95% accuracy • Instant processing

For mortgage operations & compliance leads

Sync mortgage disclosures and closing docs automatically by borrower and milestoneautomatically

Mortgage disclosures and closing packages land in the right milestone folders with borrower names, property addresses, and disclosure types extracted instantly.

Under 3 minutes

First rename

95% accuracy

With confidence preview

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.

Start free — 50 credits

No credit card • Rename in under 3 minutes

Extracting fieldsConfidence: 0.96

sample.pdf

Waiting for rename…

AI Rename

Date

2025-09-01

Disclosure #

123-4567890-123

Issuer

Loan Estimate

Knowing where your files landReady folder

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.

All use cases Organize loan packages use case Rename legal contracts use case SharePoint integration Dropbox integration Mortgage automation guide Pricing

Mortgage workflow

Keep every mortgage disclosure labeled by borrower, property, and milestone.

Connect cloud folders for disclosures, processing, and closing stacks.
AI extracts borrower names, property addresses, disclosure type, and dates.
Approve confidence-scored filenames before sharing with investors or partners.

Proof: 5.6k mortgage files renamed this summer with 95.4% average confidence across 9 lenders.

Before → after filenames

No more download.pdf. Every document follows your naming convention automatically.

Before

cd.pdf

After

Jamie-Lopez_1458-Oak-Ave_Closing-Disclosure_2025-09-01.pdf

Example naming rule

Rename to 2025-09-01_loan-estimate_123-456789

Vendor: Loan Estimate

Document #: 123-456789

Date: 2025-09-01

Accuracy: 95%%

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.

How it works

Mortgage docs rename to Borrower-Property-Milestone_YYYY-MM-DD.pdf with 95% accuracy and sync to milestone folders automatically.

Connect cloud folders for disclosures, processing, and closing stacks.
AI extracts borrower names, property addresses, disclosure type, and dates.
Approve confidence-scored filenames before sharing with investors or partners.

FAQ

Can we handle combined PDF stacks with multiple documents?

Yes. We split or mirror filenames per document bookmark. Keep the original stack while renaming individual PDFs.

Does this work with scanned disclosures?

Absolutely. OCR captures borrower and property fields even from scans or faxed disclosures.

How do we collaborate with title companies or brokers?

Share renamed Ready folders or invite partners to drop files into shared watched folders. We keep permissioning aligned with your storage provider.

Make it part of your workflow

Connect integrations, use full-text extraction, or call the API for posts processing.

Supported in:

mortgage-disclosure

Resources

All use cases Organize loan packages use case Rename legal contracts use case SharePoint integration Dropbox integration Mortgage automation guide Pricing

Explore the API docs

Ready to rename your documents automatically?

Connect Dropbox or Google Drive and watch files sync into client-ready names. 50 free renames to start.

Start free View pricing