File preparation
Potential material includes original checklists, submission procedures and review examples.
FOR U.S. MORTGAGE BROKERAGES
Explore whether your file-preparation records, condition histories and original procedures could be licensed for AI training or evaluation.
Check my company’s fitWe screen companies and arrange approved introductions. No files are required.
POTENTIAL DATA TYPES
Potential material includes original checklists, submission procedures and review examples.
Task histories may include clarifications, escalations and documented resolutions.
Potential material includes milestones, handoff records and original coordination procedures.
Original training material may include error categories, review criteria and corrective actions.
AI developers could use documented processing issues, actions and outcomes to train or evaluate condition-tracking and coordination tools.
No borrower files or financial documents are collected in the fit check. Any later sharing requires review of privacy, rights and lender restrictions.
THE FIT REVIEW
Tell us about your company, then decide whether to approve an introduction.
Tell us which systems you use and the records you keep.
A later review may cover the years, volume and export options for records in each system.
You approve the recipient and information before any introduction.
Any valuation, offer or data license would require a separate review.
Industry research
Linked application histories may help AI developers test document checks, corrections and lender conditions, subject to a review of rights.
Read the articleCOMMON QUESTIONS
Read about relevant records, permissions and our role.
Potentially. We consider preparation, condition-tracking and coordination records that your brokerage has the right to license. Lender underwriting decisions require a separate rights assessment.
No. The fit check asks for company details and record categories. Do not send credit reports, tax returns or account information. Any later sharing requires a separate privacy and rights review.
Their use depends on the relevant licensing rights and contract terms. Lender and vendor material needs a separate review, even if your software lets you export it.
DataPayouts screens companies and arranges introductions to potential data buyers. You approve the recipient and information before any introduction. We may earn a referral fee. A fit check provides no valuation, offer or data license.
COMPANY FIT CHECK
Answer a few questions about your company without uploading records.
Check my company’s fitAcceptance, offers and payouts are not guaranteed.