AI file organizer for real estate agents. Every MLS photo and PDF lands in the right property folder.
Sortio reads MLS listing photos, ALTA settlement statements, seller net sheets, drone shots, and disclosure forms on your Mac or PC, then files each one under the correct property address. Tax returns stay in their own archive. No file moves until you approve the plan, and you pick the AI: our cloud by default, your own key, or fully local with Ollama.
How it works
Four steps from a Desktop full of mixed files to clean, per-property transaction folders.
Drop your Desktop
Point Sortio at the folder where everything lands: MLS photos, signed disclosures, drone shots, scanned settlement statements, downloaded inspection PDFs. Sortio scans them on your machine.
AI reads each file
Sortio's AI extracts property addresses, transaction parties, document types, and dates from each file. PDFs are read locally and photos are matched by visible signage, lockbox, and address metadata. By default Sortio uses our cloud (OpenAI) to plan the sort, sending filenames and folder paths (and file contents only if you enable a content-based feature). Run a local LLM (Ollama) or BYOK and nothing is uploaded to our servers at all.
Routed by property
Each file is filed under the matching property folder (for example, 1127 S Cornell Terrace). Tax returns are routed to a separate yearly archive. You see a preview with confidence scores and can override any placement before files move.
Renamed from content
PDFs are renamed from what's inside, so 'scan_047.pdf' becomes 'ALTA Settlement Statement - 1127 S Cornell Terrace - 2026-04-12.pdf'. Listing photos get the property address in the filename. Your Desktop empties out and your folders stay clean.
The Filing Problem
Three patterns we hear from solo agents working out of OneDrive and Desktop folders.
The end-of-transaction scramble
Closing day arrives and there are 80 files spread across Desktop, Downloads, and three Outlook attachments folders: MLS photos, signed disclosures, the ALTA, the seller net sheet, inspection PDFs. You spend an evening dragging them into the right property folder so the buyer's agent stops calling.
Finding last year's settlement at tax time
Your CPA asks for the settlement statement from the Cornell Terrace closing. You know it's somewhere on the iMac. Two hours later, after searching Downloads, scanned email attachments, and three OneDrive folders, you find it. Tax archive folders should be obvious. They never are.
Personal photos mixed with listings
Photos from your kid's birthday end up next to drone shots of a $750k listing because both came off the iPhone the same week. The MLS upload happens in a rush and a personal photo almost makes it into the listing. Once is funny. Twice is a problem.
Keep your client documents on your machine
Sortio reads files on your Mac or PC, and the read happens locally. In Offline mode (a local LLM like Ollama) or with BYOK, file contents stay on your machine. By default Sortio uses our cloud (OpenAI) to plan the sort and sends filenames and folder paths; file contents are sent only if you enable a content-based feature, such as renaming a settlement statement from what's inside it. Your OneDrive stays your OneDrive.
For agents handling financial documents and signed disclosures, that control matters. Run a local LLM and a buyer's social or a seller's bank info never crosses the network at all; with BYOK, content goes only to your own provider account under the contract you already signed. Data is encrypted in transit (TLS 1.2+) and at rest.
Designed for solo agents
Sortio works on the folders you already have, Desktop, Downloads, OneDrive, iCloud Drive, Dropbox. No MLS integration to configure, no broker IT to involve. Install it, point it at your transaction folder, run.
Audit trail
Every move is logged locally with the source path, destination, and the AI's confidence score. If a disclosure lands in the wrong property folder, you can trace exactly what happened and undo it in one click.
Simple pricing
Most solo agents start with Pro. When your team is ready to standardize per-property filing across assistants, Team adds shared rules and admin controls.
Pro
For solo agents and small teams
- Monthly AI allowance sized for heavy use
- Per-property folder routing
- AI sort: up to 5,000 files / run
- Auto-sort on file change
- Bring your own AI key: unmetered, no allowance used
- Usage shown as a simple percentage in Settings
- Unlimited file renaming
- Email support (48h)
Real estate agent FAQ
Answers to the questions we hear from solo residential agents, transaction coordinators, and small brokerages about filing MLS photos, settlement statements, and per-property transaction documents.
Sortio reads the visual content and EXIF metadata of each photo, then matches it to the property folder you already use. DSC_0123.JPG and DJI_0245.JPG land in a folder like 1127 S Cornell Terrace, renamed with the property address so the MLS upload and your archive both stay clean. You can run the AI Rule Builder once to teach Sortio your address format, and every future batch routes the same way.
Request a Demo
Tell us about your business and we'll show you Sortio filing a real transaction folder.