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 improve efficiencies and streamline the commercial lending process for a better client experience with an automated client...
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...
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,...