mortgage operations & compliance leads
Stop dragging TILA, LE, and closing disclosures into milestone folders manually.
Mortgage disclosures and closing packages land in the right milestone folders with borrower names, property addresses, and disclosure types extracted instantly.Mortgage docs rename to Borrower-Property-Milestone_YYYY-MM-DD.pdf with 95% accuracy and sync to milestone folders automatically.
Works with Dropbox, Google Drive, SharePoint. Originals stay in place — Safe-Rename keeps your existing folder structure.
sample.pdf
Processing…
Make this workflow boring instead of stressful
Stop dragging TILA, LE, and closing disclosures into milestone folders manually.
Give compliance, underwriting, and closing teams consistent filenames for every borrower. Reduce post-close curing by keeping borrower and property details in every filename.
The ideal state is simple: Mortgage docs rename to Borrower-Property-Milestone_YYYY-MM-DD.pdf with 95% accuracy and sync to milestone folders automatically.
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.
cd.pdf
Jamie-Lopez_1458-Oak-Ave_Closing-Disclosure_2025-09-01.pdf
Typical folder today
client-files/ misc/ cd.pdf document (2).pdf
After rolling out this workflow
client-files/ Ready/ Jamie-Lopez_1458-Oak-Ave_Closing-Disclosure_2025-09-01.pdf
Mortgage workflow
Keep every mortgage disclosure labeled by borrower, property, and milestone.
- 1
Connect cloud folders for disclosures, processing, and closing stacks.
- 2
AI extracts borrower names, property addresses, disclosure type, and dates.
- 3
Approve confidence-scored filenames before sharing with investors or partners.
5.6k mortgage files renamed this summer with 95.4% average confidence across 9 lenders.
Why teams adopt this workflow
Milestone accuracy
Automatically tag LE, CD, and underwriting docs with borrower names and milestone stages.
Investor ready
Deliver investor and warehouse packages with borrower and property metadata in every filename.
Compliance coverage
Maintain before/after filename logs plus confidence scores for QC and compliance audits.
Frequently asked
Ready to automate your renaming?
Connect Dropbox or Google Drive. 50 free renames to start.