The platform’s database, in addition to storing all your data, stores all files associated with the loan, collateral, and entities. Files of all types, as they are submitted by the borrower, uploaded through the Portal, received from other systems, or generated by the system itself, are stored in the loan and entity level e-file cabinets. They can be included in document packages, viewed online, downloaded, emailed, or sent to another system.
File Management Features Include:
- Integrated document checklist
- Document versioning
- User-defined folder structure
- Drag-and-drop upload capability
- Meta data such as document retention, type, received/approval dates