Your deal folders, built on autopilot.
We handle the heavy lifting of sorting, renaming, and summarizing your borrower documents so you can stay focused on the next lead.
The path to a submission-ready deal.
See how we transform borrower chaos into your most organized file yet.
Hands-free collection.
Forward your borrower's email or let them upload directly. We grab the documents instantly so you never have to click "Download" or "Save As" again.
No more digital clutter in your downloads folder.
Auto-Sorted Canadian Docs.
Stop opening every PDF to see what's inside. We automatically identify T4s, NOAs, Pay Stubs, and T1 Generals with high-confidence classification, routing them to the right spot instantly.
No more opening "Unknown_Scan.pdf" to find the Notice of Assessment.
The Underwriting "Cheat Sheet."
Stop hunting through multi-page bank statements or tax returns for a single number. We pull critical Income, Asset, and Employment data into a one-page summary for your loan application.
Your LOS data entry, done in seconds.
Submission-Ready Google Drive.
Your journey ends with a perfectly structured, audit-ready folder in your Google Drive. Everything is named to lender standards and summarized—ready for submission in record time.
Zero-stress lender submissions.
The easiest "hire" you'll ever make.
Stop being the middleman between your borrower's inbox and your Google Drive. Connect your tools once and let your digital assistant handle the grunt work for good.
- Connect in under 5 minutes. A simple, one-time link to your Google Drive is all it takes to get started—no IT setup required.
- Just forward an email or share a secure upload link. Your assistant takes it from there while you focus on the next lead.
- Delegate the "Manual Slog." Every T4, NOA, and Pay Stub is identified and renamed instantly.
- Get your perfect folder. Files in Google Drive folders, structured and labeled to lender standards, without you lifting a finger.
- Get to "Clear to Close" faster. Spend your energy reviewing the deal and verifying the data, not hunting through images and PDFs.
Work the way you want.
Whether you prefer the familiarity of your inbox or want to bypass it completely, your folders stay organized.
Smart Email Workflow
Just forward the borrower document emails with the borrower's name in the subject line and let your "digital assistant" handle the rest.
- Instant Email Processing.
- Smart folder organization.
- Always on duty. Your files are processed 24/7.
Secure Uploads
Stop being the document courier. Send your clients a secure, one-click upload link so they can drop files directly into their own organized folder.
- Secure client upload links.
- Touchless, intelligent processing.
- No messy inbox.
Get started in under 10 minutes.
No IT team required. Just a secure link to your storage and you're ready to start delegating the grunt work.
Your client data stays where it belongs
Security is our top priority.
Your Data, Your Control
Files are processed and delivered to your Google Drive — you decide what happens next.
Encrypted processing
All data is encrypted using bank-level protocols.
No AI Training
We never use your client documents or data to train our AI models.
Ready to automate your mortgage workflow?
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