DOCUMENT CLASSIFICATION AND INDEXING

Automated document
classification and indexing

Know what every document is and where it belongs.

AiCR identifies mortgage and financial documents based on their content, classifies each document, and organizes the results for review and downstream use.

How AiCR classifies financial documents

1. Upload the documents
2. Evaluate the content
3. Apply the classification
4. Continue the workflow

What is document classification and indexing?

Document classification identifies what a document is based on its content. Document indexing organizes the document and its pages so the information can move through the next stage of the workflow.

AiCR evaluates the document itself rather than relying only on file names or one fixed template. It can identify common mortgage and financial documents such as:

Bank Statements

W-2 forms

Impact

Security Instruments

Loan estimates

Closing disclosures

Transmittal summaries

Rate sheets

Letters of explanation

Reduce manual sorting

Spend less time identifying document types

Organize large document sets more consistently

Begin reviews with a clearer file structure

Prepare documents for data extraction

Find documents and pages more easily

Support repeatable
downstream workflows

NEXT CAPABILITY

Field-level data extraction

See how AiCR turns classified financial documents into structured data.

Explore extraction