1. Image mortgage loan documents for upload to in-house retrieval system
2. Bring backfile up-to-date and current, then update on monthly basis
3. Accurate, timely return of documents

Approximately 120,000 documents per year

Monthly pick-up from client site provided by AmDoc

Upload files into client OTG system

AmDoc to deliver files on CD Rom ready for upload.

Agency already utilizing an in-house document management system. Scanning and indexing was outsourced for efficiency and cost savings on personnel.

The project was well supported by the client's staff. Excitement in automating an extremely manual and tedious process. Very open to the change.

• At the beginning of the project duplication of loan numbers were noted by our processing team. Created client process to ensure non-duplication.
• Creation of upload file for exact format for the client's system.
• Working with client on manual coding forms.

• Delivered on time and within budget.
• Continuing harmonious relationship with client.
• Helping increase the client's accuracy and efficiency.

Decreasing costs for the client while maintaining accurate and timely information