Financial Services Industry

Overview

  • PGI specializes in customized or personalized Financial Services documents designed specifically for each Client’s operations and contain information at the most basic level such as Company logo, address, branches, coding & other relevant modifications.
  • More than any other industry, the financial services sector offers an abundance of "generic" pre-printed formats available readily accessible electronic media & in paper.

PGI Focus

  • We work for the Mortgage, Insurance and Banking clients who prefer a Branded Approach to their documentation.
  • In addition to Identity information, our customers gain the benefits of adding specific language, colors, inserts, highlight areas and extra pages that enable them to process transactions more productively with fewer errors.
  • Specific formats, referencing guides and client specific legal wording increase their ability to give better customer service with higher satisfaction levels.
  • In addition, we offer pricing economies for our services and forms that are lower than generic form cost structure.

Financial Services Documents

We understand that finding the right document can sometimes be overwhelming. PGI’s goal is to help in that quest. Listed below are just some of the many Mortgage Documents we currently provide clients:

Addendum for Possession After Closing Joint Venture Agreement
Addendum to Option to Purchase Agreement Dated Land Installment Contract - Buying
Affidavit and Memorandum of Agreement Concerning Real Estate Land Installment Contract - Selling
Affidavit of Equitable Interest Lease Agreement with Option to Purchase Real Estate
Agreement and Declaration of Trust Letter of Agreement and Addendum - Purchase
Agreement for Deed - Selling Letter of Agreement and Addendum - Selling
Agreement to Hold Property Mechanics Lien
Agreement for Deed - Buying Memorandum of Contract
Answering Service Script for Calls From Sellers Option Agreement for Purchase of Real Property
Application for Sellers Option to Purchase Agreement
Assignment of Beneficial Interest In Trust Option to Purchase
Assignment of Contract for Purchase and Sale Partial Release of Judgment
Assignment of Real Estate Purchase and Sales Agreement Property Fact Sheet
Assignment of Rents and Leases Protection Clause
Authorization to Release Information Quit Claim Deed
Authorization to Release Information 2 Receipt for Non Refundable Deposit
Authorization to Verify Information Release of Lien for Contractors
Certificate of Appointment of Successor Trustee Request for Testimonials
Certificate of Resignation of Trustee Residential Lease Agreement
Documents Needed for Closing Seller Call Sheet
Documents to Carry to Seller's House Standard Purchase and Sales Agreement
Inventory and Move In Condition Form Warranty Deed to Trustee
Irrevocable Power of Attorney to Convey Real Estate  

Please call or email us with the specific forms and formats.
We also offer all forms in generic formats as well.

 Imaging and Mailing Services

  • Outsourcing Billing and Statement functions to PGI Imaging & Mailing Services means more productivity and lower cost.
  • Did you know that the cost of processing a single invoice or statement or marketing letter could easily exceed $8-10 if completed in house. Surprised. Don't be.
  • At PGI we have created an Imaging and Mailing system that can reduce that figure to less than half a dollar including first class postage.
  • Our state of the art imaging workflow, postal address verification and security based processing environment, guarantees we can increase overall productivity, improve turnarounds and lower total processing costs.
  • Specialized programming and data processing services further enhance your productivity and increase your cash flow.
  • PGI Imaging and Mailing Services Section

 Security Documents

  • PGI offers sophisticated layers of protection to insulate you and your clients from harmful and illegal fraudulent intrusions on written Checks, Stock Certificates, Travelers Cheques and all Commercial and Negotiable Documents.
  • Preventing Fraud Documents and Conversion at PGI bears a very reasonable cost in comparison to documents without these protections for 2 reasons.
  • Our overall scale economies and focused production facilities means the most economical production cost.
  • Each of our layered security measures have been specifically developed to be applied easily and economically in our production processes.
  • See many of our Covert and Overt security measures in our Security Document section.
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9630 Ridgehaven Court • San Diego, CA 92123-1636
USA 800.383.9361 • 858.560.8213 • Fax 858.560.1473
Email info@pgisd.com