I am curious how many agents out there are paperless? I would love to head in that direction but don't know how feasable it really is? If you are paperless is it becasue your broker is paperless - or as close to it as you can get?
I think about this often both in an effort to conserve resources as well as to cut costs and most importantly to streamline everything within my team.
Bonnie, I'd love to go paperless, but it's going to be a difficult task. In the meantime I'm going to have to send my kids out to plant trees to make up for my shortcomings.
Hi Bonnie - our broker is paperless and so it the rest of the 2200 agents across Arizona, Nevada and Southern Ca. We utilize Mongo fax and digital signing. It saves on costs, but most importantly we are doing something good to save Mother Earth.
We attempt to be paperless by utilizing digital signature software and a paperless document filing system. The only challenge is that clients sometimes aren't up to date on technology so you end up printing everything out anyway. But it is a step in the right direction.
Malcolm....too funny....but realistic! I am researching all of my options and what may work best for our team as some of us are in the office each day and others are not.
We are somewhat Paperless, pretty much all our Loan Operations are 100% Paperless. All our docs get scanned and uploaded into the system and also gets shared with the Underwriters in the same way. That being said, we still need original signed docs at the time of application by our borrowers. So while everything after the application happens in a paperless environment, I still have to print the original disclosure package which burns about 78 pages worth of docs. Sort of defeats the purpose in my opinion. The real joke of it, that in that 78 pages there is Fed Disclosure refferencing the Paper Work Reduction Act. LOL. I find that one especially funny since our disclosure package is now double the size of what it was before the Paperwork Reduction Act. :)
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