Loan Document Scanning

Outsource your Loan Document Scanning to Shoreline

Scanning loan files is now a crucial part of any lender's business strategy. Whether loans need to be converted for sale or servicing, our outsourced services can help you save money and improve the quality of your results. Located in Long Island, New York Shoreline understands the delicate nature of the home loan business. Our staff operates under strict confidentiality agreements, and we've worked with hundreds of clients to improve their operations by relying on our team of experts to focus on loan scanning while they concentrate on closing more business.

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We have worked with Shoreline Records for several years; they’ve handled both large and small projects for us and all were completed in a timely and professional manner. Tom and his staff communicated throughout the projects, making sure everything was done to our standards.

Mary Beth Cunningham

Carter, DeLuca & Farrell LLP

"I have worked with Shoreline for over 18 years, and they have always been professional, responsive and accurate. Tom and his staff are all very attentive, and quick to respond to their customer's inquires and needs."

Hellman Chica

Penny Imaging Exchange Inc

"What a pleasure to work with! We have been working with them for 12 years. Everything runs smooth, and so easy to access the files they scan for us."

Janice Scutaro

D'Addario & Company Inc.

The Bayville Fire Company #1 was preparing to celebrate its 100th Anniversary. We wanted to scan all our meeting minutes and keep our bound journals intact since those had handwritten notes dating back to our founding as a company. Tom from Shoreline Records Management met with us in person to discuss our document management needs. Now, 100 years of documents are safe and can be easily accessed on the computer. Shoreline has been a strategic partner for our fire company in preserving our history and digitally maintaining our documentation.

Ryan M.T. Roethel

Past President - Bayville Fire Company #1, Bayville, NY

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Document Scanning for Banking, Real Estate Agencies, and Financial Businesses

Shoreline has over 20 years of experience helping financial companies save time and money. Hundreds of papers are produced for each closing, loan, or mortgage agreement. The cost of managing these documents in-house can be expensive and inefficient. Paper records burden the administrative staff because they are challenging to secure, take up space as filing cabinets, and are not easily retrievable.

Document management services such as scanning and storage address each one of these challenges. Digital documents are much more secure, protecting both you and your clients. They eliminate the need for physical storage and can be retrieved by a simple search.

Experience efficiency and cut administrative costs by scanning your banking, real estate, and financial files with Shoreline Records Management.

We Offer Comprehensive Document Scanning Services Including:

Bulk Loan Scanning

For companies that scan their loans for sale, we can scan loan files and prepare them for future import into a Document Management System or deliver them into a portable drive. Our high-speed scanners specialize in sizable projects to ensure timely delivery. This process will enable quick turnaround and guaranteed quality while accelerating your time to cash.

Detailed Loan Scanning

Our team can segment and prepare loan documents for scanning by identifying critical pieces of information from loans. For example, for a mortgage loan, we will go through each file and identify crucial documents like the note, deed, title, survey, HUD, and any other specific document types that you may need. This option can significantly improve servicing and provide assurances for post-close audits to ensure that all documents are present within the loan file.

Trailing Document Scanning

Mortgage loans are not complete until all documents are in the file. We offer services to scan and process trailing documents as they are received and ensure they are incorporated into the loan package.

Our Document Scanning Process

Free Consultation

One of our representatives will contact you to evaluate your company's needs and walk you through the process. We will ask questions about volume of the project, indexing criteria, etc.

Shoreline Records Management Document Scanning Process

Project Implementation

Once a workflow for your project has been established, we will handle all of the functions for digitizing your documents and get them ready for import to your software platform. We handle all of the pickup & transport, document preparation, document scanning, indexing, and quality control processes.

Project Integration

If you don't already have a document imaging or management software, we can work with you to find the best solution to meet your needs. This includes a free demo of a cloud-based document management system or images delivered back on fully searchable PDFs onto a portable media.

Ready To Transform Your Document Experience?

Whether you'd like to get more office space by outsourcing your documents or decide that you'd like to automate your current document workflow, Shoreline is here to help!

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