Attachments Grid & Related Windows

Attach Contracts, PDF Files, Pictures – Anything that Relates. Built right into The Mortgage Office™ and using a familiar interface, you'll be able to attach all relevant documents such as PDF files, spreadsheets, faxes, letters, contracts, movies, audio and pictures – anything you need to track, and stop the frustrating and time consuming task of searching for loan-related documents.

The Benefits. The management and attachment of digital documents to specific loan files has many benefits that can appreciably improve your business efficiency and give you a competitive advantage. Here are just a few:

• Maintaining and managing all client-related documents together in one place will streamline your business processes and increase productivity
• More efficient distribution of and control over information, files and records throughout the organization
• Expedite business processes by allowing instant access to information
• Greater collaboration within and among departments and offices
• Enhanced security for files and records
• Back up files and records for disaster recovery
• Easily share documents with colleagues while protecting confidential information
• E-mail documents and files instantly
• Access documents remotely via the Internet via Microsoft Terminal Server or similar technology
• Improved efficiency in the storage, retention and disposition of documents and files

Significant Advantage. The electronic conversion of documents represents a significant advance over storing information on paper – No longer just ink on a page, the documents become active content.