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Like that it remembers where I was in filling in the forms. Filling in was a little awkward on the government forms I was working with. Would help to have a built in tracking mechanism to determine progress.
2016-05-10
Love this program! It allows you to download any document and make it your own. No more handwriting which leaves room for errors. The only part that confuses me is the saving of a document to be used over and over... haven't quite figured that out yet.
2017-03-10
I like the ease of use. I do think the help system needs and upgrade. Should have a searchable index. It is hard to find topics. I am an experienced software guy and just want to find out how to do thinks.
2017-06-04
the user interaction could be a little better, for example I don't like that when I'm on the Mybox tab, once I open a file and close it I keep getting directed to the dashboard. So I have to keep clicking back to the Mybox. Otherwise, great product! :)
2018-07-26
What do you like best?
In-line text, change font size, save options to name a few. Being able to quickly fill out insurance applications and having the text line up is amazing. I have been looking for this feature for awhile. PDFfiller is quick, easy, and has boosted my efficiency greatly.
What do you dislike?
The page fails when resizing text, and then you need to reload it. That is really my only issue other than when saving a PDF to my local machine, I don't need the indicator to pop up and tell me where to look.
Recommendations to others considering the product:
Sign up! You won't regret it. PDFfiller is easy to use, extremely helpful, and increases productivity dramatically. Great product.
What problems are you solving with the product? What benefits have you realized?
Easily fill out lengthy forms via pdf vs having to print them out and fill out by hand. We have been able to complete applications and fill pdfs faster and get them to where they need to go much faster.
In-line text, change font size, save options to name a few. Being able to quickly fill out insurance applications and having the text line up is amazing. I have been looking for this feature for awhile. PDFfiller is quick, easy, and has boosted my efficiency greatly.
What do you dislike?
The page fails when resizing text, and then you need to reload it. That is really my only issue other than when saving a PDF to my local machine, I don't need the indicator to pop up and tell me where to look.
Recommendations to others considering the product:
Sign up! You won't regret it. PDFfiller is easy to use, extremely helpful, and increases productivity dramatically. Great product.
What problems are you solving with the product? What benefits have you realized?
Easily fill out lengthy forms via pdf vs having to print them out and fill out by hand. We have been able to complete applications and fill pdfs faster and get them to where they need to go much faster.
2019-05-28
Great Value for the features included
PDFfiller has all of the features I need. The ability to combine documents, fill forms and add signatures.
Navigation is not intuitive and the user interface is cluttered.
2019-03-12
Everything works wonderfully
Everything works wonderfully. I have not found a program that works better. My only constructive thing to add would be saving and editing. I would like to be able to save the each edit right away then the next like Bluebeam allows.
2024-05-27
pdfFiller has wonderful support. You can email them or use a chat feature. From the chat feature, I was able to do a remote session through zoom to get my issues resolved quickly. Through email they always respond within 20 minutes. Great customer service!
2022-05-26
As good as DocuSign
Allows you to create pdfs that with blanks in order to easily fill out.
There are no free versions, so you pretty much just hope that a business has taken the proper steps to acquire this and utilize it.
2021-04-09
How-to Guide
How to edit a PDF document using the pdfFiller editor:
01
Drag and drop your template to the uploading pane on the top of the page
02
Select the Underwrite Initials Field feature in the editor's menu
03
Make the needed edits to your file
04
Click “Done" orange button at the top right corner
05
Rename your template if it's needed
06
Print, share or save the template to your computer
Underwrite Initials Field Feature
The Underwrite Initials Field is designed to streamline your workflow and enhance accuracy in documentation. With this feature, you can easily capture initials of underwriters for quick reference. It reduces confusion and improves accountability in your documentation process.
Key Features
User-friendly interface for easy data entry
Customizable options to meet your specific needs
Real-time updates to keep everyone informed
Secure storage for sensitive information
Compatibility with various document formats
Potential Use Cases and Benefits
Enhance collaboration among underwriters by clearly tracking approvals
Improve efficiency in processing documents with clear initials present
Reduce errors by providing a specific field for initials
Facilitate audits by keeping a clear and concise record of approvals
Support compliance with industry regulations through detailed documentation
This feature addresses the common problem of unclear documentation. By implementing the Underwrite Initials Field, you create a systematic approach to capturing vital information. This solution not only simplifies your documentation processes but also increases transparency, which is essential for maintaining trust with clients.
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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What is initial underwriting approval?
Initial Underwriting Approval. An Underwriter ultimately decides what is required for a full loan approval. The Underwriter will review the file and send the Processor a list of conditions that need to be met prior to issuing the clear to close.
What is an underwriting approval?
Underwriting simply means that your lender verifies your income, assets, debt and property details in order to issue final approval for your loan. More specifically, underwriters evaluate your credit history, assets, the size of the loan you request and how well they anticipate that you can pay back your loan.
How long does underwrite take after conditional approval?
Under normal circumstances, your purchase application should be underwritten within 72 hours of underwriting submission and within one week after you provide your fully completed documentation to your loan officer.
How long does it take for the underwriter to make a decision?
Underwriting the process by which mortgage lenders verify your assets, and check your credit scores and tax returns before you get a home loan can take as little as two to three days. Typically, though, it takes over a week for a loan officer or lender to complete.
What does it mean when your loan is out of underwriting?
Approved with conditions And then you'll complete an application and submit it for mortgage pre-approval. After your loan comes out of underwriting, the goal is to have your loan approved with conditions. Don't be fearful when your lender tells you your approval has conditions.
What does underwrite by mean?
Underwriting is the process through which an individual or institution takes on financial risk for a fee. The term underwriter originated from the practice of having each risk-taker write their name under the total amount of risk they were willing to accept for a specified premium.
What does it mean to be underwritten in insurance?
Insurance underwriters are professionals who evaluate and analyze the risks involved in insuring people and assets. Insurance underwriters establish pricing for accepted insurable risks. The term underwriting means receiving remuneration for the willingness to pay a potential risk.
What does fully underwrite mean?
And within the term life family of products, the least expensive is fully-underwritten. This means the company collects more information from you than they would for another type of life insurance like no medical exam term life. This information allows the company to determine risk more effectively.
What is the process of underwriting?
Underwriting is the mortgage lender's process of assessing the risk of lending money to you. The underwriter verifies your identification, checks your credit history, and assesses your financial situation including your income, cash reserves, equity investment, financial assets and other risk factors.
What does an underwriter do?
An underwriter is the party that assesses and evaluates the risk of whatever their particular field has (mortgage, loan, health policy, investment, etc.) and whether it is worth it for their company to assume that risk. Underwriters are most common in environments that most consistently bring risk with them.
How do you do underwriting?
Step 1: Apply for the mortgage.
Step 2: Receive the loan estimate from your lender.
Step 3: Get your loan processed.
Step 4: Wait for your mortgage to be approved, suspended or denied.
Step 5: Clear any loan contingencies.
Step 6: Close on your house.
How do you underwrite a real estate deal?
1- Cash flow projections.
2- An estimation of the potential return on investment.
3- A review of the borrower's credit history.
1- Be ready to share all details of your finances with the lender.
How much do real estate underwriters make?
Real Estate Underwriter Salary. How much does a Real Estate Underwriter make in the United States? The average Real Estate Underwriter salary in the United States is $74,589 as of March 26, 2020, but the salary range typically falls between $64,879 and $85,478.
What does it mean to underwrite something?
Underwriting is the process that a lender or other financial service uses to assess the creditworthiness or risk of a potential customer. Underwriting also refers to an investment banker's process of packaging and selling a security on behalf of a client.
What does it mean to underwrite costs?
transitive verb. If an institution or company underwrites an activity or underwrites the cost of it, they agree to provide any money that is needed to cover losses or buy special equipment, often for an agreed-upon fee.
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