Upload once. Tagged automatically. Linked to any case. OCR'd, searchable, versioned, audit-trailed. The end of 'where did I save that payslip?'
From email, from file system, from mobile camera. Everything lands in one vault.
AI identifies document type on upload — payslip, bank statement, ID, SA302, credit report — and tags accordingly.
OCR'd content searchable across every document. Find any payslip, any statement, any letter, in seconds.
A single ID document links to every case for that client. Upload once, reference forever.
Every replacement document keeps the history. Know what was current when a decision was made.
Clients upload documents directly through the portal. Encrypted, consent-captured, auto-classified.
Outstanding documents trigger the intelligent chase engine automatically.
View any document inline. Highlight, note, redact for compliance.
Consumer Duty and DPA-aligned retention policies enforced automatically.
Client provides 15 documents. Adviser IQ classifies each, links to the case, flags what's still outstanding, runs completeness checks against the lender's requirements.
Documents aren't just stored — they feed the Criteria Engine, the fact find, the submission autopilot, and the compliance vault.
Book a 30-minute personalised demo. We'll show the feature against your workflow.