• Manage and store corporate and loan documents electronically
• Reduce copier, storage, and overnight costs
• Save time in shipping by bundling and delivering documents to investors electronically
• Eliminate lost time looking for loan files or missing documents

DocumentTrac is an electronic document management (EDM) solution that empowers lenders with an integrated solution for imaging, archiving, retrieving, and distributing all documents associated with a loan file. DocumentTrac removes the dependency on physical (paper) loan files and provides your staff quick, cross-organizational access to electronic documents.

Available as a standalone product or fully integrated with DataTrac®, DocumentTrac is a virtual file cabinet that is readily accessible in real-time to your entire organization. Loan files can be shared simultaneously by your staff and will reflect real-time data. With DocumentTrac, you can quickly view the content of a loan file, and your shippers can instantly determine if any documents are missing before sending the file to your investor.

DocumentTrac Saves Time and Reduces Costs
Electronic imaging of documents increases efficiency across all your departments and delivers a number of time- and cost-saving benefits:

• Stack and audit files for shipping to investors automatically
• Exchange loan documents eletronically between branches, brokers, and investors
• Reduce labor costs associated with origination, underwriting, loan status management, and file room/vault
• Deliver documents electronically and immediately, reducing overnight shipments
• Decrease copy and fax costs per loan
• Expedite investor funding
• Eliminate off-site storage and retrieval costs
• Improve quality control and reduce penalties for lost documents

Shipping Features Increase Your Efficiency
DocumentTrac expedites the bundling and delivery of documents to investors. It verifies the completion of each loan file to ensure all the documents required for the investor are available. DocumentTrac then bundles the documents in the investor's specfic stacking order, so you can transmit documents electronically, accelerating fuding. Send bundled documents instantly via FTP, secure email, or web services.

DocumentTrac Makes It Easy to Manage Your Documents
Built on Microsoft’s® .NET architecture, DocumentTrac provides robust, user-friendly technology for document acquisition, filing, retrieval, and bundling. DocumentTrac can automatically associate documents with a DataTrac loan when they are received via fax (with a bar coded cover sheet), electronic file upload, scanning systems, or when printing from any application. This automation saves your staff time by quickly classifying and organizing forms in each loan file.

Manage all Your Company's Documents
DocumentTrac also images, retrieves, and manages all your documents not associated with a loan file. With the optional corporate documents module, you can create an unlimited number of domains, such as legal, administration, human resources, and accounting, to manage those documents on a company-wide level. System security ensures that only the proper personnel have access to the various corporate document domains. With DocumentTrac you do not need to invest in additional imaging solutions for non-loan documents.

DocumentTrac is as Easy to Implement as it is to Use
DocumentTrac can be implemented without operational downtime– offering you an almost immediate ROI. Plus, it is so user-friendly, minimal training is required.