Smart Docs

Upload Once, Let AI Do the Rest

Our Smart Document system uses AI to automatically classify, extract data from, and validate every document. No more manual sorting, data entry, or chasing conditions.

How It Works

From Upload to Organized in Seconds

1

Upload

Borrower uploads documents via secure portal, email, or mobile app.

2

Classify

AI identifies document type and extracts key data in under 30 seconds.

3

Validate

Data is cross-referenced against the application and flagged if inconsistent.

4

Organize

Documents are automatically organized in the loan file and linked to conditions.

Features

Intelligent Document Processing

Automatic Classification

Upload a stack of documents and our AI instantly identifies each one — pay stubs, W-2s, bank statements, tax returns, and more. No manual sorting required.

Data Extraction

AI reads key data points from every document — income amounts, account balances, employer information, dates — and populates loan fields automatically.

Validation & Verification

Cross-reference document data against application information automatically. Flag inconsistencies before they become underwriting conditions.

Missing Document Detection

AI identifies which documents are still needed based on the loan program and borrower profile. Automatic reminders sent to borrowers.

Secure Upload Portal

Bank-level encryption protects every document. Borrowers upload securely from any device — phone, tablet, or computer. HIPAA and SOC 2 compliant.

Audit Trail

Every document upload, classification, and review is logged with timestamps. Complete audit trail for compliance and quality control.

90%

Auto-Classification Rate

< 30s

Processing per Document

50+

Document Types Supported

256-bit

Encryption Standard

Ready to Eliminate Document Chaos?

See how Smart Docs can save you hours on every loan file. Request a demo or join C2 to start using it today.