Credit Union

Lean Team. Big Impact. Mortgage Automation Built for Credit Unions

Matching big-bank speed with lean teams isn’t easy.

That’s why Infrrd built mortgage automation for credit unions to help lean mortgage teams work at a large scale.

Trusted by Industry Leaders to Transform Their Document Workflows

Here’s How Credit Unions Can Fast-Forward Their Mortgage Document Processes With Infrrd

Infrrd’s mortgage suite includes two powerful tools: MortgageCheckai and Ally. You can use them together or individually to automate every document-heavy step in your mortgage workflow

Here’s what you can expect
Template-Free Mortgage Document Processing
Extract data from paystubs, tax forms, loan applications, bank statements, and more, no templates or setup required
24/7 AI Assistant for Auditors
Directly ask Infrrd’s knowledge assistants for clarification during loan processing, and get clear-cut answers in simple English
Automated Checklists
Automatically read every document, extract key data, and check each item against your custom rules. It instantly flags issues such as:
  • Missing or outdated documents
  • Signature mismatches
  • Expired forms, etc.
Automated Borrower Income Calculations
Skip spreadsheets and manual formulas. Automate income calculations end-to-end, delivering faster, consistent, and error-free results.
Real-Time Regulatory Compliance
Set your Credit Union’s rules once and stay constantly aligned with updates from Fannie Mae, Freddie Mac, TILA, and other regulatory bodies, adding human intervention only when necessary.
Faster, Smarter Mortgage Audits
Catch 60+ issues early: missing docs, expired forms, mismatched data, and audit files twice as fast.

Want to see how it works?

Speak with an AI expert and get a live demo
Ebook

Don’t Take Our Word, Hear It From Industry Analysts

Guide

Don’t Take Our Word, Hear It From Industry Analysts

Infrrd was recently recognized in the 2025 Gartner® Magic Quadrant™ for Intelligent Document Processing.

The industry already knows who’s leading mortgage automation. Now, Credit Unions can experience it firsthand.

Built for Credit-Union-Grade Security

Infrrd is SOC 2 Type II certified, fully cloud-secured, and designed to integrate without exposing member PII to any third parties. Your data stays protected, compliant, and in your control, always.  

Credit Union

Worried About Complex Rollouts? Infrrd Makes Automation Effortless for Credit Unions.

Go live in under 3 hours of IT time, with no LOS changes and teams ready by Week 1. Infrrd fits into your existing systems with zero disruption, no retraining, and no downtime, built for both lean teams and large credit unions.

Want to see it in action?

Speak with an AI expert to discuss your document challenges and see a live demo tailored to your workflows.
Customer Success Stories

How Our Clients Benefited from Intelligent Automation

Problem Statement
This leading mortgage provider sought to streamline their high-volume document processing by minimizing manual intervention, reducing errors, and eliminating inefficiencies in the loan approval processes.
Challenges Faced
High volumes of mortgage documents led to manual processing errors; Delays in loan approvals, & increased operational costs.
Results
Infrrd’s No Touch Processing IDP automated data extraction, resulting in 60% faster mortgage processing, Lower processing costs, Improved compliance, and efficiency
60%
Lower processing cost per loan
150M+
Documents processed
40%
No-Touch Processing (NTP) Rate

Mortgage Originator Fast-Forwards Processing with Automation

Problem Statement
An investment service provider needed to automate their audit workflows to manage mortgage-related documents efficiently and improve overall accuracy in their compliance checks.
Challenges Faced
Manual mortgage audits were slow and error-prone, causing compliance risks and inefficiencies, while a lack of automation limited scalability.
Results
Manual mortgage audits were slow and error-prone, causing compliance risks and inefficiencies, while a lack of automation limited scalability.
Layout preservation capability
80%
Reduction in turnaround time
Ensures validation of statements

Top Investment Firm Slashes Audit Processing Time

With Infrrd's Intelligent Document Processing, we are able to get the best of both: large volumes with accurate results. The team is always happy to assist and responsive, which makes it a fruitful partnership.
Lee-Ann Watters
Technical Product Owner
Dealing with 2,100 insurance companies, each with multiple versions of their own company-specific forms, called for a powerful and flexible solution. Infrrd is providing a solution that is configured to fit State National’s unique vision for process excellence.
David Crawford
Vice President of Strategy and Innovation
We’re thrilled at the opportunity to empower our users with the capability to leverage state-of-the-art innovations like Infrrd that lead to improved efficiency in QC reviews and, ultimately, enhanced loan quality.
Trevor Gauthier
CEO for ACES

Recognition

Leader
Recognised as leader in Magic Quadrant for IDP 2025 & 10 hype cycle reports
Leader & Star Performer
Star Performer in Everest Group’s PEAK Matrix® for the fourth consecutive year
Innovator
Innovator of the Year 2025
Leader
Recognized as a Leader in Zinnov Zones 2024
Leader
Leader in IDC MarketScape
2023
Leader
Leader in IDC MarketScape 2023
Featured In
10 Gartner’s IDP Research including hype cycle reports 2023
Leader
Leader in ISG Provider Lens™ (IPL) Quadrant study 2023
Star Performer
Star Performer in Everest Group’s PEAK Matrix® for the fourth consecutive year
Leader
Recognized as a Leader in Zinnov Zones 2024

Faster, Smarter Mortgage Document Processing for Credit Unions

While credit unions work hard to support members on their path to homeownership, Infrrd works just as hard behind the scenes, removing the stress, strain, and slowdown from manual mortgage data processing tasks.

From W-2s and paystubs to bank statements and tax returns, Infrrd extracts and structures every data point in seconds, keeping your pipeline moving and your lending team focused on what matters most: your members.
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