Document Management

Let’s say you get a 40 page PDF document from a client early in the day. You know that in that document is one page with a pay stub that you need right away to send to the lender. You don’t dare take the chance of sending all the documents to the lender. You don’t have time to sort it and break document apart yourself as you have three back to back client meetings.

We have a solution.

Our document management queue allows you to forward those documents to us and they’ll be sorted and labeled quickly so you don;t have spent time searching for that item.

We’ll send you an itemized list, so you know exactly was in it and you can grab that doc without any fear.