The AI platform for mortgage underwriters, mortgage lenders, third-party reviewers, mortgage aggregators and mortgage investors

Post-production operating system for mortgages

  • Evolve Mortgage Services
  • Incenter Diligence Solutions
  • LauraMac Mortgage Technology Solutions
  • Margus Capital
  • Mission Global, a Marcus & Millichap subsidiary
The platform

One platform for the entire mortgage life cycle

From the first borrower document to the loans you hold, Termblocks reads every page and ties every finding to its source.

  1. 01

    Borrower file processing

    Every borrower file tells a story. Termblocks indexes and classifies every document correctly, then extracts the data so your team understands the story in minutes, not hours.

  2. 02

    Underwrite

    Guidelines are long, complicated and change quickly. Termblocks applies the current version to every loan, so guideline changes never slow down your pipeline.

  3. 03

    QC & diligence

    Quality is price. Review every loan, not a sample, and make sure you never leave money on the table when you buy, sell or finance.

  4. 04

    Risk management

    Knowing the asset is key. See every loan you hold clearly, so you can manage risk and hedge correctly and quickly.

Purpose-Built Beats
General Purpose

Accuracy

98% isn’t good enough for mortgages. Frontier models have not been trained on private data and make mistakes. Through our industry knowledge, we provide guardrails and focus our AI Agents on relevant data so that the accuracy is significantly higher.

Consistency

At its core, AI’s results are and will always be probabilistic. We put in deterministic checks and processes so that you can have confidence that you will get consistent answers.

Auditability

Great, AI gave you an answer. How do you know it is right? Every extraction your Agent makes is easily traceable to the source document. Every calculation is validated with a mathematical formula. No black box. We created our Agents to validate their work.

Why clients choose Termblocks

Every block built by experts.

Domain Knowledge

We leverage decades of hands-on experience to build ready-to-use solutions. No forward-deployed engineers, no implementation service, just Termblocks Agents ready to go.

Integrated Workflow

Workflows do not have to change. We are directly integrated into existing workflows, so clients benefit from AI immediately. Mortgages are complex. We simplify them.

Speed

In mortgages, time is money. Faster turnaround time means faster decisions and higher balance sheet velocity. We make turnaround time a competitive advantage for you.

Plain English

Ask the way you’d ask any person.

No programming language, no forms to fill and no setup time. Instruct our Agents in the words you already use, and the Agents take it from there.

  • No setup time. Start on your first loan file right away. No implementation project.
  • Guidelines change. Your systems don’t. Just upload the new guideline. Nothing to reconfigure.
  • Your words, your rules. Overlays and checklists written the way your team already writes them.
Security

Built for those who care
about client data

Zero Training on Data

We never use the content of your data, prompts or outputs to train any AI model. Your data stays private.

Complete Data Isolation

Your organization is fully isolated at the identity, storage and search layers.

Best-in-Class Encryption

Your data is encrypted in transit and at rest.

SOC 2 Certified

SOC 2 Type II certified, plus best-in-class cybersecurity insurance.

Turn Complexity
into Clarity

Don’t get slowed down by complexity. See how clarity increases productivity.

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