Review Loan Applications 10x Faster.

Tell Cortex to extract data, cross-check sources, and update your pipeline.

Get the desktop app

Unlock download instructions + your first month free

macOS & Windows2-min setup

Built for modern mortgage workflows. Encompass & LendingPad ready — no integration needed.

PDF
Word
Excel
PowerPoint
QuickBooks
Salesforce
Xero
HubSpot
Workday
NetSuite
Encompass
LendingPad
Clio
Gmail
Outlook
PDF
Word
Excel
PowerPoint
QuickBooks
Salesforce
Xero
HubSpot
Workday
NetSuite
Encompass
LendingPad
Clio
Gmail
Outlook
PDF
Word
Excel
PowerPoint
QuickBooks
Salesforce
Xero
HubSpot
Workday
NetSuite
Encompass
LendingPad
Clio
Gmail
Outlook
PDF
Word
Excel
PowerPoint
QuickBooks
Salesforce
Xero
HubSpot
Workday
NetSuite
Encompass
LendingPad
Clio
Gmail
Outlook

How it works

01

Tell it what you need

Type it in plain English — "Pull income from these tax returns and cross-check it with the LendingPad file." No special syntax, no setup.

02

It handles every step

Cortex reads your PDFs, opens your apps, compares the numbers, and flags any discrepancies — automatically, while you watch.

03

Done before EOD

Zero overtime. Your pipeline is fully updated, every file is cross-checked, and you didn't touch a single form manually.

What people use it for

The possibilities are endless — here are a few to get you started

Stop copy-pasting between tabs

One command moves data across any window automatically

Extract data from 1,000 PDFs

Pull structured info from hundreds of files into a clean spreadsheet

Analyze & get instant insights

Ask questions about your data — Cortex reads, compares, and surfaces what matters

Organize files in bulk

Rename, sort, and file documents by content — no manual sorting needed

Auto-reformat reports

Takes data from one format and fills it into your template every time

Cross-check across sources

Verify info across multiple docs or web apps in one shot

Draft personalized outreach

Generate customized messages using data from your own files

Fill web forms from your docs

Read your document, open the browser, fill the form — done

…and anything else you can describe in one sentence. Just try it. ✨

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