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.
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.
It probably seems obvious but if you don’t market your business, you won’t succeed. You might have the best mortgage broking game in the marketplace but that means nothing if potential customers don’t know about it.
If you need an alternative to Adobe Send & Track, we recon FileInvite is a good option. Not all document collection systems are created equal. We discuss a few features to think about when you’re choosing your system.
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 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.
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 mortgage broker's business plan. Check out our four tips to get you heading down the right path.
A client portal is the most convenient way to collect documents from your clients.
Letting them struggle to attach files and upload them to various emails is really not ideal. Then you’re left battling with a barrage of emails in your inbox. Why not focus on more productive activities?
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.
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.
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.