Receive the documents
Bring together the available electronic documents, letters, statements, agreements and account records.
Document Pack Review
Bring order to a large borrower document pack
When a lender, debt owner or servicing company provides hundreds or thousands of pages, the volume alone can be overwhelming. Document Pack Review helps organise the material, identify pages that may be relevant and create a clearer route through the file.
Structured, technology-assisted document review
Gerry uses bespoke document-review tools to help organise large electronic files, locate potentially relevant material and prepare documents for closer human or professional review.
Put them into order
Group the material by date, document type, organisation and subject so it is easier to follow.
Identify important pages
Use structured searches and bespoke document-review tools to locate material that may require closer attention.
Prepare for human review
Create a clearer starting point for Gerry or the appropriate professional to review the information.
What this may help with
- Finding key dates.
- Identifying who sent or created a document.
- Locating agreements and statements.
- Tracing creditor or servicing correspondence.
- Highlighting gaps or unclear records.
- Preparing a review pack.
Document Pack Review organises and routes information. Legal, financial and regulatory conclusions remain with the appropriately qualified professional.
Watch the six-part Document Pack Review video series for practical examples of organising and navigating a large file.
Discuss a document pack with Gerry
If you have received a large electronic document pack and are unsure where to begin, speak with Gerry about what information is available and what preparation may be useful.