AI Doc Renamer
AI Doc Renamer scans each document the moment it is uploaded, identifies the type, whether that is 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 is time to package for the lender, everything is already labelled and sorted.
Semantic renaming
Turns IMG_4837.jpg into Smith_J_Payslip_Mar2026.pdf using your convention.Folder auto-categorisation
Income, ID and Property documents drop into the right subfolders.Batch and ZIP support
Upload many files or a ZIP and process them all at once.Confidence scoring
Each classification carries a confidence percentage you can review.One-click override
Fix the rare miss with a single click before committing.Per-brokerage templates
Configure naming templates and category rules to suit your team.Lender-ready output
Every deal ends up with a clean, consistent document set.
From IMG_2891.jpg to lender-ready
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, fix the rare miss with a click, and move on, saving hours of file admin per deal.
- Document type detection on upload
- Custom naming conventions per brokerage
- Folder auto-categorisation into deal subfolders
- Batch and ZIP processing in one session
- Manual override on any classification
Built for high-volume brokerages
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 having to think about it.
- Recognises Australian mortgage document types
- Applies your naming convention to every file
- Confidence scores you can review before committing
- Hours of file admin saved on every deal
- Document Management & eSignCollect, validate, sign and organise client documents in one place. AI reads and categorises uploads, and built-in eSign handles Credit Guides, Privacy Forms and more, with no third-party tools.
- AI Fraud Detection47 checks across every deal's ID, payslips, employer ABN, bank data and file metadata catch mismatches, edited PDFs and reused documents before you lodge.
Get Started
Ready to streamline your brokerage?
Automate your back office, onboard clients through a branded portal, and let AI handle the document work. Spend your time on the conversations that win deals.
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