Large quantities of documents are produced daily by mortgage companies and banks that support everything from loan processing, teller transactions to daily reports. Electronic document capture and management solutions can help Banks, Credit Unions and Mortgage Companies centrally control their documentation to create scalable and cost effective operations.

Portford - Financial Services - Bigger
Portford - Investment Services

INVESTMENT SERVICES

  • Capture Customer Documents from a number of sources
  • Store and Access Fund Management documents
  • Automated document Classification and Review
  • Records Retention