Real Estate and Mortgage Document Scanning & Management Services

Real estate, mortgage, and title agencies handle substantial paperwork for loans, closings, and mortgage agreements. Document scanning streamlines paperwork management, reduces retrieval time, and enhances operational efficiency.

Paper document management entails significant costs, inefficiencies, and concerns regarding security and regulatory compliance. Upgrading to a digital management system provides a seamless solution for improved efficiency.

Digital documents are more secure, accessible from anywhere, and eliminate the need for physical filing cabinets. Our services ensure each file is indexed, editable, and allows for remote document review and signatures.

With OCR, you can quickly locate documents using keyword searches. Easily find specific information such as loan numbers, client names, document dates, or blueprints.

By converting paper documents to digital formats, document management systems integrate seamlessly with existing systems, increasing overall efficiency and safety throughout the office.

On average, it costs 7-12 cents per page. However, the price will depend on how many pages you have, the complexity, and any other special requests. Contact us to receive an accurate price quote.

The timing of your project will depend on what service(s) you require, the complexity, your service provider’s capacity, and any other special requests. Your service provider will be able to give you a more accurate timeline when you contact us with the details of your project.

You can scan any type of document, but some common examples include: property listings, purchase and sale agreements, closing documents, property records and titles, client contracts and agreements, correspondence and communications, marketing materials, property inspections, and reports.

Typically, records storage costs anywhere from 50-95 cents per box per month. However, the price will depend on the number of boxes you have, any prep work, indexing, additional security measures, retrieval options, and any more special requests.

Generally, you should organize your documents in the way you want to index them in your digital storage system. They should be free of any damage, and you should remove staples, paper clips, or other bindings so the scanning process can run efficiently and smoothly.

1. Sort and Organize: Before storing your documents off-site, sort them into categories based on their type, date, or other relevant criteria. Organizing your documents beforehand will make it easier to access them later.

2. Remove Unnecessary Items: Take this opportunity to purge any records that are no longer needed or relevant. Dispose of outdated documents following your organization’s document retention policies and regulations.

3. Boxing: Place the sorted documents into sturdy, archival-quality boxes or containers. Use appropriate-sized boxes to prevent overfilling and potential damage.

4. Labeling: Clearly label each box with information such as the contents, date range, and any other relevant identifiers. This will make it easier to locate specific records when needed.

5. Inventory: Create a detailed inventory list of all the boxes or containers being sent to off-site storage. Include box numbers, contents, and any other relevant information to track your documents.

6. Protective Measures: Consider using archival-quality folders, sleeves, or envelopes to protect individual documents within the boxes. This can help prevent damage from handling, moisture, or environmental factors.

FACTA ensures accuracy and privacy of consumers’ financial information and requires effective policies in the workplace to secure destruction of consumer information to prevent identity thefts and unauthorized access to the information.