Mortgage document automation

Agentic verification for loan documents — powered by Temporal & AI

Connect Blue Sage Lending Services, OCR payloads, and intelligent multi-step reasoning into one auditable pipeline your credit team can trust.

Temporal

Durable
orchestration

Multi-agent

LLM
W-2 pipeline

Live

Audit
trace & steps

LOS-ready

Events
SQS / Hydra

Built for lenders

The console is organized around loans and verification runs — not generic tickets — so stakeholders see exactly what was decided and why.

End-to-end

From upload to underwriter-ready output

01

Ingest

Loan events from Blue Sage (e.g. DOCMAN_OCR_COMPLETE) land on a durable queue.

02

Orchestrate

Temporal workflows coordinate auth, OCR fetch, and verification with full history.

03

Reason

Specialist agents assess intake, identity, employer, and income — then synthesize a decision.

04

Record

Outcomes, reason codes, and agent traces persist for compliance and reviewer dashboards.

Agentic AI

Specialists, then a lead decision

Multiple LLM agents collaborate on structured JSON outputs; a synthesizer produces PASS / REVIEW / FAIL with reason codes aligned to your playbook.

W-2 verification

Config-driven field mapping with a LangGraph multi-agent graph for underwriter-grade narratives.

Extensible doc types

Registry pattern so pay stubs, bank statements, and tax forms plug in without rewriting workflows.

Operational visibility

Per-loan runs, Temporal Gantt, and streamed agent steps — built for demos and production audits.

Ready to show document intelligence to your team?

Open the console

Questions about deployment or LOS integration — contact your solutions lead.