File Attachments

Go Paperless! Attach files from your computer to loans to keep track of everything associated with the loan process. Whether you receive attachments via email, or scan them in from faxes you receive, you can now store all the related documentation with your loan file to easily retrieve, review and forward to take your office into the next generation!

Security settings

You may designate the following settings to keep full control over your sensitive data:

  • Designate which users may user this screen.
  • Set who may Add new files.
  • Set who may View/Check Out files.
  • Set who may mark files as Reviewed, and add review comments.
  • Set who may replace files, and enter comments as to why they replaced the document.

Contact Sales@gomsd.com or (866) 869-3014 to find out more about Loan Energizer's File Attachment System.

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