Integrating halFILE with Your Closing Package

1
Integrating halFILE with Your Closing Package
Session VII
Integrating halFILE with Your Closing Package
2
Relate Plant Documents to the GF

• Associate the GF Number to your Plant Records
  Database and add it to recorded documents index
  when you do a closing
• Add the GF information to the Plant Database (Red
  Line)
• Scan Back Chain documents/workpapers into the
  Plant Database for easy access during Abstracting

3
Build a Closed File Database

• Electronic file of all documents related to a
  closing
• Covenant/restriction files can be imaged as well
• Documents can be grouped and given to the closing
  parties in TIF format at close
• Eliminate trips to the fax machine by using
  halFILE for emailing and faxing documents related
  to closing
• Receive paperwork and image into halFILE without
  scanning with PrintTo halFILE
• Immediate access to the file no hunting for it
  underneath desks or misfiled in cabinets
• Upload closed files to halTRACK to deliver them
  to your customers via the web

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What are the Benefits?

• Eliminate all those paper files and storage costs
  associated with them
• Have access to the closing files at your desk
• Institute off-site backups to give you disaster
  recovery and reduced liability
• Instantly send copies of documents or files to
  your clients or underwriters

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How Is It Cost-Effective?

• Copying and paper trail expenses are reduced
• Time required to locate back-chains or in
  duplicating chains is reduced or eliminated
• Electronic file formats are preferable to lenders
  and underwriters
• Reduction in storage fees for paper files

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Whats the Hardest Part?

• Preparing and organizing old files to be scanned
  (staples, post-it notes, duplicate and triplicate
  copies of forms)
• Getting through the timeline until employees can
  see the benefit of scanned files
• Convincing personnel to use halFILE instead of
  the paper trail for looking up information

7
Who halFILE Can Talk To

• SoftPro
• AIM for Windows
• RamQuest Complete Closing

8
Indexing is a Breeze

• Input the Order Number in halFILE
• Fields like Buyers, Sellers, Property Address,
  Legal Description, etc. are pulled from the
  Closing database using your order number as the
  lookup field
• Break down by document type if you wish
• Save the indexed record and youre done!
• Add barcodes to your file and you dont key
  ANYTHING at all!!

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• SoftPro Lookup Demonstration

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System Requirements

• hals Link to SoftPro
• hals Link to AIM for Windows
• hals Link to RamQuest
• Kofax Hardware or AIPE if barcodes are to be used
  for indexing
• hals Barcode Recognition Module if barcodes are
  to be used for indexing
• Check throughput on scanner to be used for closed
  files

11

• Questions?

There's no such thing asa bad hug, only good
onesand great ones!