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Guidelines for Effective File Transfers: USFN White Paper

Posted By USFN, Friday, March 06, 2015
Updated: Wednesday, September 23, 2015

March 6, 2015 


by Alberta Hultman, USFN Executive Director & CEO

USFN is pleased to announce the availability of a new white paper, “Guidelines for Effective File Transfers,” which was developed over the last eight months by members of USFN, select clients, and advisors. The document is in a “scenario planning” format, outlining the steps that may be taken — given the circumstances of a particular event — when a transfer of files is made.

The scenarios include: servicer to servicer, law firm to law firm, a combination of these, or when a servicer or firm closes shop. Its intent is to provide sensible guidance for affected parties, while allowing for a company or firm to adapt the Guidelines to its own internal process.

The Guidelines can be found at:

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