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, bank statements analysed, liabilities identified, and discrepancies flagged automatically.

  • Income verification across PAYG and self-employed structures
  • Bank statement analysis — salary credits, recurring expenses, and red flags
  • Red flag detection for gambling, BNPL, dishonour fees, and $5k+ transactions
  • Liability detection with status and balance tracking
  • Salary credit cross-referencing against payslip net pay
  • Multi-applicant support with name reconciliation
  • Export to PDF or directly to your broker platform
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Document Analysis

Income$125,400 p.a.
Bank Statements3 accounts
Salary CreditsRecurringRed Flags
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
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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

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