Business Process Services
DOCUMENT & RECORDS MANAGEMENT

Power Your Operations with a Secure, Compliant, and Scalable Document Infrastructure

In today’s highly regulated mortgage and financial services environment, effective document and records management is essential to operational efficiency, compliance, and risk mitigation. Consolidated Analytics’ Documents & Records Management Infrastructure delivers a secure, compliant, and scalable foundation that supports audit-ready operations, accelerates regulatory exams, and delivers full transparency across your organization.

Our records management platform is designed to manage the full document lifecycle, from intake and classification through retention and compliant disposition, while seamlessly supporting business process operations.

Built for Compliance, Security, and Performance

Our Business Process Solutions are powered by an enterprise-grade records management platform designed to meet the rigorous demands of mortgage servicers, lenders, investors, and financial institutions.

Automated Document Capture & Intelligent Indexing

Documents are automatically captured from multiple sources—including inbound mail, electronic files, system feeds, and borrower communications—and indexed using standardized and customizable metadata. Intelligent classification reduces manual handling, minimizes errors, and ensures documents are consistently organized and easily accessible.

Secure Cloud-Based Storage with Full Audit Trails

All records are stored in a secure, cloud-based environment with role-based access controls, encryption, and comprehensive audit trails. Every document action—viewing, modification, and disposition—is logged to support internal controls, regulatory requirements, and third-party audits.

Rapid Document Retrieval & Reporting

Quickly locate and retrieve documents using advanced search capabilities and structured indexing. Built-in reporting provides real-time visibility into document status, processing timelines, and compliance metrics, supporting both operational oversight and executive reporting.

Core Capabilities

  • Automated document capture and indexing
  • Secure cloud-based storage with audit trails
  • Instant document retrieval
  • Statement processing and borrower communications
  • Lien release processing
  • Retention policy management and compliance reporting

Results: Simplified audits, regulatory confidence, and complete operational transparency.

Secure Records. Clear Oversight. Audit-Ready Operations.

When document management is built for compliance and scale, everything else runs smoothly. Our documents and records management infrastructure provides you with the control, transparency, and security necessary to support critical operations, expedite audits, and mitigate regulatory risk, without introducing operational friction.

Let’s talk about strengthening your document and records foundation.