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Let Sally

Stop Filing. Let Sally.

As a mortgage broker,

How many emails and documents do you file on a typical day?

Estimate based on approximately 1 minute to open, assess and file each item, across a 5-day working week.

Just three simple steps.
And the filing is done.

Step 1

Connect to your cloud storage

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Simply connect your existing storage.

Sally connects using OAuth, so you authenticate directly with your storage provider rather than giving Sally your storage password.

Google Drive
OneDrive
SharePoint
Dropbox
Step 2

Upload your files

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Drag and drop your emails or files that need filing.

You can even rename your files before they are saved so they meet your requirements.

Step 3

Sally saves them

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Sally aligns your file with the most appropriate folder within your connected cloud storage and saves it there.

If the suggested folder is not right, you can override the match before the file is saved.

Sally sorts the file. Your storage stays yours.

What Sally Does

✓
Reads your folder structure

Sally uses your existing folder names and structure to work out where uploaded files belong.

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Processes uploaded files for sorting

Sally analyses the information needed to determine the best folder match for the file you upload.

✓
Saves into your cloud storage

The matched file is saved into your connected storage rather than into a separate Sally document repository.

What Sally Doesn't Do

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Doesn't need your storage password

You authenticate directly with Google, Microsoft or Dropbox through their OAuth sign-in flow.

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Doesn't replace your folder system

Sally works with the folder structure you already use, so your team does not need to adopt a new filing hierarchy.

×
Doesn't remove your control

You remain in control of the destination and can override Sally's suggested folder when needed.

Spending more time filing than moving deals forward?
Get back to your clients with Sally.

Let Sally isnt just another AI app. Its your filing assistant

Simply upload client documents to Sally and she matches them to your folders — and saves them to your cloud storage.

Try Sally Free No credit card required.

See Sally file a document in seconds.

You didn't become a mortgage broker to spend your day filing paperwork.

Give Sally the filing. Keep the time for your clients, your applications and your next deal.

Try Sally Free No credit card. Set up in minutes.