You can drop in a batch of documents at once, but dropping a very large pile in one go slows processing down.
Click through the walkthrough above to see what the upload step looks like, then follow the guidance below.
For the fastest, cleanest results, start with the core documents the AI needs to fill the application: recent bank statements, tax returns, and your main financial statements. Add extra supporting documents in smaller groups afterwards rather than all at once. That keeps extraction quick and accurate, and you can upload more later.
Lenders differ on how much history they want, so check the lender's document list for the exact number of months of statements. If you are not sure, or processing is still slow after you trim the batch, email contact@levr.ai with the deal name.
Related
Which documents should I upload first, and how many do I need for the AI to work well?. Which files belong in that first, smaller batch.
AI Autofill is loading slowly or didn't pull the data from my document. What should I do?. Next steps if it is still slow after you trim the batch.
Which file formats can clients upload, and are PDFs preferred?. File quality affects processing time as much as file count.
Ready to sign up?
It takes nothing to get started. Start here, or use one of these.
Talk with us now. Open the chat bubble in the corner of this page and someone will pick it up.
Email us. contact@levr.ai
Book a time. Grab a slot on Cohen's calendar and we will walk it through with you.