AI Doc Renamer

AI Doc Renamer scans each document the moment it's uploaded, identifies the type, whether that's a payslip, bank statement, driver's licence, or rates notice, and renames the file to match your house naming convention. Files are then auto-categorised into the right folders inside the deal, so when it's time to package for the lender, everything is already labelled and sorted. No more clients sending IMG_4837.jpg or Scan_Final_v3.pdf and you renaming every one by hand.

What to Expect

A client uploads a folder of documents through the portal. Within seconds, IMG_2891.jpg becomes Smith_J_Payslip_Mar2026.pdf and drops into the Income folder. A Medicare card lands in ID. A council rates notice goes to Property. You review the categorisation, fix the rare miss with a click, and move on. Across a typical deal, that's hours of file admin you don't have to do, and a clean document set every lender will be happy to receive.

• Automatic document type detection on upload
• Custom naming conventions per brokerage
• Folder auto-categorisation into deal subfolders

Qualifications & Requirements

Built for brokerages where document admin eats half the day. Particularly useful for teams running a parabroker model, high client volumes, or strict aggregator naming standards. The outcome is consistent, lender-ready filenames across every deal without anyone in the office having to think about it. Your submissions look professional and your support staff get their afternoons back.

• Recognises Australian mortgage document types
• Applies your naming convention to every file
• Allows manual override on any classification