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.
Continue reading “Mortgage Documents and Email – What you Should Know”
Mortgage brokers and financial professionals have the world at their fingertips when it comes to the mortgage business. As rates remain incredibly low, it’s essential to find ways to improve your mortgage business in 2021.
Organization, communication, and efficiency are the key factors in making your mortgage business as successful as possible.So, how do you set your financial firm or mortgage company apart from the hundreds of other options your target audience has? Check out our top 10 ways.
Continue reading “10 ideas to improve your mortgage business in 2021”
Conducting business internationally puts you at risk of money laundering and other illegal financial transactions if you aren’t careful. Know your Client standards help international companies understand their clients and anyone they do business with to ensure their money and accounts aren’t being used for criminal activity, terrorism, or fraud.
Continue reading “Know Your Customer Requirements: What you Must Know”
Gathering documents and verifying all information can cause a lot of back and forth between borrower and broker. If there is miscommunication or you are unorganized, the mortgage broker can lose business and even hurt their bottom line.
Continue reading “Mortgage Document Collection Best Practices ”
Transforming the conventional business model into the online model is an advantageous alternative for business organizations to keep pace with the competitive market players. The outbreak of COVID-19 has turned this option into an obligation for ensuring the survival of a business. The same goes for any professionals who deliver expert service to its clients.
Today accounting firms are experiencing the challenge of communicating with their clients. Clients of accountants are diverse. Some of their institutional clients have a great knack for technology while some are averse and conservative in terms of using technology. But accountants used to manage them through using digital information and communication technologies or through reaching them directly before the global pandemic. Now the main challenge is to make all the clients depend on technologies for delivering accounting services.
Continue reading “Why you need a Client Portal for your Accounting Firm”
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. 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.
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 multi-task to get everything done on time, but sometimes it’s too much even for the best processor.
Continue reading “Why you Need Mortgage Document Portal for your Mortgage Company”
You work with others every day. Some of them are in–house personnel while others are outside contractors, partner companies or clients. Maybe you need to collect assignments from students.
Continue reading “How to allow others to upload to your Dropbox account”
Microsoft Forms is a simple, lightweight app that lets you easily create surveys, quizzes, and polls. Microsoft forms are great for educational institutions and business organizations
With Microsoft Forms, you can easily build a form that will store the entries in an Excel sheet. Which is great is you are already using other MS products. Continue reading “How to create a file upload form for Microsoft One Drive or Share Point”
Whether it’s a small survey or a school assignment, is you are a Google user, then Google Forms is a good alternative when you have to collect information from multiple people.
With Google Forms you can easily build a form that will store the entries in a google sheet but it’s has some limitations.
Another alternative, is using a solution like File Request Pro to create a form connected to Google Drive.
Let dive into some differences between Google Forms and File Request Pro.
Continue reading “How to Create a File Upload Form for Google Drive”
If you frequently need your customers to upload a file on your WordPress site, you’ll likely want to place them on a cloud storage provider like Google Drive.
By sending your file uploads to a cloud storage provider such as Google Drive or OneDrive, you will not only have a backup if a disaster, but you will save a lot of time downloading and organizing files.
Continue reading “Uploading Files to Google Drive from WordPress”