Deal Intelligence
Categorises every uploaded file, from financials and title docs to rent rolls and term sheets, with auto-naming and version control.
Overview
The AI Document Classifier reads every document and automatically categorizes it. Duplicates are identified, versions are tracked, and naming is standardized.
What AI Document Classifier Solves
Deal folder has 200 files with cryptic names: 'PDF_10234', 'Document_final_v2', 'LATEST'. No one knows which is current. Duplicates go unnoticed. AI Document Classifier reads each file, auto-names it ('Rent Roll — Q3 2023'), identifies duplicates, and maintains version control. Folder is always organized.
How It Works
Files are uploaded to deal folder. The agent automatically classifies, names, and deduplicates them.
Document Type Classification
The agent reads PDF text and metadata to determine document type: rent roll, appraisal, title report, etc.
Auto-Naming & Metadata Tagging
Files are renamed according to classification. Metadata tags are added for quick searching.
Duplicate Detection & Version Control
Duplicates are identified and merged. Version history is maintained.
