Time spent looking for files is time not spent closing more loans. You can now end this waste of time and increase your number of closed loans. Although more and more files are being transferred electronically they are still being printed and physically moved around and office. It has been this way for years and when a client, manager, processor or underwriter has a question about the file it has to be found. With PDF Filer everyone knows where it is and only those with permission have access to it, this increases productivity and security

It is simple to use. When a file comes in it is usually a fax that has been converted to an email PDF attachment or it has been scanned in with a copier. With the file open the user goes to their client in Point and clicks on an Icon residing on their task bar. At this time they are prompted as to what to do, file a document, retrieve a document, or batch process documents. They select Auto File and are prompted each step of the way until they are presented with the following menu.