Overview

The Effi Document Analyser automatically validates client-uploaded documents for accuracy, completeness, and compliance. Once triggered, it checks for:

• Expiry dates
• Required time periods
• Correct document types
• Applicant matching
• Naming convention compliance

Validated documents are automatically renamed and filed into SharePoint according to your broker group’s structure.

This improves document quality, reduces follow-ups, and ensures proper storage.

Latest Enhancement: 

Summarised document rejection email

Overview: When one or more documents are rejected, applicants now receive a single summary email listing all rejected documents within a 30-minute window — instead of receiving multiple individual notifications. This gives applicants a clear, actionable list to re-upload from.

How it works

1. A document is rejected (by a broker, vendor, or AI reviewer).
2. A 30-minute window begins. Any further rejections within this window are added to the same batch.
3. After 30 minutes, a single summary email is sent to the applicant listing all rejected documents.
4. The applicant clicks the link in the email to go directly to the document portal and re-upload.
5. If a new rejection occurs after the 30-minute window closes, a new window begins.

How It Works

1. Client or broker uploads documents into the deal.
2. Broker clicks Run Document Analyser.
3. The analyser evaluates each file based on:
   • Document type
   • Description
   • Required date range
   • Applicant assignment
   • Expiry

✔️ Passed documents are renamed and sent to SharePoint
⚠️ Failed documents are flagged for review

Key Features

3.1 Automated Document Checks

• Expiry validation (e.g., passports, driver licences)
• Document type matching
• Date range checks (e.g., payslips, bank statements, BAS)
• Incorrect or mismatched uploads
• Applicant matching (Primary vs Secondary)
• Naming convention compliance

3.2 Auto-Rename

• Automatically applies your group’s naming convention
• Keeps files consistent and compliant

3.3 Auto-File to SharePoint

• Moves validated documents to the correct SharePoint folder
• Significantly reduces manual admin work

3.4 Manual Trigger

• Brokers can run the analyser at any time
• Useful when clients upload new documents mid-process

Setup & Configuration

4.1 When the Analyser Runs

Two options are available:

• Run when the full document pack is 100% complete, or
• Allow brokers to run manually at any time

4.2 Rule Configuration

Rules can be customised per document category:

4.3 SharePoint Setup

Confirm the following:

• SharePoint integration is active
• Folder structure is configured
• Naming conventions are set
• Auto-rename feature is enabled

Uploading Documents

Documents can be uploaded via:

• Client Portal
• Broker Portal
  Document statuses update automatically as files are added.

Running the Document Analyser

1. Open the Deal.
2. Navigate to the Documents tab.
3. Click Run Document Analyser.

The analyser will:

• Validate documents
• Apply rules
• Flag issues
• Auto-rename valid files
• File them into SharePoint

Result Types

Pricing

• $1 per document analysed
• No per-page charges

Need Help or Interested in Enabling This Feature?

If you'd like to activate the Document Analyser or need assistance, please contact our team at:
📩 support@effi.com.au