Document vault
A secure home for every client's ID, income and property documents — verified by AI, chased by SARA.
Secure vaults
Verified
6/9
Outstanding
2
Complete
67%
SARA is automatically following up Grace for the 2 outstanding items.
Search files
Driver Licence (front & back) AI verified
Identitylicence_front_back.pdf· 1.4 MB· 6d ago
Name & DOB matched to application
Verified
Medicare Card AI verified
Identitymedicare.jpg· 820 KB· 6d ago
Verified
Payslips — last 2 (July) AI verified
Incomepayslips_july.pdf· 640 KB· 6d ago
YTD income consistent with stated $112k
Verified
Payslips — last 2 (August)
IncomeNot uploaded yet· 20h ago
Requested by SARA — client replied 'will send Fri'
Pending
PAYG Summary / Income Statement AI verified
Incomeincome_statement_2526.pdf· 310 KB· 6d ago
Verified
Savings account statements (3 mo)
Financialssavings_may-jul.pdf· 1.1 MB· 1d ago
SARA flagged a $15k deposit — gift letter requested to evidence source
Under review
Gift letter (statutory declaration)
FinancialsNot uploaded yet· 1d ago
Required to evidence $15k family contribution
Missing
Contract of Sale
Propertycontract_12_marne_st.pdf· 2.7 MB· 3d ago
Awaiting broker review
Received
Privacy & credit consent AI verified
Complianceconsent_signed.pdf· 210 KB· 6d ago
Verified
Bank-grade encryption · documents visible only to the client and their broker.