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. This can result in a complex dance of file creation, permissions, and client confusion.
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.
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.
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.
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 clients’ data stays secure.
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.
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.
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.
Google Forms is a great product. It’s free, easy to use and popular. However, accepting attachments or file uploads requires you to use specific settings. If you want to collect files from anyone or allow file uploads without login to google – you’ll need to use file upload software instead that integrates with Google Drive instead.
Here are the 6 steps you need to take to successfully upload files and attachments using Google Forms.
It’s increasingly common for you to receive large files from customers in electronic format. You might need to collect video, audio, presentations, photos and folders. However, collecting and organising large files is still not straightforward.
It’s easy to get tangled in a complex web of failed emails, frustrated customers and disorganised files.
We’ll look at your options below for receiving large files.