2 min read
FileInvite: 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 business plan. Check out our four tips to get you heading down the right path.
2 min read
FileInvite: 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.
3 min read
FileInvite: 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.
3 min read
FileInvite: 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.
5 min read
FileInvite: 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, digital marketing needs to be a part of your overall mortgage broker business plan. We’ve invited Marius du Preez to spill the beans on the best lead gen options for mortgage brokers in 2019 and beyond.
3 min read
FileInvite: 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.
3 min read
FileInvite: 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.
1 min read
FileInvite: 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!
4 min read
FileInvite: 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. In fact, most mortgage brokers using FileInvite, rank lead generation in the top three of their business plan priorities. To give you an idea the number of people searching for the term Mortgage Broker in Australia grew 96% in the first week of 2019. New year, new plans I guess... With that in mind here is our preliminary...
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