Turn 90 minutes of document classification & indexing into 10 minutes

Kizen transforms raw document uploads into a decision-ready, indexed loan package in under 10 minutes entirely within the Encompass interface.

• Runs inside Encompass®
• No separate login
• Deploy in 48 hours

How it Works

All the steps in the workflow, automated

From a single upload to a fully indexed loan package — every step runs automatically inside Encompass, with a human in the loop only when it matters.

1. Single-document classification

   LLM-powered AI classifies each document against your lender-specific taxonomy — hundreds of doc types — returning a result, a confidence score, and transparent reasoning.

   • Classification
   • Confidence
   • Reasoning

2. Multi-doc detection & splitting

   Kizen detects consolidated PDFs, identifies page ranges, splits them into individual documents, and classifies each one independently.

   • 82 pages → 42 docs

3. Automatic eFolder routing

   Once classified, every document is sorted into the correct Encompass eFolder automatically — no manual filing, no misplacement, no wasted time.

   • No manual filing
   • No misplacement

4. Real-time dashboard

   Live processing updates inside Encompass — status tracking, page-level breakdown, a complete audit trail, AI classification and confidence, plus an integrated PDF viewer.

   • Status
   • Audit trail
   • PDF viewer

5. Exception handling in the UI

   Full override workflows: reclassification, re-splitting, and single-to-multi conversion — all with user-level audit logging, so compliance keeps total visibility.

   • Reclassify
   • Re-split
   • Audit log

6. The self-learning advantage

   Every reclassification becomes feedback. Patterns tune accuracy to each lender’s document mix — Kizen gets smarter, faster, and more accurate with each use.

   • Gets smarter
   • No reprogramming

Measured Impact

From 45–90 minutes to under 10

The same loan package, indexed two ways. Kizen removes the manual sorting, the swivel-chair tools, and the offshore queues entirely.

Manual Indexing

45–90min / loan file

• Manual sorting, labeling & filing
• Swivel-chair between tools
• Offshore review queues
• Inconsistent eFolder hygiene

with Kizen

10min / loan file

• Auto classify, split & index
• Automatic eFolder routing
• Complete audit trail
• Self-learning accuracy

Frequently Asked Questions

• Does Kizen require a separate login or system outside of Encompass?
  No. Kizen runs entirely within the Encompass interface.

• How long does it take to index a loan file?
  Kizen processes and indexes a full loan package in under 10 minutes, compared to 45–90 minutes with manual indexing.

• What happens if Kizen misclassifies a document?
  Users can reclassify, re-split, or convert documents directly in the UI. Every override is logged for compliance, and each correction feeds back into the AI to improve future accuracy.

• Can we kickoff the indexing solution automatically?
  Yes, we can configure the service to run automatically via "ASO" when a document is found in specific Encompass eFolders.

• How quickly can we go live?
  Teams can deploy Kizen's indexing agent in 48hrs.

• Does Kizen support our document types?
  Kizen classifies against your lender-specific taxonomy and supports hundreds of document types out of the box.

• What if we upload a large, consolidated PDF?
  Kizen automatically detects multi-document PDFs, identifies page ranges, splits them, and classifies each document independently — no human intervention needed.

• Will users be notified when there are exceptions?
  Yes we can configure that.

• Do you support automatic eFolder import/indexing or do we manually have to import documents?
  Yes.

• Does the AI get better over time?
  Yes. Every reclassification becomes training feedback, tuning accuracy specifically to your document mix without any reprogramming required.