Banking & Financial Documentation Automation

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Financial Documentation Scanning Services

Have cabinets, closets, rooms, and vaults full of old loan files and paperwork?  Free up that space and modernize your business with our secure, fast, and accurate scanning services.  Recordsforce has worked with major banks, lenders, and financial services companies throughout the country to digitize their files and import the new digital images directly into their systems.

Financial Documentation Automation & Modernization

Eliminate manual tasks from your team’s plate through E-Forms and Workflow.  Turn any physical data and paperwork collection process into a digital process through E-Forms, and manage the processing of that documentation through automated workflow.  Recordsforce works with financial services companies to improve efficiency through the implementation of digital process modernization.  Contracts, applications, documentation, and even onboarding new employees can be modernized with Recordsforce process automation services.

Cloud Hosted document Management

Manage all of your organization’s documents in the cloud safely and securely with the Recordsforce Cloud.  Easily control and restrict access.  Maintain complete control over your documentation with change logs and activity history.  Retain and share information securely amongst your team.  Access your files safely from anywhere on your desktop, tablet, or mobile device.  Integrate seamlessly with your backend systems, and modernize your document processes. 

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Get It Done Fast, Accurately & Securely

  • Scan your loan files to modernize your operation quickly and accurately without tying up internal resources
  • Digitize any process, such as loan applications, with E-Forms and Workflow
  • Safety and security measures in place for your sensitive & confidential information
  • Save time on organizing and searching for files
  • Enable controlled digital access to securely stored records
  • Ensure disaster prevention and recovery for your most critical records
  • Easily share amongst your team without compromising security

Why Choose Recordsforce?


State of the art scanning technology & highly trained and experienced staff



Strict quality control process ensuring the highest of accuracy



We operate within a secure SSAE-18 SOC II compliant facility


20+ years of document scanning & document management experience