Alexandra Jumper: Outsourced Accounting And Financial Document Requests

Posted by Nick Allen on Sep 17, 2019 1:58:44 PM

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

 

Read More

Topics: receive large files from clients, requesting accounting documents, outsourced accounting

Hamish shares his tips for success in business

Posted by Nick Allen on Jul 17, 2019 8:59:35 AM

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.

Read More

Report: Increased complexity in loan applications

Posted by Nick Allen on May 2, 2019 10:44:28 AM

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.

Read More

Topics: loan application documents, loan complexity report, supporting document report

KYC Checklist - What are the elements?

Posted by Nick Allen on Apr 15, 2019 12:22:02 PM

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?

 

Read More

Topics: KYC, KYC Checklist, KYC Supporting Files, KYC Form

How to Automate the Client Onboarding Process of an Accounting Firm

Posted by Ben Mulholland on Apr 5, 2019 11:10:34 AM

 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.

Read More

Topics: client onboarding, accounting

Can you add an e-signature to that document?

Posted by Nick Allen on Mar 29, 2019 2:41:59 PM

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?

Read More

Topics: e-sign, online-contracts, e-signatures, digital signatures

What is Mortgage Document Management software?

Posted by Nick Allen on Mar 22, 2019 2:36:30 PM

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?

Read More

Topics: document collection, document administration systems, mortgage brokers, mortgage document portal, mortgage document management software

Paperless client onboarding: Why use document portal software?

Posted by Nick Allen on Mar 12, 2019 2:12:13 PM

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.

 

Read More

Topics: paperless onboarding, client portal software, document portal

Joel Wyld: Improving conversion rates with lenders and client referrals

Posted by Nick Allen on Feb 22, 2019 2:17:53 PM

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.

Read More

Automation: HR contract management and employee onboarding

Posted by Nick Allen on Feb 14, 2019 5:03:21 PM

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!

Read More

Topics: document collection, technology, document administration systems

Subscribe

Recent Posts

sign up for our free trial
Join our FREE webinar and find out how to get better document collection processes for your business.