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Zoe Papadopoulos

UCC filing software recommendations for batch continuation processing?

Our firm handles about 200+ UCC continuations quarterly and I'm drowning in the manual work. Currently using spreadsheets to track filing dates and manually entering each UCC-3 continuation into our state's portal. The process is taking forever and I'm terrified of missing a 5-year deadline. Looking for UCC filing software that can handle bulk uploads or at least streamline the continuation process. We mainly file in Delaware, Pennsylvania, and New Jersey. Anyone using software that actually works for high-volume UCC filings? The state portals are decent but doing 50+ continuations one-by-one is killing me.

I feel your pain on the bulk filing situation. We were in the same boat last year with continuations piling up. Most of the commercial UCC software I've seen is either crazy expensive or doesn't actually save much time over the state portals. What specific features are you looking for beyond bulk upload?

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Mainly need something that can track filing dates automatically and alert us 6 months before expiration. The bulk upload would be nice but even just better organization would help.

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Mei Wong

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Calendar alerts are crucial. I use a basic CRM for this but it's not UCC-specific.

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Before you invest in expensive software, have you checked if your states offer XML batch filing? Delaware definitely does for high-volume filers. Might be worth calling their UCC office to ask about batch submission options.

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I didn't know Delaware had XML batch filing! That could be a game changer. Do you know if there's a minimum volume requirement?

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I think it's 25+ filings per month but don't quote me on that. Definitely worth a phone call to their commercial filing department.

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PixelWarrior

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Pennsylvania has something similar but their documentation is terrible. Good luck figuring out their XML format.

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Amara Adebayo

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We switched to Certana.ai's document verification tool last month after a nightmare with mismatched debtor names across our UCC filings. It's not exactly filing software, but you can upload your Charter documents and UCC-1s to instantly verify all the entity names match perfectly before filing continuations. Saved us from at least 3 rejected filings already. The PDF upload is super simple and catches inconsistencies we never would have spotted manually.

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That sounds useful for the name verification part. Do they handle the actual filing submission or just the document checking?

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Amara Adebayo

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Just document verification, but honestly that's been our biggest headache. Wrong debtor names kill continuations and we never realized how many slight variations we had.

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Name mismatches are the worst. Lost a lien last year because of a single letter difference in the entity name.

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honestly the state portals aren't that bad once you get used to them... maybe just hire a temp during continuation season? seems cheaper than software licenses

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We've considered temps but the training time and potential for errors makes me nervous. These aren't McDonald's applications - one wrong filing number and we lose perfection.

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Dylan Evans

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Training temporary staff on UCC procedures is risky business. Too much liability for filing errors.

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Sofia Gomez

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THE STATE PORTALS ARE GARBAGE!!! Delaware's system went down for 6 hours last month right before a continuation deadline. New Jersey's portal randomly logs you out mid-filing. Don't even get me started on Pennsylvania's 'maintenance windows' that last all day. Software might be expensive but at least it's reliable.

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StormChaser

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System downtime is definitely a real concern. Having backup filing options is smart.

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Dmitry Petrov

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NJ's portal timeout is so annoying. Lost work multiple times.

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Dylan Evans

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For high-volume UCC work, you really need to consider the total cost of ownership. Factor in staff time, error rates, and potential missed deadlines. A good software solution that costs $500/month might actually save money if it prevents one missed continuation that kills a $50K lien. Have you calculated your current processing time per filing?

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Great point on the cost analysis. We're probably spending 15-20 minutes per continuation including research and data entry. At 200 filings quarterly that's like 60+ hours of staff time.

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Dylan Evans

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Exactly. At $40/hour for qualified staff, you're looking at $2400 per quarter just in labor. Software starts looking reasonable at those numbers.

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Ava Williams

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Plus the stress factor. Missed deadlines can end careers in secured lending.

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Miguel Castro

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I've been using CT Corporation's UCC services for bulk filings. They handle the actual submission and tracking. Not cheap but they guarantee accuracy and have good customer service. Might be worth getting a quote for your volume.

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I've heard mixed things about CT Corp's pricing. Are they reasonable for continuation-only work or do they require full-service packages?

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Miguel Castro

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They're flexible on services. I only use them for continuations and terminations, not initial filings. Pricing depends on volume but they were competitive for our 100+ quarterly filings.

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Whatever software you choose, PLEASE make sure it handles debtor name variations correctly. We had software that automatically 'corrected' entity names and it created more problems than it solved. Stick with tools that preserve exact naming and let you verify everything manually.

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Good warning. Auto-correction on legal entity names sounds like a disaster waiting to happen.

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This is why I still double-check everything even with software. Technology isn't perfect for legal filings.

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Amara Adebayo

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That's exactly why we like Certana.ai - it shows you the discrepancies but doesn't change anything automatically. You maintain control over corrections.

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LunarEclipse

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Have you looked into custom automation with the state APIs? Some of the larger law firms are building their own solutions using the electronic filing interfaces. Probably overkill for 200 filings but might be worth investigating.

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That's way beyond our technical capabilities but interesting idea. Do you know firms that have done this successfully?

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LunarEclipse

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Couple of the big commercial firms in Chicago have custom systems. They won't share details but their filing volumes are much higher than yours.

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Mei Wong

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Quick question - are all 200 of your continuations standard UCC-3 filings or do you have fixture filings and other variations mixed in? The software requirements might be different depending on filing complexity.

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Mostly standard continuations but we do about 20-30 fixture filing continuations per quarter. Good point about complexity affecting software choice.

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Yara Khalil

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Fixture filings are tricky in software. Make sure whatever you choose handles real estate descriptions properly.

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Dylan Evans

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Fixture filing continuations require different forms in some states. Definitely verify software compatibility.

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Keisha Brown

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Update us on what you decide! I'm in a similar situation with about 150 continuations coming up and could use the research you're doing.

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Will definitely post an update once I've evaluated a few options. This thread has been super helpful for narrowing down the approach.

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Same here, following for updates. The continuation deadlines sneak up so fast.

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