Mortgage broker doc collection + pre-qual
Pre-qual screening, document checklist + chase, income verification, soft-pull credit explanations.
smb
financial
operations
mortgage
Monthly Active Users
5,000
default for smb
Calls per User / Month
0.9
Token Shape (in/out)
800 / 300
Setup Complexity
high
~40 hours
Suggested capabilities
inference
retrieval
agentic
multimodal
evaluation
Integration
Complexity
high
Setup hours
40 hrs
Glue cost / month
$35
Common systems
Encompass
Calyx
Floify
Plaid
Production hints
Compliance flags
HITL
Audit retention
84 months
PII intensity
high
Default review rate
50%