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Outsourcing Solutions

Document Management

Situs has created a low-cost, scalable platform staffed by financial analysts experienced in loan and real estate documents. Our experienced managers partner with each client to implement best practice solutions, as well as assemble dedicated teams that provide value-added insight on each assignment. Whether your document management purpose is for a project (ie. note sale) or for asset management, we have helped numerous clients in supporting their document management needs including:

  • File preparation, document indexing and file stacking
  • Document indexing pre- or post-scan
  • Scanning / imaging
  • Document tracking and missing document exception clearing
  • Credit / collateral / legal / servicing file maintenance / organization
  • Consultative approach to creating document hierarchy
  • Document storage, inventory and retention
  • Process workflow engineering
  • UCC recording and compliance


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