Success as a mortgage broker depends on volume. The more clients you can sign up and get sorted, the better. But it's easier said than done, given the number of documents you need them to send you, on time and in the right format. We have good news - mortgage document management software is here and it's a lifesaver when it comes to staying on top of the paperwork.
So what is it and what can it do for you?
Topics: document collection, document administration systems, mortgage brokers, mortgage document portal, mortgage document management software
Work is flooding in and the boss is panicking about organising new staff. If your first move is to start firing off emails to the new hires, STOP!
Topics: document collection, technology, document administration systems
Collecting documents from clients can be a headache. Every minute you spend chasing this paperwork, printing, signing, scanning and emailing the documents back and forth, is less time you have to bring in new business.
Topics: document collection, technology, document administration systems
It probably seems obvious but if you don’t market your business, you won’t succeed. You might have the best mortgage broking game in the marketplace but that means nothing if potential customers don’t know about it.
Topics: Mortgage, lead generation, onboarding, Mortgage Broker, marketing, document administration systems
If you need an alternative to Adobe Send & Track, we recon FileInvite is a good option. Not all document collection systems are created equal. We discuss a few features to think about when you’re choosing your system.
Topics: document collection, document administration systems, software
Filing cabinets stuffed full of files have gone, faxes are ancient technology and photocopiers probably won’t be around for much longer. Security and compliance are core issues in any mortgage broker's business plan. Check out our four tips to get you heading down the right path.
Topics: document collection, document administration systems, security, data security
Requesting monthly reports from your team is a core element in any organisation. Regardless of size, status or location - startups and global corporations all measure and report on their performance to someone.
We all know its crucial, but many of us struggle with the mechanics.
Getting regular reports completed in a timely and orderly fashion is hard when day to day activities take priority.
Topics: document collection, document administration systems, board reports, collecting monthly reports
Clinton has been in the business for 17 years providing top service out of Hawthorn, Melbourne to Australian home owners.
Working with over 25 bank and non-bank lenders, including the “big four”, the team at Axton Finance pride themselves in giving: No run-around, no jargon, no worries, service.
I had a chat with Clinton as he's a like minded techie - not afraid to make use of cloud tools to improve his business. So let's hear from Clinton.
Topics: Mortgage Broker, client story, technology, document administration systems, software
