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?

Read More

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

Post Royal Commission - The future is exceptional customer experience

Posted by Nick Allen on Feb 8, 2019 2:14:17 PM

Australian Mortgage Brokers are all concerned with the proposals highlighted in the reports released this week from the Royal Commission into Misconduct in the Banking, Superannuation
and Financial Services Industry.

In the credit space, the Royal Commission proposals ultimately hope to ensure responsible lending and the borrowers’ best interests are addressed, yet their recommendations seem counterproductive... 

Read More

Topics: mortgage brokers, royal commission

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.

Read More

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

Subscribe

Recent Posts

sign up for our free trial
Join our FREE webinar and find out how to get better document collection processes for your business.