audit / stack / certify

Pricing

Audit/Review/Stack (Create Electronic File, Review Forms for Compliance, Label Forms for Storage, Audit):
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Services

AFI will review any past or “closed” file that you may have that is no older than 2 years old and

  • Scan and label each document
  • Review each document for initials, signatures, and accuracy (cannot update out of date documents to current documents)
  • Create and or locate missing documents, if possible
  • Electronically prepare each incomplete document for e-signature
  • Electronically prepare each document for broker, agent or manager review 
  • Stack each file in a compliant manner
  • Certify each file after final broker review
  • Deliver audited file to brokerage for proper storage