Receive large files from clients with FileInvite

Posted by Nick Allen on 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.

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Topics: client portal, receive large files from clients, large files, receive large client files, how to receive large files from clients

How to set up a client portal for mortgage documents?

Posted by Nick Allen on Dec 11, 2018 3:31:30 PM

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?

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Topics: client portal for mortgage documents, mortgage document portal, client portal, best client portal setup

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