How it works
From client documents to brokerage compliance submission.
A walk-through of the Autowrite workflow, from checklist creation to the final compliance package sent back through your mortgage software.
The walkthrough
Five steps, intake to compliance.
Autowrite handles the work around your decisions. Here is exactly what happens on every file.
STEP 01
Build the checklist
Create the document checklist for the deal type and send the borrower a secure upload link. Autowrite already knows which documents each kind of deal needs.
STEP 02
Classify & extract
Every document is classified, renamed, and read. Income, assets, property, and identity fields are pulled with line-level confidence and the source page attached.
STEP 03
Fill the underwriting form
The underwriting form fills itself from the extracted data. TDS and GDS ratios are calculated, stated income is checked against bank statements, and the down payment is analyzed.
STEP 04
Sync to your software
The completed application syncs into your mortgage software, so you review and submit from the tools you already use. The broker stays in control of the submission.
STEP 05
Build the compliance package
Once the commitment letter is uploaded, Autowrite prepares the e-sign workflow and compiles the brokerage compliance package for review, so the payout is not held up.
Documents on this deal
14 files · classified & named
Notice of Assessment
noa_2023.pdf
T4 slip
t4_2023.pdf
Pay stub
pay_stub_sep.jpg
Bank statement
td_oct.pdf
Purchase agreement
aps_signed.pdf
What you do
Drop the docs. The deal builds itself.
Autowrite reads every document and writes the underwriting form. You just review.
Notice of Assessment
noa_2023.pdf
T4 slip
t4_2023.pdf
Pay stub
pay_stub_sep.jpg
Bank statement
td_oct.pdf
Underwriting · D-48291
Auto-filling…
Borrower income
$128,400
Employment
Permanent · 4 yrs
Down payment
Own funds
TDS / GDS
Within policy
Income analysis
Supported
The flow
One pipeline, intake to compliance.
Documents go in on the left and come out the right as a finished, compliance-ready deal.
Intake
Extract
Underwrite
Submit
E-sign
Compliance
Ready to see your workflow transformed?
Start your 14-day free trial — no credit card required. Or book a live walk-through with your own deal file.