22-second walkthrough
One PDF. Five spreadsheet rows. One ZIP.
A real production workflow with a synthetic vendor form and a five-row Excel workbook: match all nine fields, review every PDF, and export one ZIP.
- 1Review nine PDF fields once
- 2Match 9/9 Excel headers
- 3Approve five and export ZIP
PDF mail merge, without Word
How to fill multiple PDF forms from Excel
Keep the original PDF layout. Put column names in the first spreadsheet row and one customer, employee, vendor, or case in each row below it. JustFill creates a separate PDF for every selected row.
- 1
Upload the original PDF
Use an AcroForm, a flat PDF, or a scan. JustFill detects the fields before the merge.
- 2
Import XLSX or CSV
Dates, leading zeros, percentages, booleans, and spreadsheet headers are preserved for mapping.
- 3
Check the column mapping
Matching headers map directly. Ambiguous columns can use AI-assisted mapping.
- 4
Review and export
Approve the records you want and download individual filled PDFs in one ZIP.
Sample input
One loan or workout row becomes one reviewable borrower PDF packet
| Loan # & Packet Type | Borrower & Subject Property | Loan / UPB & Program |
|---|---|---|
| LN-2026-4401 (Form 1003 + 4506-C) | Marcus & Elena Vance — 418 Maplewood Ave, Ardmore PA | $465,000 (30-Yr Conv) |
| LN-2026-4402 (Rehab Bridge Draw) | Oakwood Rehab Investments LLC — 1912 E Norris St, Phila PA | $310,000 (12-Mo Fix & Flip) |
| LN-2026-4403 (Form 710 / SPS RMA) | Carlos & Sofia Mendoza — 7420 Meadowglen Ln, Houston TX | $284,500 (Loss Mit Workout) |
Loan # & Packet Type
LN-2026-4401 (Form 1003 + 4506-C)
Borrower & Subject Property
Marcus & Elena Vance — 418 Maplewood Ave, Ardmore PA
Loan / UPB & Program
$465,000 (30-Yr Conv)
Click any spreadsheet row above to preview its generated PDF. All 3/3 columns auto-matched by AI.
Upload Form 1003, RMA, 4506-C, or lender PDF
Start with Freddie Mac/Fannie Mae Form 1003 (URLA), Form 710 / servicer RMA packets, IRS Form 4506-C, W-9, or your private lender draw and closing forms.
Fill via LOS CSV batch, AI Auto-Fill, or Voice
Import a pipeline CSV/XLSX from Encompass, Calyx, LendingPad, or Excel to batch-generate drafts, or use AI Auto-Fill and bilingual EN/ES voice dictation for live borrower intake.
Review drafts or send Client E-Sign Share Links
Verify every borrower field on the PDF canvas, export a clean ZIP, or send a public justfill.app/f/... link so borrowers can complete hardship details and e-sign from their phone.
Where it fits
Built for mortgage origination teams, rehab / bridge lenders, and loss-mitigation desks.
Whether you are originating residential mortgages on Form 1003 (URLA), funding multi-property fix-and-flip and DSCR loans, or helping distressed homeowners complete Request for Mortgage Assistance (Form 710 / SPS RMA) and IRS Form 4506-C packets, JustFill turns flat, scanned, or fillable lender PDFs into reusable templates you can fill by voice, AI paste, Excel/LOS CSV batch, or shareable e-sign links.
Simple pricing
Test five loan rows free or calibrate one recurring lender packet today.
Download the Mortgage & RMA CSV template or run the 5-row guided sample. Your first AI column match is free; Starter ($19/mo), Pro ($49/mo), and Business ($99/mo) include reusable templates, clean exports, client e-sign links, and batch runs of 25, 100, and 500 loans.
Running larger spreadsheet batches? Get Pro — $49/month for up to 100 rows per batch (or Business at $99/month for up to 500 rows).
Starter
Recommended first workflow
- AI field detection for 250 new pages per month
- Reusable templates — refills use no detection pages
- Up to 25 PDFs per batch
- 125 clean output pages per month
- Clean, watermark-free ZIP exports
- CSV and XLSX spreadsheet imports
- Review every record before export
Paid workflow
Combine LOS spreadsheet batching with live borrower intake and e-sign.
Save your reviewed field geometry for Form 1003, Form 710/RMA, Form 4506-C, and private-lender disclosures once. Reuse those templates across pipeline CSV batches or individual borrower sessions without paying per-envelope fees.
Reusable lender & servicer templates
Calibrate complex multi-page forms (Form 1003, servicer-specific RMAs, 4506-C, rehab draw schedules) once and refill them with zero extra detection credits.
AI Auto-Fill + Bilingual Voice Dictation
Paste messy borrower intake notes or dictate income, hardship explanations, and asset figures in English or Spanish during a borrower call.
Client E-Sign Share Links (justfill.app/f/...)
Generate a public link for any saved loan or RMA form so the borrower and co-borrower can review, fill missing fields, and e-sign with an audit trail.
Guardrails
Draft preparation with human review.
Clear boundaries
JustFill prepares PDF drafts from borrower, property, and loan data provided by your team or borrowers. It is not a mortgage lender, broker, loan servicer, or HUD-approved housing counselor, does not calculate APR/TRID disclosures, pull credit or IRS transcripts, underwrite loans, or submit filings to Fannie Mae, Freddie Mac, or mortgage servicers.
Beyond manual uploads
Run the same PDF workflow from an AI agent or n8n.
The browser flow is the fastest way to validate a spreadsheet and PDF. Once the mapping works, the same JustFill account can expose PDF detection, filling, and saved templates through the hosted MCP endpoint.
ChatGPT, Claude and MCP
Give an agent a PDF, inspect detected fields, fill it, and save the reviewed layout for repeat use.
n8n automation
Trigger fills from a webhook, spreadsheet, CRM, or database and send the result to your next workflow node.
PDF Mail Merge Software
Browser-based PDF mail merge software to batch fill fillable, flat, and scanned PDFs without Acrobat plug-ins or VBA macros.
Fill Applications for Clients
Prepare recurring official forms, permits, and intake packets across client rosters from one structured spreadsheet.
Frequently asked questions
Can we fill both origination forms (Form 1003, 4506-C, W-9) and loss-mitigation forms (Form 710, SPS RMA)?
Yes. You can upload official fillable or flat PDFs — including Uniform Residential Loan Application (Form 1003 / URLA), Fannie Mae/Freddie Mac Form 710 Mortgage Assistance Application, servicer-specific RMA packets (such as SPS RMA), IRS Form 4506-C, and Form W-9 — save each as a reusable template, and populate them from borrower notes or Excel/CSV exports.
How do hard-money and rehab lenders use JustFill for repeat borrowers?
Rehab and bridge lenders often fund multiple properties for the same LLC investor or guarantor. By keeping entity details, guarantor info, and property schedules in Excel or CSV (or saving reusable templates for draw requests, personal guaranties, and closing certificates), lending teams generate an entire deal packet in minutes instead of retyping.
Can borrowers complete and sign an RMA or loan application on their phone?
Yes. On Starter, Pro, and Business plans, you can pre-fill known loan and property details and share a public justfill.app/f/<token> link so the borrower can complete remaining sections, use voice dictation, and e-sign from any mobile or desktop browser.
Does JustFill work with CSV exports from Encompass, LendingPad, Calyx Point, or loan servicing systems?
Yes. Export your pipeline or borrower roster as a standard CSV or XLSX spreadsheet, upload it to JustFill Batch Fill, and map your columns to the PDF template once.
Does it work with scanned or flat PDFs?
Yes. JustFill detects field locations in fillable, flat, and scanned PDFs before mapping spreadsheet columns.
Does each spreadsheet row create a separate PDF?
Yes. The first row contains the Excel or CSV column names. Every selected data row becomes one reviewable PDF in the exported ZIP.
Is this the same as Word mail merge?
It uses the same one-row-per-document idea, but fills your existing PDF directly. You do not need to recreate the form in Word or convert the PDF first.
Can I review results before downloading?
Yes. Each spreadsheet row becomes a reviewable record. Approve the records you want before creating the ZIP.
Does JustFill email the generated PDFs?
Not in the current self-service batch. It creates individual PDFs and packages the approved files in a ZIP for download.
What happens to uploaded documents?
Transfers use TLS. Rendered page images are deleted within 7 days and source documents within 30 days unless you save the PDF as a reusable template.