Choosing a secure document portal can be tough. Here are some options (and their costs) to consider when deciding between client portals.
Here are 5 ways you can use automated and secure client portals to improve the customer experience within commercial lending.
Online client portals are becoming the new standard for collecting documents, improving productivity and eliminating potential security risks...
This client portal software guide will help you understand 'must have' features and choose the best customer portal solution for your needs.
How to build a business case for an automated document and data collection solution in your organization. Manage document workflows better with...
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...
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.
The best set up for a client portal that collects mortgage documents includes: introduction, outline of the documents required, disclosure statement,...