Case Study: AAREA Private Lending achieves faster, more accurate mortgage document automation with Instafill.ai

Automating Private Mortgage Documentation for a Canadian Lender with AI

AAREA Private Lending Inc., a Canadian mortgage lender, faced challenges with manually completing recurring mortgage documentation from static PDFs and Word files. This slow, error-prone process of copying data from emails, commitment letters, and lengthy appraisals risked delays and compliance issues. They partnered with Instafill.ai to implement an automated solution using its AI-powered Email Handler service.

Instafill.ai converted the lender's key documents into fillable PDFs and deployed its Email Handler to automate the workflow. This allowed staff to simply email data to a specific address and receive a completed, accurate PDF in return. The solution from Instafill.ai reduced form completion time, achieved over 99% field accuracy, and seamlessly integrated into the company's existing email-based processes without disruption.

AAREA Private Lending Inc.

Shannon August

Co-Founder