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Disclosure automation
Trigger disclosures and CoC notices from loan events — not manual queues.
Accelerating condition clearing
Conditions cleared at intake, not post-close QC
A modern loan origination system with built-in AI that works alongside your team — validating documents on arrival, clearing conditions in real time, and keeping every file audit-ready from day one.
Mortgage-first · Auto, BNPL & commercial ready · Humans stay in control of every decision
Loan #4821 · Purchase · Fannie Mae
Drop document here
PDF, DOCX, or image
PDF
LoanApp_4821.pdf
2.4 MB · Uploaded just now
AI recommendations
- ✓ Income verified against W-2 and paystub
- ! Large deposit detected: $48,500
Accept
Modify
LOX condition auto-added
Letter of Explanation · Required
Early access — regional lenders in pilot across mortgage production workflows. Join the cohort →
Real time
Document validation against agency guidelines on upload — not at QC
Zero touch
Conditions created from extracted data — large deposits, missing docs, and more
Audit-ready
Tamper-evident records for every document touch, decision, and workflow step
Bank Statement · Jan 2026
Validated
Paystub · Borrower 1
Review
Tax Return · 2024
Missing page 2
Checked against GSE guidelines the moment each file lands
Documents checked on arrival
Every document is automatically validated against agency guidelines the moment it's uploaded. Issues are flagged in real time so your team reviews exceptions — not every page — and moves loans forward with confidence.
- → Instant extraction from W-2s, bank statements, tax returns, and more
- → Real-time validation against investor and GSE overlays
- → Sensitive fields redacted before anything hits persistent storage
Self-organizing file room
Put a team of AI processors on every file. Automatically categorize and rename new documents, replace outdated versions, and progress conditions — so processors spend time on judgment calls, not file hygiene.
- → Auto-categorize by document type and loan milestone
- → Replace outdated versions without manual cleanup
- → Progress conditions as documents satisfy requirements
Before → After
Unsorted upload
- scan_final_v3.pdf
- IMG_2847.jpg
- doc (1).pdf
Organized file room
- Bank Statement · Jan 2026
- Driver's License · Borrower 1
- Purchase Agreement · Signed
Bank Statement
Extracted$48,500
Large deposit · Jan 14
↓
LOX Condition
Letter of Explanation required for large deposit
Auto-addedConditions added from data
Conditions are created automatically from extracted document data and loan fields — not from manual checklists. Large deposits, missing pages, income gaps, and investor overlays surface as actionable tasks the moment they're detected.
- → Conditions generated from extracted fields, not templates alone
- → Dynamic to-do lists your team clears in one place
- → Focus on exceptions — AI handles the repetitive clearing
If you can do it, we can automate it
Configurable rules automate disclosures, change-of-circumstance notices, compliance checks, and task generation — without waiting on IT for every workflow change.
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Compliance monitoring
TRID, RESPA, ATR/QM, and investor overlays checked continuously — not at post-close QC.
🔗
Integrations & data rooms
Connect pricing engines, document providers, and servicing systems via API — plus secure VDR sharing for investor due diligence and repurchase defense.
👤
Human-in-the-loop
AI organizes and pre-reviews — final underwriting decisions stay with your team.
Built different from legacy LOS
Most systems bolt AI onto decades-old architecture. See The Greens LOS is built on a unified orchestration platform — one surface for documents, memory, workflows, and compliance.
| Typical legacy LOS | See The Greens LOS | |
|---|---|---|
| Document intelligence | Manual review or bolt-on OCR | Validated on upload with agency-aware extraction |
| Institutional memory | Lost on session end or pod restart | Persistent deal context across every interaction |
| Audit trail | Mutable logs, sampled QC | Tamper-evident Merkle records on every action |
| Workflow changes | IT tickets and release cycles | No-code rules ops teams configure directly |
| Future integrations | Siloed vendor APIs per system | One API for your whole stack — documents, workflows, and notifications |
Full architecture & integration guide →
Reduce repurchase risk
Catch defects at the point of delivery with audit-ready files investors trust.
Close faster
Clear conditions in real time instead of cycling files through post-close QC.
Scale without headcount
Handle more volume with the same team — AI takes the repetitive work.
Security and compliance built in
Not an add-on tier. Role-based access, encryption at rest and in transit, and continuous compliance monitoring are the baseline — because regulated lending demands it.
Security & compliance overview →Powered by ClawQL — orchestration platform behind the scenes; invisible to your ops team
Pricing that scales with volume
See The Greens is priced by monthly loan volume and deployment model — not per-seat licensing that punishes growth. Book a demo for a quote tailored to your production scope.
Pilot
Focused workflow
One document type, one condition workflow, your investor overlays — designed to prove value before a broad rollout.
Custom quote · Typically 2–4 weeks to go live
Production
Volume-based
Full document intelligence, condition automation, and compliance rules across your production pipeline.
Starting at volume tiers for 100+ loans/month · Contact for pricing
Dedicated / VPC
Isolated infrastructure
Your loan data never touches shared infrastructure — for lenders with strict data residency or compliance requirements.
Enterprise pricing · SSO, RBAC, SIEM integration included
Frequently asked questions
What is See The Greens LOS?
A cloud-native loan origination system with AI-driven automation for document processing, condition management, and compliance. It helps lenders streamline production, improve loan quality, and reduce processing time.
How does AI help my operations team?
AI automates document categorization, validation, condition creation, and task generation — so your team focuses on exceptions and high-value work instead of repetitive file handling.
What happens if AI gets it wrong?
When extraction confidence falls below your threshold, the loan routes to a human review queue before proceeding — it does not silently move forward. AI recommendations are logged alongside human decisions so you can audit every override.
Does AI make underwriting decisions?
No. AI organizes, extracts, and pre-reviews data. Final underwriting and credit decisions remain with your licensed processors and underwriters — with human-in-the-loop gates at every critical step.
Can we configure workflows without IT?
Yes. Ops leaders configure business rules, condition logic, and automation triggers directly — no release cycles required for most workflow changes.
Does it integrate with our existing stack?
Yes. Connect document providers, pricing engines, CRM systems, and servicing platforms via API. The unified gateway means one integration surface instead of dozens.
How is compliance handled?
TRID, RESPA, ATR/QM, and investor overlays are monitored continuously. Every document touch and workflow step produces an audit record — so QC starts at intake, not after closing.
See it on your loans
Book a demo and we'll walk through document intake, condition clearing, and compliance automation on a workflow that matches how your team actually operates.
- ✓ Live walkthrough with your document types
- ✓ Integration and migration planning
- ✓ Early access for qualified lenders