DocSort AI

Loan master

Map KYC to the right loan.

Upload the borrower Excel once. When a KYC document is analyzed, the extracted name is matched to Customer Name, a co-borrower, or the guarantor to fill the loan account number. PAN and Aadhaar columns are optional fallbacks.

XLSX · XLS · 20MB max

Drop the master Excel here, or browse

Required columns: LAN plus Customer Name, a co-borrower, or Guarantor. Also recognized: Trust, No. of Parties, Co-Borrower-1 through 4, State. PAN and Aadhaar are optional.

Stored loans

No loans stored yet. Upload the Excel master to start mapping KYC documents.