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 with receiving large files from clients then having software for document collection like FileInvite could be the solution you're after. FileInvite can help with this process by:

  • Providing a mobile friendly client portal to upload documents from any device that would normally be too large to send by email.
  • Scheduling a regular request email for files documents or reports.
  • Setting due dates.
  • Automating reminder messages and chasing late documents.
  • Collating all documents to a single PDF.
  • Having a central space to manage and approve files.
  • Offering digital or e-signature capabilities to get your contracts signed quickly.

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: large files, client portal, receive large client files, 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, client portal for mortgage documents, mortgage document portal, best client portal setup