AI Document Renamer
Add your client's documents and get them back classified, renamed to your firm's convention, and with TFNs redacted. Handles PDFs, photos, and scans.
100 documents per month included. No credit card needed.
5 documents queued
How it works
Add your documents
Drag and drop your client's files — PDFs, scanned images, photos. No need to sort or open them first.
AI reads and classifies each file
Every document is analysed to determine its type, the applicant's name, relevant dates, and other details used for naming.
Review and download
Check the suggested names and types. Edit anything that needs adjusting, then download the renamed files as a ZIP.
What it does for you
Every feature is designed around how brokers actually handle loan documents day to day.
AI Classification
Reads each document and identifies the type — payslip, bank statement, tax return, home loan, ID, and 30+ more categories. Works from the content, not the filename.
TFN Redaction
Tax File Numbers are automatically detected and redacted from documents before download, so sensitive data never leaves your desk. Works on both text-based and scanned PDFs via OCR.
Your Naming Convention
Set your firm's naming template once. Every document gets renamed consistently using the applicant name, document type, dates, institution, and more.
Drag & Drop
Drop up to 50 files at once — PDFs, JPGs, PNGs, or TIFFs. No need to open or sort them beforehand.
Image to PDF
Photos of documents are automatically converted to PDF during renaming, so everything comes back in a consistent format.
ZIP Download
Download all renamed documents as a single ZIP file, ready to submit to your aggregator or lender.
Recognises 30+ document types
About QualifyMate AI Document Renamer
QualifyMate's AI Document Renamer automatically classifies 30+ mortgage document types — payslips, bank statements, tax returns, credit reports, employment letters, and more — then renames each file to your firm's naming convention. Tax File Numbers (TFNs) are detected and redacted automatically, including on scanned documents via OCR. Combine with AI Document Analysis for full income, liability, and expense extraction.
10x Your Mortgage Broking Back Office.
Assess documents for mortgages in minutes, not hours.