Mortgage CRM
Document intelligence for modern mortgage operations.
Overview
A multi-tenant SaaS platform that turns complex bank documents into verified, client-ready legal workflows.
Engineering responsibilities
Multi-tenant organizations, workspaces and RBAC
OCR and AI extraction with master-schema validation
Upload → extract → review → PDF generation pipeline
Visual PDF template designer and client-scoped RAG
Automated ECS delivery, S3 storage and Stripe billing
Technologies
React, TypeScript, Node.js, MongoDB, AWS ECS, OpenAI, Stripe