We caught up with Alexandra Jumper from Aprio Cloud to understand the impact of implementing FileInvite across an Outsourced Accounting and Financial Services firm.

We caught up with Hamish Patel from Mortgages Online recently to talk all things business.

With over a decade in the mortgage industry, we wanted get a few tips from Hamish.

Thoughts on what he believes are key ideas in growing any consultancy or professional service business. Check out the video here, or read on for a quick summary.

Anonymised usage data from FileInvite users in 2018 shows a marked increase in the complexity and quantity of supporting documents needed to secure a loan. Read on, banks and lenders are requesting far more supporting data and evidence.

Many industries are becoming heavily legislated around getting to know your customer from a legal perspective. KYC or Know Your Customer, forms part of the due diligence process for AML/CFT.

But just what are the main elements of a KYC document checklist?

 The importance of a good client onboarding process is well-established, whether you’re talking about an accounting firm or a management consulting agency. Client onboarding deals with the crucial first impressions of new clients, setting them up for lifetime value, and squashing the seeds of churn before they can take root.

Digital or e-signatures can save hours of hunting for a scanner, and alleviate the travel associated with meeting clients in person to get things signed. Why not add them to your forms, documents, contracts and disclosure documents?

Success as a mortgage broker depends on volume. The more clients you can sign up and get sorted, the better. But it's easier said than done, given the number of documents you need them to send you, on time and in the right format. We have good news - mortgage document management software is here and it's a lifesaver when it comes to staying on top of the paperwork.

So what is it and what can it do for you?

The onboarding process is crucial to ensuring customer success. So many companies want to save trees and adopt paperless onboarding when bringing a new customer into the company.

Here's our take on how to go about digitizing your onboarding.

We recently talked to Joel Wyld, director the North Sydney based company, Peasy.  Joel is a progressive Mortgage Broker, yet his tips on business strategy would be valuable to any professional.

Work is flooding in and the boss is panicking about organising new staff. If your first move is to start firing off emails to the new hires, STOP!