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
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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