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AutomatIQ® Borrower

One seamless mortgage lending workflow

Overview

Seamless, automated borrower verification

AutomatIQ Borrower transforms the manual operations of borrower verification and qualification into ONE seamless, automated workflow.

Starting with our verifications solutions, you'll experience unmatched accuracy in handling digital or physical documents for simple or complex borrower profiles. Next, seamlessly move to our qualification solutions for deep, actionable insights into the borrower’s financial health.

speed
Accelerate loan cycle times
Slash verification times from days to minutes with automated workflows that process simple or complex borrower profiles quickly.
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Unmatched verification accuracy
Eliminate manual data-entry errors and reduce risk with more accurate data extraction and a direct integration with the IRS for faster turn times.
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Elevate borrower experience
Deliver a seamless digital journey that reduces friction and borrower touchpoints, helping you secure commitments faster.
Use cases

Real-world lending applications

Discover how CMS drives efficiency, quality, and compliance across your entire valuation pipeline.

Accelerate pre-qualifications

Loan officers can quickly verify assets, income, and employment at the point of sale. Rather than chasing down physical documents or logging into multiple portals, they run a single automated query to qualify buyers in minutes, reducing drop-off.

  • Run rapid verification queries from a single dashboard.
  • View preliminary qualification insights in minutes.
  • Minimize borrower friction during early-stage origination.
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Streamline complex audits

Underwriters get a comprehensive, 360-degree view of a borrower's financial profile. AutomatIQ Borrower aggregates income analysis, asset portfolios, and tax transcripts, automatically flags inconsistencies, and prepares standard reports for review.

  • Access unified reports for income, assets, and liabilities.
  • Leverage automated anomaly detection to spot fraud or errors.
  • Speed up sign-offs with direct, verified source data.
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Products

Discover the power of one comprehensive suite

Embrace AutomatIQ Borrower’s potential to reshape your lending operations. Choose the entire product suite to witness how our technology can propel your business into the future of lending excellence.

Income Analysis

Automate income validation within a single workflow

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Liabilities Analysis

Faster, more efficient liabilities analysis

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Assets Analysis

Tailored asset analysis for accurate results

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Verification of Assets

Asset verification made simple

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Verification of Employment and Income

Secured employment and income verification

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4506-C Borrower Assisted

Faster verification, real-time transcripts

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Tax Transcripts

Accelerated tax transcript retrieval

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Cash Flow Analysis

Standardize deposit-based income reviews.

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How can we help you?

Let's get this conversation started! Our team is here to provide you with more information and answer any questions you may have.

Trying to reach us by phone?

Get in touch with our sales team at (866) 774-3282. We're here Monday to Friday from 7 a.m. to 5 p.m. CT.

Looking for support?

Visit our dedicated support page to find support for all our products.

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