Almost in Beta

DocAI v1.0

Upload bank statements. Every page, every transaction, reviewed. The deposits a lender will question are flagged before you even open the file.

You're reading bank statements page by page. And you're still missing things.

Every file needs a bank statement review. You scroll through months of transactions looking for large deposits, unusual activity, anything a lender might flag. Miss one, and the file comes back. Catch it late, and you're explaining it under deadline pressure. It's tedious, error-prone, and it eats hours you don't have.

How it works

1

Upload the bank statements

PDF or scanned. DocAI reads every page, every transaction.

2

Transactions analyzed

Large deposits, unusual patterns, and anything a lender would question — flagged automatically.

3

Broker review generated

A clean summary of flagged items with context, so you know exactly what needs attention.

4

Client explanation letter drafted

For each flagged deposit, a draft explanation letter is generated. You review, adjust, and send.

Key benefits

Hours to minutes

What used to take an hour of manual review is done in minutes. Every page, every transaction.

🔍

Nothing gets missed

AI catches the deposits you'd miss on page 47 of a 90-page statement at 11pm.

📝

Explanation letters, drafted

Don't just find the problem — get a head start on the solution. Draft letters ready for your review.

DocAI v2.0 — Every document in the file, reviewed.

Version 1.0 starts with bank statements — the most time-consuming review in every file. Version 2.0 expands to the full mortgage file: 40+ document types analyzed, flagged, and summarized. T4s, NOAs, property tax bills, employment letters, appraisals — all of it.

Join the waitlist to get early access to v1.0 and first priority when v2.0 drops.

Stop reading bank statements page by page.

Let DocAI find what lenders will question — before they do.

Join Waitlist →