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As a finance or loan office, you can use FilesAnywhere MetaData to track loan documents or any aspect of your contract workflow.
For example, you can save loan offer documents or closing documents to a shared folder. Team members can add details to documents using a customized data entry form, and you can search and browse all loan document records using the online spreadsheet view. MetaData allows you to create your own loan management system: whether it be for simple document sharing using just a few basic fields, or for tracking the complete loan application and closing process. |
Applicant ID [unique integer field]
Applicant Name [text field]
Street Address [text field]
Loan Type [dropdown list]
Loan Package Options [multi-select list]
Loan Origination Date [date/calendar field]
Loan Officer Name [workgroup user list]
Finance Amount [currency field]
Finance Rate [decimal field]
Application Notes [memo field]