What are the fundamentals of attachments?
This article discusses the fundamentals of attachments in The Mortgage Office®.
The Attachments module is an easy-to-use, fully integrated, attachment and digital document management system that enables you to capture paper and electronic documents and store them in one location, and most importantly attach them to specific client accounts for easy retrieval at any time.
Built right into The Mortgage Office® and using a familiar interface, you'll be able to attach all relevant documents such as PDF files, spreadsheets, faxes, letters, contracts, movies, audio and pictures – anything you need to track and stop the frustrating and time-consuming task of searching for client-related documents.
The Benefits:
The Attachments module provides many benefits that can appreciably improve your business efficiency and give you a competitive advantage. Here are just a few:
- Maintaining and managing all client-related documents together in one place will streamline your business processes and increase productivity.
- More efficient distribution of and control over information, files, and records throughout the organization.
- Expedite business processes by allowing instant access to information.
- Greater collaboration within and among departments and offices.
- Enhanced security for files and records.
- Back up files and records for disaster recovery.
- Easily share documents with colleagues while protecting confidential information.
- E-mail documents and files instantly.
- Access documents remotely and at any time.
- Improved efficiency in the storage, retention, and disposition of documents and files.
- Simplify the life-cycle management of business records; enforce a consistent, organization-wide records policy, and reduce the costs commonly associated with regulatory compliance.
The Process:
The attachment module supports two primary methods of adding new files into the system:
- Dragging & dropping files into the system.
- Browsing your computer and selecting files to be uploaded into the system.
Find Information Quickly and Easily:
You may now pull all client-related information together in one place, no matter where it came from, and easily attach documents and files to loans.
- Organize multiple attachments under separate tabs to easily find specific documents and files.
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