AI Document Checker
Slashing document review times with intelligent validation
80%
Faster document processing
What was holding the brokerage back
A mid-sized brokerage processing 100+ cases per month found that document handling was their single biggest bottleneck. Case managers spent hours each day manually checking payslips, bank statements, and ID documents for completeness and accuracy.
- Manual review of every document across every case
- Frequent back-and-forth with clients for missing or incorrect documents
- Inconsistent checking standards between team members
- Documents sitting in email inboxes rather than the case file
How Right Leap helped
Right Leap built an AI document checking system that automatically classifies incoming documents, extracts key data, and validates them against the case requirements — flagging issues instantly rather than days later.
- Automatic document classification (payslips, bank statements, ID, etc.)
- Data extraction and cross-referencing against application details
- Instant flagging of missing pages, expired documents, or mismatched figures
- Automated client notifications requesting corrections or missing items
- Direct integration with the brokerage's existing CRM and document store
Measurable outcomes
The brokerage moved from reactive document chasing to proactive validation, significantly reducing case processing times.
80%
Reduction in manual document review time
60%
Fewer document-related queries to clients
2 days
Average faster case progression
99%
Document classification accuracy
“We used to spend half our day chasing documents and checking paperwork. Now the system does it in seconds and our team can focus on progressing cases.”
Senior Case Manager
UK Mortgage Network
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