How to Automate the Client Onboarding Process of an Accounting Firm

Posted by Ben Mulholland on Apr 5, 2019 11:10:34 AM

 The importance of a good client onboarding process is well-established, whether you’re talking about an accounting firm or a management consulting agency. Client onboarding deals with the crucial first impressions of new clients, setting them up for lifetime value, and squashing the seeds of churn before they can take root.

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Topics: client onboarding, accounting

Sarah Bloxham - On mortgage document collection

Posted by Nick Allen on 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.  

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Topics: client onboarding, mortgage, document collection, Mortgage Broker, testimonial, mortgage adviser, case study

David Windler - On managing and collecting client documents

Posted by Nick Allen on 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.

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Topics: client onboarding, mortgage, document collection, Mortgage Broker

5 quick tips on how to get leads for mortgage brokers

Posted by Nick Allen on 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 checklist for high performing mortgage professionals to make the most of leads.
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Topics: lead generation, client onboarding, mortgage

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