The platform’s digital database stores all your data in one central location. In addition, the file repository stores all files associated with the loan, collateral, and entities. This way, it can later be accessed by all approved parties who are associated with each loan. Files of all types are submitted by the borrower, uploaded through the Portal, received from other systems, or generated by the system itself. They 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. This feature keeps all documents and data neatly organized for simple and quick access at any given point in time.
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