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I will automate your underwriting workflow with PDF parsing and risk scoring
Alexis T
About this gig
Automate your underwriting workflow with clean PDF parsing, risk scoring, and structured output.
I build custom n8n flows that extract key fields from mortgage PDFs, apply underwriting logic (DSCR, LTV, income, expenses), and output clean summaries to Sheets or SQL.
Whether you need simple parsing or a full automation system, Ive got you covered.
What I offer:
PDF parsing (CSV, JSON, Sheets)
Risk scoring logic (DSCR, LTV, NOI)
SQL integration (Neon, Supabase)
Portfolio summary + dashboard
Visual flow diagrams (Premium)
Tools and platforms I use:
n8n Regex SQL Google Sheets Neon PDF.co
Lets streamline your underwriting process fast, accurate, and scalable.
Get to know Alexis T
Alexis T
AI Automation Specialist
- FromUnited Kingdom
- Member sinceJan 2026
Languages
English, Chinese
I am an AI & Automation Specialist with expertise in building end-to-end workflow automation, ETL pipelines, API orchestration, and PostgreSQL-backed data models. I have a proven ability to cut manual work by up to 95% through scalable automation.
FAQ
What do I need to provide to get started?
You’ll send me your PDF template, sample filled documents, and the fields you want extracted. If you choose a package with underwriting logic, I’ll also need your scoring rules.
Can you work with any PDF format?
Yes — I handle structured, semi‑structured, and messy PDFs. If the file is extremely inconsistent, I’ll guide you on the best extraction approach.
Do you support custom underwriting rules?
Yes. I can implement DSCR, LTV, NOI, income/expense logic, or your own custom scoring model. This is included in Standard and Premium packages.
Can you integrate the workflow with my database or CRM?
Yes — SQL integration is available in Standard and Premium. CRM or other platforms can be added as extras if needed.
Will the automation run fully on its own?
Premium includes a complete n8n workflow that runs automatically. Basic is manual parsing only, and Standard includes logic but not full automation.
Can you handle multiple PDF types?
Yes — you can add extra PDF types through Gig Extras. Premium includes up to 5.
Do you offer ongoing support?
Yes — I offer maintenance, updates, and additional logic as needed. You can request a custom offer for long‑term support.
