Doc Builder
A document generation platform for the mortgage industry — a drag-and-drop template builder with dynamic field mapping, PDF generation, and integration with Mortgage Automator's API for real-time data population.
01 Overview
Preparing mortgage documents for each deal was slow and manual — the same fields, retyped and reformatted deal after deal. Doc Builder lets users build reusable templates with mapped fields and generate fully populated documents on demand.
Instead of starting from a blank page every time, a user designs a template once, maps its fields to the underlying deal data, and the platform produces a finished, populated document whenever it's needed.
02 How it works
Doc Builder is a .NET 8 backend built with Clean Architecture and domain-driven design, serving an Angular 17 front end. Users build templates in a drag-and-drop editor with dynamic field mapping and a real-time preview powered by reactive forms, so the document updates as the template takes shape.
Finished PDFs are produced by a background generation queue, keeping the editor responsive under load. The platform pulls live data from Mortgage Automator's API to populate fields, and is multi-tenant with role-based access control.
03 Engineering highlights
- Clean Architecture with domain-driven design — a clear separation of concerns that keeps the document domain logic isolated and testable.
- Real-time preview with Angular reactive forms, so the populated document updates as the template is edited.
- Background PDF generation with queue management, keeping document production off the request path and the UI responsive.
- Multi-tenant with role-based access control, isolating each tenant's templates and data.
04 Outcome
Eliminates hours of manual document prep per deal — turning a repetitive, error-prone task into a reusable template that produces finished documents on demand.