A user-friendly software that links scanned files and PDFs to Calyx Point Loan Files, providing a comprehensive document filing system. It utilizes Calyx Point as a database for easy retrieval and a one-time flat fee without any per-file charge.
If you're tired of manually managing your mortgage documentation, PDF Filer for Point is here to help. This intuitive software makes it easy to relate scanned files, faxes, and PDFs to Calyx Point Loan Files, creating a complete document filing system that streamlines your workflow like never before.
Using Calyx Point as the database for filing and retrieving mortgage documentation, PDF Filer for Point allows you to open a PDF, search Calyx Point for the related loan file, and add the PDF to the loan file with just a few clicks. You can even convert incoming faxes to PDFs, eliminating the need for manual conversion and creating an ideal paperless mortgage environment.
Pricing for PDF Filer for Point is based on installations rather than a per-file charge, meaning you can use it to manage as many documents as you need without having to worry about unexpected fees. Meanwhile, the software's many features make it easy to organize and process your files with ease.
From its intelligent file folder system that creates a separate folder for each borrower and loan officer to its use of NT security to protect your files, PDF Filer for Point has everything you need to get started with document management. The software can even split incoming PDF file attachments into logical document sections, allowing for easy sharing and collaboration between users.
Other useful features include the ability to batch process files, scan documents (with an optional plug-in), send email notifications when documents have arrived (with an optional plug-in), and create bookmarked PDFs for easy browsing. And best of all, it only requires Acrobat Reader, meaning you can get started with PDF Filer for Point right away without having to download any additional software.
Using Calyx Point as the database for filing and retrieving mortgage documentation, PDF Filer for Point allows you to open a PDF, search Calyx Point for the related loan file, and add the PDF to the loan file with just a few clicks. You can even convert incoming faxes to PDFs, eliminating the need for manual conversion and creating an ideal paperless mortgage environment.
Pricing for PDF Filer for Point is based on installations rather than a per-file charge, meaning you can use it to manage as many documents as you need without having to worry about unexpected fees. Meanwhile, the software's many features make it easy to organize and process your files with ease.
From its intelligent file folder system that creates a separate folder for each borrower and loan officer to its use of NT security to protect your files, PDF Filer for Point has everything you need to get started with document management. The software can even split incoming PDF file attachments into logical document sections, allowing for easy sharing and collaboration between users.
Other useful features include the ability to batch process files, scan documents (with an optional plug-in), send email notifications when documents have arrived (with an optional plug-in), and create bookmarked PDFs for easy browsing. And best of all, it only requires Acrobat Reader, meaning you can get started with PDF Filer for Point right away without having to download any additional software.
What's New
Version 2.0: Added Metadata to Output PDF files