Receive large files from clients with FileInvite

Posted by Nick Allen on Jan 18, 2019 3:39:18 PM

If you’re like me and have struggled with receiving large files from clients then having software for document collection like FileInvite could be the solution you're after. FileInvite can help with this process by:

  • Providing a mobile friendly client portal to upload documents from any device that would normally be too large to send by email.
  • Scheduling a regular request email for files documents or reports.
  • Setting due dates.
  • Automating reminder messages and chasing late documents.
  • Collating all documents to a single PDF.
  • Having a central space to manage and approve files.
  • Offering digital or e-signature capabilities to get your contracts signed quickly.

But beyond having the right platform, here are our 5 steps to streamline the process of receiving large files from clients.

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Topics: large files, client portal, receive large client files, receive large files from clients

Marketing your mortgage broker business

Posted by Nick Allen on Jan 16, 2019 10:01:00 AM

It probably seems obvious but if you don’t market your business, you won’t succeed. You might have the best mortgage broking game in the marketplace but that means nothing if potential customers don’t know about it.

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Topics: Mortgage, lead generation, onboarding, Mortgage Broker, marketing, document administration systems

An alternative to Adobe Send & Track

Posted by Nick Allen on Jan 14, 2019 11:07:00 AM

It’s the start of a new year and you know it’s going to be a big one for your business. You’ve got lots of potential clients on the horizon and you’re keen to start chasing leads.

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Topics: document collection, software, document administration systems

What to look for in a mortgage aggregator

Posted by Nick Allen on Dec 19, 2018 10:07:00 AM

 

Mortgage brokering is all about volume. The more leads you get, the more conversions you make, the more money you’ll earn.

Sounds easy. But how do you get the leads in the first place? And who’s going to do all the admin that comes with a growing business? Oh, and how do you stay compliant?

If you're a mortgage broker in Australia, one option is to join an Aggregator. 

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Topics: Mortgage Broker, mortgage adviser, software, document collection, aggregator selection

Tips to protect your online documents

Posted by Nick Allen on Dec 11, 2018 4:30:52 PM

Filing cabinets stuffed full of files have gone, faxes are ancient technology and photocopiers probably won’t be around for much longer. Security and compliance are core issues in any mortgage broker's business plan. Check out our four tips to get you heading down the right path. 

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Topics: data security, document administration systems, document collection, security

How to set up a client portal for mortgage documents?

Posted by Nick Allen on Dec 11, 2018 3:31:30 PM

A client portal is the most convenient way to collect documents from your clients.

Letting them struggle to attach files and upload them to various emails is really not ideal. Then you’re left battling with a barrage of emails in your inbox. Why not focus on more productive activities?

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Topics: client portal, client portal for mortgage documents, mortgage document portal, best client portal setup

An alternative to email for document collection and loan applications

Posted by Nick Allen on Nov 29, 2018 3:41:00 PM

As a mortgage lender, you're likely working with multiple clients at any one time. To process and close their mortgages, you need a host of documents. The busier the season, the more documents you're juggling and trying to manage in your email inbox.

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Topics: document collection, email alternative, security, data privacy, data security, mortgage brokers, loan application documents

6 productivity tools to improve mortgage broker efficiency

Posted by Nick Allen on Nov 28, 2018 8:43:06 AM

Mortgage broking is all about providing excellent service to existing clients while chasing new leads. Finding the time to do both is not easy, especially given the amount of paperwork that’s involved.

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Topics: Mortgage Broker, mortgage, Mortgage, lead generation, onboarding, mortgage adviser, technology

How to automate monthly management reports

Posted by Nick Allen on Nov 26, 2018 1:25:06 PM

Requesting monthly reports from your team is a core element in any organisation. Regardless of size, status or location - startups and global corporations all measure and report on their performance to someone.

We all know its crucial, but many of us struggle with the mechanics. 

Getting regular reports completed in a timely and orderly fashion is hard when day to day activities take priority. 

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Topics: document administration systems, document collection, collecting monthly reports, board reports

Clinton Waters of Axton Finance on technology and tools for Mortgage Brokers

Posted by Nick Allen on Nov 23, 2018 7:45:47 AM

 

Clinton has been in the business for 17 years providing top service out of Hawthorn, Melbourne to Australian home owners.

Working with over 25 bank and non-bank lenders, including the “big four”, the team at Axton Finance pride themselves in giving: No run-around, no jargon, no worries, service.

I had a chat with Clinton as he's a like minded techie - not afraid to make use of cloud tools to improve his business. So let's hear from Clinton.

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Topics: client story, Mortgage Broker, technology, software, document administration systems