Home-loan intake that fills itself
A digital lender — Vision scans uploaded financial documents and auto-fills the home-loan application, so applicants don't re-key what's already on the page.
Forms
Tables
Home-loan forms are long, and the documents people upload already contain most of the answers. This lender wanted the form to read those documents instead of asking applicants to type everything a second time.
The challenge
Long intake forms drove applicants to abandon partway, and the team burned hours transcribing the PDFs people uploaded — by hand.
How it’s wired
Vision fills the form, the applicant confirms
Rather than dozens of fields to type, the applicant uploads their documents and Vision extracts the details — income, identity, the rest — and pre-fills the application. The person reviews and confirms instead of re-keying.
No PDFs to transcribe
On the team's side there's no pile of uploads to read manually. The structured data lands in Tables, ready to work from the moment it's confirmed.
The outcome
Applicants stop re-keying what's already in their documents, and the team stops transcribing them — the same upload does both jobs.
The document people already have becomes the form — no one types it twice.
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