We, an attorney paralegal and myself sat and watched as much of a webinar as we could bare today. With the reinvention of the mls, pictures, and repeat information, the ongoing reference to paychecks and on and on... we finally shut the webinar off after 40 minutes of what we considered to be hype and duplication of our work.
We are looking for a SIMPLE program for collecting and organizing documents and realizing when something is missing.
Is there such a program or do we really NEED the programmers nightmares added to short sales.
Please throw some ideas at me even if it is a document program only.
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I run a busy short sale processing office and have tried all of the online short sale systems, I mean ALL of them. The best out there is Laurus Office, but every online system still requires some form of document management. The best internal setup I have found is a combination of Paperport, OneNote, and Outlook all running on our internal server. I created the templates within OneNote and it interfaces with our calendars, address books, phone system, etc. Feel free to call or respond back with any questions. Stephen @ 800.557.0871
Nice set up Stephen Trad:)
Laurus is the best platform out there. It's very complex and a bit cumbersome, but it is the best.
I too use Short Sale Commander. I like that when uploading I tag the document and I can tell at a glance what's missing. Then I can build the package that I want for lender 1 and 2, and the "progress" is tracked, the notes are shared.
I have taken two files to Fannie to postpone a foreclosure sale. They did so because of my time/date stamped not modifiable notes of contacts what was said, what was done and what should have been done.
alisa in Denver
I guess I must be a little old school but I just use dropbox - free online file sharing and have my assistant collect/sort/save/track/update docs with a pdf tool. All the docs are then in the file which is shared by us and when the file needs to close we just share it with the lawyer. Used to use google docs but this is so much better.
All the docs come in as pdfs anyway - via efax or clients email. Once in a blue if they hand me a whole package I scan it in as a large pdf and I use adobe X to separate..or have my assistant do the same. She uses some cheaper pdf tool. I like adobe myself but that was $500 and she uses some $35 tool. Whatever- it works.
We are releasing a platform in the next 60 days or so. Designed and built by a volume short sale processor for a volume short sale processor. No extra BS, and web based. Stay tuned. We used Commander, and we made a study. On average, we wasted 8 hours a month on wasted toggling between pages.
Joseph Alfe - I am interested in reviewing your system when you release it:)
be sure to share once you've launched the platform. I use RealtyJuggler for transaction management (collating data & journalizing transaction) but use a good ole checklist for the documents.
The idea of a platform for web based document control along with transaction management is very appealing. :)
I just don't feel I need all of that. Someone is recommending Adobe 10 pro for file storage and organization. I haven't checked it out but I am just not interested in reinventing the wheel at any level.
regardless of what system or program you choose, you should be looking for a few features:
1. Full database to transition to paperless file
2. All pertinent information on one page product they way
#2 is most important because when you call a lender, you KNOW that they are going to ask to verify certain info, so it would make sense to have it all in one place, which is why I do not like Commander or Artisan, because you have to toggle pages and search for info. This is why we set up ours the way we did, and no one else is similar.
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