David discusses managing and collecting client documents. Hear how he uses FileInvite to increase volume and efficiencies as Mortgage Broker Of The...
Data & Document Collection (3)
A great alternative to Dropbox File Requests is FileInvite. Automate your document collection from clients and customers, by sending a FileInvite.
Gather all the documents, signatures, and data you require up to 80% faster.
Eliminate the monotony of back-and-forth emails and inefficient systems when gathering client information. Get hours back each week as FileInvite handles the most time-consuming work for you.
Get started in as little as 5 minutes.