An alternative to email for document collection and loan applications

Posted by Nick Allen on Nov 29, 2018 3:41:00 PM

As a mortgage lender, you're likely working with multiple clients at any one time. To process and close their mortgages, you need a host of documents. The busier the season, the more documents you're juggling and trying to manage in your email inbox.

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Topics: document collection, email alternative, security, data privacy, data security, mortgage brokers, loan application documents

How to automate monthly management reports

Posted by Nick Allen on Nov 26, 2018 1:25:06 PM

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. 

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Topics: document administration systems, document collection, collecting monthly reports, board reports

7 Benefits of using automated document collection systems

Posted by Nick Allen on Nov 21, 2018 3:07:13 PM

 
If you’re responsible for the daunting processes of getting supporting documents, collected, reviewed, corrected and signed-off, you’ll know all too well how frustrating the process can be.

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Topics: mortgage, lead generation, document collection, marketing, data privacy

Sarah Bloxham - On mortgage document collection

Posted by Nick Allen on Nov 6, 2018 3:24:19 PM

We had a great chat with Sarah Bloxham of Let's Talk! Mortgages & Insurance about systems and tools for getting mortgage documents from clients.   

Hear how Sarah has grown her business exponentially over the last two years, adding personal insurance and Kiwisaver (superannuation) to the services she offers clients.  

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Topics: document collection, mortgage, Mortgage Broker, client onboarding, testimonial, case study, mortgage adviser

David Windler - On managing and collecting client documents

Posted by Nick Allen on Nov 1, 2018 1:46:44 PM

We caught up with David Windler, New Zealand Mortgage Broker Of The Year (and FileInvite client) to talk about increasing volume and efficiency in the mortgage business.

Hear how he manages VERY large volumes of supporting documents for loan applications.

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Topics: document collection, mortgage, Mortgage Broker, client onboarding

A Dropbox File Requests alternative - FileInvite?

Posted by Nick Allen on Oct 4, 2018 3:58:50 PM

Find out below why FileInvite is a far superior alternative when looking for a file request and document collection system!

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Topics: dropbox, document collection, Dropbox file request alternative, Dropbox File Requests

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