Throughout the mortgage loan process, submitting documents to verify income, employment, and credit history is inevitable. Mortgage lenders need this information to calculate an appropriate rate and general loan amount that both parties will be comfortable with. This can understandably feel like an arduous task, and it can also become very stressful and intimidating.
It’s completely normal to have apprehension when relinquishing so many documents with confidential information. How could one not be apprehensive with identity theft being such a prominent issue in our time? If you need to share documents and files with other people over the internet, you want to be able to do it quickly, securely, and with as little friction as possible. Thankfully, there are plenty of apps and services that meet those criteria now. In our case, we use Citrix ShareFile to manage sensitive client information.
Citrix ShareFile is the industry standard when it comes to secure document management which also integrates into our workflow tools. We know that the information we handle in our work lives requires greater care, and data can be at its most vulnerable when being shared. Its value and privacy are vital to both us and the borrower, and we believe it should be adequately protected at all times.
If you are experiencing any hesitation surrounding the loan process and submitting personal documents, please give us a call at (760) 930-0569.