AI Workbench Upgrades

Manual redaction is a time waster, and endangers compliance throughout your organization. NetDirector’s AI Redaction single-handedly gives back time to your organization and eliminates the security risk of manual compliance. WIth powerful customization options and advanced AI learning models, your firm can start to leverage the efficiency and accuracy gains immediately. 

The latest release of our AI Redact Workbench includes:

  • Firm Default Entities are adjustable by Admins: allows your team to adjust default redaction behavior on-the-fly to qucikly align the system to your changing business rules and document requirements.
  • “Classifiers” feature available for Admins: a new, simple way to classify documents using inclusion and exclusion keywords. More granular, immediate control when specific PII entities should be redacted (or not), including Servicer-specific requirements.
  • Save Work-in-Progress plus Attorney Review via “Magic-Link”: Users can now save annotation progress and return later to complete review and finalization.
    • Advanced workflows: each document can generate a magic-link that processors or case management can forward to attorneys for review before finalization. Attorneys can review the document, make edits as needed, and finalize it directly when your workflow requires.

Our AI Redact product roadmap is focused on two key goals:

  • Reducing time and effort required to redact documents.
  • Giving clients greater control to customize redaction behavior, and ensure it fits their workflow needs.

Want to learn more about our newest AI services and upcoming upgrades? Click below to contact us today, and let our AI Redact give you a head start on your efficiency goals in 2026!

Contact your analyst today, or reach out to National Account Manager Gretchen Borer at the information below, and schedule a time to get started on implementing the newest available time-saving features from NetDirector. We’re ready to take your firm’s efficiency to the next level!

NetDirector and CaseAware Integration

NetDirector’s services designed specifically for CaseAware by a360inc offer expanded functionality and integration potential to enhance your CaseAware environment and meet your firm’s most complex needs. NetDirector solves document redaction, legal description extraction, integration/automation, and much more!

With a rapid implementation timeline, high ROI, and reliable support from your Integration Analyst, adding NetDirector to your CaseAware environment is one of the easiest wins your firm can make this year. 

AI Redact and AI Extract can be used standalone (no ramp-up or long implementations!), or via integration with CaseAware (coming soon!).

  • AI Redact – deploy our in-house, highly configurable, servicer- specific redaction tool firmwide starting day one
  • AI Extract – Secure, highly accurate legal description extraction with new legal compare features that require minimal effort

Fully Integrated and Automated Services Currently Available:

    • PACER Bankruptcy Searches
    • SCRA Military Searches
    • SSN Finder Service

Our expert team is available now to help your firm eliminate the costs of manual labor across your current business processes.

Contact your analyst today, or reach out to National Account Manager Gretchen Borer at the information below, and schedule a time to get started on implementing the newest available time-saving features from NetDirector. We’re ready to take your firm’s efficiency to the next level!

The Cost of Manual Redaction

Manual redaction in default servicing is not just slow, it’s a liability.

Every time someone on your team manually reviews a document, they are one mistake away from a compliance incident. At scale, across thousands of documents a month, that risk adds up fast.

NetDirector’s AI Redact was built specifically for this work. Not as a general redaction tool adapted for legal documents, but as a service trained specifically on the document types your firm handles every day: title reports, legal descriptions, HUD forms, conveyance documents.

Here’s what that looks like in practice:

  • Your team submits documents and NetDirector’s AI Redact processes them
  • You choose how much oversight you want – fully customizable per servicer and/or per user – and then approve the redactions that were made automatically
  • Turnaround is fast – there’s no new software for your team to install or learn, and AI Redact works by itself or via integration
  • The Active User Learning means the system improves as it works with your specific document patterns and approvals

Rosanna Henry, Director of Compliance at Mackie Wolf Zientz & Mann, put it simply: “The new [AI Services] have been incredibly valuable to us. It saves an enormous amount of time and effort far above and beyond any other current options.“

If you are still handling redaction manually, or have been curious about where AI-assisted document processing fits in a default servicing workflow, schedule a 20-minute walkthrough with us today.

Contact your analyst today, or reach out to National Account Manager Gretchen Borer at the information below, and schedule a time to get started on implementing the newest available time-saving features from NetDirector. We’re ready to take your firm’s efficiency to the next level!

NetDirector Casemax Integration

Fully Integrated A.I. Extract and Redact Now Vailable for CASEMAX Users.

Default firms using CaseMax are celebrating a huge win – NetDirector’s AI Redact and AI Extract are now available for full integration with CaseMax case management system!

Every time someone on your team manually reviews, redacts, or rekeys a document, they are one mistake away from a compliance incident. At scale, across thousands of documents a month, that risk adds up fast. NetDirector’s AI Redact and AI Extract were built specifically for this work.

By combining AI Extract & Redact with CaseMax, your firm will feel tangible results right away. Here’s what that looks like:

AI Redact

  • Advanced Client Configuration – configure down to the user level
  • 95%+ accuracy with transparent performance tracking
  • Fast processing times (typically under 2 minutes)

AI Extract

  • Highly accurate Legal Description Extraction
  • Customizable by firm – for core legal blocks or surrounding text
  • Can return legals with OR without human review
  • Legal Compare option – compare up to four legal blocks by either comparing all legals to one provided “correct” version, or comparing each legal against every other (more information available here on our website!)

One Director of Compliance at a customer firm put it simply: “The new [AI Services] have been incredibly valuable to us. It saves an enormous amount of time and effort far above and beyond any other current options.“

Contact your analyst today, or reach out to National Account Manager Gretchen Borer at the information below, and schedule a time to get started on implementing the newest available time-saving features from NetDirector. We’re ready to take your firm’s efficiency to the next level!

Major AI Redact Enhancements

AI-Enhancements

NetDirector Unveils Major AI Redact Enhancements to Deliver Greater Control and Speed

PII Pattern Builder tool lets default servicing teams customize redaction rules without technical support, while AI Redaction Editor improves redaction turnaround time by 50%

TAMPA, Fla. — July XX, 2026 — NetDirector, a leading data and document integration provider serving the mortgage default servicing industry, has announced major enhancements to AI Redact, the company’s automated platform built to identify and redact personally-identifiable information (PII) from legal descriptions, title records, HUD forms, PACER filings, and other documents.

Classifiers:   AI Redact can now identify document and page types using contextual information, enabling the system to make more accurate redaction decisions. Organizations can apply different rules based on the document’s purpose, content, or format, helping reduce false positives while maintaining consistent protection of sensitive information.

Tags: This feature provides another level of configuration by allowing redaction rules to be tailored by client, department, functional area, or workflow. Tagged groups can allow their own allow or block settings, giving organizations greater control over the redaction process.

Allow-Range: This feature gives organizations a precise way to protect approved sections of a document from unnecessary redaction. Administrators can easily define, allowing information within protected block-ranges to remain visible while standard redaction rules continue to apply elsewhere.

PII Pattern Builder: This feature allows legal firms and default servicers to build and test their own redaction rules for unique PII formats, document-specific identifiers, and client-specific redaction exceptions without relying on developers or vendors. The result is a faster, scalable way for organizations to fine-tune how they handle sensitive information while improving control, consistency, and auditability in the default process. As an added benefit, the PII Pattern Builder helps firms save money by avoiding costly errors and the associated reworks.

The new AI Redaction Editor, built on next-generation document handling technology, makes the redaction process even quicker and cleaner, with an average 50% improvement in turnaround time for redactions and up to an 80% faster finalization process. Documents also load and respond up to twice as fast as before, with zero lag when scrolling or navigating pages.

“We built AI Redact to automate redactions on key documents critical to the default servicing industry,” said Melissa McCabe, NetDirector’s mortgage banking operations director. “These new tools enable admins and analysts to have more control over the redaction process and spend less time waiting for documents to load, which means they can move faster and have greater confidence in the results.”

For more information about AI Redact, PII Pattern Builder, and AI Redaction Editor, visit www.netdirectormortgagebanking.com/redaction/. 

About NetDirector

NetDirector provides cloud-based data and document integration solutions for the mortgage industry, allowing default servicing firms, law firms and vendors to securely and seamlessly share information with other parties over a single internet connection. The company processes more than 50 million data transactions per month through its suite of AI-powered default servicing technologies, including AI Redact and AI Extract. NetDirector is SOC 2 Type II and HIPAA compliant. For more information, visit www.NetDirectorMortgageBanking.com.