Customer Case Studies

See how real teams use AiCR to streamline document processing, reduce costs, and increase efficiency.

From loan originators to broker-dealers, AiCR helps operational teams process high volumes of documents without delays, errors, or added headcount. Explore how organizations are using AiCR to improve accuracy, turnaround time, and team performance.

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Smart Document Indexing at Scale

Financial Institution Uses AiCR to Bookmark and Classify Over 13 Million Pages

A leading institution needed to inventory a pool of 15,000 loans totaling over 13 million pages. AiCR handled document classification and bookmarking automatically, delivering audit-ready PDFs for each loan and replacing months of manual effort.

Use Case: Document Classification and Indexing

Impact

13000000</spanM

Pages Processed

15000</spanK

Loan Files Indexed

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Digitizing Borrower Docs for Faster Income Review

Loan Originator Automates Income Calculation Across 10,000+ Monthly Documents

A mid-size mortgage lender used AiCR to automate income document processing for W-2s, pay stubs, and tax returns. Extracted values were sent directly to their LOS, helping underwriters move faster and improving the borrower experience.

Use Case: Income Digitization and LOS Automation

Impact

10000

Docs/Month

500

Loan Packages Automated/Month

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Accelerating Due Diligence File Review

National Review Firm Uses AiCR to Process Complex Loan Files Automatically

A due diligence firm needed to extract data from scanned PDFs, leases, and KYC forms. With AiCR, they automated field-level data extraction and fed results into their downstream systems, cutting review times and reducing rework.

Use Case: Loan File Review and Data Extraction

Impact

1000+

Loan Files Reviewed

2-3

Days Faster Turnarounds

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Streamlining Reporting for Broker-Dealer Clients

Custodian Uses AiCR to Extract Data from Daily Remittance Reports

A broker-dealer managing daily reporting flows automated data capture from trade confirmations, investor summaries, and remittance reports. AiCR delivered clean, structured outputs ready for compliance and investor reporting.

Use Case: Investor Reporting and Trade Data Automation

Impact

1000

Pages/Month

Scalable for Multi-client Operations

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