1 min read
FileInvite: 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.
2 min read
FileInvite: 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.
1 min read
FileInvite: 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?
2 min read
FileInvite: 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?
2 min read
FileInvite: 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.
2 min read
FileInvite: 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!
7 min read
FileInvite: Feb 14, 2019 10:27:57 AM
Do you have serious plans for your mortgage broker business to be your main source of income at any point in the future? Then creating a website and a top tier marketing strategy is a no-brainer. Any “serious” broker, irregardless of their client base and volume of business, should have a website. At least so that they: can be found by Google when people search, to describe their services, to display testimonials and to share a simple way for them to be contacted. Before getting into what your...
2 min read
FileInvite: Feb 8, 2019 2:14:17 PM
Australian Mortgage Brokers are all concerned with the proposals highlighted in the reports released this week from the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry. In the credit space, the Royal Commission proposals ultimately hope to ensure responsible lending and the borrowers’ best interests are addressed, yet their recommendations seem counterproductive...
2 min read
FileInvite: Jan 31, 2019 11:50:47 AM
Collecting documents from clients can be a headache. Every minute you spend chasing this paperwork, printing, signing, scanning and emailing the documents back and forth, is less time you have to bring in new business.
2 min read
FileInvite: Jan 18, 2019 3:39:18 PM
If you’re like me and have struggled to receive large files from clients then having software for document collection like FileInvite could be the solution you're after. Our platform really comes into its own with the collection of multiple large files, when you need to describe to your client exactly what you're after and get all your documents back in a timely fashion. But beyond having the right platform, here are our 5 steps to streamline the process of receiving large files from clients.
2 min read
FileInvite: Jan 14, 2019 11:07:00 AM
If you need an alternative to Adobe Send & Track, we reckon FileInvite could be a good option. However, not all document collection systems are created equal. In this article, we discuss a few features to think about when you’re choosing your document automation system.
2 min read
FileInvite: 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 for your mortgage broker business 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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