### 🚀 **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](https://openai.com/index/introducing-vision-to-the-fine-tuning-api/?utm_source=chatgpt.com) #### 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 Prefer email? [shareef@runautomat.com](mailto:shareef@runautomat.com) ## From the blog ### **Use automat or UI path?** Choosing the Right RPA Solution: Automat vs. UiPath ### **Automat Saves Top Bank 7 Figures in Mortgage Application Review Process** Using AI document extraction and RPA the bank is able to achieve 7 Figures of savings.