Origination

Document Intelligence

AI reads credit reports, appraisals, bank statements, and tax returns—extracting every data point your underwriters need for fix & flip, bridge, and DSCR loans.

2-3 days
To Same-Day Review
9 Docs
Standard Checklist
95%+
Extraction Accuracy

Reads Every Document Type

Built specifically for private real estate lending

Credit Reports (Tri-Merge)

Extracts credit scores, tradelines, payment history, and derogatory marks from Experian, TransUnion, and Equifax reports automatically.

  • FICO score extraction
  • Debt-to-income calculations
  • Late payment detection
  • Collections & bankruptcies

Appraisals & BPOs

Reads appraisal reports to extract property value, comparable sales, condition ratings, and ARV estimates for fix & flip deals.

  • As-is value extraction
  • ARV (After Repair Value)
  • Comp sales data
  • Property condition notes

Bank Statements

Analyzes 2-12 months of bank statements to calculate average balances, identify NSFs, and verify liquidity for down payment and reserves.

  • Average daily balance
  • NSF/overdraft detection
  • Large deposit flags
  • Liquidity verification

Tax Returns (1040, Schedule E)

Extracts AGI, rental income from Schedule E, and business income for DSCR loans. Calculates total income for qualification.

  • AGI extraction
  • Schedule E rental income
  • K-1 partnership income
  • Multi-year income trends

Purchase & Sale Agreements

Reads PSA contracts to verify purchase price, closing date, earnest money deposit, and any seller concessions or contingencies.

  • Purchase price extraction
  • Closing date
  • Earnest money amount
  • Contingency detection

Contractor Bids & Rehab Budgets

Extracts line-item costs from contractor estimates—roofing, HVAC, kitchen, bath. Totals rehab budget for LTC calculations.

  • Line-item cost extraction
  • Total budget calculation
  • Scope of work summary
  • Contractor info capture

Rent Rolls & Lease Agreements

For DSCR loans, reads rent rolls and leases to verify monthly rental income, lease terms, and tenant occupancy for cash flow analysis.

  • Monthly rent extraction
  • Lease term dates
  • Security deposit amounts
  • Tenant information

Missing Doc Detection

Compares uploaded documents against the 9-document checklist. Flags missing items and auto-sends reminder emails to borrowers.

  • Checklist validation
  • Missing item alerts
  • Auto-reminder emails
  • Document completeness score

Why Document AI Matters

From 2-3 days to same-day underwriting

01

No More Manual Data Entry

Underwriters spend 60% of their time reading docs and typing numbers into spreadsheets. AI does this in seconds, freeing them to focus on actual credit decisions.

02

Catch Errors Before Funding

AI flags mismatches—purchase price on PSA doesn't match appraisal, bank balance insufficient for down payment, credit score below minimum. Fix issues early.

03

Close More Deals

Faster document review means faster decisions. Beat competitors who take 3-5 days. Borrowers choose lenders who can close in 7-10 days instead of 30.

04

Scale Without Hiring

Go from 50 loans/month to 150 without adding underwriters. AI handles the doc review gruntwork, your team handles exceptions and final decisions.

How It Works

From upload to underwriting in minutes

1

Borrower Uploads Documents

Via portal or email. AI accepts PDFs, scanned images, even photos from phone cameras.

2

AI Identifies Document Type

Automatically classifies: "This is a credit report. This is an appraisal. This is a bank statement."

3

Extracts Key Data Points

Pulls credit score, property value, bank balance, income—all the numbers underwriters need.

4

Validates & Flags Issues

Checks for missing docs, inconsistencies, red flags. Creates underwriting summary with highlights.

5

Underwriter Reviews

Opens pre-populated deal summary. All data extracted, organized, and ready for human review.

Document Intelligence – FAQ

What operations and credit teams ask us most often

What is document intelligence for private real estate lending?

Document intelligence is an AI engine that reads your loan files—credit reports, appraisals, bank statements, tax returns, rent rolls—and turns them into structured data your LOS and underwriters can actually use. Instead of re-keying numbers into spreadsheets, your team opens files with LTV, LTC, DSCR, income, and liquidity already pre-calculated.

Which document types does Mentyx support today?

Mentyx focuses on the core stack for fix & flip, bridge, and DSCR loans: tri-merge credit reports, appraisals and BPOs, 2–12 months of bank statements, 1040 and Schedule E tax returns, purchase and sale agreements, contractor bids and rehab budgets, rent rolls, and leases. The system also checks against your standard checklist and flags what’s still missing.

How accurate is the AI and how do underwriters stay in control?

Core fields are extracted with 95%+ accuracy and every value comes with a confidence score. Underwriters see the original document side-by-side with the extracted data and can correct any field with a single click. All overrides are tracked in an audit log so investors and regulators can see exactly what changed and why.

See Document AI in Action

Watch us extract data from a real credit report in 10 seconds