Workflow orchestration
Coordinate document review, data extraction, validation, calculations, checklists, notifications, and outputs in one workflow.
Platform
A configurable AI workflow platform for mortgage lenders
Loyola AI connects documents, LOS data, lender rules, calculations, review steps, and outputs into workflows your team can see, control, and improve.
Document intelligence
Classify documents, organize them into stacking order, extract mortgage-specific data, identify source evidence, and prepare structured (MISMO-aligned) data.
Conditions & checklist engine
Review files against lender-defined checklists and condition templates (PTD/PTF), reconcile against AUS findings, and surface what's missing or inconsistent.
Lender-defined logic
Configure workflows around your checklists, overlays, review process, required documents, and operational preferences.
Cross-checks & exception handling
Reconcile data across documents, LOS fields, AUS findings, and your rules; route exceptions to the right team and flag what needs attention. Lending and other subjective decisions stay with your team.
LOS and system triggers
Trigger workflows based on major LOS events, document uploads, field changes, milestones, or operational status changes. Designed to support major LOS systems and the tools lenders already use.
Reviewable outputs
Generate worksheets, summaries, exception reports, checklist updates, emails, and other operational outputs.
Audit trail & visibility
Every workflow run shows what was reviewed, what was extracted, where it came from, what logic was applied, and what was approved or overridden.
Continuous improvement
As your process changes, workflows can be updated and expanded without starting from scratch.
Designed to support major LOS systems and the tools lenders already use
LOS events & milestonesDocument repositoriesCredit & AUS (DU / LPA)Third-party verificationsProperty & tax dataEmail & notificationsCounty & public recordsWebhooks & APIs
Architecture
How Loyola AI fits into your stack
Loyola AI runs as a workflow engine on top of your LOS — triggered by the events you choose, pulling the data it needs, orchestrating the work, and writing results back where your team already works.
LOS
Loan Origination System · system of record
① Webhook · ② documents · loan data
Workflow engine
① · Filter workflow
Customize the trigger.
② · Workflow
Run the task — extract, calculate, cross-check.
④ Interacts with tools
Tools
LLMs3rd-party toolsRedfinGoogle
⑤ Outputs
Write back to LOSEmailReport
Why Loyola AI is different
Automation you can trust and control
1
The workflow layer between extraction and decision
Most mortgage AI lands in one of three buckets: tools that stop at document extraction, black-box engines that try to make the underwriting decision for you, and end-to-end platforms that ask you to rip out and replace your system of record. Loyola AI is the configurable workflow layer in between — it runs on top of your existing LOS, connecting document understanding to the actual operational work, while lending decisions stay with your team.
2
Configurable around your process
Every lender has different overlays, checklists, channels, roles, and review habits. Loyola AI adapts to your workflow instead of forcing your team into a rigid vendor-defined process.
3
Visible and reviewable
Your team can see what the AI reviewed, what it extracted, where the data came from, what logic was applied, and what still needs human attention.
4
Fewer errors, by design
Correctness comes from cross-checks configured in your workflow — data reconciled across documents, LOS fields, AUS findings, and your rules — so errors surface inside the workflow instead of at the closing table. Every output is transparent and auditable; the edge isn't a review step, it's having fewer errors to catch.
5
Owned by operations, governed by IT
Because workflows are visual and read in plain language, your operations team can build and adjust them at its own pace — so a guideline change doesn't wait in an engineering queue. IT keeps what it cares about: security, access, and how Loyola AI connects to your systems.
Ready to automate your first mortgage workflow?
Start with a focused workflow, launch quickly, and expand as your team sees value.