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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Building a file upload form that natively connects with Microsoft OneDrive and SharePoint

Microsoft Forms currently does not support file uploads from anonymous users or users external to your organization. File Request Pro solves this problem for you. You can easily create an upload form that natively connects with OneDrive or SharePoint and provides a seamless experience for you and your customers.

File Request Pro also offers generous file size and bandwidth limits, automated reminders, and the ability to use your own branding and URL. See all product details.

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Uploading Files to Google Drive from WordPress

If you frequently need your customers to upload a file on your WordPress site, you’ll likely want to place them on a cloud storage provider like Google Drive.

By sending your file uploads to a cloud storage provider such as Google Drive or OneDrive, you will not only have a backup if a disaster, but you will save a lot of time downloading and organizing files.
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