As many of our clients already know, financial services, banks and accounting firms make up a large majority of our 2,000+ clients, and this includes 20 of the top 100 accounting firms. We are very popular in this space because of federal and state data compliance laws for securely transmitting electronic documents.

Loan Officers Need a Secure Solution to Protect Their Clients Data
I spoke with a large regional bank that needed a secure solution for their Loan Officers. Today, they email these documents back and forth with their customers. Because these documents often contain personally identifiable information (PII), such as social security numbers, account balances, etc, they needed a way to transmit this information securely. In addition, their loan officers are busy enough already, and didn’t have time to learn how to use new software.

Security Doesn’t Have to Equal Difficult to Use
With LeapFILE the Loan Officers can now securely send loan documents and forms containing their customer’s personally identifiable information. They can also receive these documents securely from an unlimited number of their customers. In addition, because LeapFILE’s Outlook plug-in integrates seamlessly with the Loan Officer’s Outlook client, sending a document securely to their customers is just like sending an email, no new software to learn, no training or downtime required. No headaches.  That was easy.