A Comprehensive Guide on How To Collect Video Submissions
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.
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 Upload Files to Dropbox Without an Account
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 …
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 receive large files from customers (by email, sharing and uploading)
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 …
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.
