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Collect, classify, rename and export client documents without the manual admin. AI-assisted suggestions, reviewed by you, exported as clean structured packs — originals preserved, everything audited.
IMG_3912.pdf, payslip1.pdf, bankstatement-final-FINAL.pdf — nothing a lender (or future you) can work with.
Two applicants, one upload folder. Whose payslip is whose? Which statement covers which account?
Downloading, renaming, re-foldering and re-zipping files by hand — for every single deal.
Assessors move faster with clean, consistently structured packs. Messy files mean questions and rework.
Foldered by category — Identity / Income / Property — inside one structured ZIP.
AI-assisted suggestions do the tedious part; you stay in control of every file that leaves the vault.
Every file carries a document type, owner and status — organised into Identity, Income, Property, Business and more automatically.
Suggested document type, applicant, dates and a clean file name for each upload — suggestions only, never silent changes.
Documents map to the right person on the deal, so multi-applicant packs stay untangled.
Consistent, professional names like “Sarah Nguyen — Payslip — 2026-07-04.pdf”, applied on export.
Category folders (Identity / Income / Property / …) built the way assessors expect to read a file.
You see and approve every suggestion before anything is exported. Nothing leaves the vault unreviewed.
One click: a clean, folder-structured pack with a fact-find summary PDF — filtered to accepted or hand-picked documents.
Original files are never modified. Every access and export is audit-logged for your compliance file.
Suggestions are AI-assisted and always broker-reviewed before export. Document Intelligence organises and packages your files — lender assessment outcomes remain the lender's decision.
Structured ZIP download with category folders and audit trail.
Everything in Starter plus smart classification and clean naming on export.
Adds OCR-assisted suggestions and custom naming templates for your lender workflows.
See Document Intelligence on a real deal — from messy uploads to a lender-ready pack in one review.
