Financial mailroom and scanning outsourcing Accelerating your performance
Financial services, loan originators and mortgage companies require accurate electronic information to quickly underwrite and communicate with all stakeholders. Dynamic firms leverage financial mailroom and scanning outsourcing so they can focus on their core business. Prioritizing access to critical information without the hassle of staffing and technology.
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 scanning the huge volume of incoming financial documents due to staffing and technology issues?
- A intuitive workflow that automatically routes electronic documents to the right people to take action?
- The ability to securely share financial information with fellow employees and outside organizations?
- Managing staff that are working remotely and providing them with up to date information?
Valued Clients
Financial Mailroom and Scanning Outsourcing Services
Document Scanning & Data Extraction of Financial Documents
ILM can capture all of the different in-streams of financial documents such as loan docs, applications, tax filings, payments and invoices. Scanning documents, sometimes received in our secure mailroom, of mail, emails, faxes, and portal uploads. Delivering into your ERP or ECM as usable data such as PDF files, MS Excel, XML or CSV.
Automated Mailroom Workflow
Automated workflows for routing, review, approval or action of financial documents transforming them into usable information. Information to make decisions. Highly customizable to match or enhance your current work workflows so nothing gets lost or deadlines missed.
Right Sized Staffing
When financial mailroom and scanning outsourcing is effectively used, the hassle of recruiting, hiring and training goes away. ILM's highly skilled staff can manage your ever 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
From start to finish ILM has been impressive. Your staff is knowledgeable, friendly, accessible, attentive and professional. Your customer service is superb and the quality of work is excellent. We cannot thank you enough.
Awesome organization that was able to meet our needs and exceed our expectations.
We turned over a huge data entry/organization project to ILM not knowing quite what to expect. ILM did not disappoint. The project was completed in a timely fashion and we could not have worked with a more courteous and capable staff. We highly recommend ILM for any of your data conversion and organization projects!
(We’ve) worked with ILM for several years when needing projects keyed. From start to finish, ILM has been very impressive with the way they turn jobs around.
From the first phone call to the final conversation, the customer service was excellent! These professionals are friendly, knowledgeable, and timely. The camaraderie amongst the employees is commendable, and the positivity comes through in their work. We were really impressed with the entire experience, especially due to working with sensitive material. Well done, ILM!
Great customer service! Our experience with ILM has been wonderful! Anything we ever needed has been handled to our satisfaction.
Their accuracy, timeliness, and price cannot be beat. If there is a concern, ILM addresses it immediately and is very easy to work with.
Excellent service from a valued partner. ILM does “their thing” methodically, professionally, and behind the scenes so we can do “our thing.” One of my favorite vendors, you all are great!
ILM is a great organization. After the first phone call, they are off and running. The timeliness and quality of the product is exceptional. I have them on speed dial.
Our Process
We simplify the process of scanning your financial 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.
