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.

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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 allows users to collect data efficiently, but a common question arises regarding file uploads from outside the organization. This feature, essential for gathering documents from external partners or clients, is easy to enable yet often misunderstood.

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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.

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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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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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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.

A 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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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.

If you are looking for a way to allow others to upload to Dropbox without an account, you are in the right place. We’ll take a look at how you can invite people to send you files, send them a Dropbox upload link (File Request)

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

Continue reading “Allowing other people to upload to your Dropbox account (a complete guide)”