Completing financing forms digitally

Green Brick

Who?

Green Brick Title, LLC based in Plano, Texas, occupies an important space in the house purchasing process. With decades of experience, six employees and a lawyer, Green Brick Title, proves expertise in residential and commercial real estate. The company works directly with realtors, banks, land brokers, builders, developers, and mortgage companies to manage all of their real estate transactions and banking issues. Green Brick Title, LLC also helps companies close complex transactions as efficaciously as possible.

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John Hampton is the company’s lawyer and title manager. Since 1979, Hampton has served as an attorney in Texas addressing all of the nuances and complications of residential and commercial real estate law as well as business law. In the past 38 years, Hampton has handled over 500 million dollars in closings without a single claim. He also hosts the local KLIF 570 AM radio “Ask the Lawyer” show.

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The Problem

John Hampton regularly has to go through the tedious and time-consuming task of completing UCC-1 and UCC-3 forms. The UCC-1, or Uniform Commercial Code-1, is a financing statement, which is used when property is applied as collateral for a loan. The UCC-3, or Financing Statement Amendment, is used when amendments to the UCC-1 have to be made. Moreover, “the UCC-3 document is a necessity in financing lot purchases from the developer by the builder, as financing is involved in each one. Also, whenever a house is sold, notice of the release of lien is also required.” All of these forms are critical when working with lenders, loan-recipients, and titles.

Hampton was looking for a way to expedite the form filling process, which was originally done by hand. Before PDFfiller, Hamilton said, “We hand-completed manual forms with a template centered on a printer…The old way involved setting up a print template – tedious, time-consuming! – and centering a form in the printer, so that the document could be created. Different versions of the form needed different templates. Multiple printings were necessary to achieve a usable form.”

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But this solution was far from ideal for Green Brick Title, said Hamilton: “The process was time-consuming and error-prone. It took a substantial amount of time from an employee whose skills were better used elsewhere to complete these forms.”

Green Brick Title needed a digital solution that could expedite the form filling process. This is how Hamilton found PDFfiller. The transition was simple, and now Green Brick Title’s UCC-1 and UCC-3 forms are all completed digitally.

The Solution

Since adopting PDFfiller, Green Brick Title has made it an integral part of their document management with three employees using the program “at least three times per week with multiple documents produced,” said Hamilton.

“When a new subdivision is being created and lots are financed, a UCC-1 is filed; when more are taken down, a UCC-3 is filed each time, and when a house is sold and the construction loan is paid off, a UCC-3 is filed again,” said Hamilton. Ultimately, in Green Brick Title’s work, “in each case, PDFfiller is used to complete the form and print the form for filing with the Texas Secretary of State and the county clerk where the property is located.”

The process is easy:  All Green Brick Title has to do is upload the UCC-1 and UCC-3 forms to PDFfiller. Then, using PDFfiller’s easy-to-use online service, they can write directly onto the form itself, changing font size, color, and style to suit their needs. They can save forms with prefilled information, like contact information, as templates, making them faster to complete in the future.

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“PDFfiller’s simple to use online templates made our data processing a virtual snap! Tedious manipulation of Word files was replaced by simple insertions and copy/paste,” said Hamilton.

The benefits are numerous! Now Green Brick Title’s forms are completed faster, more accurately, and even look better. “Being able to go online to simply change the last version of the UCC and print it for each transaction allowed more employees to participate, improved the look of the work and, most importantly, its accuracy. The time savings for staff was immense, not to mention that the returns from the government departments went to zero,” Hamilton said. Also, these powerful features in PDFfiller are “easy to use.”

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“Using PDFfiller has saved us 110 hours per year at $35.00 per hour as best we can tell,” said Hampton, meaning the company saves at least $3,850 each year. But, Hampton added, “that was just the beginning of the savings, because that time was put to productive, front-end, revenue-producing use, so the swing was at least triple what we saved in addition.”

Conclusion

Ultimately, by streamlining their workflow and making forms faster and easier to fill out, PDFfiller has cut down on operating costs. “Any company interested in bringing government form filling into a less expensive overhead layer and redeploying the more valuable assets would be well served subscribing to PDFfiller,” said Hampton.

While minimizing wasted man hours and paper use, PDFfiller has helped Green Brick Title create better documents more quickly. Using PDFfiller has “reduced printing costs by two thirds.” Moreover, “by virtue of the speed and convenience of PDFfiller, we have paid for the subscription at least 50-fold by the employee time saved alone,” said Hamilton. “Anytime working hours can be saved by smooth integration with online programs like PDFfiller, it should always be considered.”

PDFfiller is the best way to complete documents digitally, which allows for faster, cheaper and more effective document management in a professional environment.

For the complete paper, click on the link below:

A Helping Hand For a Disabled Student: Completing Homework Digitally

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The Problem

Until last year, Benjamin Landry’s 13-year old son was having difficulty with homework and his disability. Faced with a sizeable workload and struggling to reconcile his handwriting disability with the demands of school, he had to turn to his parents for help. At 13, Landry’s son still wasn’t completing his work independently, instead relying on his parents’ help.

“I was looking for something to help my son with schoolwork. He has a handwriting disability and typing answers are easier than writing,” said Landry.

As a Certified Professional Accountant and business owner, Landry’s time was valuable and he was spending much of his evenings helping his son complete his homework. After searching online, he found a simple, easy to use electronic solution that could help his son improve his ability to do his homework.

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Before starting to use PDFfiller, “my son was dependent on others in order to get his thoughts onto paper in a legible way,” said Landry.

The problem imposed on the lives of Landry and his wife. “Before PDFfiller, my wife and I were having to transcribe his answers for him and his teachers would have to review what he wrote with him in order to understand what was written,” Landry said. His son’s handwriting issue demanded the time and attention of Landry and his wife, while compromising their son’s independence.

After struggling for years with his son, Landry found PDFfiller.

The Solution

Now, Landry’s son has been using PDFfiller “for over a year” on a daily basis. “Once we showed him how it worked, it was easy [for him to use],” Landry said.

Rather than relying on others to transcribe his work for him, now Landry’s son can complete his homework independently. The process is easy:

“We scan and upload his worksheets,” said Landry. “He completes them and then he either emails them directly to his teachers or we print them to be turned in.”

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With its intuitive user interface, using PDFfiller is simple for both Landry and his son. Once homework or a test has been digitized, specific fields can be made fillable using PDFfiller’s drag-and-drop wizard. Landry’s son can type directly onto the document and PDFfiller even allows him to change the font style, size, and color, as well as highlight passages or add sticky notes. Once completed, documents can be sent to any number of recipients, including already saved contacts, in a click of the mouse and without ever leaving PDFfiller.

“We liked that we could upload his school papers [and] his teachers can send him his tests and he can fill them out with his computer,” said Landry.

While PDFfiller makes it easier for students to complete documents by allowing them to do so digitally, schools and teachers can also benefit. In fact, PDFfiller can be as beneficial for teachers as it is for students. PDFfiller allows teachers to distribute documents to all of their students in just a click and then collect them once completed automatically. Having students type their submitted work makes it easier for teachers to read, store, and process it than with a paper-based solution.

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Making homework easy means that documents need to be simple to upload, edit, and send — PDFfiller does all the hard work, allowing Landy’s son to complete and turn in neatly printed assignments on time.

Conclusion

Because PDFfiller allows Landy’s son to type directly onto any document, the homework process is easier for student, parent, and teacher. Circumventing his handwriting disability, Landy’s son has found independence through a digital solution, creating neat, legible documents himself that his teachers no longer have any problem reading. Landy, meanwhile, has freed up time for personal and professional pursuits. Completing and turning in homework has never been easier than it is with PDFfiller.

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For the complete paper, click on the link below:

Using Digital Documents to Improve Scholarship Application Success Rates

Scholarship

Who ]

Amy Gladden is a counselor for a school district in, “right on Highway 7… in the middle of the Davy Crockett National Forest,” she said. Rather than the stereotypical Texan landscape of dust and oil wells, this region of the state is a bucolic, lushly forested oasis that seems closer to the terrain of New England than the deep south. But Gladden’s rich, distinctive Texan drawl gives her location away. Here, in East Texas, Gladden is responsible for 275 students from 3 to 18 years old.

The Problem ]

Gladden’s position as a counselor for the school district means that she has to fill in scholarship applications for her students. These applications are of critical importance to her students – getting them right is crucial.

“[I was] trying to find a program that let me fill in scholarships for kids so they were not handwritten and so they were nice and neat. We were hoping it would give the kids a little bit of an edge in scholarships,” Gladden said.

But before Gladden found PDFfiller, she was stuck using a typewriter in an attempt to create neat scholarship applications – the solution was clumsy and slow. “I used an electric typewriter,” before switching to PDFfiller, Gladden said – “definitely old school.”

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Now, however, Gladden has modernized her workflow, integrating PDFfiller’s completely digital solution, making neat, typewritten scholarship applications easier than ever to create.

The Solution ]

Switching to PDFfiller was easy. “I find [PDFfiller] to be user friendly,” said Gladden. “I was using a typewriter before, so it’s not that I’m tech savvy” – instead, PDFfiller’s online access and clear user interface makes completing documents digitally simple.

The digital solution to creating neat, typewritten scholarship applications is easy: “I automatically upload [scholarship applications] to PDFfiller,” said Gladden. Applications can be downloaded from the internet or from emails and then uploaded to PDFfiller or alternatively, paper documents can be scanned and then uploaded.

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Because they are coming from everywhere – the internet, emails, scholarship databases, or directly from organizations like the Rotary Club, the Lions Club, or the Masonic Lodge, Gladden needed an easy way to collate these applications as well as complete and save them.

“The students fill out the scholarships… bring the paperwork to me and then I use what they’ve written and I [use] PDFfiller to type everything in and then I print that out,” said Gladden.

Editing documents and adding information with PDFfiller is simple. Once the documents have been uploaded, PDFfiller’s powerful document editing tools enable Gladden to write directly onto scholarship applications, changing the font as necessary. PDFfiller even allows you to highlight, redact, edit, and add sticky notes to documents in just a click.

The result is neater, more legible documents. “Everything is typed and looks nice and neat,” said Gladden.

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“It’s all about presentation,” said Gladden. “Definitely [it’s an aesthetic thing]. And I definitely think it gives us an edge.”

And though Gladden began using PDFfiller for scholarship applications, now she is using it daily for all her administrative work. “This is my second year (using PDFfiller) daily. Now we use it not just for scholarships, but if I have a field trip form, I use PDFfiller to fill that out. Nothing leaves my office that’s handwritten… any form that I can scan and put in PDFfiller, I do it,” Gladden said.

Because Gladden is on a deadline when completing scholarship applications, completing documents digitally allows her to streamline her workflow and decrease her turnaround time.

Advanced features like LinkToFill, SendToSign, Fill In Bulk and templates enable users to expedite their digital document workflow.

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LinkToFill allows users to send documents to other users with customized fillable fields that make them quick to complete.

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SendToSign can help you distribute digital documents to others to return instantly with their legally-binding digital signature in just a click.

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Fill In Bulk lets you mitigate the tedious and time-consuming process of adding information to multiple versions of the same form.

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Creating Templates in PDFfiller makes it easy to add basic information to multiple documents and then complete customized fields manually for any number of forms and whenever necessary.

Moreover, through PDFfiller’s online interface, it’s easy to send your completed documents to your intended recipients.

Documents are saved on secure servers accessible anytime, anywhere, and from any internet-connected device. This means that you can complete forms from any device and access your data wherever you happen to be. Work from the train, from home, or at your office and keep all your documents synchronized.

Conclusion ]

PDFfiller is the easiest way to complete digital documents online. A range of powerful features combined with easy to use document annotation tools make it simple to take your document workflow digital. For Amy Gladden, using PDFfiller has helped make her scholarship applications neater and, she says, improved her students’ success rate.

“I have recommended it to everyone,” said Gladden – “I really love PDFfiller, and I use it every single day.”

For the complete paper, click on the link below:

ss 4 form, irs form ss4

Use Form SS-4 to open the business of your dreams in 2017

If you are going to do something you are interested in or invest in a business that you believe has great potential in 2017, you should know how to fill out Form SS-4. It is known as the Application for Employer Identification Number. It is not difficult to complete this tax form. However, spend at least 15 minutes of your free time to figure out how this form must be filled. Today’s blog post is devoted to the key instructions that will help you avoid mistakes when completing your SS-4 online.

First of all, you must determine if you need the Employer Identification Number or not. For this you may check a special chart that is attached to the form that will help you with the determination. After that you may start completing this fillable PDF or Word form. Download the printable sample on our site or fill out electronically without the necessity to print it. Once it is ready, you have several options for filing.

You may send the application to the Internal Revenue Service via email or fax. However, we do not recommend it. If you decide to use this option, you will wait about a month to receive the letter from the IRS that they can process your form SS4 online. It is more convenient to apply online. This option allows you to get your EIN just after the completion of the form that takes no more than 15 minutes. We highly recommend it.

If you are an international applicant, you have the chance to apply via telephone. Use the following number: (267)-941-1099. It will take about 10-15 minutes to apply, however, the hold time may be long. Generally, it can take up to an hour. There is one more method: you are eligible to assign a third party designee to file your SS 4 online for you.

Look through all these options and choose the one that suits you best. We recommend applying online as it saves you time, is user-friendly and allows you edit the mistakes made when filling.

irs form ss 4, ss 4, ss4 form,

How to Apply for an Employer Identification Number Using Form SS-4

If you need the Employer Identification Number, you must file IRS Form SS-4. It is a key document for every individual who wants to establish his own business on the territory of the United States. This form is called the Application for Employer Identification Number. It is a 9-digit number that must be assigned to every corporation, estate, trust, partnership, individual or other entity. Your business tax account will be established with the help of the information provided in this application. Your EIN cannot be used instead of your SSN (Social security number).

The best way is to apply online. You can easily find a PDF or Word SS-4 form 2017 on our site and complete it electronically. Using our service you will find lots of editing tools that will simplify the process of completion. Do not worry about the mistakes as you can correct them instantly. Add as many fillable fields as you need, sign and date the document, and manage it no matter where you are. There is also the chance to download and print the form, however, this printable option is not that convenient.

There are the instructions and a sample on the official site of the Internal Revenue Service. Check them before starting to fill out the form. Your key task is to provide such information as the name of your organization, your name, the name of the responsible person, the reason for applying, type of your corporation, type of your business activity, mailing address, SSN, date the business was started, the number of the employees, etc.

If you do not want to apply online, you may do so in other ways. You may apply via telephone, fax or email. Filing by telephone may be useful for international applicants. However, the telephone number for non-residents is not toll-free (1-267-941-1099) while the one for citizens is (1-800-829-4933). This option allows you to obtain the EIN in a few minutes.
After sending your application to the IRS fax number, you must wait for about 4 days to receive the IRS SS4 letter of confirmation. Applying via email requires even more time (approximately 4 weeks). Regardless of the way you apply for your Application for Employer Identification Number, we recommend keeping a copy of your application for your records