Welcome to TrueView – Document Management Services
TrueView’s services provide title professionals, attorneys, lenders, mortgage brokers and realtors the tools necessary to store, share and manage their active and closed files securely and efficiently. You can choose to access your files securely using a computer and internet browser or by using our smart phone app. Your files are always only a few clicks away from anywhere and at anytime.
Start a new file online and add to it anytime using simple scan or upload functions built into the system. Name your file sections as you see fit. There is no limit to the amount of section names or index fields that can be used to identity your files nor is there any file or page limits. Find any file in seconds amongst thousands using familiar key search fields such as file number, name, address, account number or any other field you desire. We design our systems with the “keep it simple” philosophy always making sure the user experience is clean and easy to use yet remain fast and powerful.
If you need your physical closed files scanned and stored we will be glad to handle that task for you. Once converted, the physical files can be returned to you, or securely destroyed. We also offer short term physical storage for your files for a small fee.
Let us show you how to rid your office of paper files once and for all at NO COST TO YOU. Sound impossible? Let us show you how…
Latest News and Updates
ClosingView For Realtors and Title Agents
Trueview is proud to announce ClosingView, a way for partners involved in the closing process to generate repeat business for realtors, lenders and title agents while providing a simple and secure access point for access to closing documents. Buyers and sellers will receive an access key after closing that will allow them to retrieve their closing documents at anytime in the future securely. Alerts will be sent to the real estate and lending partners to allow for follow up contact with the client.
Closing documents can be updated at anytime by the title agent. Forgot to get a document to the buyer at closing? No problem, simply add the document to their existing account and they will be able to view, download or print the document from their computer. Contact us today to find out how to get the edge over the competition!
To learn more click ‘Here…‘
Our sites and smart apps are secured by a 256 bit encryption certificate issued by Thawte, one of the largest providers of secure certificates in the world. Trueview Imaging is working hard to ensure that our technology, business, and people are compliant with rules and procedures set by the CFPB. Everything from our site security, password protected email and physical security to our facilities have all been reviewed and modified to ensure compliance.
We DO NOT SHARE ANY of our client’s information with third parties and in fact adhere to a very strict set of physical and electronic standards to ensure that our client’s data is protected and only available to the client.
On October 3, 2015, the Consumer Financial Protection Bureau’s mortgage disclosure rule – enacted to make it easier for consumers to shop for mortgages and protect them from costly surprises at their closing by integrating consumer disclosures – goes into effect. This rule protects end buyers and sellers in many ways and security and the privacy of information contained within the active and closed files is part of the rule.
Download our CFPB Compliance statement
Scan, Upload and Store Forever
Did you know that you can scan your own files and upload them quickly and easily to your account? Our online scanning software works with all desktop scanners and will easily convert your paper records into an online searchable archive available whenever you need it. The best part is for just $10.95 a month you can have UNLIMITED upload and storage for your files. Contact us today and we will set up your account and show you how easy it is to scan and store your files online inside the Trueview Cloud.
The staff at Trueview were very professional and helped me by picking up and scanning three years worth of closed files, which then made my job of scanning all future files a breeze. With their easy to use scanning product, my staff and I are able to quickly convert all new files into digital files and upload them weekly without issue. Definitely one of the best decisions I ever made that has streamlined our process, saved us a ton of office space and has improved customer satisfaction.Jose Martin
Refer a Friend and Receive $CASH$
Refer a customer to us and we will send you a $100 gift card redeemable and usable as cash anywhere Visa or MasterCard is accepted. Word of mouth is the best way to obtain new business and we thank each of our customers for their business and for referring new clients our way.
Some of The Industries We Serve
Title agents are all required to keep their closed files for a specific period of time. This time varies from state to state and by industry but typically can range from 3 to 7 years. This costly endeavor can be relieved by scanning and digitally storing a copy of the closed file.
Title agents CAN charge for the storage of title files. The Florida Statutes require the title insurance agency and the title insurance company to retain copies of the records related to the issuance of the title insurance policy and the funds disbursed from the escrow account. These fees should not be passed on to the consumer as separate line item charges. The title insurance agency may include the cost of storage of these records in the agency’s calculations for the closing services fee.
Buyers and sellers will benefit when it comes time to refinance or purchase a new home. Title agents and realtors can now email or send a temporary username and password to their clients “inviting” them to view, print or email their documents right from TrueView. This greatly eliminates phone calls received for documents. Or, title agents can simply email copies of documents to their clients when needed.
Title agents will no longer have to pay for storage space thus saving money and also time spent looking and copying required documents when they are needed. We can even come and empty your storage unit or office of your closed files and store them at one of our processing facilities as we progressively scan and convert them to digital files over time. Ask us about our “Scan ‘n’ Store” program for details.
Are you in a 20th century or a 21st century law firm? Lawyers produce, review and store massive amounts of paper. It’s time to move your law firm into the 21st century and use technology to not only save your firm money by doing away with the cost of filing and storing paper, but also allow all law firm personnel to access client and internal firm documents in a matter of seconds.
The reasons for storing files digitally should be obvious but here are some of the more important reasons:
- It saves the time and expense of having people file documents in traditional hard copy files.
- It saves the expense and headaches of file storage.
- It saves the expense and time delay of getting documents from closed storage.
- It’s green and doesn’t adversely affect the environment.
- If your building is destroyed or your office vandalized, your documents are safe and not affected (assuming you have a proper backup system).
- With a good document management system attorneys can attach security to every document so that only authorized people can access the document.
- It allows firm lawyers and personnel to have almost instant access to documents.
As medical professionals more and more are discovering and implementing electronic records, the need to maintain and convert legacy paper documents presents a challenge. Today’s reality is that healthcare organizations must manage legacy hardcopy records in concert with the electronic health record (EHR) for the foreseeable future.
As a result, hospitals and other medical facilities are considering options for converting paper-based medical records into electronic files. The reasons for converting these records are numerous and include: government mandates; the desire to improve the quality of patient care; medical service cost controls; and third-party reimbursement revenue enhancements. Trueview Imaging can pickup and convert your paper medical files and convert them into a PDF or TIF format that can then be used to importation into your EMR electronic record solution. We can also keep a secure copy online for you to access from anywhere as a backup.
- Instant access to files from anywhere
- No more storage and retrieval fees
- Print and emails documents from web
- Disaster recovery, a secondary backup for your patient records
- Save time and money
- Import copy of file in PDF format into your EMR solution
Corporate files range from confidential contracts to private HR files and beyond. These documents are a corporation’s vital records. They must be safely stored, secure, easy to access instantly, and searchable.
Our solution eliminates paper records and storage costs while streamlining processes to reduce cost, ensure compliance and increase service levels.
Step into the future of your company by keeping your office clean, paper-free, and efficient. Digitize your invoices, purchase orders, invoices, statements, and proof of delivery.
Call us today to schedule a free pickup and demonstration. We will scan and place a box of your files online for you to access and try. See for yourself how EASY and FAST online digital storage can be.
We have helped hundreds of companies take those first few steps into the digital storage realm and are ready to help you and your staff make the first move. We are confident that once you see the results you will be amazed at how much time and money you will save.