Harness the power of AI and Machine Learning to automate simple and complex mortgage processes
The SaaS platform uses AI-based algorithms to handle numerous document types, delivering greater accuracy for mortgage document data extraction and significantly reducing errors across loan setup, underwriting, closing, post-closing, and servicing functions.

It can automatically classify, extract, and validate critical data from loan packets, allowing users to approve or deny loan applications with minimal time and effort. It delivers faster ROI and operational flexibility through the deployment of pay-as-you-go pre-trained robotic process automation (RPA) digital workers, known as BOTS, executing multiple processes across the mortgage lifecycle.
We have built an opinionated deployment roadmap to accelerate ROI
We know what processes can be automated more easily and which ones have the highest ROI.
The MOZAIQ SaaS offering is a digital worker-enabled per loan transaction model, eliminating costly software licensing and startup costs, allowing customers to keep costs in line with loan volume. Pre-built offerings deliver foundational and vertical process automation out of the box, while allowing customizable processes and services to be built on top of the core intelligent platform and deployed either on-prem or in the cloud.


MOZAIQ has automated several Mortgage processes and is continually deploying new ones into production.
Categorizing a large PDF loan package into individual sub-documents. Labelling and organizing the documents into their appropriate placeholder within the system of record.
Monitoring a pipeline to identify signed and submitted initial disclosures. Pulling the signed documents into the system of record and indicating the borrower(s) intent to proceed with the loan application.
For wholesale loan submissions, we review the fees and loan information submitted broker so that an initial Loan Estimate (LE) can be generated. The LE is sent to the broker for approval. Once approved, the LE and other initial disclosures are generated and sent to the borrower for signature.
Ordering services from third party resources. For example, Fraud and Flood certifications, MI Quotes, Tax transcripts, etc.
Monitoring a pipeline for signed and returned initial disclosure documents, confirming the availability of the documents, and clearing applicable conditions prior to moving the loan to the next milestone.
Once a rate is locked, the digital worker generates the lock confirmation document and emails it to the designated recipient and saves the document to the system of record.
For loans where a Change of Circumstance has been submitted, the updated loan information and fees are reviewed so that a new Loan Estimate and other applicable documents and disclosures can be generated and sent to the borrower.
Once a funded loan is committed for purchase to an investor (Freddie/Fannie, etc.), we ensure the required fields are completed in the loan origination system, generate the XML loan file, clear data entry validations, and submit to the assigned investor.
Preparing a funded loan for delivery to an investor such as Freddie/Fannie. We generate the LCA/UCD reports, generate the post-closing forms, index delivery documents as required, and update the ULDD details.
Using a client specific stacking order, we generate the PDF investor package and upload to the system of record for delivery to a Servicer/Co-Issuer as required.
Data Integrity Audits throughout the loan fulfillment process are crucial and can be time-consuming and prone to errors when human effort alone is utilized. With Automated Data Integrity Audits, your loan data is extracted from the loan documents and compared against your system of record, efficiently and consistently throughout the loan life cycle. The verified data is then used for running calculations and other configurable audit checks to highlight discrepancies or possible issues that your team needs to review. At any stage: Onboarding, Underwriting, Funding, Post Closing, Servicing, etc, Automated Data Integrity Audits can be customized and run at multiple points to ensure the data integrity of your loan and quickly highlight areas for review.