Add digital or e-signatures to your forms, documents, contracts and disclosure documents. Save hours in printing signing, scanning or mailing...
Document management software can help your mortgage business get documents from clients on time in the right format.
Using a client or document portal is the best way to move towards paperless onboarding. Here's our take on how to best digitize your onboarding.
HR contract management and employee onboarding doesn't need to be complicated, automated systems are here to make these processes much more efficient.
Any “serious” mortgage broker's website should do a number of things. Here's what your new website should include, and then how to bring traffic to...
Irregardless of where the commissions debate ends for mortgage brokers - there will still be a strong emphasis on providing exceptional customer...
Keen to streamline your document collection but not sure where to start? FileInvite could be for you. Check out our webinar to help get you up and...
How do you receive large files from clients? Here's our 5 step guide to receive large files. Using FileInvite can really help streamline the process.
We compare features across both document collection tools, so you know document automation system is a better fit for your organization.
There is a growing need for aggregators in the mortgage broker business. This blog focuses on the services they provide and how they can help you...
You moved to an online file storage system. But now, constant news of hackers stealing data from major corporations is making you nervous... We can...
Here are our 7 steps on how to automate monthly management reports and create optimum workflow. Schedule once and your team get auto reminders each...