🔥 Automated document collection and AI file renaming for Australian mortgage brokers

Brokers, docs in days not weeks.

Kaddim sends your client a secure mobile link, chases them automatically, and uses AI to rename every file to your exact compliance rules. You get a clean, submission-ready package. Without lifting a finger.

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30-day free trial • No credit card required • Data stored in Australia

20,000 docs collected and counting

Do you have a doc collection problem?

(Check all that apply)

How it works

Send a request. We chase. You get clean docs.

Step 1

Send a request in 2 minutes

Pick a template and hit send. Your client gets a secure, mobile-friendly portal listing exactly what you need. No login required.

Step 2

We chase. You don't.

Kaddim sends automated SMS and email reminders until the job is done. You only hear from us when files are ready.

Step 3

Clean docs. Ready to lodge.

Our AI reads every document and renames it to your exact compliance rules. One click to PDF and downloads a perfectly named zip file.

😳 Your aggregator isn't enough

"I already have doc collection in my aggregator."

Good. Keep using it. But once a document hits your aggregator it's permanent. A gambling transaction or undisclosed Afterpay account is now on your compliance record. You can't unsee it.

Kaddim sits outside your aggregator. A clean room where documents are reviewed, renamed, and prepared before they enter your audit trail.

What Kaddim adds:

AI file renaming based on actual document content
Customisable naming rules to match your compliance
Automated client chasing via SMS and email
Reject and revise workflow before anything is lodged
No client login required, mobile friendly from day one
Auto-converts photos and JPEGs to PDF

Feed your aggregator only what it needs.

Benefits

What brokers actually get

Save 5+ hours a week

No more manually opening files to check what they are and renaming them. The AI does it instantly, based on actual document content.

Scale without hiring

Increase loan volume without adding admin headcount. One subscription covers your whole brokerage.

Clients actually respond

A mobile-first portal with no login friction means fewer drop-offs and fewer wrong documents.

Stay compliant effortlessly

Every file named correctly, every image converted to PDF, every interaction timestamped.

Stop being the nag

Automated SMS and email reminders chase your clients so you don't have to.

See every deal at a glance

A real-time dashboard shows every active client request in one place. No more digging through emails to find out who's sent what.

Testimonials

Loved by lots of brokers.

Features

Everything you need. Nothing you don't.

AI file renaming

Reads actual document content, not just the filename, and renames it instantly.

Custom naming rules

Set your exact compliance format once. Every file follows it automatically.

Secure mobile portal

Clients upload from their phone with no login required. Simple enough that anyone can do it.

Auto reminders

Kaddim chases your clients so you don't have to. They get reminders via SMS/email until the job is done.

Auto-convert to PDF

Photos and JPEGs are converted automatically. No more manual file conversions.

Smart templates

Pre-built checklists for PAYG, SMSF, and Self-Employed. Set up once, reuse forever.

Reject and revise workflow

Send documents back to clients instantly with a note. They fix it, you move on.

In-app document messaging

Clients can ask questions right inside the portal. No more back-and-forth email threads.

Real-time dashboard

See every active client request in one place. Know exactly where every deal is at.

Full audit trail

Every upload, rename, and interaction is timestamped and logged for compliance.

Bank statements via Illions

Pull bank statements directly without chasing clients for PDFs.

TFN redaction

Automatically removes tax file numbers before files enter your system. (Coming soon)

🙋 We know brokers are curious folk...

Frequently asked questions

Who is Kaddim for?

Australian mortgage brokers who are tired of chasing clients for documents over email.

How does Kaddim work for my clients?

They get a secure link, see exactly what you need, and upload everything in one place. No login required.

What makes Kaddim better than email or shared folders?

Everything for that loan, documents, messages, and missing items — sits in one place. No scattered files, no lost versions.

Does Kaddim work with my existing CRM or aggregator software?

Yes. Kaddim sits outside your existing systems. Prepare and rename documents here first, then upload the clean package wherever you need it.

My CRM already has document collection. Why do I need Kaddim?

Most CRM tools collect files but don't rename them using AI or let you review and reject documents before they enter your compliance record.

Do I still have to chase my clients?

No. Kaddim sends automated SMS and email reminders until every document is in. You only hear from us when the job is done.

What if my client uploads the wrong document?

You reject it with a note and they get an instant notification to resubmit. Nothing incorrect enters your system.

What if my client has questions?

They can message you directly inside the portal, attached to the specific document. No more back-and-forth email threads.

Does my client need to create an account or download anything?

No. They get a secure link, tap it, and upload from their phone. No login, no app, no friction.

Is it secure enough for bank statements and IDs?

Yes. Kaddim is built for sensitive loan documents. Everything is encrypted, access is locked down, and we run regular security checks. It's a big step up from sending tax returns and ID scans through normal email.

Where is client data stored?

All client data is stored in secure Australian data warehouses, encrypted in transit and at rest.

Can my team use it together?

Yes, invite your brokers and assistants so everyone sees the same client file and status. Handy when someone is away. Plans cover up to 3, 5, or 10 users depending on your tier.

How long does it take to get set up?

Under 10 minutes. Add your logo, pick or tweak a checklist, invite your first client and you're live. If you want help, our team can walk you through it on a quick call or chat.

Is there a lock-in contract?

No. Start with a 14-day free trial, no credit card required. After that it's month to month, cancel any time.

Getting started 1,2,3

Up and running in minutes

Sign up & book a demo

14-day free trial, no credit card required. Or book a 20-minute demo and we'll walk you through it.

Build your templates

Set up your naming rules and document checklists once for PAYG, SMSF, Self-Employed. Takes under 10 minutes.

Start getting docs in days

Send your first request and watch documents come back renamed, converted, and ready to lodge.

Get started

Your next deal is waiting on a document. Let's fix that.

Brokers using Kaddim stop chasing, stop renaming, and start lodging faster. Try it free for 30 days.

Start for free Book a demo