Mortgage & lending operations

The loan file, conditions cleared.

Condition clearing, income and asset review, disclosure assembly — the document work that stalls a loan, reconciled and packaged for your processors and underwriters before anything closes.

No rip-and-replace

Runs on top of your loan origination system.

No rip-and-replace — finished work is delivered into the loan origination system your team already runs in. The system sits over your existing stack; there is nothing new for your team to operate.

The work

Three workflows. Your people approve every one.

  • CONDITION CLEARING

    Underwriting conditions read, supporting documents matched, the cleared and outstanding list assembled.

    Underwriter signs off

    In development
  • INCOME / ASSET DOCUMENT REVIEW

    Paystubs, statements, and tax docs read and reconciled to the application, discrepancies flagged with the source cited.

    Processor reviews

    In development
  • DISCLOSURE PACKET ASSEMBLY

    Disclosure documents assembled and completeness-checked against the file for human review.

    Compliance reviews

    In development

In development means we prove each one on your real loan files in shadow mode before it touches a live file. Only our privileged-litigation intake and chronology work runs in operation today. The system clears and reconciles documents — it never underwrites or makes the credit decision.

The deliverable

What lands on the underwriter's desk.

Condition clearing — ClearedSpecimen
Condition
VOE — current employment, two years' history
Document received
Written VOE 06/04 · two recent paystubs
Source cited
WVOE p.1 · paystub 05/31 (YTD reconciles)
Status
Cleared — ready for underwriter sign-off

Structure real, contents synthetic.

Is this you?

Built for one kind of operation.

  • Condition and document volume is the constraint on your turn times, not the credit decision.
  • Processors spend the day chasing conditions and reconciling docs instead of moving files.
  • You run on a loan origination system you are not going to replace.
  • Loan files carry NPI that rules out sending them to generic AI.

If document throughput isn't your bottleneck, this isn't your page — and we'll say so on the call.

The boundary

Loan files never leave your boundary.

Single-tenant, your keys

Your workload runs in a dedicated environment that is yours alone, under customer-held encryption keys.

No model provider in the chain

Open-weight models we run inside your boundary — borrower files never reach a third-party model provider. Enforced in code, not promised in a policy.

Egress-deny by architecture

A fail-closed gateway classifies every request before inference; anything that can't be served inside your boundary is refused.

Loan files carry nonpublic personal information — every request is classified before inference and served inside your boundary, handled to GLBA's Safeguards Rule, never sent to a third-party model provider. Approved frontier models may handle non-sensitive tasks when your policy allows — the hard line holds only where the data is privileged or regulated.

Frameworks

  • SOC 2 Type II
  • ISO 27001
  • HIPAA / HITECH

Architecture built to meet these standards — formal certification in progress.

Read the full trust & security posture →

How it starts

No demo. A bounded pilot on your real loan files.

  1. 01 · Discovery

    A listening call on where conditions and document review actually stall a file. No fit, we say so.

  2. 02 · Risk classification

    Every data class mapped to where it may be processed before anything is built.

  3. 03 · Shadow mode

    The system runs alongside your team on your real loan files, with zero external effect.

  4. 04 · Human-reviewed pilot

    Live work with an underwriter signing off on every output — nothing clears unreviewed.

  5. 05 · ROI review

    Measured against your own baseline. We expand deliberately, or we stop.

Scope and pricing are set in the briefing, against your own baseline — never a list price.

See the full nine-step method →

Next

One of the operations we run.

Mortgage and lending operations is one of the regulated, document-heavy businesses Miko runs — the same finished-work, human-approved model extends across the others under Solutions. None is live until it's proven on your real work.

Run by the engineer who built it — Eric Yun designs Miko's inference, routing, and approval gates personally, and operates Pleadly under attorney-client privilege today.

Bring one loan file to the briefing.

We'll walk a condition-clearing result, the boundary, and a sample deliverable — under NDA, candidly.

Book a briefing →