Microsoft Forms customers have been requesting the ability to allow uploads from external users since 2017. However, there’s no sign at the moment of this feature being added to Microsoft Form’s development pipeline. This is why we created File Request Pro.
Use cloud drives for what they are great at – file storing and synching across devices – and File Request Pro for professionally collecting and organising files and content in Microsoft OneDrive or SharePoint. Continue reading “Can you upload files to Microsoft Forms from people outside the organization?”
Although smart phones and modern software make it easy for almost anyone to make and store videos, it’s still very challenging trying to collect large files. Without a good system in place, your video applications and promotional material will end up scattered across a variety of places, programmes, and formats — some more secure than others.
Continue reading “A Comprehensive Guide on How To Collect Video Submissions”
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.
Continue reading “Mortgage Documents and Email – What you Should Know”
Gathering documents and verifying information can cause a lot of back and forth between borrower and broker. It’s often the clunkiest part of the mortgage or loan application process and can prevent you getting more sales. It can even lose you business, in the case of misplaced files, hacked emails or confused clients.
Continue reading “Mortgage Document Collection Best Practices ”
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.
Continue reading “Client portals and document collection for accountants (2022 Guide)”
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.
Continue reading “Why you Need Mortgage Document Portal for your Mortgage Company”
If you want to collect a few files from friends and family then Dropbox File Request is a good solution. If you need a more professional file collection tool that natively connects with Dropbox, then use File Request Pro. Part form builder, part upload software and part automation tool, it’s been specifically designed to simplify the file collection process for companies using Dropbox.
With File Request Pro you can allow anyone to upload files and content to Dropbox professionally and securely.
Continue reading “How to allow others to upload to your Dropbox account”
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.
Continue reading “Building a file upload form that natively connects with Microsoft OneDrive and SharePoint”
Google Forms is a great product. It’s free, easy to use and popular. However, uploading files requires you to use specific settings. Here are the 6 steps you need to take to successfully upload files using Google Forms.
Continue reading “How to upload files using Google Forms”
When you need to receive large files from customers, of hundreds of megabytes, using email is not a good option. If your clients email large files they will run into a maximum email size limit. You’ll also struggle with organising files that are tangled up in email threads.
Continue reading “Receive large files from customers (by email, sharing and uploading)”