MetaSource Mortgage Blog

Trailing Document Best Practices

Monday, November 30, 2015

Trailing Document Scanning & Workflow Automation

Managing trailing documents is a daunting task and a big issue for many mortgage originators, especially those processing up to 1,000 loans per month. Most don't have a separate department to handle this paperwork, yet it's critical to make sure everything is captured so you can be compliant, deliver the final title expediently and get investors all the necessary paperwork.

An emerging best practice for managing mortgage trailing documents is to utilize mailroom/PO box scanning services and workflow automation software.


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