TAMIB2PHubThe Borrower-to-Processor Platform
A Unified POS + LP Experience.
B2P Hub Platform Features
Comprehensive AI-powered tools for seamless mortgage processing
Intelligent Document Review
Why It Matters:
Manual review leads to errors and late discovery of missing docs.
TAMI Delivers:
- Auto-verification, extraction & classification
- Risk/highlight insights
- Zero manual entry
Borrower Transparency
Why It Matters:
Borrowers want clarity, not guesswork.
TAMI Delivers:
- Dynamic eligibility as docs upload
- Real-time status updates
- Instant alerts for required actions
Communication Hub
Why It Matters:
Scattered communication slows decisions.
TAMI Delivers:
- In-file secure messaging
- AI email agent for follow-ups and doc requests
- Central notes dashboard
Business Income Analysis
Why It Matters:
Manual calculations slow everything down.
TAMI Delivers:
- Automated income analysis for all entity types
- Year-by-year cash-flow breakdown
- Bank statement analytics & Fannie Mae compliance
Risk & Compliance
Why It Matters:
Late risk detection is costly.
TAMI Delivers:
- Real-time credit & compliance alerts
- Continuous eligibility checks
- 24/7 monitoring
Security & Privacy
Why It Matters:
Mortgage data is highly sensitive.
TAMI Delivers:
- Role-based access
- End-to-end encryption
- Complete audit trails
Loan Packaging
Why It Matters:
Manual packaging causes errors and multiple revision cycles.
TAMI Delivers:
- Auto-generated disclosures & loan documents
- Real-time compliance checks
- Pre-underwriting validation
Policy Intelligence
Why It Matters:
Searching policy manuals wastes time.
TAMI Delivers:
- Instant Fannie Mae policy answers
- Context-aware guidance
- Real-time interpretation
TAMI-POS
The AI POS Agent That Completes Applications For You
Upload OR Email Your Documents your documents — TAMI does the rest with intelligent automation and a built-in guided assistant.
TAMI-POS in Action
Smart Assistant
Guided 1003 Filing — Auto-Filled, Multilingual, Effortless.
TAMI's guided assistant walks borrowers through every step with clear explanations, multilingual support, and instant auto-fill validation—delivering a faster, more accurate application.
Intelligent Guided Assistant
Real-time guidance through every 1003 section—improving accuracy and reducing back-and-forth with processors.
Multilingual Support
Spanish, Arabic , Hindi, and more—borrowers complete the application in the language they're most comfortable with.
Auto-Fill & Validation
TAMI auto-extracts data from uploaded documents to prefill and validate fields instantly, lowering errors and avoiding conditions.
AI Identifies Every Document Type
TAMI automatically recognizes W-2s, 1040s, 1065s, paystubs, bank statements, and dozens of other borrower and business documents with high precision, using advanced OCR and intelligent document processing (IDP). Built to support borrowers, sole proprietors, and multi-entity corporate structures, TAMI handles even the most complex files.
Smart Recognition
Automatically classifies W-2, 1040, 1065, paystubs, bank statements, corporate returns, and multi-entity packages.
OCR + Intelligent Data Extraction
Key data points are extracted from every document instantly — even across multi-business tax returns.
Zero Manual Sorting
Documents are auto-organized and tagged the moment they're uploaded.
Complete Visibility & Seamless Communication — For Everyone
Borrowers, loan officers, and processors get a single, real-time view of the loan file with smart checklists, progress tracking, expiration alerts, and unified messaging—all in one dashboard.
Live Progress Bar
Borrowers see exactly where they are in the process.
Missing Document Tracker
Profile-based smart checklist that updates automatically as documents are submitted.
Expiration/Past Due Alerts
Automatic notifications before documents expire, so nothing holds up the file.
Unified Messaging & Automated Follow-Ups
Every conversation and update are stored in a single unified communication hub and intelligent follow-ups.
TAMILoan Processor
Intelligent document processing that transforms every file into fast, accurate decisions — delivering AI-driven loan processing with full GSE compliance, unmatched cost efficiency, and turn times in days, not weeks.
See TAMI-Processor In Action
Experience real-time intelligent automation across every mortgage workflow
Intelligent Document Processing
Automate Document Review
Upload any loan document and watch TAMI extract, verify, and analyze income, assets, debts, identity, legal, and property data—instantly.
Auto-Classification
Recognizes financial, legal, identity, business, and property documents (including appraisals).
Risk Highlighting
Flags compliance issues, inconsistencies, missing info, and appraisal red flags.
Zero Manual Entry
Eliminates hand-keying and saves hours per loan.
Income, Asset & Debt Extraction
Auto-captures balances, liabilities, DTI, reserves, and cash-flow from tax returns, paystubs, bank statements, and credit reports.
KYC & Identity Verification
Extracts IDs, passports, SSN cards, and more.
Immigration & Legal Docs
Reads visas, EADs, I-94s, divorce decrees, child-support/alimony orders, etc.
Appraisal Intelligence
Extracts key property data, comps, adjustments, and risk signals directly from appraisal reports.
And Much More…
AI Income Intelligence
Automated analysis for every income type—from simple W-2 earnings to complex multi-entity business returns—powered by real-time, GSE-compliant cash-flow calculations.
All Income Types Supported
Salary, hourly, commission, bonus, overtime, rental, retirement, alimony, child support—every income stream calculated automatically.
All Business Entities Covered
C-Corp, S-Corp, LLC, Sole Prop, Partnerships—full automation of 1120, 1120S, 1065, Schedule C, K-1s, P&L, Balance Sheets, and passthrough cash-flow analysis.
Automated Cash-Flow Intelligence
Multi-year trend analysis, anomaly detection, add-backs, expense adjustments, liquidity insights, and business cash-flow evaluation.
GSE Compliant
Instant guideline-mapped calculations with real-time eligibility and consistency checks.
Live Compliance, Risk & Pipeline Intelligence
Stay ahead of risk with real-time monitoring across your entire loan pipeline. TAMI provides instant alerts for compliance issues, credit risks, missing documents, and required actions—before they become bottlenecks.
24/7 Automated Monitoring
Continuous, intelligent risk assessment on every loan from intake to closing.
Instant Compliance & Credit Alerts
Proactive notifications for guideline issues, discrepancies, and emerging credit concerns.
Dynamic Eligibility Insights
Real-time qualification updates as documents are uploaded and borrower data changes.
Integrations
Built For Forward Thinking Lending institutions
Empowering Mortgage Brokers, Credit Unions, Local Banks, and Underwriters to transform loan processing with AI
Mortgage Brokers
Close deals faster with automated processing and instant updates.
Credit Unions
Enhance member experience with real-time tracking and personalized service.
Local Banks
Compete with enterprise-grade AI while keeping your personal touch.
Underwriters
Make faster decisions with AI-powered risk assessment and compliance.
Trusted by Industry Experts
Social proof from lending innovators who scaled faster with TAMI.
Move from Manual Work to Intelligent Automation
Give your borrowers a delightful experience — and your team superpowers.