Client intake form for accountants and wealth management companies

Client intake forms can be used by accountants and wealth management companies as part of the new client onboarding process. They provide a professional, repeatable and automated way to collect essential information at the start of the relationship.

They are also an easy way to simplify your onboarding process without having to use complicated software that seeks to replace your existing tech stack or initial high-touch processes.
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Simplified client onboarding for financial service companies

Client onboarding should be a repeatable and streamlined process that extracts all the information you need from clients as easily as possible.

That way you don’t get distracted from your core competencies by sending reminder emails, sorting through emails and searching for attachments.  Clients will also have a positive initial experience with your company, and get value from the relationship quicker.

In this article, we’ll look at how you can quickly simplify your client onboarding experience, specifically the document collection process. If you are frustrated with your onboarding process, then now is the time to start improving it.
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File Request Pro and Google Drive – request files from anyone

Google Drive is a popular cloud storage option that makes it easy for you to store large files without clogging up your phone or computer.

However, if you want to request files from other people you start running into problems. You can share a folder, but contributors need a Google account. Contributors can also open and see all files in that folder, even using the most restrictive ‘view only’ setting.
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How can you request files from external partners using SharePoint?

This question is popular on the Microsoft Forum, with more than 200 votes and 35 comments.  Currently you’ll need to use some kind of workaround. You can’t just use SharePoint to collect files from people external to your organisation.

Let’s have a look at your options:

  • The situation with SharePoint and file requests
  • Use SharePoint and OneDrive to create a file request
  • Use SharePoint and file upload software
  • Turn to a competitor to collect files

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A Comprehensive Guide on How To Collect Video Submissions

Collect video applications, testimonials,  video messages from family and friends, and presentations for your event or church.

Accepting video submissions is easy—as long as you pick the right way to collect videos and as long as you plan out your process before you begin. Whether you are running an online contest, collecting videos for you an event or summit, or just some family video collecting large video files can be trickier.

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Mortgage Documents and Email – What you Should Know

The mortgage process is sensitive and timely. Without the proper steps, a mortgage closing could be delayed, which could hurt an entire channel of people involved in the process. Today, most loan processes take place over the phone or online. The days of meeting clients in their homes or at the local coffee shop are behind us.

But that leaves mortgage companies with a serious problem – document collection. You need documents fast to get the process rolling.

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Client portals and document collection for accountants (2021 Guide)

Automating manual tasks and and streamlining processes is an essential way for accounting, financial and wealth management companies to stay competitive. This is particularly the case given that the abrupt move to online-only interactions caused by Covid-19 looks set to heavily influence the way we work in future.

In this article we’ll look specifically at how client portals and document collection software can save you time and hassle, improve data hygiene, and ensure your client and company data stays secure.

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Why you Need Mortgage Document Portal for your Mortgage Company

Documentation collection is one of the most tedious parts of mortgage processing. It can hold up the loan process and even cause loan denials if you aren’t careful. If too much time passes or clients just give up, it can leave you with unclosed loans in your pipeline which means a loss of revenue.

Even with a human mortgage processor, there are only so many hours in the day for him/her to get the work done. A processor does more than collect documents too, which means he/she needs to multi-task to get everything done on time, but sometimes it’s too much even for the best processor.

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