Automate the Work Between Docs and the LOS

🚀 Built on AI that scales 🚀

We’re not just another mortgage automation tool. Automat leverages cutting-edge model fine-tuning and vision capabilities — like the project OpenAI highlighted — where they used vision fine-tuning to train desktop agents that identify UI elements, boosting RPA success rates by over 272%. OpenAI

That same approach powers how we ingest complex broker packages, extract data, and operate durable bots.

Trusted by financial & AI leaders

• Our work is backed by top-tier investors including Initialized Capital, Khosla Ventures, and YC — giving us backing, credibility, and a network of AI & fintech advisors.
• We partner with AI leaders (like OpenAI, Google) to stay ahead of model innovation and integrate best-of-breed tooling.
• We're live with Ameritrust, and now demoing with teams like Arc Home — real-world adoption in mortgage/non-QM lending.

How we help lenders win

• Initial disclosures → detect trigger events, validate line items, package & send via DocMagic / DocuTech, confirm receipt, log status changes.
• Doc classification & indexing → split broker uploads, route, flag missing or non-compliant items.
• Appraisal extraction & population → derive values, dates, vendor IDs from PDF/XML, auto-fill your LOS, raise exceptions.

All of these connect into your LOS actions (MeridianLink + others) so data lands right where your team expects it.

AI + RPA with guardrails

1. Train-once, adapt everywhere — show us your process (SOP or screen capture), and we build a resilient automation that can navigate UI changes.
2. Smart document understanding — we ingest mixed file types, extract fields with confidence scores, and push uncertain ones to QC.
3. Human-in-the-loop for exceptions — you define thresholds; most goes fully automated.
4. Compliance & security from day one — SOC 2, ISO-grade controls, deployable in your cloud or ours, with review portals for audit teams.

Your fast path to a pilot

1. Send us 20–30 sample files (or a 5–10 min screen recording + your SOP).
2. We configure extraction & workflow steps, define accuracy/QC thresholds.
3. Run the automation in shadow/live mode and validate against your KPIs (processing time, exception rate, accuracy).
4. Scale it to other workflows or verticals.

Starting lanes: initial disclosures, indexing, appraisal ingestion — these tend to give rapid ROI.

See it live at NAMB

Bring a sample loan pack or anonymized biometrics (screenshots, SOP), and we’ll demo:

• real-time extraction with confidence
• field population into your LOS
• error routing, QC, exception handling

Book a 15-min session Request a demo
Prefer email? shareef@runautomat.com