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 PDF Filer for Point is an easy to use program that relates Scanned Files, Faxes and PDFs to Calyx Point Loan Files. This is a complete document filing system utilizing Calyx Point as the database for filing and retrieving mortgage documentation. The user opens a PDF, searches Calyx Point for the related loan file and clicks on an Icon to add the PDF to the loan file. It also automatically converts faxes to PDFs for easy addition making it ideal for creating the paperless mortgage enviroment. There pricing is based on installations not on a per file charge.
Features:
Automatically creates a logical file folder system for your PDF files
Creates a Separate Folder for each Borrower and Loan Officer
Uses NT security to Protect Files
Splits incoming PDF File Attachments into logical document sections
Allows sharing of files with other users
Combines files - Extracts Pages for Underwriters
Batch Processes Files
Scan documents (optional plug-in required)
Sends email notifications when documents have arrived (optional plug-in required)
Searches for documents while in Calyx Point©
Creates Bookmarked PDF's for easy browsing
Only requires Acrobat Reader
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