Solutions

Built for the way brokers actually work

QualifyMate replaces the tedious parts of document processing so you can focus on what matters — closing deals and serving clients.

AI Document Analysis

Upload loan documents and get a complete document analysis in minutes. Income verified, rent extracted, liabilities identified, and discrepancies flagged automatically.

  • Income verification across PAYG and self-employed structures
  • Rent expense detection from bank statements
  • Liability detection with status and balance tracking
  • YTD discrepancy flagging with severity indicators
  • Multi-applicant support with name reconciliation
  • Export to PDF or directly to your broker platform
Learn more
Document Analysis
Income$125,400 p.a.
Rent$2,400 /mo
Liabilities4 detected
Home LoanCredit CardCar LoanHECS
YTD discrepancy flagged — review income

AI Document Renamer

Drop in your client's documents and get them back classified, renamed to your firm's convention, and with TFNs redacted. Handles PDFs, photos, and scans.

  • AI classification across 30+ document types
  • Customisable naming templates per firm
  • TFN redaction with OCR support for scanned docs
  • Image-to-PDF conversion included
  • Batch upload up to 50 files at once
  • 100 documents per month free
Learn more

What your client sends

Doc1.pdf
IMG_4521.pdf
scan_003.pdf
document(2).pdf
photo_2025.jpg

What you get back

Credit Report - Jane.pdf
Payslip - John - Apr 25.pdf
HL - CBA 1346.pdf
Bank Stmt - ANZ.pdf
Rates Notice - 42 Smith.pdf

Secure Document Portal

Send your clients a secure link to submit their loan documents. Define what you need, track progress, and get notified when they're done.

  • Custom broker contact details and instructions
  • OTP email verification — no passwords needed
  • Custom document checklists per client
  • Real-time progress tracking
  • Email notification on submission
  • Bank-level encryption for all documents
Learn more

QualifyMate

Document Portal

3/5
Payslips (last 2)Uploaded
Bank Statements (3 months)Uploaded
Photo IDUploaded
Tax Return
Credit Report

Ready to transform your document workflow?

Start with a free account and see the difference.

Get started free