Requires a BIG AI contract. If BIG AI is not active on your account, this feature will not appear.
The document classification the platform runs in the background is visible to staff on the Loan Documents screen, and correctable by them.
What you see
- Classified type on every card — the type the AI identified for that document.
- Type mismatch pill — appears when the AI's read disagrees with where the document was filed. Hover for the reason.
Correcting a classification
Use Change AI type from the document's action menu or from the preview window.
This changes the AI classification only. It never changes the file itself, and it does not move the document to a different folder. If the document is genuinely filed in the wrong place, correcting the AI type does not fix that.
Who sees this
Staff only. Borrowers and Realtors see none of it on their own documents.
If classification is not running
Check whether the AI Assistant toggle is off for that site. With AI disabled for a site, documents uploaded to its loans are never sent for classification, so no type will appear.