Organize commercial loan packages by borrower and facility automaticallyautomatically
Watch commercial lending files land in the right folders. We extract borrower names, facility types, and closing dates from complex PDF binders.
No credit card • Rename in under 3 minutes
sample.pdf
Waiting for rename…
Date
2025-07-18
Loan Package #
123-4567890-123
Issuer
Loan
Ship borrower-ready filenames for every commercial loan package.
- Connect SharePoint, OneDrive, or Drive folders used for lending.
- AI extracts borrower legal name, facility type, and close date from binders and credit memos.
- Approve filenames with confidence scores before filing to closing folders.
Proof: 1.9k loan files renamed last quarter across regional banks with 95.2% average confidence.
Before → after filenames
No more download.pdf. Every document follows your naming convention automatically.
loan_package.pdf
2025-07-18_LoanPackage_Harbor-Logistics_LoC.pdf
Example naming rule
Rename to 2025-07-18_loan_123-456789
Why teams adopt this workflow
Credit analysis ready: Surface borrower name, facility type, and closing date in every filename for faster review workflows.
Cross-team visibility: Loan ops, credit, and compliance work from the same structured filenames across shared drives.
Compliance logging: Capture before/after filenames and approval history for regulatory audits and examiners.
How it works
Loan packages rename to YYYY-MM-DD_LoanPackage_Borrower_Facility.pdf so every team can find the right documents instantly.
- Connect SharePoint, OneDrive, or Drive folders used for lending.
- AI extracts borrower legal name, facility type, and close date from binders and credit memos.
- Approve filenames with confidence scores before filing to closing folders.
FAQ
Do we have to rewrite our existing folder structure?
No. We mirror your folder layout and drop renamed copies into Ready folders so downstream systems keep working.
Can we handle loan documents that arrive as scanned images?
Yes. OCR pulls out borrower names and facility types even from multi-hundred page scanned binders.
How do we keep confidential data secure?
Data stays in-region with encrypted processing. Originals remain untouched, and access controls inherit from your storage provider.
Make it part of your workflow
Connect integrations, use full-text extraction, or call the API for posts processing.
Ready to rename your documents automatically?
Connect Dropbox or Google Drive and watch files sync into client-ready names. 50 free renames to start.