AI document extraction portal

The problem this addresses

Some work is repetitive without being simple. A broker assembling a loan application receives a mixed bundle of documents in no fixed format: rental statements, bank statements, mortgage statements, payslips, rates notices, insurance schedules, valuations, identity documents. All of it has to be read to produce one structured summary.

Rules-based extraction fails here because the inputs have no reliable structure. This is precisely the shape of problem language models are good at.

What it does

• The broker creates a case and uploads the bundle, in whatever form it arrived.
• Each document is classified and read, and a structured application profile is extracted across all of them.
• The broker reviews and edits the result in a dashboard. The AI drafts; the human decides.
• The finished profile exports as structured data or as a printable fact find.

Because the material is financial and personal, the whole application sits behind two-factor authentication, and documents never leave the environment they were uploaded to.

The wider point

The same pattern applies anywhere a person is currently reading documents to fill in a form: claims, onboarding, compliance packs, tender responses, invoicing. The technology is the easy part. Knowing where a human must stay in the loop is the part that decides whether it can be trusted.