value opinion.

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Verification of Employment (Form 1005)

Extract employment verification data from Fannie Mae Form 1005 (VOE). Captures employer details, employment dates, income, and probability of continued employment.

lendingmortgage1005
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Transmittal Summary (Form 1008)

Extract loan summary data from Fannie Mae Form 1008 (Transmittal Summary). Captures loan terms, borrower qualification ratios, and underwriting recommendations.

lendingmortgage1008
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Bank Statement Extractor

Extract account information, transactions, and balances from bank statements for mortgage underwriting, asset verification, and cash flow analysis.

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Closing Disclosure (TRID) Extractor

Extract loan closing information from CFPB Closing Disclosure form. Captures final loan terms, closing costs, cash to close, and summaries of transactions for TRID compliance.

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Credit Report Extractor

Extract credit data from tri-merge credit reports for mortgage underwriting. Captures credit scores, tradelines, public records, and liability information.

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Property Deed Extractor

Extract property ownership and legal information from deeds, including warranty deeds, quitclaim deeds, and trust deeds. Captures grantors, grantees, legal descriptions, and recording information.

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EU Mortgage Document Extractor

Extract mortgage application and documentation data from European mortgage products. Supports ESIS (European Standardised Information Sheet), loan agreements, and property valuations across EU member states.

lendingmortgageeu
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Income Verification Document Extractor

Extract income data from paystubs, tax returns, and other income verification documents for mortgage underwriting and affordability assessment.

lendingmortgageincome
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