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Document Archiving |
Each state mandates its own storage duration for loan files; which creates a hassle for the mortgage firm by wasting valuable office space with filing cabinets. This also creates a huge security liability for the business owner. Do you want your clients' valuable personal data (SSN, bank account numbers, etc.) falling into the hands of a disgruntled former employee or a cleaning crew employee desperate for some quick cash?
With Top of Mind Networks' Document Archiving solution you can eliminate these threats and access your files online with the click of a mouse button. We'll scan every page of your closed files, convert them into searchable PDF's, post them securely online, and even give your borrowers online access to critical closing documents.
Here's how it works:
- Step 1:
- set closed files aside for us in the green boxes we provide
- Step 2:
- click here to schedule your file pickup request
- Step 3:
- You're done! It is completely turn-key!
We do the rest of the work from there. We can even lift all of the data we need to implement our CRM program directly from the loan file.
- $50/File - Stand Alone Scan & Store
- $79/File - Scan & Store Bundled With The 24 Touch Follow Up Program (a $21 savings!)
Please visit our Contact Us page to have a Top of Mind Networks representative contact you to schedule a live demonstration of our product and answer any questions you might have. Or you can Sign Up Today online!
Visit our Environmental Awareness page to see how we stay Eco Friendly!
Document Archiving
Each file is stored in the following formats:- Online - searchable PDF
- CD-ROM - searchable PDF
- Physical - we keep the originals just in case
- Shredding - once the state-required storage time passes, we'll shred all paper files
| Testimonial | |
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Colette Jansen Processor Stateside Mortgage Lending Clearwater, FL |
"Being in the mortgage industry is tough these days, even more so when we have to worry about compliance and the ever rising risk of audits. Top Of Mind has taken that stress away while offering the utmost in customer service. Being able to access our loan files has not only been beneficial to us but our clients as well. No more digging through file cabinets for documents and no more lost or misplaced paperwork! Our clients take comfort in knowing if they need a document we will have it! As a company that is based primarily on referrals we take comfort knowing that our clients are being continuously recognized and informed. We can rest easy knowing we are always on the top of our clients minds!"