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.

We get it – Trust and Experience Matters

How it Works


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.

Additional Resources

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The Importance of Banking & Financial Services Document Management

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