Mortgage document processing, automated for QC and audit teams
Analyst-trusted AI for mortgage document automation: 500+ doc types, zero manual sorting, and seamless LOS workflows.
What is mortgage document processing?
Mortgage document processing is the workflow lenders, IMBs, QC firms, and banks use to capture, classify, validate, and deliver loan-package documents — 1003s, W-2s, VOEs, bank statements, appraisals, closing disclosures — through pre-funding QC, post-close QC, and investor delivery. When done manually it is the single largest labor cost in mortgage operations; when automated with intelligent document processing (IDP), it eliminates stare-and-compare, catches defects before investor delivery, and outputs MISMO XML natively.
Chosen and Trusted By
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Infrrd Named a 2026 HousingWire Tech100 Mortgage Winner
Infrrd has been recognized by HousingWire as a 2026 Tech100 Mortgage winner for delivering scalable, real-world impact through AI-powered mortgage automation. The Tech100 program honors companies shaping the future of housing through proven innovation and measurable results.
Manual Document Work? A Thing of the Past
Our mortgage processing platform automates the entire workflow with better-than-human accuracy
Pre-trained on 500+ mortgage document types
Handles the entire loan lifecycle from intake to post-close
Delivers speed, accuracy, and compliance at scale
Template-free automation
Simplify Compliance & Organization
Organizing Mortgage Files has Never Been This Easy
Leave the classification, stacking, and version control to us, as our gold-standard IDP
Sorts 500+ mortgage doc types automatically
Detects duplicates and missing documents instantly
Applies stacking rules in seconds
Maintains a tamper-proof version history
Your Mortgage Docs, Understood Instantly
Trained on Every Mortgage Document That Crosses Your Desk
W-2s / 1099s
Paystubs
VOE / VOI / VOM
Closing Disclosure (CD)
Loan Estimate (LE)
Self-employment income docs
Bank Statements
SSPL
Appraisals
Title & Insurance Docs
Credit Reports
TRID-compliant docs
Mortgage Note & Deed
Multi-record scanned PDFs
We’ll sort & automate the mortgage mess with 95%+ accuracy so you focus on strategic tasks.
Let’s see how messy your doc stack really is.
Designed to Integrate, Not Complicate
Seamless Integrations. Because You Already Have Enough Tech.
Whether you’re on Encompass, Blend, Byte, or your own custom stack, Infrrd fits in without friction.
LOS integration-ready
Cloud or on-prem, your choice
SOC 2 Type II compliant, encrypted from end-to-end
Problem Statement
A 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
Read more
How our AI-powered No Touch Processing Reduced Mortgage Processing Time by 60%
Customer Success Stories
How AI Slashed Loan Processing Time by 60% for a Top Lender
60%
Lower processing cost per-loan
150M+
Documents processed
40%
No-Touch Processing (NTP) Rate
Read more
What America’s Top Mortgage Vendor teaches us About Mortgage Automation
Pre-Underwriting? Already Prepped.
Infrrd splits, stacks, and normalizes massive loan packages so underwriters start with structured, ready-to-review files, no manual prep required.
Origination & Data Extraction, Simplified.
Borrower income, assets, liabilities, and key fields from 1003s, VOEs, paystubs, and bank statements, pulled automatically with better-than-human accuracy.
QC & Compliance Checks, On Autopilot.
Run TRID tolerance tests, CD and LE comparisons, and compliance validations instantly at upload, not hours later.
Post-Close? Covered.
Automated exception handling and routing ensure your team only touches what matters. Everything else flows straight to delivery.
Servicing-Ready from Day One.
Generate full audit trails, apply version control, and store tamper-proof logs to keep every loan file audit-ready for regulators and investors.
See how Infrrd automates mortgage processing from start to finish.
Inside the AI-Powered Mortgage Workflow
Extract Data Faster Than You Can Read This
Here’s the 9-step process that turns disorganized files into compliance-ready data
How Manual Is Your Workflow?
Find Out in 90 Seconds
IDP That Works Fast
See the Results You Expect from IDP, Without the Wait
Split & Sorted Files
(No more manual organizing)
Data Ready to Use
(Pre-extracted from 1003s, VOEs, CDs)
Exceptions Flagged Early
(Risks caught at upload)
No Templates Needed
(Works out of the box)
Faster Loan Decisions
(Clean files from day one)
Seamless LOS Integration
(Works with Encompass, Blend, Byte)
Reliability the Industry Trusts
Trusted by Top Lenders for a Reason
SOC 2 & ISO 27001 certified
Enterprise-grade encryption
Built for scale—millions of pages/month
Trusted by Top 20 Mortgage Lenders
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
Frequently Asked Questions
1. What is mortgage document processing?
2. What documents does Infrrd process for mortgage?
3. How does mortgage document processing differ from generic OCR?
4. What is "stare and compare" in mortgage QC?
5. Who uses Infrrd for mortgage document processing?
Let AI Do the Document Heavy Lifting
OCR and templates can only go so far. Now experience AI that takes the first shift across origination, QC, post-close, and servicing.
Book a live demo with our mortgage automation experts and watch Infrrd split, stack, extract, validate, and flag across your loan files; faster, smarter, and with zero manual effort.
Ready to transform your mortgage operations? Fill in your details now.
Book a live demo with our mortgage automation experts and watch Infrrd split, stack, extract, validate, and flag across your loan files; faster, smarter, and with zero manual effort.
Ready to transform your mortgage operations? Fill in your details now.
4.2 out of 5
4.5 out of 5
Recognition
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
