RESOURCES

Resources and guides to help you get work flowing

LEARN

How to Securely Collect Vaccination Data Using Request Portals

EBOOK

Get our free ebook on how you can boost your Mortgage Broker business

Mortgage brokering is a highly profitable industry for those that grow their business the right way. Get the ultimate guide to growing your mortgage business.

GUIDE

Customer Due Diligence:
What is CDD, AML, CFT & KYC?

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BLOG

Client Portal Software: A Guide To Choosing The Right Solution

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BLOG

KYC Checklist - What are the elements?

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Case Studies

We're proud of our customers.

Read through some of the best-kept secrets in workflow and content automation, discover some insights that you could apply to your own business today – and see how our customers managed to achieve such extraordinary results.

 

CASE STUDY | ACCOUNTING / PROFESSIONAL SERVICES

How Aprio Cloud Improved Their Customer Experience

 

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CASE STUDY | LEGAL

How McCambridge Duffy Reduced Time Required for Document Collection by 87.5%

 

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CASE STUDY | BANKING

Digitizing Document Collection Processes Helps Top 10 SBA Lender Handle More Loans

 

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CASE STUDY | MORTGAGE BROKERAGE

How 3-Person Firm Manages $100 Million in Transactions Per Year

 

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CASE STUDY | COMMERCIAL FINANCE

How 7(A) Funding Reduced Time Spent Collecting Documents by 83%

 

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CASE STUDY | COMMERCIAL FINANCE

How Fundera Slashed Loan Document Turnaround Times by 64.3% (from 42 to 15 days)

 

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CASE STUDY | EDUCATION

How Third Decade Identified and Optimized Inefficiencies in Their Document Workflow

 

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CASE STUDY | MARKETING AGENCY

How Driving Success Improved Content Request Workflows with Branded Client Portals

 

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