Financial Firms
Financial services, loan originators and mortgage companies need accurate electronic information to quickly underwrite and communicate with all stakeholders. Access to and the ability to share sensitive financial applications and documents is more than a luxury in today’s electronic world. It’s a must have.
Using electronic documents and editable data allows decisions to be made faster and more accurately.
An automated workflow can securely assign, organize and share documents with other people and organizations.
Electronic documents allow for easier auditing, security and chain of custody to comply with Sarbanes-Oxley
Do you struggle with:
- Managing and digitizing the huge volume of incoming documents?
- Automatically routing electronic documents to the right people to take action?
- The ability to securely share information with fellow employees and outside organizations?
- Managing staff that are working remotely and providing them with up to date information?
Valued Clients
Mailroom Outsourcing, Scanning, and Lockbox Services
Document Scanning & Data Extraction and Capture
ILM can manage all of the different instreams of documents such as loan docs, applications, tax filings, payments and invoices. We digitize or transform documents that you receive through mail, faxes, emails and portal uploads into usable data such as PDF files, MS Excel, XML or CSV.
Automated Workflow
Using an automated workflow for routing, review, approval or action of documents transform them from data into usable information. Information to make decisions. ILM’s automated workflow is easy to implement and highly customizable to how you do business.
Right Sized Staffing
We handle the hassle of recruiting, hiring, training and managing highly skilled staff to be able to manage your every demanding workload. Because we service many clients, we cross-train our employees to manage your peaks and valleys in volume.
From start to finish ILM has been impressive. Your staff is knowledgeable, friendly, accessible, attentive and professional. Your customer service is superb and the quality of work is excellent. We cannot thank you enough.
Awesome organization that was able to meet our needs and exceed our expectations.
We turned over a huge data entry/organization project to ILM not knowing quite what to expect. ILM did not disappoint. The project was completed in a timely fashion and we could not have worked with a more courteous and capable staff. We highly recommend ILM for any of your data conversion and organization projects!
(We’ve) worked with ILM for several years when needing projects keyed. From start to finish, ILM has been very impressive with the way they turn jobs around.
From the first phone call to the final conversation, the customer service was excellent! These professionals are friendly, knowledgeable, and timely. The camaraderie amongst the employees is commendable, and the positivity comes through in their work. We were really impressed with the entire experience, especially due to working with sensitive material. Well done, ILM!
Great customer service! Our experience with ILM has been wonderful! Anything we ever needed has been handled to our satisfaction.
Their accuracy, timeliness, and price cannot be beat. If there is a concern, ILM addresses it immediately and is very easy to work with.
Excellent service from a valued partner. ILM does “their thing” methodically, professionally, and behind the scenes so we can do “our thing.” One of my favorite vendors, you all are great!
ILM is a great organization. After the first phone call, they are off and running. The timeliness and quality of the product is exceptional. I have them on speed dial.
How it Works
Collection
ILM receives your mail, faxes or emails and converts them into a consistent PDF format.
Digitization & Data Capture
When necessary, data extraction of important metadata fields such as names, dates, addresses, account numbers, financial data is performed.
Deliver Usable Data
After quality control, digital files can be delivered for upload via encrypted SFTP or an automated workflow initiated so you can take action.
Our Process
We simplify the process of digitizing your documents and automating your workflow so you can make decisions and take action. In as little as a few weeks, we will understand your project, begin collecting and processing your documents. All of this set up in a customized process for your project to manage exception processing while ensuring the highest quality. Freeing you up to focus on your mission, applicants and clients.