The Mortgage Broker's Advantage
AI-Powered Mortgage Document Automation — Classification, Data Extraction & Submission-Ready Packages for Canadian Brokers
Stop Chasing Paper.Stop Chasing Paperwork. Start Closing Deals.
AI-Powered Document Classification, Data Extraction and Validation, with Autonomous Corrective Client Follow-Up — in Minutes.
MBA Technologies is a mortgage document automation platform for Canadian brokers. The system processes mortgage documents with intelligent classification across 40+ document types, extracts 150+ data fields, detects defects, and generates lender-ready labeled PDFs — all in minutes, not hours.
Key capabilities: document classification, automated income and employment verification, bank statement analysis with period validation and gap detection, intelligent defect detection, cross-document consistency validation, automated PDF labeling, submission-ready package generation, secure borrower upload portals, autonomous follow-up, team collaboration with role-based access, bank-level encryption, and complete audit trails for compliance.
Built by Canadian mortgage brokers who focus on the hardest part of the process — collecting and validating imperfect documents from real clients. Pay-as-you-go pricing at $150+GST per order, no subscriptions required. Credits never expire.
Automated Follow-Up
Never Chase Documents Again
Missing documents and defects trigger automatic client follow-up. You set the tone, frequency, and timing—the system handles the rest.
- 3 communication tone presets
- Custom follow-up schedules
- Real-time progress tracking
Automatic Follow-Up
Clients receive friendly, professional reminders in your voice. Outstanding items, defects, and deadlines—all handled without lifting a finger.
Intelligent Document Analysis
Computer vision analyzes every page, extracting 150+ data fields and flagging defects automatically. Income, employment, and banking data verified in minutes — not hours.
Document Intelligence
150+ Data Points Extracted in Minutes
Computer vision classifies documents, extracts key data, and verifies against lender requirements. Missing pages, wrong dates, illegible scans — caught automatically.
- Classification across 40+ document types
- Automated income, employment, and banking data extraction
- Intelligent defect detection and completeness validation
Secure Processing
Bank-Level Security on Upload
Your clients upload documents through a branded, encrypted portal. No more email attachments, no more file sharing links, no more security risks.
- 256-bit encryption at rest and in transit
- Enterprise-grade cloud infrastructure
- Dedicated upload portal for your clients
Dynamic Client Portal
Clients receive a personalized link to upload documents directly. Everything is encrypted, organized, and ready for your review instantly.
How It Works
From Upload to Submission-Ready in Minutes
Upload
Clients upload through a secure, branded portal — or drag and drop files directly. Any format accepted.
Classify & Extract
Computer vision classifies every page across 40+ document types and extracts 150+ data fields in minutes.
Smart Review
Defects flagged automatically. Missing documents, wrong dates, and incomplete statements identified before you review.
Ready
Labeled PDFs assembled per lender requirements. Submission-ready packages generated automatically.
Ready to See It in Action?
Book a live demonstration. Bring a recent file, and leave with a lender-ready package you can actually use.
Explore all features, pricing, or read our FAQ.