Financial Services

Financing a home is extremely document-intensive. Title and real estate firms have an extensive range of documents to manage. The team at Housing finance companies has daunting task to manage documents for each transaction and ensure safety of each of the paper they received from all stake holders including customers to banks. These companies must manage and administer an overwhelming volume of paperwork each week. They needed a solution that allowed employees to look up documents, share sensitive files with co-workers and transfer data to third parties reliably. All of the work was managed and administered in paper form. With the help of Shelves Tech Document Management system, these companies can able to mirror its exact paper processes in a new, electronic format. With new document templates and streamlined workflows, the firm’s employees can now perform tasks in half the time. Customer inquiries and document management went from taking 15 minutes to mere seconds to complete. Because the new automated workflow was similar to the old manual workflow, the firm’s employees were able to adjust quickly to the new system.