Overview

Equity Mortgage is a workflow for screening and extracting key information from equity mortgage application documents so pension teams can review applications quickly and consistently.

What you get: a structured table of extracted fields you can review, edit, and export.

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To set up the Equity Mortgage workflow (that is, creating sessions, uploading documents, running a workflow, and exporting), see Setting Up a Workflow for a comprehensive guide.

This page focuses on what’s specific to Equity Mortgage.

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When to use Equity Mortgage

Use Equity Mortgage when you need a consistent, compliant first-pass review of an equity mortgage application, including applicant details, property details, and key identifiers.

Step-by-step usage

1. Navigate to Workflows section and select Equity Mortgage.

   

2. Upload the client documents (PDF only).

   

3. Click Run to begin extraction.

   

4. Review the extracted fields and edit anything that is incorrect.

   

5. Use Table view, Block view, and Wrap to validate outputs against the source.

   

6. Export results (CSV or Excel) in PENCOM order for reporting or downstream processing.

Inputs

• Required: access to alk.wamiri.com
• Required: stable internet connection
• Required document type: client application documents (PDF only)

What’s specific to Equity Mortgage

1. Sessions represent screening batches.

   Create a new session for each screening batch so you can return to ongoing or past reviews.