Skip to main content
PDF4me APIIntegrationsKnowledge BaseExtensionsAPI TesterBlog

AI-Process Mortgage Document using n8n action

PDF4me AI-Process Mortgage Document extracts structured data from mortgage documents using AI-powered machine learning through n8n automation workflows. Process mortgage document PDFs or images via n8n triggers, binary data, base64 strings, or public URLs to automatically extract loan amounts, interest rates, loan terms, borrower information, property details, appraiser data, closing costs, title information, payment projections, compliance fields, and other mortgage document fields with high accuracy and intelligent field recognition. This solution is ideal for mortgage document processing automation, loan processing digitization, real estate document management, automated mortgage data extraction, property information processing, loan compliance tracking, and mortgage document management workflows that require AI-powered extraction with structured output and seamless integration.

Setup​

Add the PDF4me "AI-Process Mortgage Document" node to your n8n workflow and configure the required parameters. For initial setup instructions, see our n8n Integration Guide.

Prerequisites:

  • PDF4me API credentials
  • n8n workflow access
Get Your API Key

Configuration:

  1. Add PDF4me node to workflow
  2. Select "AI-Process Mortgage Document" action
  3. Configure input parameters (see below)
AI-Process Mortgage Document

Parameters​

Complete list of parameters for the AI-Process Mortgage Document action. Configure these parameters to control mortgage document processing.

Important: Parameters marked with an asterisk (***) are required and must be provided for the action to function correctly.

ParameterTypeDescriptionExample
Input Data Type***StringMortgage Document Input Format Selection
• Choose the format of your mortgage document data input
• PDF4me supports multiple input types
• Options: Binary Data, Base64 String, or URL		Binary Data
Input Binary Field***BinaryBinary Mortgage Document File Input (Required if Binary Data)
• Reference mortgage document file (.pdf, .png, .jpg, .jpeg) from previous n8n node or file upload
• PDF4me processes binary mortgage document files with automatic format detection and AI-powered data extraction
• Required when Input Data Type is "Binary Data"		{{ $binary.data }}
Base64 Mortgage Document Content***StringBase64 Encoded Mortgage Document Input (Required if Base64 String)
• Provide mortgage document content (.pdf, .png, .jpg, .jpeg) as base64 encoded string for secure transmission
• PDF4me automatically decodes and processes the mortgage document content using AI technology
• Required when Input Data Type is "Base64 String"		JVBERi0xLjQKJ...
Mortgage Document URL***StringPublic Mortgage Document URL Input (Required if URL)
• Provide a public/open permission URL to the mortgage document file (.pdf, .png, .jpg, .jpeg) to be processed
• PDF4me downloads and processes the mortgage document file from the provided URL using AI technology
• Required when Input Data Type is "URL"		https://abc.com/mortgage_document.pdf
Mortgage Document Name***StringMortgage Document Input Filename
• Specify the name of the input mortgage document file with proper extension (.pdf, .png, .jpg, .jpeg)
• PDF4me uses this for format detection and AI processing optimization		mortgage_document_2024.pdf
Document TypeStringOptional Document Type for Improved Parsing Accuracy
• Specify mortgage document type to enhance extraction precision
• Examples: "Deed of Trust", "Promissory Note", "Mortgage Agreement", "Loan Application"
• Helps AI engine optimize field recognition for specific document formats		Deed of Trust
Custom Field KeysArrayOptional Custom Field Keys List
• Optional list of custom field keys to extract from the mortgage document
• Specify additional fields beyond standard mortgage data
• Supports multiple custom field keys for enhanced data extraction		["customField1", "customField2"]

Output​

Output Parameters​

ParameterTypeDescriptionExample
documentTypeStringPDF4me extracted document type - The type of mortgage document extracted (e.g., Deed of Trust, Promissory Note) by PDF4me's AI technologyDeed of Trust
lenderNameStringPDF4me extracted lender name - The name of the lender or financial institution providing the mortgage loanABC Bank
propertyAddressStringPDF4me extracted property address - The complete address of the property being mortgaged123 Main Street, New York, NY 10001
legalDescriptionStringPDF4me extracted legal description - The legal description of the property extracted from the mortgage documentLot 5, Block 10, Subdivision A
loanAmountNumberPDF4me extracted loan amount - The principal amount of the mortgage loan, with precise decimal handling350000.00
interestRateNumberPDF4me extracted interest rate - The annual interest rate of the mortgage loan (as a percentage)4.5
loanTermNumberPDF4me extracted loan term - The term or duration of the loan in months or years360
loanTypeStringPDF4me extracted loan type - The type of loan (e.g., Fixed Rate, Adjustable Rate, FHA, VA)Fixed Rate
appraisedValueNumberPDF4me extracted appraised value - The appraised value of the property, with precise decimal handling400000.00
effectiveDateStringPDF4me extracted effective date - The effective date of the mortgage document, formatted in ISO 8601 format (YYYY-MM-DD)2024-01-15
borrowerNameStringPDF4me extracted borrower name - The name of the primary borrower extracted from the mortgage documentJohn Michael Smith
coBorrowerNameStringPDF4me extracted co-borrower name - The name of the co-borrower, if applicableSarah Elizabeth Smith
employerNameStringPDF4me extracted employer name - The name of the borrower's employerTech Corporation Inc.
positionStringPDF4me extracted position - The job position or title of the borrowerSoftware Engineer
incomeNumberPDF4me extracted income - The income amount of the borrower, with precise decimal handling85000.00
employmentStatusStringPDF4me extracted employment status - The employment status of the borrower (e.g., Full-time, Part-time, Self-employed)Full-time
employmentStartDateStringPDF4me extracted employment start date - The start date of employment, formatted in ISO 8601 format (YYYY-MM-DD)2020-06-01
appraiserNameStringPDF4me extracted appraiser name - The name of the property appraiserJane Appraiser
appraiserLicenseNumberStringPDF4me extracted appraiser license number - The license number of the property appraiserAPP-12345
propertyTypeStringPDF4me extracted property type - The type of property (e.g., Single Family, Condominium, Commercial)Single Family
conditionRatingStringPDF4me extracted condition rating - The condition rating of the propertyGood
comparableSalesArrayPDF4me extracted comparable sales - Array of comparable sale objects with address, sale price, sale date, and adjustments[{"address": "120 Main Street", "salePrice": 380000.00}]
closingCostsNumberPDF4me extracted closing costs - The total closing costs associated with the mortgage, with precise decimal handling8500.00
cashToCloseNumberPDF4me extracted cash to close - The amount of cash required to close the mortgage, with precise decimal handling75000.00
settlementAgentStringPDF4me extracted settlement agent - The name of the settlement agent or closing agentXYZ Title Company
closingDateStringPDF4me extracted closing date - The closing date of the mortgage, formatted in ISO 8601 format (YYYY-MM-DD)2024-02-01
disbursementDateStringPDF4me extracted disbursement date - The disbursement date of the loan funds, formatted in ISO 8601 format (YYYY-MM-DD)2024-02-02
currentOwnerStringPDF4me extracted current owner - The current owner of the propertyJohn Michael Smith
liensAndEncumbrancesArrayPDF4me extracted liens and encumbrances - Array of liens and encumbrances on the property["First Mortgage Lien"]
easementsArrayPDF4me extracted easements - Array of easements affecting the property["Utility Easement"]
titleInsuranceAmountNumberPDF4me extracted title insurance amount - The amount of title insurance coverage, with precise decimal handling350000.00
propertyTaxesStatusStringPDF4me extracted property taxes status - The status of property taxes (e.g., Current, Delinquent, Exempt)Current
projectedPaymentsArrayPDF4me extracted projected payments - Array of projected payment objects with payment type, principal and interest, mortgage insurance, escrow, and total monthly payment[{"paymentType": "Principal and Interest", "principalAndInterest": 1772.78}]
notarySignatureWitnessStringPDF4me extracted notary signature witness - The name of the notary or witness who signed the documentNotary Public - Jane Doe
controlNumberStringPDF4me extracted control number - The control number or reference number of the mortgage documentMC-2024-001234
parishStringPDF4me extracted parish - The parish or county where the property is locatedNew York County
currencyStringPDF4me extracted currency - The currency code (ISO 4217) of the mortgage amounts (e.g., USD, EUR, GBP)USD
witnessNameStringPDF4me extracted witness name - The name of the witness to the mortgage documentRobert Williams
witnessTypeStringPDF4me extracted witness type - The type of witness (e.g., Notary Public, Attorney)Notary Public
preparerCompanyStringPDF4me extracted preparer company - The name of the company that prepared the mortgage documentLegal Document Services Inc.
homesteadActComplianceStringPDF4me extracted homestead act compliance - Compliance information regarding the Homestead ActCompliant
farmLandActComplianceStringPDF4me extracted farmland act compliance - Compliance information regarding the Farmland ActN/A
securesLiabilitiesStringPDF4me extracted secures liabilities - Information about liabilities secured by the mortgageSecures promissory note dated 2024-01-15
guaranteeMortgageStringPDF4me extracted guarantee mortgage - Information about guarantee mortgage provisionsNone
collateralMortgageStringPDF4me extracted collateral mortgage - Information about collateral mortgage provisionsProperty at 123 Main Street, New York, NY 10001
warningsArrayPDF4me processing warnings - Array of warning messages indicating potential data quality issues or extraction challenges encountered during processing[]
fallbackUsedBooleanPDF4me fallback indicator - Boolean flag indicating whether fallback extraction methods were used during processingfalse
jobIdStringPDF4me processing job identifier - Unique identifier for the AI processing job, used for tracking and debugging purposes00000000-0000-0000-0000-000000000000
jobIdExtStringPDF4me external job identifier - External job identifier for integration with third-party systems, if applicablenull
successBooleanPDF4me AI extraction status indicator - Boolean flag indicating the success or failure of the AI-powered mortgage document data extraction process. PDF4me returns true for successful extractions and false for any errorstrue
messageStringPDF4me AI extraction status message - Descriptive message indicating the result of the AI-powered mortgage document data extraction process. PDF4me provides clear status messages for successful extractions and detailed error informationMortgage document data extracted successfully using AI technology

N8N Action Response​

The PDF4me AI-Process Mortgage Document API returns a JSON response with the following structure:

{
  "documentType": "Deed of Trust",
  "lenderName": "ABC Bank",
  "propertyAddress": "123 Main Street, New York, NY 10001",
  "legalDescription": "Lot 5, Block 10, Subdivision A",
  "loanAmount": 350000.00,
  "interestRate": 4.5,
  "loanTerm": 360,
  "loanType": "Fixed Rate",
  "appraisedValue": 400000.00,
  "effectiveDate": "2024-01-15",
  "borrowerName": "John Michael Smith",
  "coBorrowerName": "Sarah Elizabeth Smith",
  "employerName": "Tech Corporation Inc.",
  "position": "Software Engineer",
  "income": 85000.00,
  "employmentStatus": "Full-time",
  "employmentStartDate": "2020-06-01",
  "appraiserName": "Jane Appraiser",
  "appraiserLicenseNumber": "APP-12345",
  "propertyType": "Single Family",
  "conditionRating": "Good",
  "comparableSales": [
    {
      "address": "120 Main Street, New York, NY 10001",
      "salePrice": 380000.00,
      "saleDate": "2023-12-01",
      "adjustments": 5000.00
    }
  ],
  "closingCosts": 8500.00,
  "cashToClose": 75000.00,
  "settlementAgent": "XYZ Title Company",
  "closingDate": "2024-02-01",
  "disbursementDate": "2024-02-02",
  "currentOwner": "John Michael Smith",
  "liensAndEncumbrances": ["First Mortgage Lien"],
  "easements": ["Utility Easement"],
  "titleInsuranceAmount": 350000.00,
  "propertyTaxesStatus": "Current",
  "projectedPayments": [
    {
      "paymentType": "Principal and Interest",
      "principalAndInterest": 1772.78,
      "mortgageInsurance": 150.00,
      "estimatedEscrow": 500.00,
      "estimatedTotalMonthlyPayment": 2422.78
    }
  ],
  "notarySignatureWitness": "Notary Public - Jane Doe",
  "controlNumber": "MC-2024-001234",
  "parish": "New York County",
  "currency": "USD",
  "witnessName": "Robert Williams",
  "witnessType": "Notary Public",
  "preparerCompany": "Legal Document Services Inc.",
  "homesteadActCompliance": "Compliant",
  "farmLandActCompliance": "N/A",
  "securesLiabilities": "Secures promissory note dated 2024-01-15",
  "guaranteeMortgage": "None",
  "collateralMortgage": "Property at 123 Main Street, New York, NY 10001",
  "warnings": [],
  "fallbackUsed": false,
  "jobId": "12345678-1234-1234-1234-123456789012",
  "jobIdExt": "MORT-2024-001",
  "success": true,
  "message": "Mortgage document data extracted successfully using AI technology"
}

Use Cases​

Enterprise Loan Automation​

  • Loan Processing: Automate mortgage loan processing using extracted document data
  • Loan Portfolio Management: Manage loan portfolios using extracted mortgage information
  • Risk Assessment: Assess loan risk using extracted borrower and property data
  • Compliance Tracking: Track mortgage compliance using extracted compliance fields

AI-Powered Document Processing​

  • Multi-Format Support: Process PDF, PNG, JPG, and JPEG mortgage document formats
  • Multi-Language Processing: Extract data from mortgage documents in various languages
  • Intelligent Field Recognition: Automatically identify and extract relevant mortgage fields

Business Intelligence and Analytics​

  • Loan Analytics: Analyze loan performance using extracted mortgage information
  • Property Analytics: Analyze property values using extracted comparable sales data
  • Performance Metrics: Track processing accuracy and efficiency

Get Help​

n8n Integration Guiden8n SampleGetting Started