Real Estate, Mortgage & Title Document Management
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SideKick document services provide an easy-to-use, central access point for your important Real Estate, Mortgage & Title documents. Whether you work as a real estate broker, loan officer or a title agent, our enterprise content management solutions can be configured to perfectly fit your organization.
From selling property, to residential loans to commercial mortgages, document management solutions have become a major factor in growing businesses just like yours. The amount of pages generated with each transaction can number in the hundreds, and an increase in customers means a decrease in storage space. While many computer programs have been designed to assist with the loan process, the traditional methods of keeping track of all the printed, signed documents can be a real challenge.
Ready to Organize Your Documents?
Mortgage Processing
- Appraisal
- Credit Report
- Escrow Deposit for taxes & insurance
- Paying Title Company Closing Fee
- Buyer’s Attorney Fee
- Lender’s Attorney Fee
- Home Inspection
- Title Insurance
- Flood Determination/Life of Loan Coverage
- Homeowners Insurance
- Underwriting
- Survey
- Down Payment
- Loan Discount Points
- Drafting the mortgage deed and incidentals
- Payment of Transfers Taxes
- Recording at County Records
- Couriering Documents
- Prepayment of Interest
Loan Documents
- Settlement Statement listing all costs and fees
- Good Faith Estimate
- Truth-in-Lending Statement disclosing the annual percentage rate
- Mortgage Note detailing the terms and conditions of the loan
- Mortgage Deed of Trust identifying the property offered as security and affirming the charge created, and the various undertakings agreed by the borrower relating to the property
- Monthly Payment Letter detailing the amounts and due dates of principal and interest payments under the loan