Batch Document Renaming for a Mortgage Brokerage
Client files arrive as IMG_4021.jpg and Scan_2.pdf. The tool reads each one, works out what it is, and renames the batch to the firm's own convention.
Context
A mortgage brokerage receiving client documents as email attachments and phone photographs — payslips, tax returns, bank statements — arriving with whatever name the client's device gave them.
Constraint
Files had to stay in the storage the firm already used. No new document management system, and no re-uploading a client's paperwork into somewhere else.
Intervention
A tool that reads each document, identifies the type and the person it belongs to, and renames the whole batch to the firm's convention. Runs against Google Drive, Dropbox or a local folder.
Observed Shift
Naming stopped being a person's job. A batch arrives unnamed and leaves named to a convention a colleague can search without opening anything.
Before
- Documents renamed by hand, one at a time
- Naming drifted between staff
- Finding a payslip meant opening files to check
After
- Whole batch renamed in one pass
- One convention, applied identically every time
- Files findable by name alone
Describe One Bottleneck.
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