What is Mortgage Document Management software?

Posted by Nick Allen on Mar 22, 2019 2:36:30 PM

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?

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Topics: document collection, document administration systems, mortgage brokers, mortgage document portal, mortgage document management software

Automation: HR contract management and employee onboarding

Posted by Nick Allen on Feb 14, 2019 5:03:21 PM

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!

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Topics: document collection, technology, document administration systems

How to get going with FileInvite

Posted by Nick Allen on Jan 31, 2019 11:50:47 AM

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.

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Topics: document collection, technology, document administration systems

Adobe Send & Track alternative

Posted by Nick Allen on Jan 14, 2019 11:07:00 AM

 

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. 

 

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Topics: document collection, document administration systems, software

What to look for in a mortgage aggregator

Posted by Nick Allen on Dec 19, 2018 10:07:00 AM

 

Mortgage brokering is all about volume. The more leads you get, the more conversions you make, the more money you’ll earn.

Sounds easy. But how do you get the leads in the first place? And who’s going to do all the admin that comes with a growing business? Oh, and how do you stay compliant?

If you're a mortgage broker in Australia, one option is to join an Aggregator. 

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Topics: document collection, Mortgage Broker, mortgage adviser, software, aggregator selection

Tips to protect your online documents

Posted by Nick Allen on Dec 11, 2018 4:30:52 PM

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. 

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Topics: document collection, document administration systems, security, data security

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, data privacy, email alternative, security, 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 collection, document administration systems, board reports, collecting monthly 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: lead generation, mortgage, 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: client onboarding, mortgage, document collection, Mortgage Broker, testimonial, mortgage adviser, case study

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