Are you still using fax, email, and regular mail to gather your client’s supporting documents? Have you ever thought that there has to be an easier way to get all of your clients’ pre-qualifying information?
Now there is. ElevateCDS is a cloud-based solution that allows you to gather copies of W-2’s, pay stubs, tax returns, bank statements, investment statements, etc., all in one easily organized and secure location accessible through your website.
When clients send these documents to you via email you are compromising their most sensitive financial information. Not only will ElevateCDS make it easier for you and your client to communicate back and forth, but it can also be used to share information with other professionals during the lending process.
Our solution can be customized to fit your needs and can be utilized by banks, credit unions, brokers, title companies, real estate agents and more. Find out more about Pricing.