Client Financials

[Sara Lieser]

How does your office handle client financials?  Keep them because they are underwriting information or discard them after forwarding to the underwriter?

[Lance Bateman]

Scan and store - confidential information, which may be needed in the future.

[brinkerdana]

How does your office handle client financials?  Keep them because they are underwriting information or discard them after forwarding to the underwriter?

Kept them until they were replaced with more current financials, then destroyed