Case Study: State Mortgage Documents


Project	Scanning / Indexing of Mortgage Documents for State Agency
Client's Goals	Image mortgage loan documents for upload to in-house retrieval system Bring backfile up-to-date and current, then update on monthly basis Accurate, timely return of documents
Size / Type Project	Approximately 120,000 documents per year
Technical Issues	Monthly pick-up from client site provided by AmDoc Upload files into client OTG system ⁽¹⁾ AmDoc to deliver files on CD Rom ready for upload.
Time Frame	Test / Implementation Period: One month Yearly contract renewed annually
Culture	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.
Financial Info	Reduction in both financial cost as well as effort (personnel time) that was turned towards core compentencies of Agency staff.
Challenges	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.
Accomplishments	Delivered on time and within budget. Continuing harmonious relationship with client. Helping increase the client's accuracy and efficiency.
Best part of project	Decreasing costs for the client while maintaining accurate and timely information

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Case Study: State Mortgage Documents