Mortgage Document AI Agent Platform

Key Features

• Secure, API-key gated endpoints for all document and chat operations.
• Real-time AI-powered Q&A for mortgage professionals, supporting conversation context (history).
• Supports uploading, training, and deleting documents with S3 storage and Pinecone vector search.
• Retrieval-augmented responses: the AI agent grounds every answer in the actual uploaded mortgage guidelines.
• Comprehensive session and chat history, with full analytics and performance metrics for every interaction.
• Automatic document indexing, vectorization, and efficient similarity search via Langchain and Pinecone.
• Role-based user management, session tracking, and detailed chat metrics for compliance and auditing.
• Scalable FastAPI backend, optimized for both internal and client-facing deployments.

Technologies Used

Challenges

Ensuring robust, secure document management and real-time, reliable retrieval-augmented answers demanded tight integration of storage, AI, and vector search. Maintaining conversation context, chat/session analytics, and seamless multi-document handling were also critical for user trust and regulatory compliance.

Solution

The platform uses a modular FastAPI backend, with strict JWT-based API authentication. Documents are stored and indexed in AWS S3 and Pinecone, and processed via the Langchain framework. OpenAI’s latest GPT-4.1, GPT-4o, and mini models provide the AI backbone for accurate, context-aware answers. All chat and document events are persisted in a relational DB for traceability.

Results

Mortgage and finance teams now automate repetitive Q&A, document lookup, and compliance tasks—boosting efficiency, transparency, and quality of service. The agent significantly reduces manual research and supports regulatory requirements by tying every answer back to original documentation.