1
Upload documents
Add bank statements, borrower PDFs, and supporting files once.
Messy borrower documents → clean AI-assisted income review
Don’t chasedocuments,review income.
BriefMe turns messy borrower PDFs, bank statements, and income documents into clean, AI-assisted review workpapers. Human review stays in control.
Built for bank statements, income review, and underwriting teams.
Documents organized
Before
014 PDFs uploaded out of order
02Deposits mixed with transfers
03Missing month questions
04Large deposit needs review
05Manual spreadsheet work
→
After
✓12 months detected
✓Deposits categorized
✓Non-operating deposits flagged
✓Income trend summarized
✓Reviewer-ready workpaper
Manual review
2–4 hours
Chasing statements, sorting months, checking deposits.
AI-assisted review
Minutes
Draft income analysis, risk flags, and monthly rows ready for human review.
Audience proof
Built for teams that need cleaner borrower files
Designed for brokers, loan officers, processors, and underwriters who need borrower documents organized before review.
BrokersLoan OfficersProcessorsUnderwritersNon-QM TeamsSmall Business Lending
Upload PDFs once. BriefMe organizes them by business, extracts draft monthly income rows, flags unusual deposits, and saves the analysis for review.
Underwriting is messy. BriefMe keeps it organized.
Upload borrower PDFs, let AI structure the first draft, and keep final judgment with the reviewer.
2
AI extracts structure
Detect months, deposits, exclusions, risk flags, and draft income rows.
3
Reviewer finalizes
Edit assumptions, override values, document judgment, and save the review.
Premium document review without the corporate-saas stiffness.
Purpose-built cards keep the draft structured while preserving reviewer judgment.
A
AI document analysis
Analyze attached PDFs and generate a structured draft: months detected, deposits, exclusions, cash-flow trends, and risk flags.
B
Saved review history
Every AI analysis is saved under the business file so reviewers can return to prior work.
C
Human-in-the-loop controls
Edit monthly rows, override final income, and document reviewer judgment.
D
Private document storage
Borrower PDFs stay private with authenticated access and short-lived file links.
E
Income charts
Cards, trends, breakdowns, and income-quality summaries update from the review data.
F
Audit-ready structure
Keep documents, flags, notes, and assumptions tied to the application.
Turn borrower files into review-ready income analysis.
Start with an intake, upload bank statements, and let AI prepare the first draft while your team keeps final judgment.