Every loan file arrives stacked in your taxonomy
Upfront Index classifies, stacks, and indexes the loan file into review-ready structure at intake. It comes back in under 60 minutes, in your taxonomy, at 100% accuracy.
Minimum submission requirements
The MSR check happens at intake,
not at underwriting.
Upfront Index checks the file against your minimum submission requirements the moment it lands, classifies every document at 100% accuracy, and stacks it in your taxonomy. Underwriting opens a complete file on the first pass.
3x
Increase in operational capacity, without additional overhead.
50%
Reduction in operational cost per file.
1/3
Reduction in active review time per file.
From POS to LOS
Documents land in your LOS already classified, stacked, and indexed.
Upload
Originators submit borrower documents through your POS.
Classify & Organize
Upfront Index classifies and indexes every file against your taxonomy.
Deliver
Clean, stacked, and indexed files land in your LOS — ready for underwriting.
