Document intelligence for mortgage brokers
Get every client file credit-ready.
YourCSM sorts, names and checks the documents in a mortgage broking file, pulls out the key figures, and gives you a clear handover for credit research.
Access is by invitation while we bring brokerages on. Existing users sign in as usual.
What YourCSM does
Everything a broker needs to turn a folder of client documents into a file that is ready for the next step.
Recognises each document
Payslips, bank statements, tax documents, ID, contracts and more are identified and given a consistent, readable name.
Reads the key figures
Income, liabilities, balances and identity details are extracted, with the page each figure came from.
Checks across the file
Figures and names are compared across documents, so mismatches and gaps are flagged before they cause delays.
Shows what is missing
A clear list of documents still needed for each applicant, so you know what to chase.
Produces a handover
A credit-ready summary and a readiness scorecard, ready for whoever does credit research next.
Keeps an audit trail
Corrections you make are recorded, and a sealed audit trail can be exported with the file.
How it works
Three steps from a folder of documents to a finished file.
Add the documents
Drop in the client's documents, or the whole folder. YourCSM works out what each one is.
Review what it found
Check the extracted figures against the pages they came from, and correct anything that needs it.
Export the handover
Download the credit-ready summary and audit trail, or share the package with your credit team.
You stay in control
YourCSM prepares the file. The decisions stay with you.
- It does not make lending or policy decisions.
- You can review and correct any field it reads, and each correction is recorded.
- Each person sees their own files by default. Administrators can see the whole business.
Set up for your business
Each brokerage is set up as its own business, with its own users and its own administrators.
Request access
Tell us about your business and we will set you up. We use these details to create your business in YourCSM and to send an invitation to the first administrator.
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Prefer to write to us? support@yoursoftware.com.au