Nick Allen

Nick Allen
Head of Marketing at FileInvite
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Recent Posts

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

7 Benefits of using automated document collection systems

Posted by Nick Allen on Nov 21, 2018 3:07:13 PM

 
If you’re responsible for the daunting processes of getting supporting documents, collected, reviewed, corrected and signed-off, you’ll know all too well how frustrating the process can be.

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Topics: mortgage, lead generation, document collection, marketing, data privacy

Generating leads for Mortgage Brokers in 2019

Posted by Nick Allen on Nov 15, 2018 2:51:05 PM

The best strategies for Lead Generation in 2019 and beyond.

Want to generate leads for your mortgage brokerage outside of referrals and word of mouth?

If you want to survive in 2019 and beyond, you have learn the ins and outs of digital marketing.

We’ve invited Marius du Preez to spill the beans on the best lead gen options for mortgage brokers in 2019 and beyond.

   
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Topics: mortgage, lead generation, Mortgage Broker, facebook, marketing, telemarketing, Google Ads

Sarah Bloxham - On mortgage document collection

Posted by Nick Allen on Nov 6, 2018 3:24:19 PM

We had a great chat with Sarah Bloxham of Let's Talk! Mortgages & Insurance about systems and tools for getting mortgage documents from clients.   

Hear how Sarah has grown her business exponentially over the last two years, adding personal insurance and Kiwisaver (superannuation) to the services she offers clients.  

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Topics: document collection, mortgage, Mortgage Broker, client onboarding, testimonial, case study, mortgage adviser

David Windler - On managing and collecting client documents

Posted by Nick Allen on Nov 1, 2018 1:46:44 PM

We caught up with David Windler, New Zealand Mortgage Broker Of The Year (and FileInvite client) to talk about increasing volume and efficiency in the mortgage business.

Hear how he manages VERY large volumes of supporting documents for loan applications.

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Topics: document collection, mortgage, Mortgage Broker, client onboarding

A Dropbox File Requests alternative - FileInvite?

Posted by Nick Allen on Oct 4, 2018 3:58:50 PM

Find out below why FileInvite is a far superior alternative when looking for a file request and document collection system!

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Topics: dropbox, document collection, Dropbox file request alternative, Dropbox File Requests

Mortgage Professionals: 5 quick tips to capturing client leads from competitors

Posted by Nick Allen on Aug 17, 2018 1:45:39 PM

In the current environment competition for leads is ever growing. Ensuring that you are in the decision set for potential customers and even ahead of competitors is paramount.
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Topics: mortgage, lead generation, client onboarding

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