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”
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”
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.
Continue reading “Client Portals and Document Collection for Accountants”
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.
Continue reading “Why you Need Mortgage Document Portal for your Mortgage Company”
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)”
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 some common questions and issues while using file uploads and attachments in 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.
Continue reading “How to receive large files from customers (by email, sharing and uploading)”
Google Drive doesn’t natively support upload forms that can be used by anyone. If you try and add an upload question to a Google Form you will get this message: “Respondents will be required to sign in to Google when file upload questions are added to a form”.
If collecting documents from anyone is important to you, then you’ll need to use third-party software that integrates with Google Drive.
Continue reading “Google Drive Uploader – Building a Drag and Drop Uploader form for Google Drive”
