Document Ingestion & Repository

AI document analysis, automatic standardized renaming, GoHighLevel Loans synchronization, and server repository storage.

Drag & drop document files here, or click to browse

Automatic Gemini AI OCR · GHL Loans Ingestion · Dedicated Client Repository

Shared Google Drive Folder or File

Provide a link to your shared Google Drive repository containing your underwriting documents.

Google Drive URL *

Ensure link sharing permissions are set to "Anyone with the link can view".

Client & Contact Details

Please enter your details to synchronize this repository directly to your GoHighLevel Loans record.

First Name *

Last Name *

Business Name (Optional)

Email Address

Phone Number

Processing Ingestion Pipeline...

AI Document OCR & Standardized Renaming

Checking GoHighLevel Loans Contact & Synchronizing Documents

Storing in Dedicated Server Folder & Generating Shared Portal

Document processed by AI, synced with GHL Loans, and stored in dedicated client repository.

GHL Loans Contact

Client Entity

Synced in GHL

Shared Client Repository Link

uploads/[contactID]

Secured Client Link (Access Token Included)

Internal Staff Link (Corporate Login Required)

Renamed Documents & Repositories: