Add digital or e-signatures to your forms, documents, contracts and disclosure documents. Save hours in printing signing, scanning or mailing...
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...
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...
Looking to improve your conversion rates with lenders and increase mortgage referrals? Read Joel's advice on improving your business with technology.
HR contract management and employee onboarding doesn't need to be complicated, automated systems are here to make these processes much more efficient.
Any “serious” broker, should have a website that: describes services, displays testimonials and shares a simple way for them to be contacted. Here...
Irregardless of where the commissions debate ends for mortgage brokers - there will still be a strong emphasis on providing exceptional customer...
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...
How do you receive large files from clients? Here's our 5 step guide to receive large files. Using FileInvite can really help streamline the process.
If you don't know how to market your mortgage broker business correctly, you could be doing more harm than good. In this blog, we outline what you...
We compare features across both document collection tools, so you know document automation system is a better fit for your organization.
There is a growing need for aggregators in the mortgage broker business. The blog focuses on the services they provide and how an aggregator can help...