Real Estate and Mortgage Document Scanning & Management Services
Effortless Document Management Solutions for Real Estate Professionals
In the real estate industry, particularly within mortgage, title, and real estate agencies, the volume of paperwork can be overwhelming. Every loan, closing, and mortgage agreement generates numerous documents that must be filed and retained. Document scanning simplifies this process, reducing retrieval time and enhancing paperwork management.
Managing documents constitutes a significant expense for real estate offices, and paper-based systems are both inefficient and raise concerns about security and regulatory compliance. Transitioning to a digital management system offers a seamless solution. It not only streamlines document management but also addresses the challenges posed by the extensive paperwork in the mortgage, title, and real estate sectors. This digital transformation optimizes operational efficiency, while also proactively tackling security, compliance, and the substantial costs associated with traditional paper-based document management.
Document Scanning Services for the Real Estate Industry
Document Management Systems
Document management systems integrate seamlessly with your existing systems (like your ERP and line of business applications), and can be configured to deliver your documents in industry-standard formats.
Document Scanning
With document scanning services, you gain the ability to find any document quickly with a keyword search with the help of OCR. Find your loan number, client name, document date or blueprints with just a few words.
Document Shredding
When the time comes to dispose of your physical documents, our services encompass both mobile and off-site shredding options, ensuring the thorough and secure destruction of your materials. For your peace of mind, both these services are accompanied by a certificate of destruction for your records.
Document Storage
Simplify tasks, boost security, and improve how things are accessed by choosing from our digital storage choices. If you still need to keep paper documents for a while, we also have off-site storage. This helps you clear up office space.
Increase Efficiency in Your Real Estate Office
Review the list of documents that are often converted in Real Estate and Mortgage offices to increase efficiency and safety throughout the office:
-Claims
-Applications
-Active and Closed Loan and Mortgage Files
-Lockbox
-Engineering Drawings
-Site/Plan Drawings
-Title information
-Blueprints
-Signatures and Dated Materials
-Contracts and More!
You may also want to consider day-forward scanning or backfile scanning if you want to make a gradual conversion to a paperless office while maintaining some of your hard-copy processes.
Real Estate Document Management FAQs
Why is document scanning important for real estate, mortgage, and title agencies?
What are the challenges with paper document management in the real estate sector?
How do digital documents enhance security and accessibility?
What benefits does Optical Character Recognition (OCR) offer?
How does document scanning enhance efficiency in real estate offices?
How much does it cost to scan real estate documents?
What is the turnaround time for a real estate document management project?
What types of real estate documents should I scan?
How much does off-site storage for my real estate documents cost?
How do I need to prepare my real estate documents for scanning?
How do I need to prepare my real estate documents for off-site storage?
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.
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