Mortgage Manuals, Lending Policies and Procedures, Mortgage Quality Control Plans and Mortgage Compliance

Intranet Packages and Document Management Systems

 

Mortgage Management Systems, Inc., will aggregate your documentation and the customizable mortgage manuals we provide into a basic intranet interface of your choosing.  We offer 4 solutions, each with their own costs. Request a consultation for clarification of your needs. 

 

Product

Description

+

-

Cost

Google Docs/Sites

Google’s shared workspaces project.  We upload our documents into Docs, and create a hierarchical website using Sites to organize the interface, based on the product you select.  Share to individuals, not to groups, which can be cumbersome.

Manually group documents into groups and assign access.  

Easy/No Coding. Cloud versions of Office Apps – Quick Set Up

Secure Access

Search Feature only on Titles for Word

Free

Microsoft Sharepoint

Microsoft’s Shared workspace, a step up from Google, which allows you collect documents into specific libraries that can be shared with specific groups.  Easy to manage intranet interface.  Tracks access to see who has accessed documents.  Provides full web versions of Office apps.  Simultaneously edit in collaboration mode.  No hierarchical archiving.

Easy/No Coding.  Office Online.  Full text search of all documents

Time consuming to set up

$9 per user/mo

Policy Prime

Very stripped down version of web based document management system.  Allows the hierarchical archiving of documents, and distribution to groups.  Provides a basic web interface, but not an intranet – access via link.  Once document template is set up, anyone with privileges can edit and all can access.  Allows for acknowledgement tracking, simple testing, and basic workflow (renewals only)

Simple interface, fast set up

No graphics in searchable docs (bad for PC step by step) – chintzy interface

$29/mo unlimited users

Power DMS

Full featured document management system.  No intranet interface, but will manage training, personnel records, access and acknowledgement records, document workflows, approval, publishing, full text indexing, graphics in documents, manual creation. 

High functionality

Long set up process

$49/mo per user

 

 

Our costs are separate from the Intranet/Document Management System and are negotiated under the "Custom Manual Program."

 

 

MortgageManuals.com a division of QuickStart Mortgage Training Programs

lendertraining.com on-line solutions

1 Research Court, Suite 450

Rockville, MD 20850

240-751-4979 - Office

877-91-TRAIN - Toll Free 1-877-918-7246

(888) 209-7916 - Fax

All Material © 1996 - 2012 QuickStart Publications

 

QuickStart Publications - Training Books and Programs

Loan Officer Boot Camp - Online Vocational Mortgage Training

Internal Training Program Solutions

Web Based Customer Engagement

Home - Mortgage QC Plans   Standard Mortgage Policies and Procedures and Quality Control Templates  Complete QC and Policies and Procedures Packages  About Us