AutomatIQ® Borrower
One seamless mortgage lending workflow
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.
Real-world lending applications
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.
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.
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
ExploreLiabilities Analysis
Faster, more efficient liabilities analysis
ExploreAssets Analysis
Tailored asset analysis for accurate results
ExploreVerification of Assets
Asset verification made simple
ExploreVerification of Employment and Income
Secured employment and income verification
Explore4506-C Borrower Assisted
Faster verification, real-time transcripts
ExploreTax Transcripts
Accelerated tax transcript retrieval
ExploreCash Flow Analysis
Standardize deposit-based income reviews.
ExploreHow 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.
