The need
Do the names and property details match?
Before DHN moves a case forward, someone checks the homeowner’s name, property address, and legal description against the supporting documents. The account records are kept separately, so the reviewer has to compare details across several files. I built Verify to help with that work.
What I built
The reviewer can see both versions of a detail.
Verify opens the account details alongside the documents in the firm’s Google Drive. The reviewer can see where a name or address came from while checking it.
AI extracts the text from the documents for comparison with the account records. Verify marks missing information and mismatches for review, while allowing small spelling differences. The original document stays available in case the text was read incorrectly.
Verify / Case review
Verify
Compare the details.
Names, addresses, legal descriptions
Differences & missing information flaggedReviewer decision
Check the documents and save the review.
- ApproveAccept the review
- RejectRecord the reason
- CorrectRequest changes
The reviewer decides whether to accept the file. Their notes are saved with that decision.
Implementation
The legal team decides what to accept.
Checking the whole file.
A checklist helps the reviewer confirm that the required documents are present and the details have been checked. Notes stay with the review so someone returning to it can see what needed attention.
Recording the decision.
An attorney or reviewer can approve the file, reject it, or ask for a correction. Verify saves that decision with the comparison and supporting documents.