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Uptiq's Document AI extracts every disclosed term from the Loan Estimate's standardized form, structuring rate, fee, and closing cost data for compliance and comparison workflows.
Trusted by financial institutions across banking, lending & credit
What Is This
A Loan Estimate is the standardized TRID disclosure a mortgage lender provides within three days of application, detailing rate, fees, and closing costs for a residential loan.
Uptiq's Document AI extracts every disclosed term from the Loan Estimate's standardized form, structuring rate, fee, and closing cost data for compliance and comparison workflows.
The Loan Estimate is a standardized form, but figures still need precise field-level extraction
The Solution
Uptiq's Document AI extracts every disclosed term from the Loan Estimate's standardized form, structuring rate, fee, and closing cost data for compliance and comparison workflows.
The result: your team spends time on judgment calls, not re-keying loan estimate data — measured across production deployments.
What Uptiq Extracts
A sample of the structured fields Uptiq's Document AI captures from this document type.
| Field | Example |
|---|---|
| Loan Amount | $385,000 |
| Interest Rate | 6.375% |
| APR | 6.512% |
| Total Closing Costs | $9,240 |
| Monthly P&I Payment | $2,401 |
| Estimated Cash to Close | $41,600 |
| Rate Lock | Yes, 45 days |
{
"loan_amount": "$385,000",
"interest_rate": "6.375%",
"apr": "6.512%",
"total_closing_costs": "$9,240",
"monthly_p_i_payment": "$2,401",
"estimated_cash_to_close": "$41,600"
}Key Benefits
Uptiq's Document AI extracts every disclosed term from the Loan Estimate's standardized form, structuring rate, fee, and closing cost data for compliance and comparison workflows.
The Loan Estimate is a standardized form, but figures still need precise field-level extraction
Closing cost categories need consistent mapping for compliance review
Every extracted field traces back to its source page — examiner-ready documentation, every time.
100+ native integrations across loan origination systems, cores, and workflows. No new infrastructure.
Process more loan estimate volume with your existing team as application volume grows.
Proven at Scale
Results represent aggregate outcomes across production deployments. Individual results may vary.
How It Works
The loan estimate arrives via email, portal, or upload. AI classifies it automatically.
Fields are extracted at 95%+ accuracy with full data lineage back to the source page.
Extracted fields are validated and structured for downstream use.
Structured, extracted data lands in your existing loan origination or servicing system.
Common Questions
Related Document Types
Book a 30-minute session. We'll run a live extraction demo on your own loan estimate documents.
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