Mortgage Document Collection: Best Practices & Checklist
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. …
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 …
Mortgage Document Portal: Secure Client Document Collection
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 …
How to Allow Others to Upload to Your Dropbox (Without an Account)
Create a Dropbox file request so clients can upload to your Dropbox without an account, and see where file requests fall short for regular client work.
Google Forms File Upload: How to Enable It, Why It Breaks, and What to Do Instead
Google Forms file upload sounds simple until it isn't. This guide covers how to enable uploads, fix the greyed out option, resolve the "not compatible" error, and what to do when you need file uploads without requiring Google sign-in.
How to Allow Anyone to Upload Files to Your Google Drive
Google Drive is a fantastic, popular tool that lets you collaborate with other Google users using shared folders. However, your clients need a Google account to upload to your Google Drive or to send you a file using Google Forms.
