File Upload in Microsoft Forms: How to collaborate with external users

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 upload software File Request Pro, which natively connects with OneDrive and SharePoint. Continue reading “File Upload in Microsoft Forms: How to collaborate with external users”

Request Files From Anyone Using Google Drive

Are you looking for an easy way to request files from anyone, even if they don’t have a Google Account?

With a Google Drive folder, you can easily make your friends and family, or even professional networks upload files like documents, photos, audio-video, and other types of files with just a few clicks.

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.

No matter where your team is located or what devices they are using – desktop computers, tablets, or smartphones – everyone can share the same folder on Google Drive to collaborate in real time without having to worry about outdated versions of files.

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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A Comprehensive Guide on How To Collect Video Submissions

Although smartphones and modern software make it easy for almost anyone to create 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.

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Mortgage document collection by Email – What you Should Know?

With the digital revolution in full swing, everyone is looking for an efficient way to move information quickly and securely. Mortgage lenders are no exception. 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. There is emerging document collection technology that allows them to streamline the process of obtaining needed documents from borrowers.

By leveraging technology and security protocols designed specifically to share sensitive data digitally, getting paperwork into the right hands has never been easier or more secure. Let’s explore how mortgage companies can make use of this groundbreaking option today.

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Mortgage Document Collection Best Practices

Gathering mortgage 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 from getting more sales. It can even lose your business, in the case of misplaced files, hacked emails, or confused clients.

So this may make you ask yourself “How can you remove friction from your mortgage documents collection process? How do you reduce errors in the mortgage documents collection process? How do you improve efficiencies?” These are all common concerns of those using manual processes or spreadsheets that have reached their limit.

As real estate agent, we need to ensure we are collecting the right information for each borrower (like credit history, financial details, renting history, or legal documents), not just any information. We need to be able to communicate with borrowers efficiently and effectively and get them through the application process as quickly as possible. By investing in a document collection solution built specifically for real estate agents, mortgage, and loan professionals, rather than spreadsheets or manual processes, these issues can be avoided.

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Client Portals and Document Collection for Accountants

As accountants and bookkeepers, you are no strangers to the challenge of managing multiple clients’ documents while staying organized. Every client also comes with plenty of manual processes and manual tasks like meetings, emails, phone calls, and paperwork – all of which can feel overwhelming when it’s time to start your work.

Automating manual tasks 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 how we work now, manual processes should be something of the past.

Introducing a client portal into your practice is essential for automating manual processes like document collection and creating an efficient automated workflow for processing the data received from clients.

In this guide, we will explore the different features available with a client portal that make the manual task of collecting documents easier for both you and your clients – allowing you to save time so you can focus on what truly matters: providing tax consulting services.

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Why you Need Mortgage Document Portal for your Mortgage Company

Running a successful mortgage company requires more than just handing out loans and managing payments – you need to have a secure, organized system that allows customers to access the necessary documentation quickly and efficiently.

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. Keeping track of paperwork can be overwhelming as it is, but try doing so with hundreds or thousands of borrowers in your database!

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 multitask to get everything done on time, but sometimes it’s too much even for the best processor.

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.

Having an effective mortgage document portal solution will ensure that your organization consistently delivers quality customer service while streamlining processes to increase efficiency. Read on for more information about why having a sophisticated mortgage document portal should be part of your overall business strategy.

mortgage document portal answers these problems and more, making it easier than ever to not only keep track of your client’s documents but keep their information secure too. A client portal for mortgage documents makes life easier for everyone by simplifying the mortgage process and getting all documents where they need to be on time.

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Allowing other people to upload to your Dropbox account (a complete guide)

Dropbox is a popular file hosting service that you can use to store your own documents and those of other people. You can then access these files on any device. We’ll have a look at how you can invite people to send you files, as well as what this means for your Dropbox experience.

In some cases, Dropbox is not your best choice for collecting and organising files from other people. We’ll cover these circumstances, including a brief guide to alternatives.

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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 streamlined experience for you and your customers.

File Request Pro also offers generous file size limits, automated reminders, conditional logic, standalone or embedded upload pages, and the ability to use your own branding and URL. See all product details.

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