TOPIC

Document Administration Systems

Document Collection

What is Mortgage Document Management Software?

Mortgage document management software can help you get documents from clients on time in the right format. Here are out tips for picking a great...

Document Collection

How To Get Going With FileInvite

Keen to streamline your document collection but not sure where to start? FileInvite could be for you. Check out our webinar to help get you up and...

Mortgage, lead generation, onboarding

Marketing Your Mortgage Broker Business

If you don't know how to market your mortgage broker business correctly, you could be doing more harm than good. In this blog, we outline what you...

Document Collection

4 Tips to Protect Your Online Documents

You moved to an online file storage system. But now, constant news of hackers stealing data from major corporations is making you nervous... We can...

Document Collection

How to Automate Monthly Management Reports

Here are our 7 steps on how to automate monthly management reports and create optimum workflow. Schedule once and your team get auto reminders each...

How do you make your work flow?

You subscribe to the FileInvite blog.

Stay up to date on the latest developments in workflow and content automation from the pioneers of automated document collection. We regularly interview automation and CX experts, gather client feedback, and share actionable insights and reports.