commercial lending & credit teams
Stop dragging loan package PDFs into dated folders and renaming them manually.
Watch commercial lending files land in the right folders. We extract borrower names, facility types, and closing dates from complex PDF binders.Loan packages rename to YYYY-MM-DD_LoanPackage_Borrower_Facility.pdf so every team can find the right documents instantly.
Works with Dropbox, Google Drive, SharePoint. Originals stay in place — Safe-Rename keeps your existing folder structure.
sample.pdf
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Make this workflow boring instead of stressful
Stop dragging loan package PDFs into dated folders and renaming them manually.
Ensure credit analysts, underwriters, and loan ops review the same structured filenames. Keep post-close files searchable by borrower, facility type, and close date.
The ideal state is simple: Loan packages rename to YYYY-MM-DD_LoanPackage_Borrower_Facility.pdf so every team can find the right documents instantly.
Renamed.to reads each document, pulls out the fields you care about, and applies your naming rules automatically so your team opens folders that are already grouped and ready for review instead of rebuilding them from scratch every period.
95%
Extraction accuracy
<3 min
First rename
Safe-Rename
Originals untouched
What your files look like before vs after
No more download.pdf. Every document follows a clear naming convention that matches how your team actually searches for files.
loan_package.pdf
2025-07-18_LoanPackage_Harbor-Logistics_LoC.pdf
Typical folder today
client-files/ misc/ loan_package.pdf document (2).pdf
After rolling out this workflow
client-files/ Ready/ 2025-07-18_LoanPackage_Harbor-Logistics_LoC.pdf
Lending workflow
Ship borrower-ready filenames for every commercial loan package.
- 1
Connect SharePoint, OneDrive, or Drive folders used for lending.
- 2
AI extracts borrower legal name, facility type, and close date from binders and credit memos.
- 3
Approve filenames with confidence scores before filing to closing folders.
1.9k loan files renamed last quarter across regional banks with 95.2% average confidence.
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.
Frequently asked
Ready to automate your renaming?
Connect Dropbox or Google Drive. 50 free renames to start.