Mortgage and Loan Records Management


Mortgage and loan documentation is complex and subject to a myriad of state and federal regulations regarding their retention, access and destruction. At Access, we have the industry knowledge and RIM capabilities to help you create a thorough and scalable physical and digital asset management program that can maintain complete compliance throughout your documents’ lifecycles. We can also help you organize and standardize your records in order to reduce your risks of data breaches and other fraudulent activities.


Mortgage and loan documents not only contain highly sensitive information, but have mandatory retention and destruction requirements that must be adhered to by all applicable institutions. That’s why you need safe storage solutions.

At Access, we provide secure, climate-controlled vaults that enable you to confidentially store the personally identifiable information (PII) and sensitive financial records of your clients and customers. If you choose this level of protection, our advanced security features include industry-exceeding fire-ratings, dry fire suppression systems and 24/7 video surveillance. Combined with our other powerful technologies, such as biometric access requirements, you can feel confident that only authorized users will be able to access the stored records.

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With our document imaging solutions, Access has the financial records management expertise to ensure prompt and secure digital mortgage and loan portfolio transmissions and retrievals.

  • Access documents instantly to expedite loan decisions.
  • Facilitate faster information sharing between brokers.
  • Use security features such as electronic signatures and authentication.
  • Experience fast retrievals uploaded directly to your in-house ERP system.

For more information on our mortgage and loan document services, or to learn more about how we can serve all of your financial records’ needs, contact us today! We have the earned industry experience to truly understand the needs of forward-thinking financial organizations, allowing you to enjoy the very best service available.

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on the ways we can help you maintain compliance with all applicable regulations, and get to know Access as a global alternative for all of your RIM needs.