Zero setup, zero training
No templates, no labeled data, no schema files. Drop the document in and Docusift returns clean structured data.
Loan Statements extraction
Extract Balance and payments from Loan Statements
Pull every balance and payments value out of any loan statements — including scans and multi-page variants — into clean structured JSON. Each value carries a confidence score and a citation back to its source pixel.
Pulling balance and payments out of a loan statement by hand is slow, and it is exactly where a mistake slips through. A loan or mortgage statement splits every payment into principal, interest, and escrow, tracks an amortizing balance, and lists fees and past-due amounts in a servicer-specific layout, so reconciling the loan or verifying a balance means reading each line by hand.
Docusift reads the lender, account, period, opening and closing balance, and every payment split into principal, interest, and escrow, so loan reconciliation and balance verification run off structured data.
Each extracted value ships with a per-field confidence score and a citation back to the exact spot on the page it was read from, so low-confidence balance and payments route to review automatically — and the clean data pushes to Google Sheets, a webhook, QuickBooks, or Xero.
| Date | Principal | Interest | Escrow |
|---|---|---|---|
| 2026-04-01 | 612.40 | 884.10 | 288.00 |
| 2026-03-01 | 608.90 | 887.60 | 288.00 |
Example structured output
{
"document_type": "loan_statement",
"lender": "First National",
"account_number_masked": "****4471",
"period": "2026-04-01 to 2026-04-30",
"opening_balance": 248910.44,
"closing_balance": 248298.04,
"payments": [
{ "date": "2026-04-01", "principal": 612.40, "interest": 884.10, "escrow": 288.00 }
],
"confidence": 0.98
}Why teams choose Docusift
A confidence score on every field
Every value ships with a confidence score and a citation back to the source pixel in the original document, so low-confidence fields route to review instead of landing unchecked.
Fast turnaround
Seconds per document, not minutes. Built for production pipelines, not batch jobs.
Privacy first
Workspace-isolated processing, encrypted in transit and at rest, and one-click data deletion.
Frequently asked questions
How do I extract balance and payments from loan statements?
Upload the loan statements to Docusift via the dashboard, the REST API, or by emailing it to your workspace inbox. Docusift returns structured JSON with every balance and payments value, its confidence score, and a citation back to the source pixel — typically in under a second per page.
What is the best way to pull balance and payments from loan statements automatically?
The best way is a tool that reads layouts visually rather than matching templates. Template tools break when a vendor changes their format; Docusift parses each loan statement from scratch, so it works on multi-page, multi-currency, and scanned variants without per-vendor configuration.
Does it work on scanned loan statements?
Yes. OCR, layout analysis, and field extraction run in a single pass, so scans, mobile photos, and native PDFs use the same endpoint and reach the same accuracy bar.
Can I push the extracted balance and payments into my own system?
Yes. Receive structured JSON via REST, hit a webhook, or sync directly into Google Sheets, your data warehouse, or your accounting tool.
How accurate is Docusift at extracting balance and payments?
Docusift reads each loan statement visually rather than matching a template, and every extracted value ships with a per-field confidence score and a citation back to the source pixel — so low-confidence balance and payments route to human review automatically instead of landing unchecked.
Do I need to train a model first?
No. Docusift recognizes hundreds of document types out of the box. Custom fields are configured with a single sentence — no labeled training data required.
How is pricing calculated?
Pay per page processed. There is a free tier for evaluation and volume discounts for production workloads. No seat fees.
Can Docusift handle scanned or photographed documents?
Yes. The pipeline runs OCR + layout analysis + extraction in one pass, so scans, mobile photos, and native PDFs all flow through the same endpoint.
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