File Request Pro makes it easy for you to create secure client intake forms with file request drag and drop functionality if you need it.
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Client intake forms can be used to collect data and files as part of the onboarding process. They are a simple way to save you time going back and forth with clients to gather key information. They also offer clients a good customer experience at the start of their relationship.
Client intake forms are easy to create using free software. However, form creation is usually the easy bit. What is more difficult is persuading clients to complete and send the forms back to you without time-consuming reminders, reassurance about security, and requests for more information.
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Requesting, collecting and organising electronic files from clients is an increasingly important aspect of running your business. However, it can be hard work. Clients don’t have the same software or cloud storage provider. Email is messy and insecure.
So what is the best software to make the file request process as simple and streamlined as possible? So you can concentrate on your core competencies, and provide a good customer experience? We’ll help you find out.
Continue reading “What is the best software to request files from clients and partner companies?”
Onboarding new clients can be a daunting task for financial services firms. Not only do you have to collect all the necessary information, but you also have to ensure that your processes are smooth and efficient. Fortunately, there are ways to simplify the process and make it less overwhelming for both you and your clients like a bookkeeping client intake form or a customer onboarding template.
Client onboarding should be the least of your worries it 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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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”
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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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.
Continue reading “How can you request files from external partners using SharePoint?”
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.
Continue reading “A Comprehensive Guide on How To Collect Video Submissions”
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.
Continue reading “Mortgage document collection by Email – What you Should Know?”
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.
Continue reading “Mortgage Document Collection Best Practices”
