Here's a blog post I put together outlining the technology I use as a mortgage broker to go paperless. Are you paperless yet in your business?
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- And you mortgage guys do tend to have a lot of paperwork. We have a giant file from our last house purchase between contract, mortgage, and lawyer stuff.
Great article too!May 16, 2012
- Thanks for the comment! I should add that if clients are signing paper copies of their commitments etc. with me I only print one copy and provide them with PDF scans afterwards. Paper hard copies are only forwarded if requested by the clients. The lawyers office on the other hand.......May 16, 2012