Meetings
Scheduling And Running Your First Virtual Meeting
Grab our top tips for scheduling and conducting your first virtual meeting with a client.
Mortgage Broker
Hamish Shares His Tips for Success in Business
Mortgage Broker and Adviser Hamish Patel of MortgagesOnline.co.nz shares his business tips for Loan and Mortgage professionals.
Loan Application Documents
Report: Increased Complexity in Loan Applications
Usage data from FileInvite users in 2018 shows a marked increase in the complexity and quantity of supporting documents needed to secure a loan.
KYC
KYC Checklist - What Are The Elements?
What are the elements of a KYC Checklist Form? How can you implement a form + supporting document system? We have a FileInvite template 👍 .
Online Contracts
Can You Add an e-Signature to That Document?
Add digital or e-signatures to your forms, documents, contracts and disclosure documents. Save hours in printing signing, scanning or mailing...
Document Collection
What is Mortgage Document Management Software?
Mortgage document management software can help you get documents from clients on time in the right format. Here are out tips for picking a great...
Paperless Onboarding
Paperless client onboarding: Why use document portal software?
Using a client portal or document portal is the best way to move towards paperless onboarding. So many companies want to ditch paper when bringing a...
Joel Wyld: How To Improve Conversion Rates with Lenders and Increase Client Your Referrals
Looking to improve your conversion rates with lenders and increase mortgage referrals? Read Joel's advice on improving your business with technology.
Document Collection
Automation: HR Contract Management and Employee Onboarding
HR contract management and employee onboarding doesn't need to be complicated, automated systems are here to make these processes much more efficient.
Mortgage Broker Marketing
Mortgage Broker Website: Design and Content, the key elements
Any “serious” broker, should have a website that: describes services, displays testimonials and shares a simple way for them to be contacted. Here...
Mortgage Brokers
Post Royal Commission - The future is exceptional customer experience
Irregardless of where the commissions debate ends for mortgage brokers - there will still be a strong emphasis on providing exceptional customer...
Document Collection
How To Get Going With FileInvite
Keen to streamline your document collection but not sure where to start? FileInvite could be for you. Check out our webinar to help get you up and...