Mortgage Document Processing as it Should Be: Fast, Accurate, and Effortless.
Accelerate your loan workflows with AI-powered document extraction.
- Close loans faster.
- Eliminate manual work.
- Improve borrower experience.
Speed Up Time-to-Revenue with Mortgage Process Automation
Reduction in portfolio acquisition costs
Staff efficiency
gains
Faster data extraction from complex files
“Overall, the project met and surpassed all of its goals, including major productivity increases, considerably shorter lead time to integrate new business partners, and improved data quality. What once took 20 people to accomplish now takes one person. The time for onboarding new partners has been cut from 3-4 weeks to less than one week.”
— Harley Hess, Financial Services
Faster.Fast-Track Mortgage Approvals. Serve More Customers in Less Time.
Ingest & Extract Data from All Document
Types – Instantly
Automatically capture documents from emails, portals, shared folders, or internal systems. AI classifies each file (ID, W-2, bank statement, etc.) without manual sorting and extracts structured data in seconds from any file format — no templates or configuration needed.
Automated Validation & Completeness Checks
Rule-based and AI-driven logic ensures every document is complete, up to date, and meets application requirements. Missing, expired, or incomplete files are flagged before they cause delays. Experience fewer reworks, reduced back-and-forth, and audit readiness from day one.
Cross-Check Values Across Multiple Documents
Data is reconciled across multiple documents — matching payslips with deposits, validating income totals, and flagging inconsistencies automatically. Ensure stronger fraud detection, reduced approval errors, and faster decision-making with confidence.
Generate Account Summaries & Financial Insights
Summarize income, liabilities, and account activity with one click. Astera calculates totals, detects anomalies, and presents summaries in easy-to-read format, empowering loan officers and underwriters to save hours of manual review and make faster, more informed lending decisions.
Automate Workflow Integration with Your Systems
Validated data flows directly into LOS, CRM, or internal tools through built-in connectors. Tasks can be scheduled to run automatically, ensuring hands-free processing from intake to decision. Enable real-time updates, speed up approvals, and improve team visibility while reducing delays and manual effort.
See how you can fast-track mortgage processing by automating data capture and cut loan timelines from weeks to days.
Close More Loans, Faster
Automate mortgage document processing to reduce turnaround time, lower
costs, and boost revenue.
No-Code, Visual
Interface — Built for
Your Team
Process documents with a simple, point-and-click UI. Minimal setup, fast results, and output previews at every step to ensure complete accuracy and control.
Extract Accurate Data
From Any Mortgage
Document
From W-2s to bank statements to tax forms, Astera’s AI reads and extracts data from complex, scanned, or unstructured documents with up to 90% faster turnaround and industry-leading accuracy.
Put Mortgage
Document Workflows
on Autopilot
Automate the entire document journey — from ingestion to classification, data extraction, validation, and delivery into LOS or CRM. Free your loan officers and processors to focus on client service instead of paperwork.
Handle Any Volume
Without Hiring More
Staff
Whether you process hundreds or thousands of loan applications a day, our enterprise-grade platform effortlessly scales with your volume while maintaining speed, accuracy, and compliance.
Ensure Accuracy and
Compliance from Day
One
Ensure accuracy with AI-powered validation, automated compliance checks, and cross-verification. Stay fully compliant with built-in audit trails and real-time fraud detection.
Drive Revenue Growth
Through Faster, Smarter
Loan Processing
Boost revenue by reducing time to close. With automated document workflows, your team processes more loans in less time, unlocking faster approvals, improved borrower satisfaction, and increased referrals.
Speed Up Document Review to Close More Loans, Faster
Talk to our experts to see how Astera can help automate your mortgage document processing.
Connect instantly with your LOS, CRM, databases, and more using a fully no-code experience. Astera enables lenders and brokers to unify all document sources, automate workflows, and create a complete view of every mortgage file from application to closing.
Awarded for serving clients like you
Astera can handle all major mortgage document types, including loan applications (URLA-1003 and Form 65), income proofs (W-2s, pay stubs, tax returns), credit reports, bank statements, asset and liability documents, identity verifications, and more — even scanned and handwritten files.
Yes. Astera uses advanced OCR and AI technologies to extract data from scanned PDFs, images, and even handwritten forms. You don’t need to convert documents manually or rely on templates.
No. Astera’s robust AI features automatically detect and extract data from different document formats, eliminating the need for time-consuming template creation.
Yes. Astera can automatically reconcile values across multiple documents. For example, it can match payslip entries with bank deposits or cross-check credit scores with declared liabilities — all in real time.
Astera includes built-in validation rules, compliance checks, audit trail generation, and fraud detection capabilities. It helps ensure your processes meet industry and regulatory standards while reducing risk.
Yes. Astera offers seamless integration with Loan Origination Systems (LOS), CRMs like Salesforce and Dynamics, databases, cloud storage, and data warehouses. It supports structured, semi-structured, and unstructured files, along with secure protocols like FTP, SFTP, and MFT. You can also connect through REST or SOAP APIs for real-time data exchange.
All supported connectors are listed here.
Most customers can begin processing documents in just a few days. Astera’s no-code platform is easy to deploy and does not require technical expertise to use or maintain.
Yes. Astera follows strict security protocols, offers on-premises and cloud deployment options, and ensures your data is handled in accordance with regulatory and privacy requirements.
Astera is the purpose-built solution for mortgage lenders, brokers, and advisors who want to:
- Improve borrower experience
- Eliminate manual data entry and errors
- Accelerate approvals and improve borrower experience
- Scale operations without increasing headcount
