Automatisation
AI for mortgage document extraction: a real time-saver or a data risk?
Manually retyping the numbers from a notice of assessment for the tenth time this week? Here's how AI can do that work without compromising sensitive data.
Artificial intelligence
Clear your document pile without reading it line by line.
AI reads pay stubs, notices of assessment and statements, fills the file and leaves you to validate.
≈ 40 min per fileCourtierIQ's AI does not replace your judgment — it does the data entry. Documents uploaded by the client are read, filed and turned into deal data, with sensitive identifiers masked before any external provider is called.
What it fixes
- You retype numbers from pay stubs and notices of assessment.
- Writing a solid lender note takes an hour per file.
- Finding the right rule in a lender guide takes ten phone calls.
Video walkthrough
Video coming soon for this module
AI intake on the client portal
The client uploads documents; OCR and a language model extract amounts, dates and employers, then populate the file. You review instead of typing.
- Reads pay stubs, notices of assessment, bank statements
- Automatic filing into the document checklist
- Abnormal deposit detection across the 90-day history
- Pre-filled fields, always editable by the broker
Generated lender note and pitch deck
From the completed file, CourtierIQ drafts a structured lender note and, for investor clients, a comparative document ready to present.
- Lender note covering income, ratios and file strengths
- Comparative investor pitch deck across scenarios
- Text editable before sending
- PDF export
Lender assistant
Ask a plain-language question; the assistant searches the underwriting guides you loaded and cites the source it used.
- Search across your underwriting guides
- Answers with a reference to the source section
- Works in French and English
Data protection before AI
Social insurance numbers and sensitive identifiers are masked automatically before any external AI provider is called.
- Automatic SIN masking
- Processing log
- Data hosted in Canada
FAQ about this module
Further reading
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