Real Estate · AI Document Organization

AI Document Organization for Real Estate Agents

Every transaction generates dozens of files. Refyle reads your contracts, inspections, and closing documents — then renames them with the property address, document type, and date. Zero manual work.

Start free → See pricing

Every transaction is a filing headache

🗂️

Dozens of files per transaction

A single residential sale generates inspection reports, purchase agreements, addenda, disclosures, HOA docs, and closing statements. Keeping them organized takes constant attention.

📁

Generic filenames from everyone

Title companies, lenders, and clients all send files named 'document.pdf', 'signed.pdf', or 'contract_v3_FINAL.pdf'. You waste time opening files just to know what they are.

🔍

Finding files during a transaction

Mid-negotiation, you need that inspection report fast. But which folder? Which filename? Inconsistent naming means wasted minutes at the worst possible time.

Address, document type, date — automatically

Drop in a batch of transaction files. Refyle extracts the property address, document type, parties involved, and date from each document — and renames everything consistently.

Step 01

Upload your batch

Drop in an entire transaction folder — contracts, inspection reports, disclosures, closing docs. All at once.

Step 02

AI reads each document

Refyle extracts the property address, document type, party names, and date from every single file.

Step 03

Download renamed

Get a ZIP with every file renamed consistently — address, doc type, and date in every filename.

contract_v3_FINAL.pdf 742 Evergreen - Purchase Agreement - Johnson - 2024-11-14.pdf
inspection_report.pdf 742 Evergreen - Home Inspection - 2024-11-08.pdf
signed_disclosure.pdf 742 Evergreen - Seller Disclosure - 2024-11-01.pdf

Built for real estate transaction workflows

🏡

Real Estate profile

Built for agent workflows. Refyle extracts street address, document type, party names, and dates — outputting clean, consistent filenames like '742 Evergreen - Purchase Agreement - 2024-11-14'.

📅

Date-sorted by default

Every filename includes the document date in ISO format (YYYY-MM-DD). Your transaction folders sort chronologically automatically — no manual reordering.

Batch processing for busy agents

Upload an entire transaction folder at once. Refyle processes every document in parallel — inspection reports, agreements, disclosures, and closing docs in one pass.

Start free, scale as you grow

Free
$0
50 files / month
Get started
Business
$79
2,000 files / month
Get started
Enterprise
$199
Unlimited files
Get started

Common questions

Refyle uses Claude AI to read the full text of your document and extract the property address directly from the content. It looks for street number, street name, and applies standard formatting. If no address is found, it uses any property reference you've set up in your configurations.
Refyle recognizes purchase agreements, inspection reports, disclosure statements, closing documents, lease agreements, addenda, HOA documents, and more. The output format varies by document type for maximum clarity.
Yes. Upload up to 500 files at once on Pro, or 2,000 on Business. Refyle processes them in parallel and packages everything into a downloadable ZIP.
Yes. Refyle uses Claude AI's vision to read both digital PDFs and scanned documents. A scanned contract or photo of a signed agreement will be read and renamed correctly.
Yes. Files are processed and permanently deleted immediately after renaming. We never store document contents. All transfers are encrypted. Refyle also screens for PHI and rejects regulated medical documents.

Every transaction, perfectly filed

Stop opening files to see what they are. Start with 50 free files — no credit card required.

Free plan · No credit card · Cancel any time