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

6 productivity tools to improve mortgage broker efficiency

Posted by Nick Allen on Nov 28, 2018 8:43:06 AM

Mortgage broking is all about providing excellent service to existing clients while chasing new leads. Finding the time to do both is not easy, especially given the amount of paperwork that’s involved.

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Topics: Mortgage, lead generation, onboarding, mortgage, Mortgage Broker, mortgage adviser, technology

Clinton Waters of Axton Finance on technology and tools for Mortgage Brokers

Posted by Nick Allen on Nov 23, 2018 7:45:47 AM

 

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.

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Topics: Mortgage Broker, client story, technology, document administration systems, software