Sort, classify, and organize documents automatically
DocImageSort uses AI to identify W-2s, pay stubs, bank statements, and 40+ document types — then organizes them into borrower folders so your team can close loans faster.
Start with the install walkthrough, then watch the full demo.
How to Install
Setting Your Desktop Location
Fast Demo
What it does
Stop sorting documents by hand
Drop a folder of mixed mortgage documents. DocImageSort reads each page, identifies the document type, renames it, and routes it to the right borrower — in minutes, not hours.
AI Document Classification
Automatically identifies document types using Claude AI — no manual tagging required. Supports 40+ standard mortgage document categories.
Borrower Organization
Assign documents to borrower loan files after review. Sorted documents are renamed and filed into borrower folders automatically.
Batch Processing
Process dozens of PDFs at once. Drop files into the watch folder and DocImageSort handles the rest — reading, classifying, and queuing for review.
Local & Private
Runs entirely on your Windows machine. Your documents never leave your network. No subscription required during the free trial.
Correction Workflow
Review AI suggestions before filing. Correct the document type with one click, then assign to a borrower — built for teams who need control over accuracy.
Processing Log
Every action is tracked — ingestion, classification, assignment, and deletion — giving your team a full audit trail for every document.
Ready to try it?
14-day free trial. No credit card.
Download the Windows installer, drop it in a folder, and you're running in under five minutes.
DocImageSort was created to solve a problem every mortgage shop knows: stacks of unorganized documents arriving by email, scan, and portal — all needing manual sorting before anyone can work with them. We built the tool we wished existed.
M
Matt Mahan
Co-Founder & Software Architect
15+ years building enterprise software on .NET, React, and Azure. USMC veteran. Based in Indianapolis. Designed the core classification engine and API architecture behind DocImageSort.
C
Chance Nelson
Co-Founder
Deep roots in the mortgage industry. Brought the domain expertise that shaped DocImageSort's document library, workflow, and the real-world problems it solves for loan officers and processors.
What we believe
Software should solve the boring parts
Mortgage professionals spend too much time on document logistics — sorting, renaming, and filing — and not enough time on the work that actually closes loans. DocImageSort exists to automate the boring parts so your team can focus on the people parts.
Company
Founded2026
HeadquartersIndianapolis, Indiana
IndustryMortgage Technology
PlatformWindows Desktop
Get in Touch
We'd love to hear from you
Questions about DocImageSort, pricing, or getting set up? Reach out — you'll hear back quickly, not from a support queue.
Email
admin@docimagesort.com
Location
Indianapolis, Indiana
Send us a message
Download
Get DocImageSort
Self-contained Windows installer. No dependencies. Run the setup and you're ready in under a minute.
Latest — v3.0.0
DocImageSort for Windows
64-bit self-contained application. Includes the .NET runtime — nothing else to install. Runs on Windows 10 and Windows 11.
Internet connection for AI document classification
No additional software or runtime required
Licensing
14-day free trial
Every download starts with a full-featured 14-day free trial. No credit card required to get started. After the trial, DocImageSort Basic is $39.95/mo — cancel any time.