Imaging Solutions and Services, Inc. completes 6M image mortgage loan file backfile conversion for Fortune 100 bank.

Situation:
Fortune 100 bank requires tightly controlled and audited backfile document conversion of 6M image mortgage loan records located in bank branch offices throughout the Southeast.

Objective:
Select cost-effective outsourcing solution provider to meet required scanning conversion timeline, controls and quality.

Solution:

• ISSI deploys its “Closed Loop” process to capture loan documents from Bank branches acquired in an acquisition by bank client.  This process balances electronically captured  documents to document level manifest created when documents are boxed for shipment within customer’s offices.
  
   
• ISSI and Bank followed mutually planned branch office priority production schedule to deliver digital images and meta data to the Bank as well as various dispositions for paper originals.
  
   
• Bank labor applied in a purge process to prepare documents for boxing a shipment to ISSI service center.
  
   
• Collaborative effort between Bank and ISSI to box documents while ISSI performs a document-level manifest by loan/account numbers for all loan files.
  
   
• Document preparation and scanning services performed at ISSI facility. Data acquisition aided by database provided by Bank client to ISSI.
  
   
• Customer retrieval request process designed around clients need for fast access to records throughout the document conversion process. Requested documents posted to secure, Internet document repository for authorized Bank personnel to use for interim access.
   
• Transferred all document images and data into Bank on-premise ECM system that had been installed and supported by ISSI for 5 years prior to backfile conversion.
  
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