Document Renamer

Drop in your client's documents (PDFs, images, scans) and QualifyMate's AI reads each one to determine its type, the applicant's name, relevant dates, and institution. It then renames each file according to your firm's naming convention and provides a ZIP download of all renamed files.

Yes. Set your firm's naming template once and every document gets renamed consistently. Templates can include the applicant name, document type, dates, institution name, and other extracted metadata. The convention is applied consistently across all documents.

You can upload up to 50 documents in a single batch. The AI processes all files in parallel, so a typical batch of 20–30 documents completes in under a minute. The free tier includes 100 document renames per month.

Yes. Photos and images (JPG, PNG, TIFF) of documents are automatically converted to PDF during the renaming process. This ensures all renamed files come back in a consistent PDF format, ready to submit to your aggregator or lender.