How does your office handle client financials? Keep them because they are underwriting information or discard them after forwarding to the underwriter?
Scan and store - confidential information, which may be needed in the future.
Quote from: Sara Lieser on June 23, 2010, 10:39:31 AM
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