PDF Filer:
- Automatically creates a logical
file folder system for your PDF files
- Creates a Separate Folder for each
Borrower and Loan Officer
- Uses NT security to Protect Files
- Splits incoming PDF File Attachments
into logical document sections
- Allows sharing of files with other users
- Combines files
- Extracts Pages for Underwriters
- Batch Process Files
- Scan documents (optional
plug-in required)
- Sends email notifications when documents have
arrived (optional plug-in required)
- Searches for documents while in Calyx
Point©
- Creates Bookmarked PDF's for easy
browsing
- Only requires Acrobat Reader
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Time spent looking for files is time not
spent closing loans. You can now end this waste of time
and increase your number of closed loans. Although
more and more files are being transferred electronically
they are still being printed and physically moved around and
office. It has been this way for years and when a client,
manager, processor or underwriter has a question about the
file it has to be found. With PDF Filer everyone knows where
it is and only those with permission have access to it, this
increases productivity and security
It is simple to use. When a file comes in
it is usually a fax that has been converted to an email PDF
attachment or it has been scanned in with a copier. With the
file open the user goes to their client in Point and clicks
on an Icon residing on their task bar. At this time they are
prompted as to what to do, file a document, retrieve a
document, or batch process documents. They select Auto File
and are prompted each step of the way until they are
presented with the following menu.
This allows the user to split the file
into a logical sections. For instance, a PDF arrives and it
contains the Application and income documents. Since these
need to be separated, the user just enters the page or page
range and selects from a drop down list what type of
document it is. That is it, a folder is created for the file
and the files are placed in the folder. The section names
can be standardized or each user can create their own. Now
that the document is in the system it is time to retrieve
it. The user returns to the client's file in Point and
clicks on the Icon again and selects Retrieve File. They are
then presented with the following menu.
The user can select one or more sections to open. To open
multiple sections, the user presses the Ctrl key while
clicking on the sections. Once selected the PDF will open. The user
can also create a "Profile" for each lender. The Profile is a specific
stacking order. This option allows a user to consistently submit each
file to each lender in their stacking order.
The loan sections have become book marks
in the PDF so that the user can go directly to the section
they want.
To keep the price reasonable PDF Filer is
sold by the options needed. There are three options available for PDF
Filer for Point.
Option one is an email plug in that
allows a user to automatically send an email notification to a loan
officer or processor when a document arrives. This option would be used
only when there is a person that distributes faxes or scans all the
incoming mail.
Option two is a scan module. If a user
has a copier that scans to a file folder on the network this option is
not needed. It is for when a user has a stand alone scanner and is using
it to add documents.
Option three is CD Presenter which
automatically creates a Custom CD for a client when the loan is closed.
The auto run CD will contain a thank you letter, the loan files, links
etc., with the client's name and address on it. It is an ideal follow up
and reason to solicit more business from a clients friends.
