Case Studies

Preparing for Transactions With Millions of Unorganized Pages

A large financial institution needed to inventory a massive pool of 15,000 loans requiring its own PDF, complete with document bookmarks and searchable indexing. The total volume exceeded 13.6 million pages. Traditional tools could not deliver consistent results at this scale, and manual processing would have taken months of labor and cost far more.

The team needed a way to prepare this document inventory quickly and accurately for future audits and transaction readiness.

The Challenge

The client faced significant operational pressure to digitize and organize legacy files.

Each loan file had a different structure, format, and page count, making batch processing difficult. Standard document automation tools lacked the ability to classify, index, and generate audit-ready PDFs in one seamless flow.

Without a reliable solution for automated document classification and indexing, the project timeline and cost would have spiraled out of control.

The AiCR Solution

AiCR was deployed to streamline the full document inventory process:

• Automatically detected document types across all pages
• Applied smart bookmarks and indexing to every loan file
• Created one searchable, navigable PDF per loan
• Enabled export of structured outputs for long-term archive and audit use

Pricing was structured per page due to significant variation in loan size.

Total Volume:

13,650,000 pages

Results and Impact

13.65 million pages processed using Intelligent Document Processing

15,000 loan files individually indexed and delivered as audit-ready PDFs

Project delivered within weeks, without additional headcount

Why It Matters

Whether preparing for a bulk sale, securitization, or audit, AiCR delivers mortgage document automation that simplifies large-scale indexing and classification. It turns unstructured files into organized, searchable outputs no templates, no manual labor, no delays.