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Needed to establish a centralized loan vault from six separate operations and maintain control of over 100,000 loan files.
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Wanted bar code tracking with portable scanners for filing directly to a bar coded shelf.
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Required to provide faster request turnaround and high-quality services to other departments.
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Needed to load new loans and updated loan information nightly from Origination and Servicing systems.
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Desired a quick change-over to new standards and practices coordinated with the move to the new vault facility.
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Selected FileTrail for the ability of its PureWeb technology to provide search tools to thousands of staff easily.
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Implemented FTSynchronize to load new loans and updated loan information from upstream systems.
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Selected FTMobile scanners with bar code scanning and color touch-screens to manage filing and retrieval.
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Contracted a RapidTransition project to load data, print labels and move the existing files to the new facility.
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New loan data and new labels are automatically available from FileTrail with no data entry.
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Pay-offs and bankruptcies are automatically reflected in the FileTrail database.
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Centralized loan vault reduced operating costs and provides enhanced services to internal departments.
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Staff utilize FileTrail's intuitive search and request without training.
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The transition from six operations into a central facility was completed quickly with the relocation and labeling of 100,000 loan folders.
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