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Create redacted borrower files and attach to contact

Create redacted borrower files and attach to contact

Borrower tax uploads can include visible TFNs and messy filenames, slowing underwriting and creating compliance exposure. It delivers redacted borrower PDFs to the client record same day.

Create redacted borrower files and attach to contact

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Overview

Borrower tax PDFs often arrive with visible TFNs and inconsistent filenames, creating compliance exposure and slowing loan decisions. This flow extracts and redacts sensitive identifiers, files the sanitized PDF to the borrower record, and delivers compliance-ready documents to underwriting within minutes.

Create redacted borrower files and attach to contact