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

How to set up a client portal for mortgage documents?

Posted by Nick Allen on Dec 11, 2018 3:31:30 PM

A client portal is the most convenient way to collect documents from your clients.

Letting them struggle to attach files and upload them to various emails is really not ideal. Then you’re left battling with a barrage of emails in your inbox. Why not focus on more productive activities?

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Topics: client portal for mortgage documents, mortgage document portal, client portal, best client portal setup

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