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

4. 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

5. 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

6. What’s 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 you’re done! • Add barcodes to your file and you don’t key ANYTHING at all!!

9. SoftPro Lookup Demonstration

10. System Requirements • hal’s Link to SoftPro • hal’s Link to AIM for Windows • hal’s Link to RamQuest • Kofax Hardware or AIPE if barcodes are to be used for indexing • hal’s 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!